Sunday, March 22, 2026

CoreWeave Stock Gets All the Headlines, but This AI Pick Could Outperform It

CoreWeave has captured headlines since its IPO due to its rapid growth in the AI sector, particularly in renting capacity for AI workloads. However, Alphabet, with its extensive cloud services and strong advertising revenue, is positioned to outperform CoreWeave in the long run, as evidenced by a 48% increase in Google Cloud revenue driven by AI demand.

Russia Launches Cargo Ship to ISS From Baikonur After Repairs

Russia successfully launched the uncrewed Progress MS-33 cargo spacecraft toward the International Space Station from the Baikonur Cosmodrome in Kazakhstan. This launch, which occurred on March 22, 2026, follows recent repairs to the launch site, ensuring the continued operation of cargo deliveries to the ISS by Roscosmos.

How AI's Revolution Could Mirror the Industrial Revolution

In a recent interview, Martha Gimbel, Executive Director of Yale Budget Lab, explored how the ongoing debate about artificial intelligence mirrors the societal shifts experienced during the industrial revolution. By referencing 19th century novels, she illustrated how literature can provide insights into the profound changes AI may bring to our lives and industries.

Why Spotify AI more than music will be the secret to keeping subscribers

Spotify is betting on artificial intelligence to retain subscribers in a competitive streaming landscape, introducing features like a ChatGPT integration and Prompted Playlists. The ChatGPT integration allows users to request music based on mood or genre, while the Prompted Playlist feature helps users create custom mixes by tapping into specific feelings or memories. With its interactive DJ feature boasting 90 million subscribers and four billion hours of engagement, Spotify's focus on AI is seen as crucial for maintaining its edge against rivals like Apple and Amazon.

Musk says he’s building Terafab chip plant in Austin, Texas

Elon Musk has unveiled plans to establish a Terafab chip plant in Austin, Texas, which will be jointly operated by Tesla and SpaceX. The facility aims to produce chips at scale for applications in robotics, artificial intelligence, and space-based data centers. Despite Musk's ambitious vision, he did not provide a timeline for when the plant might begin operations or achieve its production goals.

ICE agents will be deployed to U.S. airports on Monday: Homan

Starting Monday, Immigration and Customs Enforcement (ICE) agents will be deployed to U.S. airports to help alleviate extensive security lines resulting from the ongoing Department of Homeland Security (DHS) shutdown. White House border czar Tom Homan confirmed the deployment, stating that ICE will assist TSA by managing areas that do not require specialized expertise, as many TSA agents have called out or quit due to the shutdown's impact on their pay.

Apple’s AirPods Max 2 Blurs the Lines Between Marketing and Innovation

Apple's latest release, the AirPods Max 2, showcases a growing trend where marketing strategies increasingly overlap with genuine innovation. This shift is evident as the company also faces dwindling inventory of its HomePods and Apple TVs, alongside a notable price increase for external storage at retail locations. Additionally, the recent exit of Apple's home hardware chief to Oura signals potential changes in leadership and direction for Apple's home product line.

OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO

As OpenAI gears up for a potential IPO, CEO Sam Altman has acknowledged the complexities of managing data centers, leading to a strategic pivot that emphasizes fiscal responsibility. The company has scaled back its compute spending projections significantly, moving from $1.4 trillion to $600 billion by 2030, as it navigates operational challenges and seeks to reassure investors ahead of its public market debut.

AI was everywhere at gaming’s big developer conference — except the games

At the GDC Festival of Gaming, AI technologies were prominently showcased, yet developers largely rejected their use in game creation. Despite vendors promoting AI tools for tasks like NPC generation, nearly all developers I spoke with emphasized the importance of human creativity in their projects, with many stating that AI detracts from the personal touch that defines their games.

An exclusive tour of Amazon’s Trainium lab, the chip that’s won over Anthropic, OpenAI, even Apple

Amazon's recent tour of its Trainium chip development lab underscores its strategic push into the AI space, particularly following a $50 billion investment in OpenAI. The Trainium chip, designed for efficient AI inference, is already deployed in over 1.4 million units and aims to challenge Nvidia's market dominance by offering lower-cost alternatives for AI applications.

Delve accused of misleading customers with ‘fake compliance’

Delve, a Y Combinator-backed compliance startup, is facing serious accusations of misleading customers about their compliance with privacy regulations, potentially exposing them to legal liabilities. An anonymous post claims that Delve falsely assured clients of compliance, providing fabricated evidence and generating auditor conclusions without proper oversight. In response, Delve has denied these allegations, asserting that it merely offers automation tools and that compliance reports are issued solely by independent auditors.

Report: New iPad with A18 chip still on track to launch in first half of 2026

Apple's upcoming budget iPad, which will transition from the A16 to the A18 chip, is still on track for a launch in the first half of 2026. This new model is expected to debut during the iOS 26.4 release cycle, which runs until May, with a potential launch by the end of April. The A18 chip promises significant performance improvements and will finally bring Apple Intelligence capabilities to the entry-level iPad.

Are AI tokens the new signing bonus or just a cost of doing business?

The conversation around AI tokens as a form of compensation has gained traction, particularly after Nvidia CEO Jensen Huang proposed that engineers receive a significant portion of their salary in tokens. This new model, which could see top engineers earning up to $475,000 when including token budgets, reflects the increasing reliance on AI compute resources in engineering roles. However, while tokens may enhance productivity, they also raise concerns about job security and the expectations placed on engineers to deliver results commensurate with their compute budgets.

QCon London AI Coding State of the Game: More Capable, More Expensive, More Dangerous Coding Agents

At QCon London, Birgitta Böckeler, a Distinguished Engineer at Thoughtworks, outlined significant changes in AI coding over the past year, moving from vibe coding to the use of autonomous coding agents. She raised concerns about the increasing costs and deteriorating security landscape, highlighting that security incidents involving coding agents now occur weekly, often due to prompt injection vulnerabilities. The introduction of context engineering and 'lazy loading' has improved coding capabilities, but the risks associated with unsupervised agents remain a pressing issue.

The secret story of the vocoder, the military tech that changed music forever

The vocoder, initially developed by Homer Dudley at Bell Labs to improve telephone communications, unexpectedly became a revolutionary tool in music. After its military use in World War II for secure communications, artists began to explore its potential, leading to its widespread adoption in the music industry. This episode of Version History features discussions with Chromeo, who highlight the vocoder's enduring appeal and versatility.

When it comes to private credit, 'some caution is reasonable,' advisor says. What to know

The private credit market is facing scrutiny as high redemption requests from investors signal potential trouble, particularly in semi-liquid funds. Experts caution that while there are pockets of weakness, the overall market is not on the verge of collapse, with defaults expected to rise primarily due to disruptions from artificial intelligence in software sectors. Financial advisors recommend limiting exposure to private credit to about 5% of an investor's portfolio to mitigate risks associated with illiquidity and credit defaults.

There can (still) be only one: Highlander is 40

Highlander, the iconic 1986 fantasy action film directed by Russell Mulcahy, marks its 40th anniversary this year, continuing to resonate with audiences. Starring Christopher Lambert as Connor MacLeod, an immortal Scotsman, the film's unique blend of sword-fighting and mythology has led to two sequels and two TV series, while a reboot has been in development since 2008. Despite its initial mixed reviews and box office struggles, Highlander has achieved cult status, bolstered by its memorable characters and a powerful soundtrack by Queen.

Apple Stores ‘running low’ on Apple TV, HomePod, and HomePod mini inventory

Apple Stores are currently facing inventory shortages for the HomePod, HomePod mini, and Apple TV, which often signals upcoming product updates. While Apple has new versions ready, the company is reportedly waiting for enhancements to Siri before launching them. The next Apple TV 4K is expected to feature the A17 Pro chip, while the HomePod mini may see new colors and upgraded internal components.

Amazon.com (AMZN) AWS Taps SailPoint to Develop Governance Solutions for AI Agents

Amazon Web Services (AWS) has entered a multiyear strategic partnership with SailPoint to develop governance solutions specifically for AI agents. This collaboration aims to create a unified governance layer that manages both human and non-human identities, establishing SailPoint as the preferred governance solution for AI builds on AWS. The partnership will also focus on lifecycle governance and automated policy implementation, enhancing customer adoption of modern identity platforms.

Needham Confident of Alphabet Stock (GOOGL) Free Cash Flow Generation Capabilities Amid AI Disruption

Needham analysts have reiterated their confidence in Alphabet Inc. (GOOGL), highlighting the company's strong potential for free cash flow generation amid the rise of generative artificial intelligence. They expect Alphabet to self-fund its capital expenditures from 2025 to 2028, supported by its robust cash flow, and have set a price target of $400 for the stock. This optimism follows Alphabet's recent acquisition of the AI security platform Wiz, which will be integrated into Google Cloud while maintaining its brand.

Mining the deep ocean

The Metals Company has successfully piloted a subsea harvester capable of extracting valuable polymetallic nodules from the Pacific Ocean's depths, aiming to deploy similar machines across a vast area for commercial mining. With global demand for critical minerals projected to surge, particularly for clean energy technologies, the company and others are pushing for deep-sea mining despite ecological concerns and ongoing regulatory debates.

Google Search test replaces headlines and website titles with AI

Google Search has begun testing an AI system that replaces the headlines and titles of articles in search results, a move that raises concerns about accuracy and the potential misrepresentation of content. The company stated that this small experiment is designed to enhance user engagement by better aligning article titles with search queries, although it clarified that any future rollout would not involve generative AI for headline creation. This development follows a trend of declining traffic from Google Search to websites, prompting questions about the implications for publishers.

OpenClaw's ChatGPT moment sparks concern that AI models are becoming commodities

OpenClaw, a new AI platform developed by an Austrian software engineer, has quickly gained traction, being highlighted by Nvidia CEO Jensen Huang at the GTC conference as a revolutionary tool in the AI landscape. Its rapid rise underscores concerns that large, proprietary AI models may be becoming commoditized, as developers find OpenClaw's open-source nature allows for more accessible and cost-effective AI solutions without reliance on major players like OpenAI or Anthropic.

Top stories: AirPods Max 2, iOS 26.4 RC, and more

This week, Apple unveiled the AirPods Max 2, which come equipped with an H2 chip and enhanced noise canceling capabilities. Additionally, the company released the iOS 26.4 RC, introducing 13 new features aimed at improving user experience on iPhones, including new widgets and keyboard accuracy fixes.