Disruption News - Latest Disruptive Technology News & Analysis

The memory crunch is here, and it’s already hitting phones, PCs, and game consoles. High-bandwidth memory is being swallowed by AI data centers fast.

The White House is drafting an executive order that would centralize how the federal government funds, secures, and commercializes quantum technology.

Novo Nordisk (NVO) stock slides again after Hims & Hers Health (HIMS) rolled out a compounded semaglutide weight loss pill priced to shock the system. 

Amazon (AMZN) stock slid hard after the company told the market it’s about to light $200 billion on fire in capital spending, mainly focusing on the AI boom.

Alphabet (GOOGL) just put a very loud number on the table for 2026. The company said capital spending could “as much as double” as it ramps AI compute and data center capacity.

Amazon (AMZN) is moving AI straight into the guts of TV and film production. At Amazon MGM Studios, a new AI Studio is rolling out tools to cut time and cost across development, planning, and post-production. 

Anthropic just dropped new AI tool Claude Cowork, and software stocks took the hit immediately. Investors didn’t wait for case studies or pilots. They sold first and asked questions later.

Elon Musk just pitched the most audacious infrastructure idea of the AI era. Put the data centers in space. Power them with the sun. Skip Earth’s grids entirely.

Alphabet (GOOGL) says capital spending in 2026 will land between $175 billion and $185 billion. That’s nearly double last year’s $91 billion. It's a clear signal Google wants to win the AI race.

Bitcoin and Ethereum have both “won” something important. One is trying to become a new base layer for money. The other is trying to become a new base layer for software.

Clean energy company Vema Hydrogen just signed a 10-year deal to supply clean hydrogen to power data centers across California starting in 2028.

On Tuesday, Apple (AAPL) said it’s adding AI agentic coding to Xcode. It lets developers plug in autonomous coding agents from Anthropic and OpenAI. 

Quantum AI military planning is seen shaping military decision-making long before any battlefield deployment. A new defense research challenges popular assumptions about quantum warfare.

OpenAI is shopping for AI chips beyond Nvidia (NVDA). After months of stalled talks and bruised egos, OpenAI has grown unhappy with parts of Nvidia’s chip lineup.

Moltbook showed up like a pop up market in the middle of the internet. Lots of noise around this AI app, lots of gawking, and a few people trying to sell you something in the crowd.