The AI darling everyone said would burn cash forever just told investors it's printing money two quarters in a row. Anthropic told select shareholders it expects adjusted operating profit this quarter, marking two consecutive profitable quarters as it preps for an IPO
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OpenAI asked a mathematician to delete his collaborator from a Clay Prize-worthy proof because the guy works at Anthropic.
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The CEOs building AGI just asked for a timeout, and the White House said no — which tells you everything about who actually controls the pace of the race.
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The AI model wars just flipped from a tech race to a business model reckoning, and the winners might not be the ones with the smartest algorithms. Anthropic's U.S. customers are choosing cheaper AI models over its flagship Fable 5, even as the company heads toward what could be the largest IPO ever
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The 60/40 portfolio is quietly dying, and Bitcoin is showing up to the funeral with a job application. Bitcoin Suisse argues that Bitcoin could replace bonds in traditional portfolios as stock-bond correlation weakens and AI investment concentrates risk in equity markets
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Microsoft is turning away paying customers because it doesn't have enough GPUs to run their workloads. Microsoft plans to more than triple its data center capacity, targeting 38 gigawatts to address compute shortages that forced it to reject AI and cloud business
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The lawsuits are piling up, but the real story is that asking permission was never part of the business model.
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While everyone else is raising their AI spending forecasts, Oracle just proved you can triple your capex and keep your promises — the market rewarded that discipline with a 7% pop.
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The company that sells the shovels wants to own a stake in the gold mine, and the gold mine might be worth more than SpaceX. Nvidia is considering a $10 billion investment in Anthropic's upcoming IPO, which could raise as much as $100 billion and value the AI company at roughly $2 trillion.
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Musk merged his rocket company with his AI company, inherited data centers nobody wanted, and six months later he's printing $3 billion a month selling compute to the same companies trying to build AGI.
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The AI boom's biggest transparency promise just hit Musk's opacity wall. SpaceX sued Texas to block release of tax-break records for its Terafab semiconductor factory near Houston, after the state AG ruled they should be public
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Meta just proved that the fastest way to build AI agents people actually use is to make them look like nothing at all. Meta's Muse app hit #2 or #3 in the US App Store after launching as an AI-driven personal task management agent, climbing from #4 within the first 24 hours
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While everyone argues about AGI timelines, Huang just quietly outlined the business model for autonomous defense systems that never sleep. Nvidia CEO Jensen Huang told a Goldman Sachs conference that cybersecurity will be AI's next blockbuster application after coding assistants
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The AI power crunch just found its Plan B, and it looks nothing like the grid upgrades everyone's been waiting for. Off-grid data center power startup raised $120M Series A led by Spark Capital, the same firm backing Anthropic
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The world's largest hardware company just announced that selling you a rectangle is no longer the point — the chips inside it are.
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The AI gold rush just hit its first real guardrails in the classroom — and Microsoft blinked first. Microsoft signed enforceable AI privacy principles with the American Federation of Teachers, including a no-training pledge on student data and limits on data collection
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The gap between buying AI and actually using it just got a thousand people wider. Accenture and Google Cloud launched a joint business group deploying 1,000 forward-deployed engineers to embed with enterprise clients rolling out AI agents
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The cloud wars just became a $200 billion arms race, and Amazon's betting the farm on compute before competitors even know the price of admission. Amazon plans to spend over $200 billion on AI infrastructure in 2026, the largest single-year capital commitment to compute in tech history
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The AI land rush just found its Scandinavia. Google is investing €13 billion ($15.1 billion) in AI infrastructure in Finland, its largest European investment to date
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The same nuclear reactors that powered aircraft carriers are now headed for AI data centers, and a SPAC deal is the financial vehicle making it happen.
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