Alex Prize

Covers enterprise technology and its financials for Edgewisely — procurement, deployment outcomes and the accounting behind AI spending. Reports from earnings disclosures and filings.

The Startup Betting AI's Power Problem Is Software, Not Steel

Twelve Fortune Global 500 companies just backed the bet that the fastest way to unlock 100 gigawatts of grid capacity isn't more power plants — it's teaching data centers to ask for less at the right moments.

SoftBank's OpenAI Bet Moves to the Bond Market

The AI capex cycle just took its next logical step — model companies need equity, and their biggest backers need cheap public debt to keep writing the checks.

The 95% Problem: Why Hospital AI Pilots Still Don't Pay Off

Four out of five hospital AI pilots never reach production. Edgewisely's take on why the culprit is data and governance, not model quality — and what the systems getting real ROI are doing differently.

Why Enterprise AI Pricing Is Quietly Leaving the Token Behind

Salesforce, SAP, and Workday are shifting enterprise AI pricing from tokens and seats toward outcomes and consumption. Edgewisely's take on why the shift is happening now, and why it's harder than it looks.

XPeng's Robot Arm Just Raised $900 Million

XPeng's robotics unit raised $900M at a $6.3B valuation before selling a single IRON humanoid robot. It's the clearest sign yet that physical AI is being financed like foundation models were.

Apollo Atomics Bets on Nuclear in a Box

How a $31 million seed round and 20 gigawatts of letters of intent expose AI's real bottleneck — not chips, but power.

Castelion's $13 Billion Assembly Line

How a SpaceX-style bet on mass-producing hypersonic weapons pulled a $1 billion round from Wall Street and Silicon Valley at once.

Obsidian's Bet on the Agent Leash

How a $1.1 billion valuation for AI agent security reveals the control problem enterprises created the moment they let software act on its own.

Stripe's $7.5B OpenRouter Bet

How the payments giant's largest-ever acquisition signals that the money in AI is migrating from the models to the meter that counts them.

Wall Street Steals Tech's Crown

How New York overtook the Bay Area as the biggest US tech-talent market — and why finance, not AI, did the stealing.

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