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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.
The Rental Era Is Ending. The Next AI Moat Is Owning Your Own Electrons.
A year ago compute was becoming a commodity you rent. Now the biggest labs are buying land, power, and concrete. Here is what flipped, and what it tells you about the real bottleneck.
China's Best AI Lab Is Walking Away From Revenue. Silicon Valley Can't.
While US labs chase enterprise contracts to justify their valuations, DeepSeek is doing the opposite. The capability-first bet may decide who reaches AGI first.
The AI Boom Is Starting to Fund Itself. That Should Worry You.
AMD is putting up to $5 billion into Anthropic, then selling it the chips. Nvidia did a version with OpenAI. Here is how to tell real AI demand from money moving in a circle.
Trending Now
The AI stories everyone is talking about
Europe's AI Infrastructure Awakens
Europe is spending big on AI infrastructure. Deutsche Telekom, EIB, and OpenAI are leading the push.
Nvidia's Strategic Play: Groq Talent and Technology Deal
Nvidia struck a $20 billion deal with Groq for AI technology and talent. This move signals a shift toward specialized AI solutions.
AI Agents Redefine the Workforce Landscape
AWS is doubling down on agentic AI with new tools and models. The company aims to redefine enterprise AI capabilities and workflows.
Australia Emerges as AI Compute Powerhouse
Australia is rapidly expanding its AI infrastructure. OpenAI and NEXTDC are leading the charge with a major hyperscale data center in Sydney.
Nations Forge Alliances in AI Infrastructure
Saudi Arabia and South Korea are ramping up AI infrastructure investments. Global competition for AI dominance intensifies.
AI-Driven Enterprises Seek Massive Capital Infusion
AI startups are securing massive funding rounds. This surge highlights the growing demand for AI solutions across industries.
Latest Updates
Fresh content from across the AI ecosystem
Meta AI adds Muse Spark 1.1 agents for planning and tasks
On July 25, 2026, Meta announced a major upgrade to its Meta AI assistant that lets it plan and execute tasks such as scheduling, research and slide creation using the Muse Spark 1.1 model. The assistant can now connect to email and calendar apps, generate daily briefings and manage multi step workflows, with features rolling out starting today in select markets.
Anthropic Claude Opus 5 nears Fable at half the price
On July 25, 2026, Swedish outlet Omni reported that Anthropic has launched Claude Opus 5, its fourth new model in two months, describing it as at least as capable as Claude Fable 5 at roughly half the cost. Independent tracking sites note that Opus 5, released July 24, keeps Opus tier pricing at $5 per million input tokens and $25 per million output tokens while moving closer to frontier benchmarks.
Samsung and SK sign $950B AI chip and data center deals
On July 25, 2026, South Korea’s presidential Blue House detailed about $950 billion in AI chip and infrastructure cooperation over five years between Korean conglomerates and US tech firms. SK Group will pursue around $750 billion in advanced memory supply deals, while Samsung Electronics signed a memorandum of understanding with Broadcom worth up to $200 billion, alongside large AI data center and physical AI projects with Nvidia, Anthropic, NAVER, SK Telecom, Brookfield and Hyundai Motor Group.
India cracks down on AI deepfake targeting minister Goyal
On July 25, 2026, India’s government began removing social media links to an AI generated deepfake video that falsely portrayed Commerce and Industry Minister Piyush Goyal threatening student protesters. Goyal said he filed a police complaint and that Delhi Police registered an FIR early Saturday, with authorities warning of strict action against those who created and shared the manipulated clip.
Microsoft and Nvidia lead open-weight AI letter to US
On July 24, 2026, Microsoft published an open letter titled "Open Weights and American AI Leadership" co-signed by more than 30 organizations including Nvidia, Meta, IBM, Hugging Face and Mistral. The signatories urge US policymakers to avoid premature restrictions on open-weight AI models and instead expand compute access and shared AI resources.
India flags AI deepfake videos targeting senior ministers
On July 25, 2026, India’s Press Information Bureau fact check unit declared viral AI generated videos of ministers Piyush Goyal and Dharmendra Pradhan to be fake and digitally altered. Goyal filed a police complaint, and an FIR was registered in New Delhi after the clips were linked to alleged Pakistani propaganda accounts.
Nvidia and Microsoft back open weights AI policy letter
On July 24, 2026, a coalition of 25 companies including Nvidia, Microsoft, Meta, IBM, Dell, Palantir and Hugging Face published the 'Open Weights and American AI Leadership' letter urging US policymakers not to impose broad restrictions on open‑weight AI models. Nvidia CEO Jensen Huang and Microsoft CEO Satya Nadella amplified the letter in coordinated X posts as Washington considers sanctions and possible limits on Chinese AI models.
Anthropic Claude Opus 5 nears Fable power at half price
Anthropic released its Claude Opus 5 model on July 24, 2026, positioning it as a near‑Fable‑level system for complex coding, research and knowledge work at roughly half the price of Fable 5. The model is now the default for Claude Max and the top option for Claude Pro, and it is available via Anthropic’s API as well as on Amazon Bedrock and Claude Platform on AWS.