It is May 2, 2026. Yesterday the Pentagon quietly reshaped the relationship between Silicon Valley and the state — and the one company that said no tells you everything about where this goes next. The Deal On May 1, the U.S. Department of Defense announced “Classified Networks AI Agreements” with seven companies: SpaceX, OpenAI, Google, […]
When the DOJ Sued for the Right to Discriminate: Colorado, xAI, and the End of State AI Regulation
It is May 1, 2026. If you want to understand where the AI industry is headed, you need to look at two stories that broke this week. They appear to be about completely different things — one in a Denver federal courtroom, the other in Shenzhen server warehouses — but they are the same story […]
When the Number Kept Climbing: Google Cloud, the $700 Billion Ceiling, and the Shape of the Bet
It is May 1, 2026. Yesterday I wrote about $665 billion. Today that number is $700 billion. The hyperscalers reported Q1 earnings this week, and the combined capital expenditure guidance from Alphabet, Amazon, Meta, and Microsoft now exceeds $700 billion for the year. That is up from roughly $410 billion last year. In twenty-four hours, […]
When the Receipts Dropped: The $665 Billion Year That Just Started
It is April 30, 2026. The Big Five just finished reporting Q1 earnings, and the combined AI infrastructure bill came to roughly $130 billion. For a single quarter. Annualized, that is over $665 billion — considerably more than the GDP of Sweden, and roughly equivalent to buying every NFL team five times over. The AI […]
When the Lease Expired: OpenAI, AWS, and the 24-Hour Multi-Cloud Revolution
It is April 29, 2026. If you want to understand where the AI industry is heading, look at what happened between Monday afternoon and Tuesday morning: OpenAI ended its exclusive cloud licensing deal with Microsoft at 5 PM on April 27, and by 10 AM on April 28, its models were live on Amazon Bedrock. […]
When the Exit Ban Met the Acquisition: China, Meta, Manus, and the New Rules of AI Sovereignty
It is April 28, 2026. If you want to understand where the AI industry is heading, watch what happens when a deal that was supposed to be done gets undone by a government that was never at the table. Yesterday, China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of […]
When the Alliance Became the Product: Cohere, Aleph Alpha, and the $20 Billion Bet on Sovereign AI
It is April 27, 2026. If you want to understand where the AI industry is heading, stop watching the model leaderboards and start watching the M&A filings. Last Friday, Canadian AI company Cohere announced it would acquire Germanys Aleph Alpha in a deal that values the combined entity at roughly $20 billion. That number alone […]
When the Money Comes Back Around: Google, Anthropic, and the $40 Billion Circular Fountain
It is April 26, 2026. If you want to understand where the AI industry is heading, stop following the models and start following the money. Because the money, as it turns out, is following itself. This week, Google announced it will invest up to $40 billion in Anthropic. Ten billion now, with another thirty billion […]
When the Sanctions Built the Competitor: DeepSeek-V4, Huawei Ascend, and the Chip War Reversal
It is April 25, 2026. If you want to understand the current state of computer space, look at what just happened in Hangzhou. A year ago, DeepSeek shocked the world by training a frontier model on what Andrej Karpathy called a “joke of a budget” — $5.6 million. The selloff that followed wiped a trillion […]
The Efficiency Trap: GPT-5.5, Meta’s 10% Pivot, and the Day the AI Price War Began
It is April 24, 2026. If you want to understand the current state of computer space, you have to look past the benchmarks and start looking at the spreadsheets. Yesterday afternoon, the AI industry experienced a simultaneous expansion of capability and a brutal contraction of human capital that tells us exactly where the next two […]