53 articles · Page 3
Vercel CEO Guillermo Rauch is drawing a hard line: models and agents should not be bundled. Here's why it's really a money argument, and what builders should do before the expensive rebuild wave hits.
Amazon borrowed $17.5 billion from banks on the same day a $1.2 trillion tech selloff rattled Wall Street. Most investors are reading this wrong. The infrastructure buildout isn't slowing down; it's accelerating, and the
A 680 times spending gap has split corporate America into two tiers. The median U.S. firm spends $11.38 per worker monthly on AI. The top 1% spends $7,500. Autonomous agents, not token prices, are
SpaceX hits the Nasdaq on June 12, 2026, targeting $75 billion in proceeds at a $1.75 trillion valuation. Three separate hard tech bets are driving that number: Starlink, Starship, and the xAI Colossus AI
Jedify just raised $24 million to stop enterprise AI agents from stalling, hallucinating, and burning token spend on bad context. The startup's Semantic Fusion technology builds a live semantic model of your business so
Meta and Reliance Industries signed a deal to build Meta's first AI data center in India, a 168-megawatt facility in Jamnagar, Gujarat. The move is part of Meta's $37 to $40 billion annual capex
An e-scooter startup founder just raised $5 million to put data centers in orbit. With Anthropic's revenue up 422% in six months, the demand for AI compute has never been stronger. Here's why looking
Global AI spending is forecast at $2.59 trillion in 2026, but the real crisis isn't capital. It's kilowatts. Data centers can't get grid connections, token costs are busting enterprise budgets, and the physical limits
OpenAI is still building its super app, but it just lost the iPhone to Google Gemini, the chips it needs are in a years-long global shortage, and Ray Dalio is warning about exactly the
Google is paying SpaceX $920 million every single month for raw computing power. That's $11 billion a year, nearly double the entire decentralized crypto compute market combined. Here's what it means for your portfolio