The AI arms race just pivoted from Fortune 500 boardrooms to main street, and the battleground is invoice chasing. Anthropic launched Claude for Small Business, a pre-built package of agentic workflows targeting 25-50 employee businesses with connectors to QuickBooks, PayPal, HubSpot, and DocuSign.
Continue reading ›
The ChatGPT company just got outspent by the company that said it would never chase revenue. Anthropic hit 34.4% business adoption in April, overtaking OpenAI's 32.3%, according to Ramp's AI Index tracking billions in corporate AI spending from 50,000+ US businesses.
Continue reading ›
China's AI spending spree just hit the quarterly earnings wall, and investors want their money back. Alibaba and Tencent both missed revenue estimates despite ramping up AI infrastructure spending over the past year
Continue reading ›
SpaceX wants to launch a million data centers into orbit, and the climate math doesn't add up the way Elon says it does.
Continue reading ›
The cybersecurity AI arms race just went from theoretical to deployed, and the companies selling you AI are now also selling you protection from it.
Continue reading ›
The economics make no sense yet, but Google's betting that gravity costs more than rocket fuel in the long run. Google and SpaceX are negotiating to launch orbital data centers, starting with test products despite costs far exceeding terrestrial infrastructure today
Continue reading ›
The man building AGI doesn't own a piece of it, but he's sitting on $2.5 billion in fusion reactors, fintech plumbing, and antiaging moonshots.
Continue reading ›
Google's laptop exit in 2019 was supposed to be permanent. This return says less about hardware ambition and more about how the AI interface war is now being fought on every screen.
Continue reading ›
The man who co-founded OpenAI to save humanity from reckless AGI wanted to run it like a family business, with his kids as heirs. Sam Altman testified he was "extremely uncomfortable" with Elon Musk demanding complete control over a proposed for-profit OpenAI subsidiary in 2017
Continue reading ›
The AI compute wars just went vertical—and infinite solar might finally break the energy ceiling.
Continue reading ›
The number that justified gambling the entire search business on someone else's model just went public. Microsoft targeted a $92 billion return from its early OpenAI investments, revealing the financial calculus behind the partnership that reshaped corporate AI strategy.
Continue reading ›
A crypto payments company just decided that the gap between "I think Trump wins" and "I want to bet on it" is worth acquiring a startup and shipping an AI agent.
Continue reading ›
The picks-and-shovels play for the AI data center boom just got $500 million more expensive. Fervo Energy raised its IPO target to $1.82 billion, up 37% from the initial $1.33 billion target — signaling stronger-than-expected investor appetite for geothermal infrastructure
Continue reading ›
The clearest sign that enterprise AI is working will be when no one calls it AI anymore. McKinsey data shows AI adoption is broad, but most companies still haven't embedded it into workflows deeply enough to create real business value. The bottleneck isn't model capability, it's architecture.
Continue reading ›
The hyperscale cloud buildout in Africa just hit a wall that has nothing to do with bandwidth or power—and everything to do with who pays when governments want infrastructure they can't afford upfront.
Continue reading ›
The trial that could redefine what "open" means in AI is about to close — but the most important witnesses haven't spoken yet.
Continue reading ›
OpenAI is skipping the enterprise sales cycle and recruiting the next generation of agent builders while they're still in dorm rooms. OpenAI launched the Campus Network, a program connecting student AI clubs globally with tools, resources, and event support to build campus AI communities
Continue reading ›
The investor class is finally asking the question knowledge workers have been avoiding: what happens when thinking becomes optional?
Continue reading ›
Google's parent company just opened a new funding spigot in Tokyo — because the AI arms race costs more than American debt markets want to carry alone. Alphabet is issuing yen-denominated bonds for the first time, tapping Japanese institutional investors as AI infrastructure costs mount
Continue reading ›
The world's largest asset manager is now placing bigger bets on AI infrastructure than most hyperscalers are placing on themselves. BlackRock CEO Larry Fink announced at Milken that his firm will partner with an unnamed hyperscaler to build data centers, with details coming this week
Continue reading ›