Google just placed the biggest bet in AI history on a company it's simultaneously trying to outcompete. Google will invest $10 billion in Anthropic immediately, with another $30 billion potentially following — dwarfing every prior AI investment and cementing the strangest partnership in tech.
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The GPU wars just became a sideshow. Meta signed a multibillion-dollar deal with Amazon to rent hundreds of thousands of Amazon's general-purpose CPUs, not GPUs, for AI workloads.
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Beijing just turned Silicon Valley money into a permission slip, and every AI lab from Shanghai to Shenzhen is about to learn what "strategic autonomy" costs.
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The AI buildout is outpacing the infrastructure that makes AI possible — and companies are now scrambling to manufacture their own power rather than wait for the grid to catch up.
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The companies building the AI future just decided 23,000 people aren't part of it. Meta plans to cut 10% of its workforce, while Microsoft is offering voluntary buyouts, together potentially affecting 23,000 jobs
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While everyone's betting billions on chatbots that can pass the bar exam, Bezos is building AI that knows the difference between a Phillips head and a flathead.
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The chip war just got a training montage and an agent sidekick. Google unveiled new Tensor processors targeting both massive model training and the emerging AI agent economy, with distinct builds for each use case.
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Meta's Ray-Ban smart glasses just drove the world's biggest eyewear company to its third straight quarter of double-digit growth, and the market shrugged.
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The AI hardware race just blew a $200 billion hole in America's trade deficit, and no amount of tariff talk can plug it. A Federal Reserve study found AI-related imports added roughly $200 billion to the U.S. trade deficit, even as tariff policies aimed to shrink the gap
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Apple just handed the keys to a hardware guy right as the industry pivots to AI, and nobody's sure if that's brilliant or a decade too late. John Ternus will become Apple CEO on September 1, 2026, with Tim Cook moving to executive chairman after 15 years running a company he grew to $4 trillion.
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Microsoft just bet $18 billion that Australia is the new AI frontier, and it's not about kangaroos. Microsoft commits $18 billion to Australian AI infrastructure by 2029, its largest investment in the country ever
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Google just announced it will spend up to $185 billion this year building the infrastructure for AI agents, the largest single capital deployment in the history of technology.
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Google just launched chips designed to run AI models faster and cheaper than training them, and if they work, the entire economics of the agent economy just shifted.
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Mira Murati just signed a multi-billion-dollar infrastructure deal with Google, and it tells you everything about who's building the agent future and who's just renting the hardware.
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The people who built Facebook's feed are now building AI to predict the future, and they just raised $50 million to do it. Sooth Labs, founded by ex-Meta engineers, is raising ~$50 million to build AI models that forecast geopolitical and market events
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Google just made the agent wars a lot more expensive for everyone who isn't Google. Google Cloud launched its next-gen Tensor Processing Units (TPUs), custom chips built specifically to run AI workloads faster and cheaper than general-purpose processors
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Google just bet $750 million that the future of enterprise AI runs through the same consultants who sold companies their last failed transformation. Google Cloud launched a $750 million fund targeting McKinsey, Accenture, and Deloitte to deploy agentic AI to their corporate clients
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Anthropic's Mythos just found decades-old security holes in everything you use, gave the patches to Apple and Google first, and now hackers are racing to exploit everyone who hits "remind me later."
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Adobe just declared itself Switzerland in the agent wars, and that might be the smartest move anyone's made yet. Adobe announced a multi-model agentic platform partnering with OpenAI, Anthropic, Google, Amazon, and Nvidia to build what it calls "the broadest agentic AI ecosystem in the industry"
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Google invented the transformer architecture that powers every AI coding assistant, and now it's losing the market it created. Google is scrambling to consolidate its fragmented AI coding initiatives as Anthropic and others capture enterprise developer mindshare
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