Latest publications
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.
Microsoft CFO Amy Hood: betting on AI amid fears of a new bubble
Microsoft CFO Amy Hood found herself at the center of the debate over AI investment after deciding to pause construction of some data centers in 2025.
Morgan Stanley: AI is speeding up deals in some sectors and upending valuations in others
Tom Miles at Morgan Stanley says the AI boom is both pushing companies to buy infrastructure assets and making software deals harder because valuations are being reset.
OpenClaw takes Chinese AI services abroad and boosts low-cost token exports
OpenClaw has become a route to the global market for Chinese AI companies: through the agent, overseas users are increasingly choosing low-cost models from China over Western ones.
Startup Kuse AI introduced Junior — an AI employee that monitors tasks in Slack
Kuse AI introduced the virtual employee Junior: it joins Zoom, reads Slack, creates tasks, sends reminders and, when needed, escalates delays to managers.
US tech companies accelerated layoffs amid AI adoption, Challenger data showed
In March 2026, US technology companies announced 18,720 layoffs — up more than 24% from a year earlier, amid accelerating AI adoption.
Kyndryl launches service to oversee AI agents and improve return on investment
Kyndryl is launching a service to manage AI agents: the company wants to help businesses keep these systems under control and get clearer returns from AI investments.
IBM and Masters launched AI search across the archives and shot-by-shot analytics for viewers
IBM and Masters updated the tournament's digital platform: viewers can now search moments from 50+ years and get AI analysis of every shot almost in real time.
Snowflake: AI agents put development into 24/7 mode — CEO on return on investment
Snowflake CEO Sridhar Ramaswamy explained how AI agents enabled the company's developers to work around the clock and are already delivering a measurable return on investment.
CoreWeave and Meta sign new $21 billion contract for AI compute capacity
CoreWeave has signed another $21 billion contract with Meta through 2032: the company will supply the compute capacity Meta needs to accelerate the development of advanced AI models.
Amazon may sell its AI chips to third parties as the business heads toward $20 billion
Amazon is considering selling its own AI chips to other companies: according to Andy Jassy, its internal semiconductor unit is already on track for more than $20 billion in annual revenue.
Apollo: David Sambur said AI has complicated the valuation of software companies
Apollo's David Sambur says AI has made software company valuations less predictable, but the deal market continues to function even amid geopolitical turbulence.
Alibaba led a 2 billion yuan round for ShengShu in China's AI video race
Alibaba's cloud unit led a 2 billion yuan investment round for ShengShu, a young player seeking to strengthen its position in China's overheated AI video market.
Zoetis CEO: AI strengthens the company's veterinary business
Zoetis's Kristin Peck told Bloomberg how AI is changing veterinary medicine and why the animal health sector remains resilient during periods of economic turbulence.
Kia to deploy Boston Dynamics Atlas robots at U.S. plants from 2029
South Korean automaker Kia will introduce humanoid Atlas robots at its U.S. plants from 2029 while also developing its first software-defined vehicle.