SF Jun 23, 2026 · 2:49 PM

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The global tech sell-off is a reckoning with AI valuations that were always going to come

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The global tech sell-off is a reckoning with AI valuations that were always going to come

A two-day rout in global technology stocks has wiped hundreds of billions from the sector, with SpaceX shedding $900 billion from its peak, Samsung and SK Hynix falling more than 12%, and Nasdaq 100 futures sinking 2.69% as investors demand proof that AI infrastructure spending will generate real returns.

Judith Murphy

5 min read

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Abu Dhabi's MGX has quietly become the most consequential AI investor on the planet

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Abu Dhabi's MGX has quietly become the most consequential AI investor on the planet

Nvidia's Rubin data center runs hotter to use almost no water at all

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Nvidia's Rubin data center runs hotter to use almost no water at all

China's all-CPU LineShine supercomputer reaches exascale without a single Nvidia or AMD chip

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China's all-CPU LineShine supercomputer reaches exascale without a single Nvidia or AMD chip

Masayoshi Son says Earth wins the AI compute race after dismissing Musk's orbital data center vision

5 min read · 610 views

Masayoshi Son says Earth wins the AI compute race after dismissing Musk's orbital data center vision

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