5 articles
Recursive Superintelligence committed $410 million to Amazon Web Services for compute infrastructure. Most people will read this as routine tech news. It isn't. Here's what the deal actually signals about who controls the next
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
Lovable just signed a multiyear deal with Google Cloud to push platform usage up 5x, a source tells Benderson Media. The headlines are celebratory. The margin math is less so. Here's what the AI
Lovable signed a multiyear deal with Google Cloud targeting a fivefold jump in platform usage, according to a source with direct knowledge of the agreement. This isn't just a cloud contract. It's a signal
Lovable signed a multi-year deal with Google Cloud targeting 5x platform usage growth, according to a source. The AI app builder crossed 4 million monthly visitors in early 2026 and it's done playing small.