Walter Schulze

Walter Schulze · Jun 1, 2026 · 7:48 AM

Jiducloud becomes a unicorn as China’s AI money moves into 3D tools

Jiducloud has reached a valuation above $1 billion after a new funding round, according to Bloomberg reporting published June 1. The company’s rise shows how China’s AI investment market is expanding from foundation models into practical tools for 3D modeling, game assets, and digital production workflows.

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Walter Schulze · Jun 1, 2026 · 3:34 AM

Erin Brockovich puts AI data centers on notice.

Erin Brockovich's new data center map gives local opposition to AI infrastructure a national focal point. The issue for developers is no longer just power and land availability, but whether communities believe they are being told the truth before projects move forward.

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Walter Schulze · May 31, 2026 · 11:44 PM

Wix layoffs show AI spending now has to prove itself

Wix is cutting about 1,000 jobs as AI and currency pressures reshape its cost base. The move points to a broader enterprise shift as CFOs demand clearer returns from AI spending.

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Walter Schulze · May 31, 2026 · 9:26 PM

A BoE warning puts stablecoin demand under a harder spotlight

Bank of England policymaker Megan Greene warned that stablecoin demand may prove temporary just as SoFi and Cash App expand access to digital dollar rails. The comment raises a harder question for fintech builders: are stablecoins a lasting payments layer, or a bridge to better regulated money infrastructure?

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Walter Schulze · May 31, 2026 · 6:22 PM

MiniMax is bringing its AI listing story back to Shanghai

MiniMax has started early preparations for a possible STAR Market listing in Shanghai after a sharp rally in its Hong Kong shares. The move would give the Chinese AI company deeper access to mainland capital while raising new questions about its global ambitions and compute strategy.

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Walter Schulze · May 31, 2026 · 1:29 PM

OpenAI's Codex limit reset shows coding agents are entering costly scale

OpenAI's Codex usage reset points to rapid adoption of agentic coding tools and the infrastructure pressure behind them. The move gives developers more room to work, but it also shows why usage limits are becoming central to AI business models.

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Walter Schulze · May 31, 2026 · 10:02 AM

Circle's Zama freeze shows privacy tokens still answer to courts

Circle froze about $12.6 million inside Zama's confidential USDC wrapper after a court order tied to the Overnight Finance dispute. The case shows that privacy-preserving DeFi can still inherit the compliance controls of regulated stablecoins.

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Walter Schulze · May 31, 2026 · 6:58 AM

Rivian says AI will make CarPlay less important in its EVs

Rivian is doubling down on its refusal to support Apple CarPlay and Android Auto, arguing that AI agents can create a better in-car experience. The bet could strengthen Rivian’s software strategy, but only if drivers trust voice control more than the phone interfaces they already use.

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Walter Schulze · May 31, 2026 · 4:40 AM

Stable Audio Studio brings local AI sound generation into focus

Stable Audio Studio is a community-built local interface for running Stable Audio models, arriving days after Stability AI released Stable Audio 3.0. The launch points to a broader shift in creative AI, where privacy, latency, licensing, and workflow control may matter as much as raw generation quality.

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Walter Schulze · May 31, 2026 · 2:22 AM

Utah is raising the price of AI data center ambition

Utah Gov. Spencer Cox signed a new order setting tougher review standards for large data centers after public backlash over Kevin O'Leary's proposed Stratos project. The move shows how water, power, ratepayer costs and local consent are becoming material risks for AI infrastructure investors.

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Walter Schulze · May 30, 2026 · 10:55 PM

Defense officials now see AI risk as a front-line security threat

Defense officials at Singapore's major security forum are treating advanced AI as a central strategic risk, not just a technology issue. The pressure now falls on AI labs, cloud providers and infrastructure operators as national security concerns move closer to the core of the AI business.

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Walter Schulze · May 30, 2026 · 2:36 PM

Software stocks just posted their best month since 2001 and the SaaSpocalypse is looking less apocalyptic

U.S. software stocks closed May 2026 with a 21% monthly gain , the iShares Tech-Software ETF's best performance since October 2001 , as institutional investors unwound the SaaSpocalypse thesis that AI agents would hollow out SaaS revenues. Snowflake's blowout quarter and $6 billion AWS deal led the charge, but the recovery is split sharply between infrastructure winners and application-layer laggards still navigating structural headwinds.

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Walter Schulze · May 30, 2026 · 7:30 AM

Singapore's new silver futures contract challenges COMEX's grip on global price discovery

Abaxx Exchange launched its Silver Singapore (SSP) futures contract on May 22, 2026 , a USD-denominated, physically deliverable instrument targeting Asia's industrial silver users and challenging COMEX's dominance in global silver price discovery. Built for 0.9999 fineness delivery into Singapore vaults, the contract addresses the structural gap between Western paper-based benchmarks and the physical needs of Asian solar, electronics, and EV manufacturers. China imported a record 836 tonnes of s

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Walter Schulze · May 30, 2026 · 12:59 AM

Ohio pulls the welcome mat on data center tax breaks as AI infrastructure costs spiral past $1.6 billion

Ohio Governor Mike DeWine suspended the state's data center sales tax exemption program this week after its costs exploded from a projected $136 million to nearly $1.6 billion in a single year. The move, effective June 1, halts new applications while a legislative committee reviews the program amid a citizen-led push to ban hyperscale data center construction entirely. Similar fiscal shocks are emerging in Virginia and Georgia, signaling the end of the era when states absorbed AI infrastructure

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Walter Schulze · May 29, 2026 · 4:52 PM

ElevenLabs Dubbing v2 bets that AI can finally crack the global localization market at scale

ElevenLabs has launched Dubbing v2, an AI dubbing model that preserves a speaker's emotional performance across 90-plus languages. Released days after Music v2, the product signals ElevenLabs is building a full-stack audio platform , and targeting the multi-billion-dollar global content localization market dominated by slow, expensive human workflows.

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Walter Schulze · May 29, 2026 · 2:48 PM

Tokenized real world assets are finally starting to look like a market

Tokenized RWAs nearing 33.8B show that institutional adoption has moved beyond pilots, with Treasury products leading because yield and compliance now matter more than crypto hype.

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