The battle for cheap electricity just got a new heavyweight, and bitcoin miners are about to find out what it feels like to be outbid at scale. Anthropic signed a multi-gigawatt compute deal with Google and Broadcom for next-gen TPU capacity starting in 2027
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Anthropic just locked in hundreds of billions in chip capacity with Google and Broadcom while hitting $30 billion in annualized revenue, and the real story is what it signals about who controls the infrastructure layer of Web4.
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Samsung just posted an eight-fold profit jump on AI memory chips while war burns in the Middle East, and nobody in the data center business blinked. Samsung Electronics posted an eight-fold quarterly profit surge, driven by memory chips for AI and data centers
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The local AI stack just got its killer app, and it runs in your terminal while Claude writes the code. LM Studio released a headless CLI that lets you run models like Gemma 4 locally without the GUI, pairing perfectly with Claude Code for AI-assisted development
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Microsoft just put a disclaimer on Copilot that reads like the fine print on a carnival fortune teller booth. Microsoft's terms of use now classify Copilot as "for entertainment purposes only," the same language used for horoscopes and magic eight balls
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Former crypto miners are now worth $48 billion because they control something Big Tech desperately needs: power contracts. Eleven former crypto-mining firms have grown from $2.1 billion market cap in late 2022 to $48.5 billion today, a 23x jump in valuation driven by AI infrastructure demand.
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Anthropic just accidentally open-sourced their AI coding assistant, and 29 million people saw the blueprints before the lawyers showed up.
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The three biggest names in AI are betting billions on natural gas to keep their data centers running, and the math might not add up. Meta, Microsoft, and Google are all building new natural gas power plants dedicated to their AI data center operations
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Microsoft just hit its Q1 Copilot sales target, and the silence around the actual number tells you everything. Microsoft's commercial CEO told staff the company hit an "audacious" internal sales goal for Copilot AI in Q1 2026, but didn't share the number
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The AI power crunch just forced a fork in the road: plug into the grid and wait three years, or build your own power plant and start training models next month.
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Microsoft is dropping $10 billion in Japan over four years, and it's not about being nice to an old ally. Microsoft announced a $10 billion, four-year investment plan for Japan, marking one of its largest regional AI commitments
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OpenAI's new operations chief just killed a video tool to cut "side quests," then immediately bought a tech podcast. Fidji Simo, OpenAI's CEO of AGI Deployment, acquired TBPN podcast hosted by John Coogan and Jordi Hays while simultaneously axing Sora and other resource-draining projects
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OpenAI just bought a talk show, and if you think that's weird, you're not paying attention to how AI companies plan to win. OpenAI acquired TBPN, the Silicon Valley talk show known for CEO interviews, after shuttering its Sora video generation product.
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Microsoft just committed $10 billion to Japan over four years, and it's not about being nice to an old ally. Microsoft announced a $10 billion, four-year investment plan in Japan, its largest single-country AI infrastructure bet in Asia
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Big Tech just decided how AI agents will pay each other, and they're not asking permission. Coinbase, Stripe, OpenAI, Microsoft, and a16z launched the x402 Foundation under the Linux Foundation to standardize how autonomous AI agents interact and transact.
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Google's security researchers just published the rulebook hackers will use to compromise the agents you're about to trust with your calendar, your inbox, and your credit card.
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SpaceX's public debut could be the first domino in a procession of AI titans going public, and that changes everything about how intelligence infrastructure gets funded. SpaceX is planning what could be a record-breaking IPO, with OpenAI and Anthropic reportedly eyeing public markets in 2026
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OpenAI just raised $122 billion at an $852 billion valuation, and the only thing bigger than those numbers is the question nobody's asking out loud: what happens when the money runs out?
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Cursor just turned its AI coding assistant into a full agent—and picked a fight with OpenAI and Anthropic on their home turf. Cursor launched a new AI agent experience designed to compete directly with Claude Code and OpenAI's Codex
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Microsoft just quietly admitted it doesn't want to be OpenAI's best customer forever. Microsoft released three in-house AI models: MAI-Transcribe-1 for audio transcription, MAI-Voice-1 for speech synthesis, and MAI-Image-2 for image generation.
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