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The CEO of supply chain giant Flex says infrastructure and the grid needs to scale with AI—or else ‘Forget all the frontier models’
NewsOctober 23, 20264 min read

The CEO of supply chain giant Flex says infrastructure and the grid needs to scale with AI—or else ‘Forget all the frontier models’

AI seems to be springing up in nearly every facet of people’s professional and personal lives, from chatbots installed into workflows to data centers taking root in suburban towns. But…

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Supermicro promised a new CFO in December 2024. A $2.5 billion smuggling case and a cofounder’s arrest later, it has one
NewsOctober 23, 20266 min read

Supermicro promised a new CFO in December 2024. A $2.5 billion smuggling case and a cofounder’s arrest later, it has one

Super Micro Computer, the troubled hardware ally of Nvidia and Elon Musk’s SpaceX, has finally hired a new head of finance. The appointment comes nearly two years after a board-level…

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Marissa Mayer: Anyone who says they know how AI will play out is ‘either lying or arrogant or both’
NewsOctober 23, 20264 min read

Marissa Mayer: Anyone who says they know how AI will play out is ‘either lying or arrogant or both’

Marissa Mayer has been a builder in Silicon Valley since the dawn of Google. But even she says the honest answer about where AI is headed is that nobody knows. …

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ADP CEO Maria Black says employees who trust their CEO and senior leaders are 41 times more likely to be engaged at work
NewsOctober 23, 20264 min read

ADP CEO Maria Black says employees who trust their CEO and senior leaders are 41 times more likely to be engaged at work

If companies want more engaged workers, ADP CEO Maria Black says CEOs and senior leaders should start by asking themselves if employees trust them.  Recommended Video Speaking with Fortune executive…

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‘Europtimism’ clashes with 1 in 3 founders wanting out. We need the EU to finally become a true single market
NewsOctober 23, 20266 min read

‘Europtimism’ clashes with 1 in 3 founders wanting out. We need the EU to finally become a true single market

As winter draws in, Europeans could be forgiven for feeling the summer glow fade as headlines warn of yet higher energy bills and renewed inflation. Yet Europe’s founders and investors…

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‘I told you so’: China’s chip sector is making breakthroughs—and U.S. export controls are the reasons why
NewsOctober 23, 20268 min read

‘I told you so’: China’s chip sector is making breakthroughs—and U.S. export controls are the reasons why

“I’m not going to say ‘I told you so,’” says Rakesh Kumar. “But it really is ‘I told you so.’” Recommended Video Kumar, a professor of electrical and computer engineering…

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Gen Z founders are hiring as boomers’ corporate America freezes them out: ‘I’ve already proven to myself that I can thrive in this’
NewsOctober 23, 20265 min read

Gen Z founders are hiring as boomers’ corporate America freezes them out: ‘I’ve already proven to myself that I can thrive in this’

A low-hire, low-fire labor market has made breaking into the workforce brutally hard for Gen Z. But while most young people are struggling to land their first opportunity, some have…

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CoreWeave investor explains how the loss-making AI ‘neocloud’ provider plans to claw its way out of debt
NewsOctober 23, 20266 min read

CoreWeave investor explains how the loss-making AI ‘neocloud’ provider plans to claw its way out of debt

Shares in the AI “neocloud” provider CoreWeave fell 15.46% on Wednesday, and fell a further 5.62% in post-market trading, after venture capitalist Chamath Palihapitiya posted on X a chart showing…

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Exclusive: ‘I’ve seen this movie before’: A Michigan-raised ex-Tesla exec raises $45 million to break China’s grip on batteries
NewsOctober 23, 20267 min read

Exclusive: ‘I’ve seen this movie before’: A Michigan-raised ex-Tesla exec raises $45 million to break China’s grip on batteries

Steven Prast is old enough to remember when a mobile phone came in a bag. It was too heavy to carry around, so most people mounted it in the car.…

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The problem with AI buyers (and investors)
NewsOctober 23, 20264 min read

The problem with AI buyers (and investors)

Good morning. I always take time to read a Shawn Tully story when he’s got a new one, and today is no exception. My illustrious Fortune colleague—who has written about…

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Featured

1 Doron Blachar took over as the Ormat Technologies CEO in 2020.

Powering the cloud after 60 years underground: Ormat’s geothermal pivot to AI

October 24, 2026
2 David Cote is riding the AI wave with a cooling company called Vertiv.

The veteran Fortune 500 CEO who turned an 80-year-old AC company into an AI darling

October 24, 2026
3 nc

This CEO was out to dinner when he caught his AI agent wasting $1,000 in tokens. He says ‘insecurity’ is a bigger problem

October 24, 2026
4 Saurabh Gupta is Managing Partner and Co-Founder of DST Global

AI’s Three-Body Problem: no single force can dictate the outcome

October 24, 2026

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