The arms race between content creators and AI scrapers just hit its "burner phone network" phase. People Inc. admits it can't fully block unauthorized AI bots scraping content across its media properties, even with aggressive blocking tactics.
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The company that killed SB 1047 now wants tougher rules — but only the kind it can afford to follow. OpenAI is urging California to strengthen SB 53, an AI safety bill the company previously opposed when it was called SB 1047
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The era of cheap compute just hit a wall, and the companies building the agent economy are about to find out what margin compression feels like. Nvidia's biggest customers are being notified of price increases above 15% on AI server systems, driven by soaring memory chip costs
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The frontier model race is over, and the winner is: whoever manages the orchestration layer best. Companies are shifting from "which AI model should we use?" to "which model, for which task, at what cost?" — treating models like commoditized compute rather than strategic moats.
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When a $9 billion cybersecurity company swaps CEOs after "less than four years" and cuts R&D staff the same week, that's not a routine rotation—that's a company admitting its strategy isn't working fast enough.
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The single-player era of AI coding just ended — and Slack wants to own what comes next. Slack launched Slack Code, embedding AI coding agents (Claude Code, Devin, GitHub Copilot, Vercel's agent) directly into team channels where everyone can watch, steer, and review code together.
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Nvidia isn't just selling chips anymore — it's selling infrastructure for three different futures at once. Nvidia is shipping a new AI chip designed specifically for China by year-end, navigating U.S. export restrictions while maintaining access to the world's second-largest AI market
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The company building open-source AI models to break free from Big Tech is now writing nine-figure checks to Microsoft for compute. Meta has become one of Microsoft's largest AI customers, spending hundreds of millions annually on Azure cloud services
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The AI company that said it would never go public is filing paperwork in two weeks. Anthropic is preparing to file for an IPO as soon as late August, targeting a valuation that could rival or surpass SpaceX's $75B record
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AI models that cost $5 to train might solve a grid capacity problem the industry thought required hundreds of billions in new infrastructure.
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The most valuable AI bet in China just cost Alibaba three-quarters of its profit, and that might be the smartest money they've ever burned. Alibaba's profit crashed 75% after ramping quarterly capital spending to nearly $10 billion on AI infrastructure
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While everyone watched Sam Altman's star rise and fall and rise again, the guy who actually ships code was building a different kind of empire.
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The salary ceiling says more than the job description: Microsoft just told every corporate legal department what their future looks like, and it's not more lawyers.
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When the prime minister's family construction firm lines up $1.5 billion in data center bids, you're watching more than a building boom — you're watching nations pick sides in the infrastructure war that makes AI possible.
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While everyone watches Nvidia's chips, the real play is the data pipelines feeding those chips.
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Six months from $1B to $6.5B means someone just solved a problem NVIDIA was too busy printing money to notice. Fractile, an AI chip startup with an Anthropic supply deal, is raising at a $6.5B valuation — 6x higher than its May round
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The infrastructure layer of the agent economy just got a $4.5 billion bet that convertible debt, not equity dilution, is how you scale compute when everyone wants GPUs yesterday. Nebius Group NV is raising $4.5 billion through convertible bonds to build out data centers for AI workloads
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Google just bought the option to own a piece of the company building its AI chips—because when you can't own the supply chain outright, you lock in the next best thing. Marvell gave Google a warrant to buy up to $12.2 billion in Marvell shares as part of an expanded chip-development partnership
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The companies building the future are now competing with the government for the money to fund it. AI infrastructure debt is pressuring long-end Treasury demand, says Goldman Sachs Asset Management's Lindsay Rosner — a real-world collision between Web4 buildout and sovereign borrowing.
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The same scarcity that made NVIDIA a money printer might be masking the fact that nobody actually needs this much AI compute.
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