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.
Topic
Big Tech
How Apple, Google, Microsoft, Amazon and Meta are competing on AI — the strategy behind each acquisition, partnership and platform shift.
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.
Meta's Open-Weight Gambit
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.
Meta's Open Superintelligence Bet
How Zuckerberg's 6,500-word manifesto and a fresh open-weight model reframe Meta's AI strategy as a fight over who controls the technology — not who builds the best model.
Microsoft Copilot: The AI Playbook and the Enterprise Monetization Test
How Microsoft Copilot ties Windows, Office, Azure AI and the OpenAI deal into one bet, and whether enterprises will pay enough to justify it.
Google Gemini vs. Google's Own Ad Machine: Inside Alphabet's AI Bet
Google Gemini now answers billions of queries, but those AI answers threaten the search-ads engine that funds Alphabet. Here's the real tension.
OpenAI Turned Frontier AI Into Infrastructure. Now Comes the Bill
How OpenAI scaled ChatGPT to 800M weekly users, built an API business, and reshaped its Microsoft deal, plus the commercial pressures ahead.
AWS Bedrock: Inside Amazon's Model-Agnostic AI Bet
How AWS Bedrock powers Amazon's model-agnostic cloud, its $8B Anthropic bet, and the fight with Microsoft and Google for enterprise AI.
Meta Llama: Why Big Tech's Biggest Company Gives Away Its AI
Why Meta Llama models are free to download, what open-weight really means, and how the open-vs-closed fight is reshaping the AI market.