The US government ordered Anthropic to disable Fable 5 and Mythos 5 for all users globally, citing national security. The implications for AI sovereignty,…
Amazon's multi-billion-dollar Corning deal is the AI boom's least glamorous signal: optical fiber is the data center's nervous system, and a 175-year-old glassmaker is…
Nvidia signed deals with SK Hynix, Naver, and Doosan to build AI data centers across South Korea. A sovereign-AI roadshow, a physical-AI bet, and…
Alphabet just pulled off the largest equity raise in tech history to fund its AI buildout, and got Warren Buffett to anchor it. Here…
The Anthropic IPO is in motion: a confidential filing at a 965 billion dollar valuation, with run-rate revenue that went from 87 million to…
OpenAI's model lineup has evolved dramatically by June 2026, with GPT-5.5 now leading the frontier. From GPT-4 Turbo's 128K token window to GPT-5.5's advanced…
Mistral AI sells intelligence through models and APIs, Cerebras sells raw compute through wafer-scale silicon. A no-nonsense breakdown of two very different AI revenue…
Hyperscaler AI capex hits ~$700 billion in 2026, nearly double 2025. The buildout is real, power is the bottleneck, and the Nvidia-funds-its-own-customers circularity should…
The AI revolution began in 2015 with foundational developments like TensorFlow and the transformer model. By 2022, ChatGPT brought widespread attention to AI, leading…
Data center deals hit a record $61 billion in 2025, fueled by nearly $182 billion in debt issuance. A genuine supercycle, or a debt-heavy…
Anthropic committed $50B to custom data centers in Texas and New York, and Microsoft wired an Atlanta site into a Wisconsin 'superfactory' the same…
The rivalry that defines the modern data industry, Databricks versus Snowflake, has reached a fascinating and revealing state. The two companies started from opposite…
Stargate's Abilene flagship is live with Nvidia GB200 racks, and five new sites push the project toward 7 gigawatts and $400 billion. The moment…
Google ships Gemini 1.5 Pro with reasoning mode six months after OpenAI's o1, while AMD's MI300X accelerator signals the AI market's shift from training…
The shift in AI is evolving from simple question-answering models to autonomous AI agents capable of executing complex tasks. These agents plan and perform…