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Corporate clients are shortening software contracts because of Anthropic and other AI services
Corporate buyers are increasingly choosing annual and month-to-month AI contracts, fearing that over three years a service may become outdated, cheaper, or be displaced by a new agent.

Bloomberg unveiled ASKB: agentic AI built directly into Terminal for finance teams
At the Bloomberg Family Office Summit in Hong Kong, the company unveiled ASKB — an agentic AI built into Terminal for multi-step work with market data and tasks right in the main interface.

Armenian banks to provide Firebird AI with a record $300 million syndicated loan
Armenian banks signed an agreement on a joint $300 million loan to build Firebird AI's data center — the country's largest project of its kind.

Prologis chief: demand for AI and data centers will remain a growth driver for a long time
Prologis's chief believes demand for AI infrastructure and data centers will persist for a long time: the company benefits from ties with hyperscalers and early access to power capacity.

Michelle Giuda: The U.S. needs allied support to outpace China in the AI race
Krach Institute head Michelle Giuda believes U.S. leadership in AI depends not only on companies, but also on allies willing to promote the American technology stack around the world.

CXMT doubled revenue to $8 billion amid the AI boom ahead of listing
Chinese chipmaker CXMT more than doubled revenue to $8 billion in 2025, strengthening its position ahead of a major IPO and gaining prominence in the AI-server memory market.

Aligned Data Centers raises $2.58 billion for U.S. data center expansion
U.S. operator Aligned Data Centers has closed a $2.58 billion revolving credit facility to accelerate the construction and launch of new data centers for cloud and AI workloads in the U.S.

Bloomberg: the AI market still lacks the “secret sauce” of the 1990s internet boom
A senior Bloomberg editor compared the current AI boom to the internet race of the 1990s and said the industry still lacks the “secret sauce” needed for broad, sustainable growth.

New West Data explores a US listing to pivot to high-performance computing
Canada's New West Data, which combines energy production and bitcoin mining, is considering a US IPO to raise money for a shift to more powerful computing infrastructure.

Arm prepares its first in-house chips for Meta as SpaceX lifts space stocks
On March 25, 2026, three stories set the tone for the market: Arm is entering direct chip sales for the first time, SpaceX is fueling IPO expectations, and Kleiner Perkins is raising its largest AI fund.

FERC criticized US tech giants over weak dialogue on power grids for data centers
The head of FERC rebuked US tech giants: as data centers' electricity demand rises, companies are doing too little to engage with the power system regulator.

Microsoft heads for its worst quarter since 2008 amid AI spending and pressure on software
Microsoft shares are posting their steepest first-quarter 2026 drop since the 2008 crisis: the market is uneasy about massive AI investments and weak returns from Copilot and Azure.

Oracle’s credit risk hits a record as the market fears debt from the company’s AI bet
Default insurance on Oracle’s debt has risen to a record level: investors doubt that multibillion-dollar investments in AI infrastructure will start paying off quickly.

Helios: overly strict national regulation of AI agents could slow the market
Helios chief Joe Scheidler backed the idea of national AI rules, but warned that overly strict regulation of agentic systems could slow adoption and make it harder for businesses to work with the government.

U.S. Congress proposes tightening chip equipment shipments to China through allies
A bipartisan bill introduced in the U.S. would tighten shipments of chipmaking equipment to China, including exports from the Netherlands and Japan.

Former Coatue trader launched Epicenter fund, where AI system Eve serves as lead analyst
Epicenter Capital, founded by a former Coatue manager, is building a hedge fund around Eve — an AI system that reads filings, listens to calls, and improves its own code.

UK to examine Microsoft's ecosystem and licensing for Word, Excel and Copilot
In May 2026, UK antitrust authorities will begin reviewing Microsoft's enterprise software ecosystem to determine whether licensing for Word, Excel and Copilot should face stricter regulation.

Colusa Indian Energy and Strata Expanse to build AI campus on tribal lands in California
Tribal company Colusa Indian Energy and Strata Expanse are launching an AI campus in California with its own microgrid, a compute site, and a plan to scale to 100 MW.

Babel Audio Pays Strangers to Talk So Voice AI Sounds More Human
Babel Audio records conversations between strangers — from everyday topics to confessions and role-play scenes — and turns them into data used to train voice AI for natural speech.

Huawei's growth slowed after Apple's surge in China and intensifying competition in AI chips
Huawei's growth cooled sharply in 2025: iPhone 17 sales put Apple back in the game in the Chinese market, while its bet on AI and in-house chips has not yet offset weakness in smartphones and cloud.

Saronic raised $1.75 billion to produce autonomous unmanned military ships
Startup Saronic raised $1.75 billion to increase production of autonomous unmanned military ships amid rapidly growing investor interest in defense tech.

SpaceX confidentially filed for an IPO while venture capital flows to the AI elite
SpaceX reportedly confidentially filed for an IPO and could go public as early as June, while the news also highlighted the imbalance in venture funding favoring a handful of AI leaders.

Pangram Labs explained how to spot AI-written texts and why detectors still make mistakes
Pangram Labs CEO Max Spero explained which signals are used to identify AI-written texts, why detectors inevitably make mistakes, and how this is changing the rules of trust on the internet.

Rivian spin-off Also valued at $1 billion after new DoorDash partnership
Also, spun out of Rivian, reached a $1 billion valuation and agreed to partner with DoorDash on autonomous deliveries — the market is betting on applied AI logistics.

Apple tests new Siri feature for handling multiple commands in a single request
Apple is testing a Siri update that lets the assistant understand and carry out several commands in a single request — one of the service's most notable changes in years.

OpenClaw in China: why the buzz around the AI agent became a global market test
China has turned OpenClaw from a tool for enthusiasts into a mass experiment with AI agents: businesses are accelerating adoption, while regulators are already warning about the risks of data leaks, errors, and expensive

Microsoft and Chevron discuss a $7 billion energy complex for data centers in Texas
Microsoft is in exclusive talks with Chevron and Engine No. 1 on a long-term agreement that would support the construction of an energy complex for a large data center campus in West Texas.

Google Cloud: why vibe coding doesn’t replace engineers, even if AI writes the code
Generative AI has turned programming into a mass activity, but Google Cloud says fast prompts still require architecture, tests, and accountability.

Brian Ruder of Permira: AI is rewriting the rules of private equity
Permira's co-CEO explained to Bloomberg how AI has crushed SaaS multiples and why large established players are the main beneficiaries of the new technological era.

Pangram Labs explained whether AI text can be reliably distinguished from human text
Pangram Labs head Max Spero explained how his service assesses the probability that a text is AI-generated and why the flow of such content is already changing search, media, and trust on the internet.