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…
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…
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…
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…
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…
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…
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…
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…
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…

Samsung Weighs More India Capacity as Export Subsidies Grow
Apple Files for iPhone Duo as Its First Foldable Sells
Etsy Moves Against AI-Generated Recipes and Patterns
Canva Trains Its Own Image Model, Aimed at Layouts Rather Than Photographs
Arc’s Shutdown Date Turns a Browser Into a Migration Project
Rivian Buys a Small British Team to Build the Roads Its Cars Never Drive
Microsoft Closes The Garage, Leaving Its Global Hackathon in Limbo
Nscale Is Sued in Norway Over a Dismissal
Apple’s Ad Business Gets a Lift From Formula 1
OpenAI Signs a Security Pact With Poland’s NASK








