SpaceX's $60 Billion Detour
How SpaceX turned a rocket company into an AI powerhouse by paying a record $60 billion for the maker of Cursor—and what the price says about the value of code.
Topic
Big Tech
How Apple, Google, Microsoft, Amazon and Meta are competing on AI — the strategy behind each acquisition, partnership and platform shift.
Google Buys a Bankrupt Airline's Data
How Google's $10 million purchase of a bankrupt airline's internal emails, chats, and operational records reveals the next scarce resource in AI — proprietary enterprise data that no amount of web scraping can replace.
Meta's Design Goes on Trial
How a 29-state trial in Oakland puts Meta's product design — not its content — in the dock, and could shift technology regulation from policing what users post to policing the mechanics that keep them scrolling.
Big Tech's $3 Trillion Hidden AI Bill
How a Wall Street Journal analysis found roughly $3 trillion in AI infrastructure commitments sitting off Big Tech's balance sheets — obligations that dwarf reported spending and quietly reshape the risk beneath the boom.
Nvidia's $105 Billion OpenAI Data Center Bet
How Nvidia's decision to guarantee up to $105 billion in lease and power payments for an OpenAI megasite in Ohio turns the chipmaker into the AI economy's lender of last resort — and reopens the argument over circular financing.
Apple's Alibaba Gambit
How Apple's China-specific AI model, built with Alibaba and cleared by Beijing, shows the price of selling intelligence inside the world's most guarded market.
ChatGPT's Advertising Turn
How OpenAI's global rollout of ChatGPT ads reveals the real economics of consumer AI — and the trade it is asking users to accept.
Alphabet's $205 Billion Dare
How Google's parent is spending on AI infrastructure at a scale that rewrites what capital expenditure means for a software company.
Nvidia's $500 Billion Machine
How Nvidia engineered a way to finance half a trillion dollars of demand for its own chips — without putting a dollar of debt on its balance sheet.
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.