Artificial Intelligence

Cerebras, OpenAI, SpaceX: The IPO pipeline that could drain crypto
Cerebras Systems’ $5.5 billion IPO and soaring semiconductor stocks underscore how investor attention has shifted from bitcoin to artificial intelligence in 2026.

Bitcoin miner MARA sold $1.5 billion of bitcoin as it shifts toward AI infrastructure
While the miner said bitcoin remains its operational foundation, first-quarter results point to a company increasingly built around power, data centers and AI demand.

MARA expected to post Q1 losses as investors look ahead to AI growth strategy
Investors look beyond bitcoin volatility towards long term AI infrastructure and data center revenue opportunities.

Amazon’s new AI wallet: AWS, Coinbase, and Stripe build payment rails for bots
Amazon said AI agents for now will be allowed to buy APIs, web content and other online services, but that future versions would enable hotel bookings, travel reservations and payments to merchants.

The end of ads: Coinbase engineer says AI agents could kill the internet’s favorite business model
Erik Reppel, who created the x402 protocol, said that the web economy depends heavily on advertising revenue generated from humans. AI agents bypass that system entirely.

The Protocol: AI Agents form their own firm
Also: Alpenglow upgrade update, Ripple on North Korea hacking threat, Cloudflare on AI agents and web economics

Hut 8 swaps Coinbase loan for cheaper FalconX deal, slashing borrowing costs as it bets big on AI
A new $200 million, 364-day bitcoin-backed facility replaces the Coinbase Credit arrangement, cutting debt costs by 200 basis points.

A beginner’s guide to AI
Brush up on the basics, from agentic to generative, before Consensus Miami 2026.

Bitcoin miner Riot's shares jump 8% after expanding AMD data center deal, signaling AI pivot
AMD’s expansion and improved financing terms highlight Riot’s shift beyond bitcoin mining and strengthen confidence in its growing data center business.

AI agent forms its own company, gets ready to trade crypto
Although Manfred will not start trading crypto until the end of May, it already has a crypto wallet and credentials to hire staff, make payments and do business.

