A New Ground Rule for the AI Boom The AI build-out just got a new requirement: bring your own power. During the State of the Union address, the administration unveiled a “ratepayer protection pledge” that will require companies building large
AI’s Hidden Constraint: Power Alphabet’s Google is doubling down on securing energy for its rapidly expanding data center footprint. The company signed separate agreements with AES Corp and Xcel Energy, locking in long-term power supply as AI-driven demand continues to
The AI Infrastructure Race Just Got Bigger Meta and AMD have entered into a multiyear agreement that underscores just how massive the AI infrastructure build-out has become. Under the deal, Meta will purchase up to 6 gigawatts’ worth of AI
OpenAI Moves Deeper Into the Enterprise OpenAI is doubling down on enterprise adoption. The company announced multiyear partnerships with consulting heavyweights Accenture, Boston Consulting Group (BCG), Capgemini, and McKinsey & Co. — forming what it calls “Frontier Alliances.” The goal
What OpenAI Is Building OpenAI is developing a family of AI-powered devices, with more than 200 people working on the effort. The lineup is expected to include a smart speaker and could expand to smart glasses and even a smart lamp. The push underscores a bigger strategic
The Big Picture: AI Is Moving From “Thinking” to “Doing” The market spent the last cycle obsessing over AI models and GPU spend. That’s the digital layer. But the real economy runs on physical throughput: When companies talk about “AI
What’s New in Claude Sonnet 4.6? According to Anthropic, Claude Sonnet 4.6 improves performance in: For free and paid Pro users, Sonnet 4.6 now becomes the default model inside the Claude chatbot and the company’s enterprise-facing productivity tool, Claude Cowork.
Nvidia Shares Cool Off as AI Spending Explodes Big Tech’s artificial intelligence spending plans keep climbing. Nvidia’s stock? Not so much. Despite a projected surge in AI infrastructure investment from Meta Platforms, Alphabet, Microsoft, and Amazon — expected to top
What Happened Blackstone (BX) increased its investment in Anthropic, the company behind the Claude chatbot, taking its stake to about $1 billion. The move included an additional $200 million as part of Anthropic’s ongoing funding round, according to a person familiar with the matter. The funding round
Microsoft Looks to Superconductors to Power the AI Build-Out Microsoft is exploring the use of superconducting power lines inside its data centers, a move that could materially improve energy efficiency and help accelerate the company’s rapidly expanding U.S. infrastructure footprint.
A New Ground Rule for the AI Boom The AI build-out just got a new
AI’s Hidden Constraint: Power Alphabet’s Google is doubling down on securing energy for its rapidly
The AI Infrastructure Race Just Got Bigger Meta and AMD have entered into a multiyear
OpenAI Moves Deeper Into the Enterprise OpenAI is doubling down on enterprise adoption. The company
What OpenAI Is Building OpenAI is developing a family of AI-powered devices, with more than 200 people working
The Big Picture: AI Is Moving From “Thinking” to “Doing” The market spent the last
What’s New in Claude Sonnet 4.6? According to Anthropic, Claude Sonnet 4.6 improves performance in:
Nvidia Shares Cool Off as AI Spending Explodes Big Tech’s artificial intelligence spending plans keep
What Happened Blackstone (BX) increased its investment in Anthropic, the company behind the Claude chatbot, taking its stake to
Microsoft Looks to Superconductors to Power the AI Build-Out Microsoft is exploring the use of
