Author: Henry Kanapi

Banking titan JPMorgan Chase is revealing its four-part strategy to capture the upside potential in the AI race that continues to heat up. In its Outlook 2026 report, the bank says investors should stick with hyperscalers even if there’s widespread doubt that their hundreds of billions of dollars in CapEx will ultimately generate substantial returns. “The four original hyperscalers (Microsoft, Meta, Alphabet and Amazon) are already growing earnings at about a 20% annual pace. Once you adjust for their growth, their valuation premiums seem justified… As a collective, they are already generating an estimated $25 billion in incremental quarterly revenue…

I/O Fund lead tech analyst Beth Kindig says the artificial intelligence market is large enough to support multiple winners, including Google and OpenAI. In a new Fox Business interview, the tech analyst believes that AI’s economic impact will far exceed earlier technology cycles, sparking a macro-scale transformation rather than a single-product or platform story. While there appears to be a widespread belief that Google is winning the AI race, Kindig says it makes no sense to give up on OpenAI. “AI is expected to have a $15 trillion impact on GDP. Some [project] as high as $20 trillion. There is…

Micron Technology (MU) has signed a $1.8 billion letter of intent to acquire a major semiconductor fabrication site in Taiwan as it accelerates capacity expansion to meet surging global demand for memory chips. The company says it has entered into an exclusive agreement to purchase Powerchip Semiconductor Manufacturing Corporation’s (PSMC) P5 fabrication site in Tongluo, Miaoli County, Taiwan. The deal includes an existing 300mm fabrication facility with roughly 300,000 square feet of cleanroom space. Micron says the acquisition is designed to expand its DRAM manufacturing footprint and strengthen its position in a market where demand continues to exceed supply. The…

OpenAI CFO Sarah Friar says the tech titan’s revenue and user growth are compounding at a pace that’s never been witnessed before. In a new company update, Friar says OpenAI’s growth is a flywheel, where compute investment fuels model capability, capability drives adoption, and adoption funds the next wave of infrastructure. “Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization. Investment in compute powers leading-edge research and step-change gains in model capability. Stronger models unlock better products and…

Billionaire venture capitalist Hemant Taneja says the rise of AI is forcing a fundamental rethink of what skills matter most for success. In a recent All-In Podcast interview recorded at CES, the General Catalyst CEO says AI is changing the role of human intelligence rather than replacing it. He highlights that schools trained earlier generations to master problem-solving techniques over curiosity and creativity. According to Taneja, AI’s ability to solve problems at lightning speed negates the need for rote execution. “When we were going to college, it was all about learning how to solve problems really well. And now, in…

Commerce Secretary Howard Lutnick says the United States is preparing to pull the full semiconductor supply chain back onto American soil through a sweeping $500 billion investment framework involving Taiwan. In a new CNBC interview, Lutnick says the multi-billion-dollar deal is a decisive move to secure U.S. self-sufficiency in chip manufacturing and related technologies. He says the arrangement is built around two parallel commitments from Taiwan, combining private capital with government-backed support to relocate production capacity to the United States. “So basically, there are two commitments from Taiwan. There’s $250 billion that comes directly from companies. And then there’s $250…

A leading digital intelligence platform says Japan is second to none in AI adoption, as monthly visits to generative artificial intelligence tools more than doubled last year. In a new post on X, Similarweb says gen AI tools’ average monthly website visits from users in Japan exploded by 126.8% from 2024 to 2025. France comes in at number two, with the average monthly website visits surging 106.5% over the same time frame. South Korea ranks third with 85.6% growth, and Brazil lands at number four, having witnessed a 78.7% increase in average monthly website visits. Germany and the US are…

Billionaire investor Chamath Palihapitiya says the United States should deploy a massive tax-advantaged energy program to eliminate electricity costs for tens of millions of households while freeing up power capacity for AI and data centers. In a new episode of the All-In Podcast, Palihapitiya says a large-scale solar and storage push could simultaneously lower consumer costs, reduce grid strain and accelerate America’s competition with China. He frames the idea around a federal tax equity fund sized in the hundreds of billions, aimed at rapidly expanding residential energy independence. “I think the president should try to create a $300, $400, $500…

I/O Fund lead tech analyst Beth Kindig says investors taking profits now on their Big Tech positions might be jumping the gun, as she believes the AI trade is about to enter the monetization phase. In a new Fox Business interview, the tech market guru pushes back on concerns that AI spending has run too far, too fast. Instead, she believes that the current period is a necessary research and development cycle before large-scale deployment and recurring revenue take hold. “I don’t see an AI bubble. What I see is a stage of R&D development. That means these big tech companies…

A new Brookings Institution study warns that the widespread use of AI in education is actively weakening how students think, learn and engage cognitively, raising the risk of long-term intellectual decline. The findings come from a global premortem conducted by Brookings researchers, who examined how AI tools are reshaping learning behavior across classrooms, homes and education systems. The study draws on interviews, focus groups, and consultations with 505 students, teachers, parents, education leaders and technologists spanning 50 countries. Researchers describe the trend as a “great unwiring” of students’ cognitive capacities, driven not only by overuse of AI tools but by…