Philippe Laffont’s firm has launched “Next Frontier,” whose facilities will be meant for AI companies including Anthropic.

AI is not replacing consumer electronics; it is reorganizing the chip market around new priorities for specific chip characteristics. Data centers are pulling capital and scarce memory capacity toward the production of accelerator processors and high-bandwidth memory and the data handling and electronics equipment that surround them.

March saw many chip stocks drop amid concerns over the AI buildout, but their fortunes have reversed in April.

McKinsey says AI investment is starting to yield monetary returns for companies.

This year, TIME editors launch the TIME100 Companies: Industry Leaders lists, an expansion of the TIME100 Most Influential Companies issue that dives deeper into 20 sectors to look at the companies shaping their industries. These are the 10 most influential companies in AI of 2026.

Speakers at the Women in Tech Regatta in Seattle said AI is at risk of repeating longstanding patterns of exclusion, from biased hiring tools to gaps in who's shaping AI strategy.

Alpha School, which is pushing to open this fall in Boston, is a private, for-profit that claims children can “crush academics” in just two hours a day with AI.

Swedish startup Legora has raised more than $800 million in the past 12 months, and the latest deal values it at $5.6 billion.

AI Impact examines AI’s real-world ROI, from workflow use cases to pricing pressure, behavior change and enterprise strategy.