The biggest AI partnership in history just became an open relationship. Microsoft and OpenAI terminated the exclusivity clause that gave Microsoft sole rights to resell OpenAI's models, clearing the path for OpenAI to sell directly to Amazon, Google Cloud, and other hyperscalers.
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The man who funded OpenAI's birth is suing over its betrayal, but he just dropped the sharpest weapon in his arsenal. Elon Musk and Sam Altman head to trial this week in a case that could reshape OpenAI's structure and mission.
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The discovery process alone could reveal more about how AI frontier models get built than the industry has disclosed in five years.
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The company making the picks and shovels for the AI gold rush just became more valuable than the companies trying to strike gold. Nvidia crossed $5 trillion in market cap and is positioned to overtake both Apple and Microsoft as the world's most valuable company, driven by relentless AI chip demand.
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A $100 billion PE giant just turned its 90+ enterprise software companies into Google's proving ground for AI at scale. Vista Equity Partners partnered with Google Cloud to deploy AI across its 90+ portfolio companies, creating one of the largest concentrated AI rollouts in enterprise software
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The man who helped birth OpenAI is now suing it for more than the GDP of Hungary, and what's left of his case boils down to two words: broken promises.
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Two billionaires arguing over who broke the handshake deal isn't news — but when that handshake was supposed to keep AI nonprofit and the trial might expose exactly how OpenAI became a $100B for-profit, the discovery docs are the real story.
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The cheapest frontier model in the world just got more expensive to build, and Beijing's fingerprints are all over the delay. DeepSeek's V4 release delay signals a strategic pivot toward China's domestic chip supply chain, according to state-affiliated media commentary.
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While everyone else is shopping at the Nvidia store, Google's been designing its own groceries for two years. Google unveiled its eighth-generation Tensor Processing Units (TPUs) with a split architecture: TPU 8t for training, TPU 8i for inference and agentic workloads.
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The largest single infrastructure bet in Michigan's history just closed, and the locals who'll live next to it weren't invited to the signing party.
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The template economy for AI coding assistants just got its first serious infrastructure play. Claude Code Templates launches as a CLI tool and web dashboard for installing pre-built AI agent configurations, custom commands, and integrations for Anthropic's Claude Code.
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Anthropic just handed Claude the keys to your daily life, not just your work calendar. Claude now connects directly to personal apps like Spotify, Uber, Instacart, TurboTax, AllTrails, and Audible, extending beyond its existing work app integrations.
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The biggest AI bet in history landed with a shrug — which tells you everything about where we are in the hype cycle. Google is committing up to $40 billion to Anthropic, massively scaling its existing partnership to fund compute infrastructure for Claude's model development
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The company making the shovels for the AI gold rush just became more valuable than every other shovel-maker on Earth. Nvidia's market cap crossed $5 trillion, making it the world's largest company by valuation, with shares jumping 5% in recent trading
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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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The oldest argument in photography just got new rules, and they tell you exactly where the line is between capture and creation. World Press Photo 2026 winner announced with strict AI usage rules that define what counts as a "photograph" in the age of generative models
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The richest man in the world is about to find out if Wall Street will pay $2 trillion for rockets, satellites, and a promise to own the AI cloud layer nobody else can reach.
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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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While Microsoft writes an $18 billion check for Australian AI infrastructure, the real story is happening in market cap tables where AI firms now control nearly half the S&P 500.
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