AI infrastructure spending is now strong enough to absorb geopolitical shocks that would have cratered trade volumes a decade ago. China's trade volumes are on track to exceed last year's record levels despite war in Iran driving oil prices higher
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OpenAI just handed developers a pre-built safety layer for teen users, and it's less about protecting kids than protecting their own liability. OpenAI released prompt-based teen safety policies through gpt-oss-safeguard, giving developers age-specific moderation guardrails
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Amazon just put money behind the same German robotics startup that's attracting Qatari sovereign wealth, and that tells you everything about where the physical AI race is headed.
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Meta bought Manus for $2 billion last year. Now China won't let the founders leave. Chinese authorities have barred two Manus co-founders from leaving the country, escalating scrutiny over Meta's $2 billion acquisition of the agentic AI startup
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OpenAI is killing Sora six months after launch, and the real story isn't the product failure—it's what happens when you build for demo day instead of distribution. OpenAI is discontinuing Sora, its AI video generator, just six months after launching a standalone app
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Arm just stopped being the plumber and started building the house. Arm launched its first AI chip, with Meta and OpenAI signed as initial customers, marking a shift from licensing designs to selling silicon.
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The first AI-driven war just got named, and it's happening right now. Palantir CTO Shyam Sankar calls the Iran conflict the first major war where AI plays a central role, marking a turning point in modern warfare
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Meta's new AR glasses just hit a wall called Europe, and it's not about privacy this time. Meta's display-equipped Ray-Ban smart glasses are blocked from EU launch due to battery regulations, AI rules, and supply constraints
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The AI land grab just hit a wall in Kentucky, and the price tag was $26 million. A major AI company offered a Kentucky family $26 million to convert their farm into a data center. They said no. This isn't about money anymore. It's about what we're willing to sacrifice to feed the compute monster.
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SK Hynix is going public in the US to raise capital for AI memory chips, and that tells you more about the agent economy's infrastructure demands than any VC pitch deck. SK Hynix plans to list shares in the US this year, seeking capital to meet AI's surging memory demand
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A Thai AI startup just raised $100 million, and if you haven't heard of them, that's exactly the point. Amity, a Thailand-based generative AI company, closed a $100 million funding round as it prepares for an IPO and scales its enterprise AI integration platform
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Anthropic hit $19 billion annualized revenue, 14x growth in a year, but here's the thing about that number: it's a four-week snapshot times 13. Anthropic reached $19B in annualized revenue, up 14x year-over-year, while OpenAI hit $25B at 4x growth
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Anthropic just shipped what Apple promised a year ago and still hasn't delivered: an AI that can actually control your Mac. Claude now has "computer use" capability in research preview for Pro and Max subscribers, letting it point, click, and navigate your screen to complete tasks without setup.
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OpenAI just killed Sora days after Disney committed $1 billion to build on it, and the lesson isn't about video generation. OpenAI shut down its Sora video tool this week, days after Disney agreed to invest $1 billion and license its characters for the platform in December
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OpenAI is killing Sora after barely a year, and the mouse is walking away with a billion reasons. OpenAI is shutting down its Sora video generation app and API, months after launch, torpedoing a reported $1 billion partnership with Disney
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A federal judge just called out the Pentagon for trying to blacklist one of the world's leading AI labs, and the reason matters more than the ruling.
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A federal judge just questioned whether the Trump administration can legally ban Anthropic's AI from government use, and billions of dollars hang on the answer. The Trump administration banned federal agencies from using Anthropic's Claude chatbot, and a judge now calls that rationale "troubling"
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A federal judge just called the Pentagon's multi-pronged attack on Anthropic what it looks like: an execution. U.S. District Judge Rita Lin questioned the Pentagon's three-part campaign against Anthropic, calling it "troubling" and potentially an attempt to "cripple" the company.
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Arm just stopped being a landlord and became a builder, with Meta as its first tenant. Arm announced its first self-manufactured CPU, the AGI CPU, designed specifically for AI inference workloads, breaking decades of licensing-only business model
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OpenAI is killing its Disney partnership and shutting down Sora's standalone app to refocus on what actually makes money. OpenAI is ending its deal with Disney and shutting down the Sora video generation app, with CEO Sam Altman pivoting strategy back to core products
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