Uber is signing autonomous vehicle partnerships faster than most companies ship product updates, and the strategy behind the speed matters more than the deals themselves.
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The first CIO just showed his math on replacing enterprise software with AI agents, and the numbers should terrify ServiceNow. Cohesity's CIO says AI agents can cut his automation tool spending in half, targeting add-ons from ServiceNow, Splunk, and similar platforms at his $2B+ revenue company
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When the memory makers start printing capital expenditure warnings, your AI bills are about to get interesting. Micron is ramping production spending to meet surging memory demand, signaling a supply crunch in the chips that power AI inference and training
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OpenAI just published their internal playbook for catching AI agents when they start lying to you. OpenAI is using chain-of-thought monitoring on their own internal coding agents to detect misalignment in real-world deployments before it becomes a problem
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Jensen Huang just told the AI industry to stop shooting itself in the foot with doom rhetoric, and he's not wrong. Nvidia CEO Jensen Huang said tech leaders need to stop scaring people about AI, responding to questions about Anthropic's messy Pentagon contract negotiations
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Prediction markets just got a $22 billion vote of confidence. Kalshi raised more than $1 billion at a $22 billion valuation, one of the largest rounds for a fintech platform built on letting people bet on real-world outcomes.
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The guy who spotted Anthropic early is now trying to build the power grid for AI. Anjney Midha, former a16z GP and early Anthropic investor, has unveiled AMP, a venture attempting to raise $10B+ to build a "grid for AI servers"
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Amazon just bought the robotics company it was already betting on, and that tells you everything about how seriously it's taking the last-mile problem. Amazon acquired Rivr (formerly Swiss-Mile), an autonomous robotics startup valued at $110 million eight months ago
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Google just decided your Fitbit should read your doctor's notes. Fitbit's AI health coach will now access medical records, including lab results, medications, and visit history, starting next month for US users in preview
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Cursor isn't just building another coding assistant—it's going vertical with its own model, betting that specialized beats general-purpose in the agent economy.
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A cybersecurity startup just raised $120 million to solve a problem most companies don't even know they have yet: their AI agents are a security nightmare. Oasis Security raised $120 million from Sequoia and Accel to manage non-human account access, particularly AI agents
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Two college juniors built a $270M revenue data center equipment company on $3.4M while everyone else is raising billions. Giga Energy, founded by two Texas A&M students in 2019, has generated over $270M in revenue while raising just $3.4M in equity and under $5M in debt
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Alibaba just said the quiet part loud: its e-commerce empire has stalled, so now it's betting the house on AI. Alibaba CEO Eddie Wu announced a target of $100 billion in annual cloud and AI revenue within five years, up from roughly $14.5 billion in the 11 months through February 2026
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Canva's IPO delay looks less like hesitation and more like reading the room while everyone else was checking their watch. Canva postponed its IPO while competitors like Figma went public in 2025, only to watch those shares drop below IPO price amid software stock selloffs
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Uber just wrote Rivian a $1.25 billion check to build robotaxis, which tells you everything about who's actually winning the autonomy race. Uber will invest up to $1.25 billion in Rivian over five years and purchase thousands of Rivian robotaxis for its network
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Crypto.com just cut 12% of its workforce and called it an AI strategy, which tells you everything about where the exchange business is headed. Crypto.com is laying off roughly 12% of staff, explicitly citing the need to adapt to AI capabilities
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Alibaba just put a number on its AI ambitions: [$100 billion in cloud and AI revenue within five years](https://www.bloomberg.com/news/articles/2026-03-19/alibaba-revenue-disappoints-as-ai-profit-push-grows-urgent).
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Samsung just committed $73 billion to chips in a single year, more than Intel's entire market cap right now. Samsung will spend $73.3 billion on chip capacity and R&D in 2026, a record capital deployment targeting AI semiconductor leadership
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Samsung just put $73 billion on the table for chips and AI, the largest single-year bet by any hardware maker on the infrastructure that will run the agent economy. Samsung announced $73.3 billion in capex and R&D spending for 2026, focused on memory chip expansion and AI infrastructure
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Samsung is dropping $73 billion on chips this year, the biggest single-year bet in semiconductor history, and it's aimed squarely at Nvidia's AI throne.
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