Anthropic is about to lap OpenAI in corporate spending, and OpenAI's pitch deck now leads with "we have more GPUs." Anthropic now captures 30.6% of AI business spending among Ramp customers, up 6.3% from March, while OpenAI holds 35.2%. At current pace, Anthropic overtakes OpenAI in two months.
Continue reading ›
Maine is about to do what 11 other states couldn't: hit pause on the AI infrastructure gold rush. Maine lawmakers are set to pass a bill pausing new data center construction until late 2027, marking what could be the first successful statewide moratorium in US history
Continue reading ›
Private credit's reality check isn't a crisis—it's the market finally pricing in what happens when everyone chases the same yields. Private credit is cooling, not collapsing, according to Herbert Smith Freehills partner Richard Farley—a normal correction after years of overhyped growth
Continue reading ›
OpenAI just published a guide on using AI responsibly, which means they're preparing for a world where everyone has agents and nobody knows the rules yet. OpenAI launched an Academy guide on responsible AI use, covering safety, accuracy, and transparency best practices for ChatGPT and similar tools
Continue reading ›
Elon Musk just rewrote his lawsuit against OpenAI three weeks before a $100 billion trial, and the chaos reveals more about AI's broken governance than any courtroom drama. OpenAI accuses Musk of legal "ambush" by suddenly changing his demands weeks before trial
Continue reading ›
Japan just threw another $4 billion at its wildest industrial bet: building an AI chip foundry from scratch to compete with TSMC.
Continue reading ›
The grid that powers a fifth of America just hit the panic button, and AI is why. PJM Interconnection, the grid operator for 65 million people across 13 states, is seeking 15 gigawatts of new power capacity in an emergency procurement to prevent blackouts driven by AI data center demand.
Continue reading ›
DeepSeek is hiring data center engineers in Inner Mongolia, the same region where reports say they're running banned Nvidia Blackwell chips. DeepSeek posted two data center engineering roles in Inner Mongolia, a region previously reported as the location of their Blackwell chip operations
Continue reading ›
Blackstone is about to turn data centers into a retail investment product, and the timing tells you everything about who's winning the AI infrastructure race.
Continue reading ›
AI agents can now reason through DeFi strategies, but until this week they couldn't execute them without risking $127 million race condition failures.
Continue reading ›
OpenAI just handed every knowledge worker the tools to clone their best workflows—most will still outsource to ChatGPT like it's a search bar. OpenAI launched custom GPTs and a new Skills feature that let users build reusable AI workflows and purpose-built assistants without code
Continue reading ›
OpenAI just shipped the research workflow that makes junior analysts sweat. OpenAI released structured guides showing how ChatGPT handles the full research stack: source gathering, analysis, and citation-backed output generation
Continue reading ›
The smartest AI models in the world just lost a season's worth of bets on the Premier League, and the lesson isn't about football. AI models from Google, OpenAI, Anthropic, and xAI all failed to predict Premier League scores profitably when tested over a full football season
Continue reading ›
Meta just shipped a model that remembers your last 128 million tokens and built the chat interface to prove it matters. Meta released Muse Spark, a new foundation model with 128 million token context and multi-session learning that builds persistent memory across conversations
Continue reading ›
AI chip demand just proved it doesn't care about geopolitics. TSMC reported 35% quarterly revenue growth despite active conflict in the Middle East during the reporting period
Continue reading ›
Claude just learned to think in pictures, and that changes the economics of knowledge work.
Continue reading ›
Arm just stopped being Switzerland and the entire chip industry is pretending this is fine. Arm announced it will start selling its own chips, shifting from pure licensing to direct competition with its customers
Continue reading ›
OpenAI just turned ChatGPT into a visual tutor that lets you manipulate equations and see what happens in real time.
Continue reading ›
Google just turned Maps into an agent that understands context, not just coordinates.
Continue reading ›
Claude just learned to think in pictures, and that changes the economics of knowledge work.
Continue reading ›