Nebius and CoreWeave sell short-term AI compute contracts at record premiums, a spot-pricing regime splitting AI infrastructure from AWS's five-year model.
Alibaba's Qwen 3 billion downloads milestone makes its open-weight family the world's most-downloaded open AI models, ahead of Meta and Google.
The Stripe OpenRouter acquisition, priced above $7 billion, values AI's routing layer at 140x revenue and raises a neutrality question for developers.
Zuckerberg's superintelligence manifesto decoded: Meta's open-weight pivot, free AI tiers, compute auctions, and what AI for everyone really means.
Microsoft's Copilot app merger retires Podcasts, Group Chat and Deep Research on August 18. Here's who loses what and how to save data.
Apple's Siri AI publisher deals would pay news outlets per use, giving iPhone owners real-time answers when iOS 27 ships this fall.
Nvidia's SB Energy investment could reach $3 billion as the chipmaker weighs roughly $100 billion in credit support for OpenAI's Ohio data center campus.
Waymo California expansion clears CPUC review, adding paid driverless rides across 18 counties, from the Bay Area to Sacramento and San Diego.
OpenAI CRO exit after eight months brings 2026 departures to a dozen as Dali Rajic takes over and Greg Brockman consolidates control ahead of the IPO.
Twitch's AI training opt-out lets streamers block Amazon from training on their streams, VODs and chat. Every channel is opted in by default.
Generative pulse synthesis is replacing passive observation with active control across forecasting, finance, medicine, and engineering. A cross-domain analysis.
The Nvidia OpenAI backstop for the Ohio data center has dropped from $250B to under $120B, capped at phase one as investors curb AI vendor-financing risk.
SpaceX AI revenue tripled to $2.6B in Q2 2026, and Musk says AI will out-earn rockets by September. Inside the $100B ARR target and the capex math.
Lenovo AI revenue rose 60% to $9.3 billion, 35% of a record $26.9B quarter, with a $54B server pipeline lifting shares to all-time highs.
Read about the Cambridge Aerospace Series C: $300M raised at a $3.4B valuation to scale Skyhammer interceptors and build a Norfolk rocket motor factory.
