The central banker who stabilized Britain through Brexit just said AI markets might be overvalued, regulators can't wait for the industry to self-correct, and the financial system isn't ready for what comes next.
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China's internet giants are building their AI empires on American cloud infrastructure, and Oracle just became the landlord. Tencent signed a five-year deal with Oracle to lease 100,000 AI chips, accessing Oracle's Southeast Asia data centers as the WeChat owner races against ByteDance and Alibaba
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When your AI learns by cheating off someone else's homework, it turns out the teacher notices. OpenAI disrupted a model distillation campaign targeting its models, linked to Chinese AI company Moonshot AI and its Kimi assistant
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Google's new model writes a million tokens per reply and resists prompt injection better than anything else, but the people who built it aren't convinced it matters. Gemini 4 Argon tops 12 of 18 benchmarks and handles million-token outputs, with cyber defenders getting first access
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The company that sold "AI safety" just became the biggest infrastructure bet in tech history—and it's not using AWS. Anthropic plans to invest $518B in AI infrastructure over the next decade, dwarfing traditional Big Tech cloud spending
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AI infrastructure is printing money so fast that even wage inflation can't slow it down. Micron crushed its quarterly forecast on AI-driven memory demand, but warned margins will compress as the company raises employee compensation
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The most powerful AI companies in the world just promised to police themselves, and the White House spelled "intelligence" wrong on the signature page.
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The trillion-dollar AI infrastructure build-out just produced its latest earnings beat — and this one points to where the real money's moving in 2027.
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The memory chip shortage just became a supply crisis, and every AI lab is about to feel it. Micron forecast $61.5B in Q1 revenue, crushing analyst estimates of $56.8B by 8.3%. AI training is eating memory faster than fabs can produce it.
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While governors declare war on data centers, the companies building AI infrastructure are booking bigger orders. CoreWeave CEO Michael Intrator says data center moratoriums and regulatory pushback haven't reduced customer demand, they've just changed the zip codes where infrastructure gets built
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The real story isn't the dollar figure, it's who's buying: a mid-tier cloud provider betting big enough to reshape HPE's quarterly forecast. HPE landed a $1.2 billion order from Vultr for AMD server racks with HPE networking gear
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The companies racing to build superintelligence just promised to grade their own homework, and the President called it progress. Trump announced a voluntary AI safety accord signed by Anthropic, Google, Meta, OpenAI, Nvidia, xAI, and himself at a White House meeting Tuesday
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The federal government just launched an AI chatbot that privacy experts actually tried to break and couldn't — which tells you more about how low the bar is than how high the achievement.
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The company that proved you could train frontier models on a shoestring budget just opened the door for everyone else to leave Nvidia behind. DeepSeek released open-source software tools built with Huawei to program AI chips, directly challenging Nvidia's CUDA moat
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The humans who babysit the machines need lunch, and that's now a billion-dollar line item. Catering, fitness, and entertainment companies are targeting a $3 billion market serving the growing workforce at AI data centers
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OpenAI just launched a $6,000-a-year tier while promising to bring the same tech to everyone — a pricing contradiction that reveals the real economics of the agent economy.
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Prediction markets are now pricing OpenAI like infrastructure, not a startup—and that changes what "AI company" means. OpenAI is raising $30B at a $1.4T valuation while pushing its IPO to 2027, prioritizing AI safety and market positioning over a quick public exit
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America is building AI infrastructure at city-scale while Britain's AI minister admits his country can't even plug in what they've already planned.
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The company burning billions on compute just promised to keep slashing prices while delaying its IPO indefinitely. Sam Altman outlined OpenAI's three-part strategy at DevDay: best models, easiest developer platform, marketplace distribution. ChatGPT now hits 1.2 billion weekly users.
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The world's largest asset manager just said the quiet part loud: machines need their own money, and it won't run through Visa. BlackRock sees AI agents driving crypto demand, particularly stablecoins as payment rails for autonomous systems that can't wait for ACH settlement or Mastercard approval
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