Coverage of model development, deployment policy, infrastructure economics, and the regulatory fights that will decide who profits and who pays.
Meta Platforms will lease a 168 MW AI-enabled data center in India from Reliance Industries, with the Jamnagar facility set to be delivered within two years and accompanied by nearly 1 GW of renewable energy partnerships.
Sara Montes de Oca · 147 DAYS AGO
General Motors announced a partnership with Denver-based startup Peak Energy to develop sodium-ion batteries for grid-scale energy storage and AI data centers, with customer-ready cells targeted for delivery after 2028.
Jay Goldberg · 147 DAYS AGO
Thoma Bravo founder Orlando Bravo declared the "SaaSpocalypse" over at a Berlin private equity conference, saying AI now accounts for roughly 50% of new revenue across his firm's software portfolio companies, which together generate $35 billion in combined annual revenue.
Sara Montes de Oca · 147 DAYS AGO
Perplexity CEO Aravind Srinivas confirmed a 2028 IPO target, calling the timeline firm regardless of how the market receives upcoming listings from OpenAI, Anthropic, and SpaceX.
Sara Montes de Oca · 148 DAYS AGO
Apple opened its 2026 Worldwide Developers Conference with AI strategy and a CEO transition front and center, as Tim Cook leads his final WWDC keynote before John Ternus takes over in September.
Sara Montes de Oca · 148 DAYS AGO
Microsoft's shift to per-token pricing for GitHub Copilot has ignited debate over AI cost sustainability, coming as Anthropic files to go public and the industry grapples with the gap between subsidized prices and real production costs.
Jay Goldberg · 149 DAYS AGO
Sriram Krishnan, the Trump White House's senior policy adviser on artificial intelligence, announced he will step down at the end of June after 18 months helping shape the administration's federal AI framework and executive order strategy.
Jay Goldberg · 150 DAYS AGO
SpaceX has signed a deal to provide Google with AI compute capacity at $920 million per month, spanning from October 2026 through June 2029, as the company moves to monetize data centers built for its xAI unit ahead of a planned IPO.
Sara Montes de Oca · 151 DAYS AGO
The Trump administration and OpenAI are in ongoing discussions about a possible U.S. government equity stake in the AI company, with talks that began in 2025 centering on a proposed "Public Wealth Fund" that could distribute AI investment returns to citizens.
Sara Montes de Oca · 151 DAYS AGO
Amazon unveiled a next-generation Proteus warehouse robot capable of understanding natural-language commands, as JPMorgan lifted its sell rating on Tesla, citing the automaker's AI and robotics capabilities — two developments reflecting accelerating corporate investment in physical AI.
Sara Montes de Oca · 151 DAYS AGO
OpenAI confirmed it will comply with President Trump's executive order requiring AI companies to submit models for federal benchmarking 30 days before release, with the company's head of countries calling government oversight "quite right."
Sara Montes de Oca · 152 DAYS AGO
A bipartisan pair of House lawmakers released a discussion draft of a national AI framework on Thursday, proposing to override state AI model development regulations for three years while expanding federal research and minimizing risks.
Sara Montes de Oca · 152 DAYS AGO
Anthropic's Dario Amodei, OpenAI's Sam Altman, Microsoft's Mustafa Suleyman, and other AI leaders have signed an open letter urging Congress to mandate screening of synthetic DNA and RNA orders for sequences that could be used to engineer dangerous pathogens.
Jay Goldberg · 152 DAYS AGO
CISA Acting Director Nick Andersen said a binding operational directive implementing Trump's AI executive order will be released by week's end, as OpenAI CEO Sam Altman separately met with congressional leaders and White House officials in Washington.
Sara Montes de Oca · 153 DAYS AGO
OpenAI CEO Sam Altman met with House Speaker Mike Johnson, House Minority Leader Hakeem Jeffries, and Trump administration officials in Washington on Wednesday, following President Trump's signing of an executive order on artificial intelligence.
Jay Goldberg · 153 DAYS AGO
Uber is cutting 23% of its people division, including HR and recruitment staff, as CEO Dara Khosrowshahi says the restructuring is "necessary" — even as the company insists the layoffs are not driven by AI.
Jay Goldberg · 153 DAYS AGO
Meta unveiled Meta Business Agent on Wednesday, an AI tool for businesses embedded across WhatsApp, Messenger, and Instagram, as the company works to reduce its roughly 98% dependence on advertising revenue.
Sara Montes de Oca · 153 DAYS AGO
Nvidia CEO Jensen Huang called Marvell Technology the "next trillion-dollar company" during a joint appearance at Computex Week in Taipei, sending Marvell shares up 32.52% — the stock's biggest single-day gain on record.
Jay Goldberg · 154 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.