Latest publications
Mistral raises $830M for data center with Nvidia chips, intensifies AI race in Europe
French Mistral AI has secured $830M in debt financing for a data center near Paris to house Nvidia chips and accelerate European AI infrastructure.
Equinix to invest 7.5 billion rand in new data centers in South Africa amid AI demand growth
Equinix is preparing to expand data centers in South Africa with a 7.5 billion rand investment, betting on rapid growth in local demand for AI infrastructure and computing capacity.
Zhipu Increases Losses by 60% Amid Fierce Competition in China's AI Market
Zhipu reported a 60% increase in net losses for 2025, demonstrating how costly the race for models, customers, and computing resources has become for Chinese AI startups.
US FDA to Accelerate Drug Trials With AI and Real-Time Data
The US regulator wants to see drug safety and efficacy signals directly during clinical trials to eliminate months of bureaucratic delay and speed market entry for new drugs.
AI Rally in Asia Creates New Winners Deep in the Chip Supply Chain
The AI investment boom in Asia extends beyond tier-one chipmakers to the entire tier-two supplier ecosystem—from CoWoS substrates to cooling systems and specialty chemicals.
Goldman Sachs disabled access to Anthropic's Claude for employees in Hong Kong
Goldman Sachs employees in Hong Kong lost access to Anthropic's Claude: the bank restricted use of the code development tool and has not yet disclosed the reasons for the decision.
Google Permits Pentagon to Use Its AI Systems in Secret Military Tasks
Google has signed an agreement with the US Department of Defense and allowed the use of its AI systems in classified military projects — amid internal protests from some of the company's researchers.
Mayo Clinic: AI Learned to Detect Pancreatic Cancer Years Before Clinical Diagnosis
Mayo Clinic's REDMOD system detects signs of pancreatic cancer on routine CT scans an average of 475 days before diagnosis and significantly outperforms radiologists without AI assistance.
Investors pour billions into humanoid robots with AI, but value remains unproven
Investors are pouring billions into humanoid robots with AI, but mass interest is outpacing proven utility: the industry still needs to demonstrate stable real-world operation.
Cambricon Doubled Quarterly Revenue Amid AI Chip Demand Boom in China
Chinese AI chip developer Cambricon more than doubled its revenue in Q1 2026, demonstrating how Beijing's push for technological autonomy is accelerating the domestic accelerator market.
Bloomberg Tech: why humanoid robots are becoming the main frontier for AI
Bloomberg breaks down why humanoid robots could become the next major frontier for AI and how quickly the gap between impressive demos and the real market will begin to narrow.
Quarterly Reports Show: Google and Amazon Outpace Meta in AI Monetization
Alphabet and Amazon demonstrate real financial returns from AI investments, while Meta lags behind — this is the takeaway from a single day of quarterly reports from tech giants.
Stripe announces partnership with Google and launches new AI tools for payments
Stripe unveiled new AI tools for e-commerce and announced a partnership with Google — the companies plan to rethink how artificial intelligence is integrated into payment infrastructure.
OpenAI sued after shooting in Canada: victims' families blame ChatGPT
Families of victims from the Tumbler Ridge shooting filed new lawsuits against OpenAI, claiming the company could have prevented the suspect from using ChatGPT before the attack.
Operation Renewed Hope: AI Helped Identify 100 Abuse Victims in 29 Countries
An international operation involving specialists from 29 countries used AI to identify one hundred child sexual abuse victims—and encountered a case deluge effect.
IBM Creates 750 Jobs in AI and Quantum Technologies at Chicago Tech Park
IBM will open the FutureNow Chicago center in Illinois' quantum-microelectronics park and hire 750 specialists in AI, quantum technologies, cybersecurity, and data science.
Blackstone Restructures Growth Division, Establishes Separate AI Subsidiary
Investment giant Blackstone is transferring its growth business to a new West Coast division focused exclusively on AI assets, including stakes in OpenAI and Anthropic.
SoftBank-Backed Deal Worth $999M: Market Continues Pouring Money Into AI Data Centers
A data center developer is placing nearly $1 billion in high-yield debt backed by a facility leased by a SoftBank subsidiary, testing whether the market remains ready to finance AI infrastructure at current valuations.
Apple prepares Siri mode in iPhone camera, enhances Visual Intelligence in iOS 27
According to Bloomberg, iOS 27 will add a dedicated Siri mode to the camera app, integrate Visual Intelligence there, and enable iPhone to read nutrition data and contact information.
Apple prepares major update to built-in photo editor with Apple Intelligence
Apple plans to significantly overhaul built-in photo editing tools and add Apple Intelligence capabilities to them, making AI processing part of system applications.
Meta Accelerates Energy Infrastructure: Entergy Raises Investment Plan by $14B Due to Data Centers
American Entergy has increased its four-year capital investment plan to $57 billion: the main reason is gas-fired power plants for a major Meta data center in northern Louisiana.
Microsoft exceeded Azure forecasts, but investors worry about AI monetization pace
Azure showed quarterly growth slightly above analyst expectations, but this didn't reassure investors: the market doubts Microsoft is monetizing AI services demand fast enough.
Elon Musk told the court that OpenAI abandoned its public mission for profit
Elon Musk told the jury that he lost trust in other OpenAI leaders when the project, conceived as a public good, according to his account, shifted toward profit.
Republicans in U.S. House of Representatives Investigate Airbnb and Anysphere Over Chinese AI Models
Republicans in the U.S. House of Representatives are investigating whether Airbnb and Anysphere use Chinese AI models, amid Congress's hardened stance against technological dependence on Beijing.
Alphabet Exceeded Expectations Driven by Google Cloud and Enterprise Demand for AI
Alphabet beat expectations: Google Cloud growth and demand from AI clients showed that the company's major infrastructure investments are beginning to deliver significant financial returns.
Meta shares fall after raising 2026 AI spending forecast to $145 billion
Meta raised its 2026 capital expenditure forecast to $125–145 billion, citing higher component costs and expanded data centers, but investors reacted negatively to the scale of the AI bet.
Mercor Reaches $10 Billion Valuation by Hiring Specialists to Train AI on Office Work
San Francisco-based startup Mercor, valued at $10 billion, pays qualified specialists to train AI on their own work tasks, betting on automating office operations.
Meta tumbles after raising 2026 AI and data center capex forecast
Meta raised annual capital expenditure guidance to $125–145 billion, sparking a selloff as investors worry massive AI investments won't deliver returns as quickly as hoped.
Fresh Apple and Nvidia earnings reveal where the AI infrastructure market is heading
A new wave of quarterly reports from Apple, Broadcom, and Nvidia shows that the AI market is maturing: investors are looking not for promises, but for tangible revenue, demand, and return on investment.
Anthropic discussing new round with valuation above $900 billion and may surpass OpenAI
Anthropic is considering a new investment round with a valuation above $900 billion — if the deal closes, the company could become the most expensive AI startup in the world, surpassing OpenAI.