F.L.Putnam’s Ellen Hazen suggests investors look to chip manufacturer TSMC as a core AI holding. She sees a bubble forming but believes it’s different from past manias, and likes TSMC’s position as the indispensable foundry for everyone, including Nvidia’s potential rivals.
A new report from RunSafe Security reveals that AI-generated code is already deployed in production across critical infrastructure. While over 80% of embedded developers use AI, security concerns are high but follow-through is inconsistent.
Major tech rivals are collaborating on a new foundation to set the ground rules for AI agents. The move aims to prevent fragmentation and ensure different AI systems can work together seamlessly.
Google is working to build its AI Mode directly into the Chrome browser. The native integration would allow the AI to access and use information from your open tabs, moving beyond a simple sidebar.
Accenture is on an AI partnership spree. After a deal with OpenAI, it’s now teaming up with Anthropic to train tens of thousands of employees on Claude. The consulting giants are in a full-blown arms race for AI dominance.
According to a CNBC report, Meta’s AI focus is in flux. The company’s much-hyped Llama models have taken a backseat to a massive hiring spree, including a $14.3 billion deal to bring in Scale AI’s founder. Now, its next-gen model, codenamed “Avocado,” is reportedly delayed until 2026.
The real competition isn’t AI itself, but other people using AI. Your value comes from combining AI fluency with deep expertise, creativity, and hustle. It’s your force multiplier.
The Claude app for Slack can now automatically detect and handle coding tasks by routing them to Claude Code. This beta feature uses the context of your Slack threads and authenticated code repositories to help debug or write code without leaving the chat.
AI is revolutionizing how we find new materials, cutting development time from decades to months. With soaring demand for rare earths, startups are attracting major funding to build resilient, sustainable supply chains.
Rebellions and Standard Energy are jointly developing a control AI for energy storage systems in AI data centers. The goal is to prevent costly peak-demand surcharges by managing power flow in millisecond intervals. A prototype is expected in the first half of 2026.
