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Intelligence for the New World Economy

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Intelligence for the New World Economy
Semafor World Economy

Semafor Technology

Wall Street still doesn’t understand AI

The way the market views AI is completely irrational, driven more by viral “it’s so over” X posts than logic or fundamentals.
An Amazon logo.Damien Eagers/File Photo/Reuters

Startups builds underwater robots to better track ocean movements

The robots will record movement, temperature, and salinity daily, aiming to reduce the cost of gathering ocean data by a factor of 1,000.
A breathtaking aerial view captures the turquoise ocean as white water swirls with the tide. Diane Keough/Getty Images

The team behind Fitbit is back with an AI health app

The Luffu app tracks a person’s diet, fitness, daily activity, and lab results, and shares information with family members.
A promotional image for the Luffu app.Courtesy of Luffu

Crusoe launches cloud product to take on hyperscalers

The move is part of a trend among neocloud companies to offer higher-margin services on top of the data centers they’re building.
The Abilene, Texas data center site in September 2025. Shelby Tauber/Pool/Reuters.

OpenAI in talks with Abu Dhabi’s G42 to create specialized ChatGPT version for UAE

Chatbot would be fine-tuned for government use to accommodate local language and speech restrictions.
Sam Altman.Ken Cedeno/Reuters

US automakers race to replace Chinese tech in vehicles

New rules banning the software on national-security grounds are due to take effect.
A highway in Southern California. Daniel Cole/Reuters

Alphabet to double infrastructure spending as it bets on AI

Google is seen as the “biggest winner” in AI, one analyst told The New York Times, and its shares rose 65% in 2025.

Why OpenAI’s drug royalties proposal won’t work

OpenAI offering biotech firms free AI software in exchange for a share of drug revenues is like offering free Microsoft Word to Stephen King for royalties on his books.

AI-generated ads hit the Super Bowl

Vodka brand Svedka chose the AI-generated spot a part of a competition of fan-made media.

How AI is rewriting the SEO script

A host of startups are cropping up to school companies on how to design brands for AI agents, instead of search engines.

SpaceX, xAI merger signals Big Tech’s evolution

The eventual merger of Elon Musk’s empire is a natural evolution of Big Tech, from primarily software-based companies to extraterrestrial industrial giants. Call them EIGs.

Humanizing the machines: Companies design robots to look friendlier

In a bid to engender connections between humans and robots, companies are designing humanoids with more emotive eyes, smiles, and subtler features to evoke positive feelings.

The controversial Chinese firm in charge of Khaby Lame’s AI avatar

Chinese firm Three Sheep plans to use its “ultimate supply chain” to target new global markets, using Lame’s international popularity and new AI capabilities.

Chipmakers Samsung, SK Hynix reap rewards of AI boom

The combined valuation of South Korea’s two biggest companies by market capitalization reached $1.1 trillion.

Musk merges xAI and SpaceX to form $1.2T company

The $1.25 trillion merger represents major bets on the longevity of AI, and that space-based computing power will be cost-competitive.

In the AI age, ‘slow and steady’ doesn’t really win

Every tech company is being judged on the delicate dance between industry transformation and business preservation as AI accelerates.

Scale AI CEO: ‘Near infinite demand’ for AI that works

Scale AI CEO Jason Droege recently sat down with Semafor Tech Editor Reed Albergotti to talk about how companies are leveraging AI to drive growth and stay competitive.

Waymo strikes child in first reported human accident

The incident wasn’t fatal, but foreshadows the response of when autonomous vehicles inevitably cause harm to a human.