The company building open-source AI models to break free from Big Tech is now writing nine-figure checks to Microsoft for compute. Meta has become one of Microsoft's largest AI customers, spending hundreds of millions annually on Azure cloud services
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Anthropic just blinked on the "safety versus privacy" standoff that's been paralyzing enterprise AI adoption. Anthropic will let business customers store their AI interaction data on their own infrastructure, not Anthropic's servers, starting later this year
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The most valuable AI bet in China just cost Alibaba three-quarters of its profit, and that might be the smartest money they've ever burned. Alibaba's profit crashed 75% after ramping quarterly capital spending to nearly $10 billion on AI infrastructure
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History doesn't repeat, but it does rhyme, and right now the AI boom is humming the same tune as the dot-com era—only the instruments are bigger and the stakes higher.
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Amazon just stopped charging for its upgraded AI assistant on Fire TV, turning a paywall into a Trojan horse for the living room agent wars. Amazon is making Alexa+ free on all compatible Fire TV devices in the U.S., automatically upgrading users without requiring Prime membership
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While everyone watches Nvidia's chips, the real play is the data pipelines feeding those chips.
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Google just bought the option to own a piece of the company building its AI chips—because when you can't own the supply chain outright, you lock in the next best thing. Marvell gave Google a warrant to buy up to $12.2 billion in Marvell shares as part of an expanded chip-development partnership
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The AI infrastructure gold rush just hit a governor willing to say the quiet part out loud: most of the data center proposals flooding his state are vaporware from speculators who showed up to bully, not build.
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Amazon is buying the irreplaceable, scanning it, and feeding it into the shredder to train models that will replace the people who wrote it. A tracking device planted in a book order traced rare books to a Las Vegas Amazon facility where they're scanned for AI training data, then destroyed
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The browser that killed the pop-up is now betting it can make AI opt-in cool. Mozilla is launching Smart Window, an AI chat interface for Firefox that only activates if users explicitly opt in, powered by AI search provider Exa
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Most enterprises are using a sledgehammer to hang a picture frame, and their AI bills prove it. Snowflake's Cortex AI Gateway now auto-routes queries to the most cost-effective model, cutting token costs up to 3x by matching task complexity to model capability
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The company that made its fortune democratizing access to books is now destroying the rare ones to feed machines that will never understand what they read. Amazon is destroying rare books to train large language models, targeting texts not already scraped from the internet
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The world's most valuable AI chipmaker just became a major investor in the world's most valuable private space company—and it's not about rockets. Nvidia disclosed a $21 billion stake in SpaceX, following Musk's announcement of an exclusive data center infrastructure deal
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The miners who spent billions building data centers to guess random numbers just realized they can rent those same racks to companies trying to build God.
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Amazon just proved that AI agents can burn cash faster than you can audit them. Amazon accidentally spent $1.8 million over five months on a Claude AI project that ran undetected, exposing a fundamental gap in enterprise AI cost controls
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The AI chip wars just got messier — and the companies burning billions on Nvidia GPUs are about to have company. Anthropic is in early talks with Samsung Electronics to manufacture custom AI server chips, diversifying beyond current reliance on Amazon, Google, and Nvidia processors
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China just won the AI distribution war while Silicon Valley was still arguing about which models to open-source. Alibaba's open-weight AI models hit 3 billion downloads in six months, surpassing Meta and Google to become the world's most downloaded AI models
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Amazon just told millions of Twitch streamers they've been training AI on their content this whole time—consent sold separately. Twitch announced streamers can now opt out of having their content used to train Amazon's AI models, revealing the practice was already happening by default
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The chipmaker betting everything on AI just put $21 billion on space infrastructure, and that's not a diversification play.
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The AI boom's dirty secret just got six months dirtier. A natural gas pipeline meant to power Oracle's planned New Mexico data center has been delayed to 2027, pushing back the facility's timeline by nearly half a year
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