Walter Schulze

Walter Schulze brings all the breaking news stories in the tech and startup world and to ensure that Startup Fortune offers a timely reporting on the trends happen in the industry. He now works on a part time basis for Startup Fortune specializing in covering tech and startup news and he also sheds light on investment opportunities and trends.

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Walter Schulze · Jun 2, 2026 · 4:54 PM

STMicroelectronics nearly doubles its data center revenue target as AI infrastructure demand reaches chipmakers far beyond the GPU giants

STMicroelectronics raised its 2026 data center revenue outlook to approximately $1 billion on June 2, nearly doubling prior guidance, sending shares to a 25-year high. Fueled by a strategic multi-billion-dollar AWS partnership and surging demand for silicon photonics and power chips, the upgrade signals that AI infrastructure spending is flowing well beyond GPU suppliers into the broader semiconductor supply chain. Texas Instruments and Analog Devices are showing similar momentum, pointing to a

Walter Schulze · Jun 2, 2026 · 2:40 PM

Alaska joins the sound money movement by stripping all state taxes from gold and silver

Alaska signed HB 1 into law on May 29, 2026, recognizing gold and silver specie as legal tender and eliminating local sales taxes on precious metals transactions. The bill passed with near-unanimous support, joining a growing list of states , including Kansas and Iowa , that have moved to treat gold and silver as money rather than taxable commodities. The momentum raises real questions about how long federal tax treatment of precious metals can stay out of step with the states.

Walter Schulze · Jun 2, 2026 · 10:23 AM

SpaceX is carving out 5% of its IPO for insiders and waiving lock-up rules for them while everyone else waits

SpaceX has reserved up to 5% of its IPO shares for employees and executive-selected individuals, exempting them from standard post-listing lock-up periods under a directed share program. The carve-out, revealed in a June 1 filing, creates a class of holders who can begin selling as soon as the company reports its first post-IPO earnings. With SpaceX targeting a $1.75 trillion valuation and a potential record-breaking raise, the structural asymmetry could test the market's patience almost immedia

Walter Schulze · Jun 2, 2026 · 5:01 AM

Luma AI opens its physical AI lab to the public as the video generation startup bets its world model advantage translates to robotics

Walter Schulze · Jun 1, 2026 · 9:35 PM

AI weather startups are turning forecasting into a private market

AI weather startups are pushing into a market once dominated by public agencies and supercomputer models. The opportunity is large, but the strongest companies will need to prove measurable accuracy gains in real commercial workflows.

Walter Schulze · Jun 1, 2026 · 6:54 PM

Strategy sells Bitcoin as treasury management enters a new phase

Strategy sold 32 Bitcoin for about $2.5 million, its first confirmed sale since December 2022. The move is tiny compared with its holdings, but it signals a more active phase for corporate Bitcoin treasury management.

Walter Schulze · Jun 1, 2026 · 4:13 PM

Bain says AI savings are still missing the profit line

Bain says many companies are seeing AI productivity gains without turning them into meaningful cost savings. The finding raises tougher questions for AI startups, enterprise vendors, and investors relying on margin expansion stories.

Walter Schulze · Jun 1, 2026 · 1:56 PM

Cognitive debt is becoming AI's hidden business cost

Companies are spending heavily on AI, but the harder question is whether those tools are creating durable capability or hidden cognitive debt. The risk is that faster output masks weaker understanding, leaving businesses with more work to check and fewer people able to explain it.

Walter Schulze · Jun 1, 2026 · 10:52 AM

TSMC investors in Taiwan are catching up with Wall Street on AI

TSMC’s Taiwan-listed shares are closing the valuation gap with its US ADRs as local investors buy into the AI demand story. The move suggests Taiwan’s market may now be a stronger signal for semiconductor sentiment, not just a follower of Wall Street.

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.

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.

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.

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?

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.

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.

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.