AMD's Bet Against Flexibility
How AMD's acquisition of Taalas — a startup that etches AI models into silicon — signals a shift from general-purpose GPUs to fixed-function inference chips.
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Cognition's $40 Billion Question
How an AI coding startup nearly doubled its valuation in three months — and what a 40x revenue price says about the state of AI funding.
L&T's $1.57 Billion Nvidia AI Factory
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.
Riot Platforms' $9.1 Billion AI Pivot
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.
Cognition AI's $40 Billion Valuation Leap
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.
IBM's OpenAI Partnership: The Real Prize
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.
Nvidia Turns Compute Into an Asset Class
How Nvidia and six Wall Street giants are engineering $500 billion to finance the AI buildout and reshaping who bears the risk.
OpenAI Pays Its Staff to Wait
How a $7 billion employee buyback lets OpenAI relieve the pressure to go public and buy itself time on its own terms.
The AI IPO Race Splits in Two
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.
Anthropic's $6 Billion Decart Bet
How a reported Decart acquisition signals that the AI arms race is quietly shifting from building bigger models to serving cheaper tokens.