How the enterprise pivot from "Instagram poster maker" grew into a Fortune 500 design platform

How Perplexity is betting AI can repair the broken bargain between platforms and the press

How the EU's antitrust penalty on Google could reshape ad-tech markets and redefine the limits of platform power

How a coding startup's leap toward a $40 billion valuation, barely three months after its last raise, shows what investors are really pricing in the AI agent race.

How a $7 billion employee buyback lets OpenAI relieve the pressure to go public and buy itself time on its own terms.

How OpenAI and Anthropic filed for the public markets within a week of each other, offering Wall Street two opposite theories of how to build an AI company.

How a bitcoin miner's $9.1 billion lease to Anthropic reveals that the scarcest resource in AI isn't chips or talent — it's grid-connected power.

How IBM's alliance with OpenAI turns the consultancy into a distribution channel for frontier models — and reveals where the enterprise AI money actually goes.

How Zuckerberg's decision to give away Meta's best model reframes the open-versus-closed fight and turns it into a contest with China.

How a $1.57 billion order to build India's largest Nvidia AI factory turns a storied engineering conglomerate into an AI landlord — and pushes the compute buildout beyond America's borders.

How Nvidia and six Wall Street giants are engineering $500 billion to finance the AI buildout and reshaping who bears the risk.

How a reported Decart acquisition signals that the AI arms race is quietly shifting from building bigger models to serving cheaper tokens.

How a coding startup's leap toward a $40 billion valuation, barely three months after its last raise, shows what investors are really pricing in the AI agent race.

How an AI coding startup's valuation tripled in a year, and what that velocity says about the real price of software.

How a two-month-old startup from an xAI co-founder raised a mega-round by betting that the future of AI is personal, open, and owned by the user — not rented from a lab.