• July 22, 2026
  • 76 views
OpenAI Lifts AI Infrastructure Plan to $750 Billion

Inside OpenAI’s finance team, the spreadsheet keeps getting bigger. The company has raised its planned spending on AI infrastructure through 2030 to roughly $750 billion, up from about $600 billion…

  • July 22, 2026
  • 76 views
Dalio Warns Concentrated Bets Face Sharp Drawdowns

Ray Dalio, the founder of Bridgewater Associates, spent part of July in front of microphones repeating a warning he has delivered for years: the world’s markets are moving into a…

  • July 19, 2026
  • 66 views
Justice Department Lifts TikTok Ban on Federal Workers’ Devices

The memo was short, and its effect was immediate. The Justice Department has formally revoked the ban on using TikTok on government devices, saying its national security risk assessment is…

  • July 19, 2026
  • 56 views
Current AI Unveils Plan for an Open ‘World Wide Web of AI’

The pitch is nostalgic on purpose. Current AI, a nonprofit founded last year in Paris, has announced a project it calls the World Wide Web of AI, an attempt to…

  • July 19, 2026
  • 62 views
Visa, Stripe, and Google Back an Open Standard for AI-Agent Payments

The scenario sounds like science fiction until you think about how much of it already exists. An AI assistant renews a subscription, pays for a cloud service it uses on…

  • July 19, 2026
  • 65 views
Google’s Week: EU Objection, Antitrust Ruling, and a Waymo Blackout

The blackout on Saturday was the kind of event that autonomous-driving companies spend years trying to prevent. A large power outage rolled across San Francisco, traffic signals went dark across…

  • July 19, 2026
  • 49 views
AWS Says Billing Display Bug Showed Customers Trillion-Dollar Balances

The number on the screen was absurd: more than $999 trillion, in some cases, owed to Amazon Web Services. Customers who opened their billing consoles in recent days found balances…

  • July 19, 2026
  • 60 views
AMD Overtakes Nvidia as Top Holding in $45 Billion Chip ETF

A $45 billion semiconductor exchange-traded fund completed its quarterly rebalancing and emerged with AMD as its largest holding, replacing Nvidia at the top of the portfolio. The shift, disclosed in…

  • July 19, 2026
  • 59 views
Anthropic in Talks With Meta to Lease $10 Billion in GPU Capacity

Anthropic is in early talks to lease GPU computing capacity from Meta in a deal valued at roughly $10 billion over two years, according to a report from MLQ and…

  • July 19, 2026
  • 69 views
Microsoft Trains Sales Teams to Pitch Against OpenAI and Anthropic

Microsoft is training thousands of sales representatives to sell Azure AI alongside its own models, and to steer customers toward questioning the cost-effectiveness of OpenAI and Anthropic, according to internal…