Judith Murphy

Judith Murphy · May 22, 2026 · 12:27 AM

Trump delays AI order over China competition fears

A planned White House signing ceremony for a major AI and cybersecurity executive order was abruptly postponed on May 21 after President Trump decided he disliked parts of the text. The delay signals a sharp internal divide over how to balance national security concerns with the drive to outpace China.

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Judith Murphy · May 21, 2026 · 9:15 PM

St. Charles bans data centers in AI infrastructure warning

A Missouri suburb just voted 7-1 to effectively ban large data centers, turning the national AI build-out into a local land-use fight. This is not an isolated NIMBY story. It is a warning about water, secrecy, and the new politics of digital infrastructure.

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Judith Murphy · May 21, 2026 · 6:50 PM

AMD challenges Nvidia with $4,000 local AI supercomputer

AMD has put a price and a timeline on its local AI push. Ryzen AI Halo starts at ,999, arrives for pre order in June 2026, and gives developers a serious new option for running large models without renting cloud compute for every experiment.

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Judith Murphy · May 21, 2026 · 4:26 PM

VinFast debt move raises governance questions

VinFast just moved 7 billion in debt off its balance sheet through a factory sale to a buyer group that includes its own founder. That sounds like financial engineering, not operational discipline.

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Judith Murphy · May 21, 2026 · 2:01 PM

Clouted raises $7M to turn AI into a viral clip factory

AI has conquered content creation. Now it is coming for distribution. Clouted just raised $7 million to automate the messy business of turning long videos into viral short clips across TikTok, Reels and Shorts.

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Judith Murphy · May 21, 2026 · 1:13 PM

Bankless co-founder David Hoffman sells all his ETH as the show enters a new era

David Hoffman says he sold all his ETH, while Ryan Sean Adams calls it the end of Bankless's first six-year era and a step into a new phase.

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Judith Murphy · May 21, 2026 · 9:02 AM

SpaceX's S‑1 Reveals 18,712 Bitcoin, Quietly Turning the IPO Into a Crypto Moment

SpaceX's S‑1 shows 18,712 bitcoin, a roughly $1.45 billion position that turns the IPO into a test of how large private firms disclose and manage corporate crypto holdings.

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Judith Murphy · May 21, 2026 · 6:44 AM

SpaceX's IPO filing could reset private tech pricing

SpaceX's S-1 has turned a long-rumored IPO into a public benchmark for private-market valuation, with roughly $4.7 billion in first-quarter 2026 revenue and heavy institutional interest now in view.

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Judith Murphy · May 21, 2026 · 3:39 AM

Anthropic's profit path shows AI's business model is maturing

Anthropic is nearing operating profitability in Q2 2026 as enterprise demand, rising revenue and a massive xAI compute deal reshape the economics of frontier AI.

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Judith Murphy · May 21, 2026 · 1:21 AM

OpenAI's newest reasoning model is pushing into frontier math

OpenAI's own recent math work suggests reasoning models are moving closer to original research, not just better answers.

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Judith Murphy · May 20, 2026 · 11:04 PM

SpaceX prepares to make S-1 public, turning private-valued Starlink into a market benchmark

SpaceX's anticipated public S-1 will for the first time show how much revenue and profit come from Starlink versus launch services, set a new valuation benchmark for aerospace startups, and force clarity on governance and Musk's plans for personal stock, with the filing expected this week according to Bloomberg and Reuters reporting.

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Judith Murphy · May 20, 2026 · 8:45 PM

Samsung defuses a strike threat that could have jolted the AI chip chain

Samsung has reached a tentative labor agreement that pauses a strike threat and removes a near-term risk for the AI chip supply chain.

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Judith Murphy · May 20, 2026 · 6:04 PM

France leads a crowded race to host Europe's €10 billion AI gigafactory

French industrial and technology groups have submitted bids to host a planned €10 billion EU-backed AI gigafactory, part of a wider European push to build sovereign compute capacity and reduce dependence on U.S. and Chinese hyperscalers.

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Judith Murphy · May 20, 2026 · 3:47 PM

Hyperliquid's fee surge sends a clear signal to Solana and DeFi builders

Hyperliquid's $1.39 million in daily fees shows how an app-specific on-chain trading venue can pull real economic activity away from both centralized exchanges and Solana rivals.

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Judith Murphy · May 20, 2026 · 1:05 PM

Barnes & Noble's AI book stance could reshape retail shelves

Barnes & Noble CEO James Daunt says the chain would stock AI-written books if they are clearly labeled and not misleading, a stance that could normalize AI publishing in physical retail.

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Judith Murphy · May 20, 2026 · 12:15 PM

SoftBank's OpenAI bet is drawing fresh internal scrutiny

Masayoshi Son's expanding OpenAI wager is becoming a source of internal concern at SoftBank as investors rethink concentration risk in the AI boom.

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