Jul 3, 2026
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4 min read
PLUS: Microsoft bets $2.5B on enterprise AI deployment, Kling raises at least $2B, Nvidia expands the neocloud layer, and operators debate whether AI’s real bottleneck is now control.
Jul 1, 2026
3 min read
PLUS: OpenAI's government stake talks, Together AI's $800M raise, and why enterprise buyers are questioning who captures AI's value.
Jun 28, 2026
5 min read
AI plays drove over 80% of US returns this year. BIS is now warning about the credit risk underneath.
Jun 24, 2026
While SoftBank and OpenAI show the workflow, capital, and standards layers moving around it.
Jun 23, 2026
PLUS: China AI looks powerful and strangely priced, Cursor wants the coding stack, and GitHub shows agents moving into repo work.
Jun 22, 2026
Plus: China AI is back in the race, and Chinese AI stocks are suddenly pricing in policy support.
Jun 21, 2026
PLUS: GLM 5.2 challenges Fable 5, MosaicLeaks exposes agent privacy risk, and China bets on open-source AI.
Jun 20, 2026
PLUS: China is scrutinizing indium harder, and SpaceX's debt push shows what AI buildout now costs.
Jun 19, 2026
PLUS: Bloomberg points to token pricing and Yann LeCun is reopening the argument over what LLMs still can’t do.
Jun 18, 2026
As OpenAI and Anthropic move deeper into global policy, the G7 is starting to ask who gets to control access to American AI.
