The next AI Giant Predicted to Overtake Nvidia
Nvidia’s $4 trillion milestone is historic, but some analysts believe another AI leader could push it even further (and faster). Here’s why it might be the better investment in today’s generative AI boom.
Two Nvidia Partners to Power Next Gen Data Centers
With Nvidia planning a major leap in data center design by 2027, two lesser-known partners are emerging as critical players: Navitas Semiconductor and Vertiv. Their technologies could help drive the efficiency and cost-savings needed for next-gen AI infrastructure.
Ares Strategic Mining Nabs $11M for U.S. Fluorspar & Gallium Revival
Big funding. Bigger plans. Ares Strategic Mining is locking in the support it needs to become America’s only source for fluorspar (and likely gallium, too). With major moves underway at its Utah-based Lost Sheep Mine, the company has their eyes on full-scale production starting in 2025.
Gallium: A Unicorn Critical Mineral
Gallium is one of the most strategically important metals you’ve probably not heard of. Used in semiconductors, LEDs, 5G infrastructure, and advanced defense systems, gallium nitride technology is essential to modern life. Yet despite its importance, the United States currently produces none of it.
Agentic AI: Have You Heard of It?
Venture capitals are heavily backing agentic AI startups – autonomous software “agents” set to transform productivity tools and SaaS workflows.
Ioneer Quadruples Reserves, Doubles Costs
Ioneer has quadrupled reserves at its Rhyolite Ridge lithium-boron project, extending the project’s mine life to nearly a century.
‘Unusually Cautious’: Biotech Dealmakers Hit the Brakes
After a quiet period for biotech M&A, dealmakers started 2025 with renewed optimism. Many expected a rebound in billion-dollar transactions, bolstered by early momentum like Johnson & Johnson’s $14.6 billion acquisition of neuroscience biotech Intra-Cellular Therapies, announced in January. Enthusiasm has since faded, with political instability and market swings cooling appetites and deepening the divide […]
EV Market Outpaces Hybrids with a 29% YTD surge
EV sales are accelerating globally, with China and the EU driving most of the momentum. While geopolitical tensions persist, policy shifts and domestic incentives are pushing the industry forward, though North America remains a weak spot.
U.S. Fast-Tracks 10 More Mining Projects
The Trump administration has added 10 new mining projects to the FAST-41 permitting initiative, intensifying efforts to boost domestic production of critical minerals like copper, palladium, and uranium.
IBM Charts New AI Course with Major U.S. Investment
IBM is making a decisive play in the enterprise AI market with new integration tools that help clients manage diverse AI systems. Backed by a $150 billion U.S. investment plan and advancements in quantum computing, the company is anchoring its future in multi-model intelligence and infrastructure.
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