Amazon just dropped $11.6 billion on satellite infrastructure while everyone was watching SpaceX. Amazon agreed to acquire Globalstar for $11.6 billion at $90 per share in cash or stock, accelerating its direct challenge to Starlink
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The violence has started, and it's not coming from the machines. 20-year-old Daniel Moreno-Gama faces federal charges after throwing a Molotov cocktail at Sam Altman's home, then attempting to break into OpenAI's HQ with intent to kill anyone inside.
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Emerging market profits are hitting all-time highs while geopolitical chaos tanks everything else, and it's all riding on Asia's AI semiconductor makers. Profit forecasts for emerging-market companies reached record levels despite Iran war volatility, driven by AI infrastructure demand in Asia
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Amazon is about to buy its way into the satellite internet war, and the target tells you exactly how far behind Starlink it really is. Amazon is in advanced talks to acquire Globalstar, the satellite operator best known for powering Apple's emergency SOS feature
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The AI code war just became a three-way dogfight, and the prize is every developer job on Earth. OpenAI, Google, and Anthropic are now locked in direct competition to build the best AI coding tools, escalating from simple autocomplete to full-stack agents that can ship features while you sleep.
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Anthropic says its new AI is too dangerous to release, but the smartest people in the room aren't buying it. Anthropic announced it's withholding its Mythos AI model from public release, claiming it could let non-experts exploit major operating system vulnerabilities
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Anthropic just chose to rent compute instead of owning it, and that decision tells you everything about where AI infrastructure is heading. Anthropic signed a deal to rent data center capacity from CoreWeave to meet growing demand for Claude
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The picks-and-shovels play in AI infrastructure just locked in three years of revenue visibility. Lumentum Holdings, an Nvidia-backed optical components maker, reports accelerating demand from US hyperscalers with orders now filling their book through 2028
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Meta just put $21 billion on the table for compute infrastructure it doesn't own, and that tells you everything about who's winning the agent economy. Meta and CoreWeave expanded their existing AI cloud deal to $21 billion, with both companies seeing stock gains on the announcement
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Amazon's CEO just told Nvidia it's about to lose the AI chip game the same way Intel lost CPUs. Andy Jassy's shareholder letter declares Amazon's Tranium chip business "on fire" and frames chip diversification as an inevitable industry shift, not a preference.
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Amazon just turned its internal AI chip shop into a $20 billion business, and now it's thinking about selling to anyone who'll buy. Amazon's chip division is on track to generate over $20 billion annually, and CEO Andy Jassy says they're considering selling these chips to other companies
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Meta just bet $21 billion that renting compute beats owning it, and that changes the economics of the entire AI race. CoreWeave expanded its AI compute deal with Meta to $21 billion, up from $14.2 billion in September, a 48% increase in seven months
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Meta just convinced banks to syndicate $3 billion in debt for a single data center, and the infrastructure finance game just changed. Natixis, MUFG, and Societe Generale are marketing $3 billion in loans for Meta's Ohio data center, named Prometheus
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Anthropic just proved that building smarter AI means choosing who gets to break it first. Anthropic is limiting its new Claude Mythos model to major tech firms like Apple and Amazon instead of a public release
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Anthropic just built an AI so dangerous it won't release it publicly, but it's sharing access with Amazon, Apple, and Microsoft so they can defend against what's coming.
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Anthropic just put its most powerful model in the hands of Apple, Google, Microsoft, and 40+ others with one directive: find the holes before the bad guys do.
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Anthropic just launched a cybersecurity AI model days after its own code leaked all over GitHub. Anthropic released Claude Mythos, a specialized AI model for detecting software vulnerabilities, to Amazon, Microsoft, and Apple
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Anthropic just built an AI so good at finding security holes that they won't let you use it.
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Anthropic just crossed $30 billion in run-rate revenue and immediately locked in more compute from Google and Broadcom, which tells you everything about where the AI economics are heading.
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Anthropic just locked in multiple gigawatts of Google TPU capacity, and the subtext is more interesting than the announcement. Anthropic is expanding its partnership with Google and Broadcom to secure multiple gigawatts of next-generation compute infrastructure
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