The AI buildout just hit a wall that can't be coded around: physics. Entergy, Mississippi's utility provider, has warned AWS it may disconnect data centers during peak demand periods — a first-of-its-kind shot across the bow from infrastructure to cloud giants
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OpenAI's Dots just ran headfirst into the thing that kills most enterprise software: IT's permission structure. OpenAI's new Dots AI agent built a functional website in five minutes during a journalist demo, but corporate IT restrictions prevented sharing it outside the firewall
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The race to make AI agents economically viable just hit a milestone most people will sleep through. Asana cut browser agent costs 76x and boosted speed 5x using OpenAI's GPT-6.1 Sol model, moving closer to profitable agent deployment at scale
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The world's most valuable chip maker just rode a 4% swing in 72 hours because nobody knows how to count OpenAI's money.
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The man who helped a billionaire founder allegedly route AI chips to China just flipped, and now the real question is what he'll say about the supply chain everyone depends on.
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When the world's richest man calls you a monopolist blocking progress for 1.4 billion people, you're either guilty or about to make him look foolish.
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The gap between "AI can write code" and "AI can actually use your computer" just got a lot narrower for Windows users. Windows-MCP is an open-source bridge that lets AI agents directly control Windows computers — opening apps, navigating files, clicking buttons, running QA tests.
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The president who branded steaks and vodka just tried to rebrand an entire technology sector, and OpenAI is quietly pretending not to notice. Trump signed an executive order renaming "AI" to "SI" (superintelligence), claiming "artificial" makes it sound fake
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Google's public AI releases are already obsolete by the time you read the blog post. Google employees are testing Gemini 4 "Carbon", an internal build that staff say matches Anthropic's Opus 5.5 for coding, while the company prepares to release the earlier "Argon" version to the public
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The company that convinced the world to race toward AGI just posted numbers that prove infrastructure—not intelligence—is the real bottleneck. OpenAI's annualized revenue is hitting $70 billion by year-end, a figure that would make it one of the fastest corporate revenue ramps in history
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The two companies building the infrastructure for the agent economy can't agree on what a dollar looks like. OpenAI and Anthropic report revenue using different methodologies, making direct comparisons between the AI leaders impossible for investors trying to value the private companies
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IEEE just launched a hardware design bootcamp because most engineers can't build the chips their models need — and that gap is about to bottleneck the entire agent economy.
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The AI infrastructure gold rush just hit its first real pothole, and it's big enough to swallow $30 billion. Firmus Technologies pulled its ASX IPO after just 48 hours when investors rejected a $30.6 billion valuation propped up on roughly $30 billion in debt
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The backlash got loud enough that even Amazon heard it. Amazon will stop using NDAs in data center negotiations with local governments, matching Microsoft's earlier transparency move
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The company building the future of AI just admitted it's $20 billion short of where everyone thought it was heading. OpenAI's revenue run rate now sits at $50B, falling $20B below previous projections according to the Financial Times
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The people who called the dot-com crash are now calling the AI crash — and they're giving you a date. Panmure Liberum warns AI bubble could burst within two years, targeting 2028 as the potential crash point
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A16z just wrote an $870 million check for a model that's been public for three weeks—either they know something the market doesn't, or venture capital has completely lost the plot.
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The trillion-dollar infrastructure build is done, and now Wall Street wants to see the receipts. Goldman Sachs warns investor sentiment is shifting from AI infrastructure spending to questioning actual monetization, signaling the end of the capital-first, questions-later phase
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The accounting changed, the headlines screamed, but the tokens kept flowing. OpenAI expects $70B in annualized revenue by end of 2026, up from $50B annualized at end of September Questions about revenue accounting methods emerge, but token growth suggests infrastructure demand remains strong
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The AI gold rush just hit its first public pothole, and the Street is about to recalibrate what "inevitable" actually means. OpenAI now projects $50bn in 2026 revenue, down from the $70bn figure it signaled to investors earlier — a $20bn gap that's hard to handwave.
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