Goldman models a $7.6T AI build-out
Goldman Sachs estimates global AI infrastructure spending from 2026 to 2031 could reach $7.6 trillion, with compute, data centers and power as the major buckets.
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View archive →OpenAI launches a partner network to chase enterprise AI
OpenAI committed $150 million to train 300,000 certified advisers, answering Anthropic's push with TCS and DXC into regulated enterprise deployments.
Forty-two state attorneys general subpoena OpenAI
A coalition led by New York is probing OpenAI's advertising, retention design, data practices, youth protections and ChatGPT sycophancy as the company heads toward IPO.
Claude Fable 5 prompt leak exposes the agent playbook
A claimed 120,000-character Fable 5 system prompt leak sparked jailbreak arguments but also revealed how Anthropic structures long-running agent behavior.
Zhipu opens GLM-5.2 with a 1M-token context
Zhipu's GLM-5.2 pairs a 744B-parameter MoE design with a 1M-token window and a coming MIT-style open-weight release for coding agents.
AI IPO wave could push the S&P 500 yield below 1%
SpaceX, Anthropic and OpenAI would add trillions in zero-dividend market value, putting new pressure on an already record-low S&P 500 yield.
Anthropic says $30B revenue; OpenAI says the number is inflated
The dispute turns on gross versus net revenue accounting, a difference that could move Anthropic's annualized revenue by about $8B before an IPO.
The Magnificent Seven lose $2T as AI money rotates
The June selloff hit megacap tech much harder than the rest of the S&P 500 as investors made room for a coming wave of AI IPOs.
China's humanoid robot makers race toward Hong Kong IPOs
EngineAI's confidential filing shows how Chinese robotics startups are trying to lock in valuations before demand has fully caught up with production.
Kimi K2.7 Code undercuts GPT-5.5 on coding token prices
Moonshot's open MoE model offers far cheaper input and output tokens while improving agent-style coding benchmarks over K2.6.