Tag: AI computing

Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street

Meta generated $64.6 billion in revenue during the third quarter of 2026, a 26% increase from a year earlier. Its advertising business was thriving, users were spending more time across its platforms, and the company remained profitable. Wall Street responded by selling the stock. Shares fell sharply on October 22 as investors absorbed another enormous […]

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Tesla Wants to Be an AI Giant. Its Investors Still Have to Pay for It.

Tesla is about to report another quarter of car sales, margins and cash flow. Yet the company’s most consequential financial question concerns products that barely contribute to its revenue today: autonomous taxis, humanoid robots and the artificial intelligence infrastructure needed to make them work. For years, Tesla’s investment case rested on an ambitious but recognizable […]

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AI’s Next Bottleneck May Be Public Permission, Not Computing Power

AI companies have spent the past few years worrying about access to GPUs, electricity, capital and enough physical infrastructure to keep increasingly powerful models running. The next constraint may be harder to order from a supplier. It may be permission. Anthropic is reportedly preparing to identify negative public sentiment toward artificial intelligence and data centers […]

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