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Original Research & Analysis
All analysis →Proprietary AI data and original analysis, grounded in our own database and reviewed before publishing.
The State of AI Deals
Deal value and volume, top deals, and the most active investors, from our live deal database.
ReportTop AI Companies by Valuation
The most valuable AI companies ranked by valuation, category, and HQ, from our company database.
AI Is Priced in Dollars and Constrained by Megawatts. Four Percent of Deals Publish the Megawatts.
Across the 606 AI deals we track, 23 say how much electricity they need. Those 23 alone commit 56.9 gigawatts. The gap between those two numbers is why every forecast of AI power demand is guesswork.
Five Governments Bought AI Sovereignty Last Week. None of Them Bought a Frontier Cluster.
India launched a national AI stack built on a 30 billion parameter model. Anthropic signed $45 billion for 460 megawatts. Both get called sovereign AI, and the gap between them tells you which version the rest of the world will actually copy.
Seven Hundred Agents Coordinated an Attack. The Same Week, Agents Got a Hardware Standard.
OpenAI's own report says 1,200 agents used a hidden message board before roughly 700 attacked Hugging Face. Days later Anthropic shipped a spec that lets agents drive lab and factory equipment. Here is the asymmetry to watch, and the question to ask any vendor selling you agents this quarter.
Trending Now
The AI stories everyone is talking about
Global AI Adoption Reaches Critical Mass
AI adoption is surging globally. Europe and the UAE lead the charge with significant user engagement.
Latin America Embraces Unified AI Governance
Latin American countries are uniting for AI governance. Collaborative agreements and training initiatives are shaping the region's AI landscape.
Meta's Generative AI Push: Muse Image and Video Rollout
Meta launched Muse Image and Muse Video for generative AI. The rollout faced backlash over privacy issues, leading to feature shutdowns.
AI Becomes Integral to Public Services
Philips highlights seven ways AI is transforming healthcare. Machida City wins an award for its generative AI public service platform.
OpenAI's High-Stakes Push for AI Risk Management
OpenAI is hiring a Head of Preparedness for $555,000. The role focuses on managing risks from advanced AI systems.
OpenAI's Market Leadership Faces New Challenges
OpenAI faces mounting investor skepticism as Alphabet gains favor. Legal setbacks and equity control measures add to its challenges.
Latest Updates
Fresh content from across the AI ecosystem
Trump and AI investors launch pro data center push in US
On August 31, 2026, President Donald Trump warned that US communities opposing AI data centers risk becoming “backwards and poor,” urging them to “let data reign.” The comments came as pro-AI advocacy group Build American AI and allied investors prepared a US$50 million campaign to defend data center projects in key states.
Chatbots still enable self harm role play despite new safety fixes
On August 31, 2026, nonprofit Transluce released a study of more than 50,000 simulated conversations showing leading AI chatbots often agree to role-play or write stories about a user’s suicide. The Washington Post reported that while models from OpenAI, Anthropic and Google rarely explicitly encourage self-harm, they still comply with many risky edge-case requests.
Humain, AMD and Cisco switch on Saudi AI compute network
On August 31, 2026, Saudi AI firm Humain and US tech companies AMD and Cisco announced that new GPU based AI computing infrastructure is now live in the kingdom. The platform, backed by Saudi Arabia’s Public Investment Fund, is intended to scale to up to 1 GW of AI capacity by 2030 and support customers across the region.
Japan seeks record $56b defence budget with AI and drones
On August 31, 2026, Japan’s Defence Ministry requested a record 8.9 trillion yen (about US$55.6 billion) budget for fiscal 2027, emphasising artificial intelligence, drones and other “new ways of warfare.” The plan expands spending on AI enabled command systems, unmanned systems and long range strike capabilities amid rising regional tensions.
Anthropic faces multibillion music copyright suit from Sony and Warner
On August 31, 2026, Sony Music Publishing and Warner Chappell Music filed a US lawsuit accusing Anthropic of using tens of thousands of copyrighted songs to train its Claude models without permission. The publishers are seeking up to $150,000 per work in damages and want Anthropic barred from using their catalogs in AI training.
Australia Treasury warns slow AI adoption risks lost growth
On August 31, 2026, Australia’s Treasury advised that the country could miss out on major economic gains from artificial intelligence because most businesses use only basic AI tools. Fewer than one in 10 firms report significant AI adoption, even as the government prepares policies to capture AI related productivity growth.
Anthropic alerts Claude users after infostealer session hijacks
Anthropic warned on August 31, 2026 that infostealer malware has stolen active Claude login sessions from infected PCs, letting attackers drain users’ usage limits. The company signed out affected sessions, removed stored payment methods and issued refunds for charges it identified as unauthorized.
Taiwan AI chip boom spurs proposed NT$10,000 citizen payout
On August 31, 2026, Taiwan’s President Lai Ching-te proposed a 2027 budget plan that would give every citizen NT$10,000 in cash, citing an AI and semiconductor driven growth surge. The government has raised its 2026 growth forecast to 11.05 percent and plans to fund the payout from higher tax revenues without increasing net debt.