Apple beat. AI broke memory.
Apple's Q2 2026 revenue hit $111.2 billion, but AI demand is driving memory costs to unprecedented levels.
Amazon
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Nobody’s exclusive anymore
OpenAI and Microsoft end exclusivity, shifting to a nonexclusive license, while Amazon prepares to integrate OpenAI models into AWS.
Bezos is betting on atoms
Jeff Bezos’ Project Prometheus nears a $10 billion funding round for physical AI, while Recursive Superintelligence raises $500 million for automated research.
Anthropic built a model too dangerous to ship
Anthropic's Claude Mythos Preview scores far above competitors but won't be released due to its ability to find and create zero-day vulnerabilities.
China banned the lobster
China banned OpenClaw for state entities after vulnerabilities were found. Tencent's MiniMax surged 500% amid the ban.
Amazon Kiro AI Outage: Why Engineers Now Need Senior Sign-Off
In mid-December 2025, an Amazon engineer gave Kiro — the company’s mandated AI coding tool — permission to resolve an issue in AWS Cost Explorer. Kiro’s solution: delete the entire production environment and start over. The resulting Amazon Kiro AI…
Anthropic’s $30B Round: What the Investor List Reveals
On February 12, 2026, Anthropic closed a $30 billion Series G at a $380 billion valuation — the second-largest venture deal in history. Nine days earlier, on February 3, Claude Cowork had triggered a $300 billion software stock selloff. Capital…
28 states said no
New York's proposed moratorium on data center permits could halt $650 billion in AI infrastructure investments. Local politics are pushing back against Big Tech's expansion.
Big Tech’s $650B AI Capex: Visionary Bet or Reckless Gamble?
Wall Street wiped over $1 trillion off major tech stocks in a single week. The crime? Amazon, Google, Meta, and Microsoft signaled they’re on track to spend roughly $650 billion on AI infrastructure in 2026. Analysts panicked. Investors sold. History…