132 articles
Microsoft just disclosed Azure's quarterly revenue at $33.2 billion, ending years of percentage-only reporting. Here's why the decision to publish the number is as important as the number itself, and what it means for
Everyone is watching the VCs. That's the wrong move. Amazon committed up to $4 billion into Anthropic and locked in a cloud contract that pays every quarter before the IPO happens. Their total return
Nvidia just backed an Indian startup that helps companies run AI models on far fewer chips. The counterintuitive move is actually a market expansion play. Here is what it means for your compute budget
xAI released the first seven minutes of Odyssey, a fully AI-generated film built inside Grok. With studio film costs sitting between $100M and $300M, this is not a tech demo. It is a financial
Since 2023, hundreds of AI startups have shut down or been quietly absorbed. Humane AI raised $230 million and sold for $116 million. The graveyard is real, growing, and the pattern of failures tells
OpenAI confirmed it will no longer train its models on live internet data, citing significant risks. This isn't a retreat. It's a strategic move that locks in OpenAI's data advantage while raising the cost
inDrive is partnering with Pony.ai and Nvidia to pilot robotaxis in Central Asia by 2027. While Western markets fight over permits, these three companies are moving to own autonomous mobility in 48 countries before
Blackstone's Jas Khaira says the market is wrong about AI infrastructure debt risk. When the tenant paying your mortgage is Microsoft or Amazon, the debt isn't scary. Here's the real story behind the narrative
Anthropic is pushing for a federal rule that would block AI models capable of causing 50 or more deaths. The safety pitch is real. So is the competitive moat hiding behind it. Here is
General Catalyst put $320 million into Otter.ai. Most people see a productivity tool. I see a company building a data layer on top of every business conversation in the world. Here is what smart