News

Posts in 2026

• Jul 29
  Nvidia's $50B Data-Center Loop Has One Weak Link
• Jul 29
  AMD's $14B Power Deal Is a Distribution Strategy
• Jul 29
  Stateless MCP Makes Agent Infrastructure Boring
• Jul 29
  World Labs Turns Robot Testing Into a 20x Funnel
• Jul 29
  Snowflake Wants the Agent Control Plane
• Jul 28
  Nvidia's SSI Bet Prices Research Before Revenue
• Jul 28
  Microsoft Routes 90% of Security Work to a Small Model
• Jul 28
  ChatGPT Is Quietly Erasing the Handoff
• Jul 28
  The EU AI Delay Is Not a Compliance Holiday
• Jul 28
  Enigma's $71M Robot Bet Starts With the Interface
• Jul 27
  Nvidia's Agent Toolkit Turns Chip Design Into a Loop
• Jul 27
  Multiverse Raises $570M to Compress the AI Bill
• Jul 27
  Naver's 200MW AI Factory Prices Sovereignty at $50M/MW
• Jul 27
  Solar Open 2 Puts a 250B Agent Model on Two H200s
• Jul 27
  Apple's Smart Glasses Need Privacy Before a Camera
• Jul 26
  Kimi K3 Makes Frontier AI a $0.57 Input Bet
• Jul 26
  Nvidia's $500B Memory Deal Is Still an LOI
• Jul 26
  Cognition Buys Poke for Memory, Not Personality
• Jul 26
  The Open-Weight Coalition Doubled to 50 Members
• Jul 26
  FLUX 3 Promises 20-Second Video, Not Pricing