The Model Is Free. The Installation Isn't.
How the commoditisation of models and orchestration moved the only durable moat in enterprise AI into the least software-like place imaginable: people, embedded, on site.
John Karpentar
Mach Industries Doubles in Three Months
How a $600 million extension repriced a defense startup on factory throughput rather than firepower — and what that says about the next decade of procurement.
The Pentagon Becomes an AI Lender
How a $5 billion defense loan to an AI cloud startup turns a small Pentagon credit office into an instrument of industrial policy.
The DOJ Finally Reads the Acquihire Contract
How the Justice Department's Nvidia-Groq probe puts the AI industry's favourite consolidation structure on trial for the first time.
Positron's $5 Billion Bet Against HBM
How an $875 million round on commodity LPDDR5X memory challenges the HBM bottleneck that gates every AI accelerator shipping today.
OpenAI Now Sells the Harness
How the Agents API turns Codex's orchestration layer into a product — and quietly makes OpenAI the runtime for everyone else's agents.
Top 7 Space Launch Companies in 2026
For satellite operators, defense programs and anyone budgeting a ride to orbit. Reusability has stopped being a differentiator and become the entry ticket.
Top 7 Time-Series Databases in 2026
For engineering teams choosing where to put metrics, sensor readings and tick data. The category has split in two: purpose-built time-series engines, and general-purpose columnar databases that happen to be very good at time ordering.
Top 7 Enterprise AI Search Platforms in 2026
For platform, IT and data teams choosing where corporate knowledge retrieval lives. Amazon closed Kendra to new customers, Microsoft moved agentic retrieval to GA, and Glean raised at a $7.2B valuation. Seven platforms ranked, with real pricing and real limits.
AI's Capex Bill Moved to the Credit Desk
How hyperscalers spending 102% of cloud revenue on infrastructure turned AI's biggest risk from an equity story into a financing one.