The companies building the infrastructure for Web4 are borrowing so much money that the bond market itself might become a bottleneck before the models do. Big Tech is borrowing more than expected to fund data centers and AI infrastructure, according to Barclays
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Amazon's biggest AI bet is now shopping for compute from Amazon's biggest cloud rival. Anthropic is in talks to rent AI server chips from Microsoft, marking a potential shift in the startup's infrastructure strategy
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The AI lab that swore it was just building safe frontier models just bought itself a consulting practice. Anthropic, Blackstone, and Hellman & Friedman launched an enterprise AI services firm that acquired Fractional AI, a San Francisco consulting shop, as its operational foundation
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The AI gold rush just printed another record quarter, but the real story is what Nvidia's doing with the cash while Washington and Beijing play chicken with chip exports.
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When your chip fab workers are getting bonuses larger than most Americans' lifetime earnings, you're not measuring productivity gains—you're measuring tectonic shifts in value creation.
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The jury let Altman off the hook, but the questions Musk raised about OpenAI's pivot from nonprofit to profit machine aren't going anywhere.
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Wall Street wanted another 10x hockey stick; Jensen Huang handed them a $200 billion consolation prize and a memo that reads "we're a chip company for everyone now."
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Musk is betting $2.8 billion that AI training is worth the public relations nightmare of becoming the infrastructure everyone hates. SpaceX is spending $2.8 billion on gas turbines to power AI data centers for Grok, positioning xAI as a cloud computing player while facing carbon emission complaints.
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The cloud wars just got a satellite uplink. SpaceX's IPO filing reveals Anthropic is paying $15 billion annually to access SpaceX's GPU infrastructure, making SpaceX a major player in AI compute rental
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The world's most valuable company just told you what happens when you own the infrastructure of the future: you print money, then you send it home.
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Nvidia has become the world's most valuable company by selling the shovels for the AI gold rush — tonight we find out if the vein is running dry.
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The company that convinced the world AI was worth trillions is about to let retail investors find out if they were right. OpenAI is preparing to file for an IPO in the coming weeks, targeting a public debut in September 2026
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The machines we're building to make us richer are making money itself more expensive. Bond market indicators suggest AI investment is intensifying inflationary pressures just as Kevin Warsh takes over the Fed amid war-driven price shocks and rising yields
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Europe is finally writing checks big enough to matter in the compute wars. A European consortium is bidding on a €10 billion data center campus in France, part of the EU's push to build competitive AI infrastructure on the continent
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The first generation raised on digital platforms is rejecting the one technology Silicon Valley promised would save them. College students are organizing protests, petitions, and performance art against AI adoption on campuses, with reports of booing at graduation ceremonies
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OpenAI just went full edtech nation-state, and the geopolitical race for AI literacy now runs through classrooms, not conference rooms. OpenAI is expanding Education for Countries, moving beyond pilot programs to structured national partnerships for AI adoption in schools
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The people building superintelligence just learned they can't even manage their Slack messages.
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The world's most valuable AI company just got permission to print money. OpenAI beat Elon Musk in court after a jury found his lawsuit missed the statute of limitations, with deliberations under two hours and the judge issuing a final ruling within 20 minutes.
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The search box that won the internet is getting its first real redesign in 25 years because AI finally forced Google's hand. Google announced a redesigned search interface and new AI coding tools as part of its broader AI integration strategy
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Google just watched Anthropic's Claude and OpenAI's models eat its lunch in coding tasks for two years, and now it's finally serving a response.
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