May 21, 2026

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its […]

The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.

OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that

There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them

Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?