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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.
China Is Building a Market for Data. The West Is Still Building Moats.
Beijing wants AI data and tokens traded like a commodity. If that works, the proprietary-data moat most Western AI strategies rest on is worth less than the deck says.
Six of the Ten Most Active AI Investors Are Not Investment Firms
In our deal database, operating companies now out-deal the venture industry in its own headline sector. That changes who is on your cap table, and what they want from you.
Physical AI Is Where July’s Money Went. No Benchmark Measures It.
Japan’s trillion yen program says "physical AI", and July’s smallest rounds say the same thing. The tell is not the money, it is the partner lists. Here is how to read an applied AI deal, and the benchmark that does not exist yet.
Trending Now
The AI stories everyone is talking about
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 Leadership Shake-Ups Reflect Industry Transformation
Meta delays its mixed-reality glasses to 2027. Apple faces a leadership overhaul amid concerns over its AI strategy.
Decentralized Generative AI Takes Center Stage
Mistral AI partners with Moeve and HSBC to deploy generative AI in energy and banking. This marks a significant shift towards decentralized AI solutions in Europe.
Consumer AI Takes Center Stage
Alibaba launched Quark AI glasses and upgraded its Qwen app. This marks a significant shift towards consumer AI hardware and software.
South Korea's $950B AI Infrastructure Surge
South Korea's SK Group and Nvidia are launching a $500 billion AI factory. This move signals a massive investment in AI infrastructure.
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
White House exempts U.S. open AI models from new safety tests
The Trump administration has finalized AI safety guidelines that exempt open-weight models made by U.S. companies from voluntary government testing. Under the framework, only closed, proprietary frontier models with advanced cybersecurity and hacking capabilities would be asked to submit systems for federal evaluation before release.
Meta debuts Muse Code agent to challenge OpenAI and Anthropic
Meta announced Muse Code, a terminal-based AI coding agent powered by its new Muse Spark 1.2 model, on August 5, 2026. The tool is pitched as a cheaper alternative to rival coding agents from OpenAI and Anthropic and is available in beta for macOS, Linux and WSL users.
AI consulting questions grow as clients demand real transformation
An August 6, 2026 Financial Times column argues that generative AI is challenging the traditional consulting model, as clients question paying high fees for analysis that AI tools can partially automate. The piece contends that implementation, change management and political capital, not slide decks, are becoming the scarce resources in AI-heavy transformation projects.
OpenAI and Google push voice-first agents as next AI interface
On August 6, 2026, the Financial Times reported that OpenAI and Google are ramping investment in voice-based AI systems, positioning speech as the primary interface for next-generation AI agents. The piece details how major tech platforms are shifting product roadmaps toward continuous, conversational voice interaction rather than text-first chat.
Google DeepMind shifts leadership, Hassabis becomes chief scientist
On August 5, 2026, Google DeepMind cofounder Demis Hassabis said he is stepping down as CEO to become chair of DeepMind and chief scientist at Alphabet. Google DeepMind CTO Koray Kavukcuoglu will run the lab’s day-to-day AI work, while longtime Google chief scientist Jeff Dean and colleague Sanjay Ghemawat are leaving to launch a new AI startup called Discovery Loop.
Z.ai GLM 5.2 open model narrows gap with frontier AI labs
Chinese lab Z.ai’s open-weight model GLM‑5.2 is now within a few months of OpenAI and Anthropic on cyber and bio benchmarks, according to SaferAI’s new report. Published on August 4, 2026, TechCrunch reports that GLM‑5.2 refused none of SaferAI’s offensive cyber and dual‑use biology tasks, highlighting a widening gap between capabilities and safety practices for open models.
Anthropic secures $10B Volta compute deal to scale Claude
TechCrunch reported on August 4, 2026 that Anthropic has agreed a roughly 10 billion dollar, six‑year compute deal with AI cloud startup Volta. Volta, working with Bitdeer and Nvidia hardware in a 133 megawatt Norway data center, will provide cloud capacity to support Anthropic’s Claude models.
Nvidia OSAA alliance moves fast on open AI security standards
On August 4, 2026, TechCrunch reported that Nvidia’s new Open Secure AI Alliance has already created a Shared AI Findings Exchange working group and published initial proposals at Black Hat. Members including Nvidia, Okta, Red Hat and Amazon are contributing open tools like model scanners and agent governance frameworks to standardize AI security practices.