Ian Lyall

Articles

Nvidia signals record OpenAI investment while distancing itself from $100bn figure

Jensen Huang says the chipmaker will commit more capital than ever to the ChatGPT developer, pushing back against reports of internal unease over the scale and structure of the deal.

AI news should carry ‘nutrition labels’, UK thinktank urges

IPPR calls for transparency rules and licensing regime as artificial intelligence reshapes how audiences access current affairs.

Elon Musk’s merger musings and an IPO race between OpenAI and Anthropic

As OpenAI and Anthropic line up blockbuster IPOs, while Elon Musk’s hints about merging SpaceX with X-AI

Waymo seeks $16bn funding round at near $110bn valuation

Alphabet’s autonomous driving unit pushes ahead with expansion plans as safety incidents draw renewed regulatory scrutiny.

OpenAI is pricing ads like prime-time TV. But is it selling belief over proof?

With scarce inventory, unusually clear signals of intent and a tightly controlled environment, OpenAI argues ChatGPT ads belong in the premium media tier even before it can show whether they drive sales.

SpaceX seeks approval for vast AI satellite network in orbit

The rocket group has asked US regulators to back plans for up to one million solar-powered satellites designed to act as space-based data centres.

Week in review: Apple’s blowout quarter hides a looming problem. Memory prices are exploding

Apple has just delivered its fastest growth in years, powered by a resurgent iPhone. But behind the headline numbers, a global memory crunch is brewing that could squeeze margins, push prices higher, and complicate the company’s AI ambitions.

Week in review: Elon Musk’s AI endgame and why xAI may not survive on its own

Elon Musk’s credibility as a builder gives him options other AI founders simply do not have. That is why talk is growing that xAI could ultimately be folded into Tesla or SpaceX, reshaping how investors think about the future of artificial intelligence businesses.

State of AI in 2026: Why the race is faster, messier, and more open than it looks

A wide-ranging discussion on the Lex Fridman Podcast suggests the artificial intelligence industry is being shaped less by hidden breakthroughs and more by access to computing power, organisational culture and the ability to turn powerful models into usable products.

First human trial of cellular reprogramming approved in bid to treat blindness

The study will involve around a dozen patients and will test whether damaged optic nerve cells can be restored to a healthier state rather than replaced or bypassed

Russian-linked hackers deploy data-wiping malware in rare attack on Polish energy firm

Security researchers say a previously unknown wiper, attributed to the Sandworm group, was used in a failed cyberattack on an energy company in Poland, marking an unusual extension of destructive Russian-aligned activity beyond Ukraine.

Helus Pharma looks to lead a new approach to treating depression

With pivotal trial results approaching, the company is betting that a new kind of psychedelic medicine can improve outcomes in depression and reshape investor expectations.

Bitcoin slides below $80,000 as risk appetite fades

The cryptocurrency’s sharp retreat from last year’s record high highlights a rapid shift in market sentiment, as tighter interest rate expectations and sustained institutional outflows drain momentum from speculative assets.

Moltbook situation shows how quickly AI experiments can slip out of their creators’ control

What started as a joke bot has turned into a social network where AI systems argue, trade, scam each other and even form religions, raising uncomfortable questions about alignment and oversight.

Amazon's $200bn AI bet. The market heard a warning, not a strategy

Two days after earnings, Amazon shares are still digesting a shock capex number that eclipsed everything else in a quarter where AWS accelerated, margins held, and demand for compute is visibly running hot

Big tech's $650bn roll of the dice on artificial intelligence

Three years into the buildout, the largest capital expenditure surge in tech history is about to collide with the market's patience for returns

Software stocks are in oversold territory....here's a round-up of tech's biggest headlines

Arm's transformation and Qualcomm's memory problem. Read on and catch up

Talking points: Bitcoin's meltdown and the AI 'chat wars'

Bitcoin is down more than 20% this year and over 10% in the past five days alone, with no obvious floor in sight. The sell-off has wiped out all gains since the rally that began in late 2024, and the market that once thrived on momentum and storytelling has lost both

Chip supply crunch deepens as Amazon's $200bn AI spending spree squeezes server market

Hyperscaler capex surge drives semiconductor shortages across the board, with Intel and AMD warning Chinese customers of six-month delays and double-digit price increases

Musk's SpaceX-xAI merger signals the rise of Silicon Valley's personal conglomerates

With an $800 billion fortune rivalling General Electric's historic peak, the Tesla and SpaceX chief is pioneering a new power structure that treats velocity as the ultimate competitive advantage