Tag: cloud computing

Anthropic’s IPO Could Put a Price Tag on the AI Revolution
AI • October 24, 2026

Anthropic’s IPO Could Put a Price Tag on the AI Revolution

Anthropic could soon become one of the most valuable companies ever to enter the stock market. But the most interesting number in its IPO may have nothing to do with the share price. For years, investors have been pouring money into artificial intelligence through Microsoft, Alphabet, Nvidia and other established technology companies. Those businesses offer […]

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Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.
AI Industry • October 13, 2026

Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.

Google does not know what Gemini will look like in 2046. It does not know which chips will train its models, how efficient those chips will become, whether today’s transformer architectures will still dominate artificial intelligence, or even whether people will still describe the technology using the same vocabulary. It is nevertheless buying electricity as […]

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How Big Tech Became Too Big to Regulate and What It Means for Your Money
Big Tech • September 27, 2026

How Big Tech Became Too Big to Regulate and What It Means for Your Money

In Blade Runner, Eldon Tyrell does not spend much time worrying about governments. His corporation manufactures the artificial workers on which an entire off-world economy depends. Tyrell does not operate within the system so much as occupy one of the layers holding it together. We used to watch that and think: dystopian science fiction. We […]

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The AI Boom Is Quietly Reopening the Cloud Wars
AI Industry • September 11, 2026

The AI Boom Is Quietly Reopening the Cloud Wars

Artificial intelligence was supposed to reinforce the cloud hierarchy. Instead, it may be starting to destabilize it. For years, the infrastructure market looked increasingly settled. Amazon Web Services established a huge early lead, Microsoft Azure turned enterprise relationships into cloud scale, and Google Cloud built a formidable third platform. Everyone else was fighting for considerably […]

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Your AI Prompt Has a Capital Expenditure Problem
AI Explained • August 29, 2026

Your AI Prompt Has a Capital Expenditure Problem

You type a prompt. A few seconds later, an answer appears. From the user’s side, the transaction feels almost absurdly lightweight: a text box, a handful of tokens, perhaps a monthly subscription. There is no visible factory, no delivery truck and no machine humming on your desk. But generative AI is one of the most […]

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AI’s Next Bottleneck May Be Public Permission, Not Computing Power
AI Industry • August 27, 2026

AI’s Next Bottleneck May Be Public Permission, Not Computing Power

AI companies have spent the past few years worrying about access to GPUs, electricity, capital and enough physical infrastructure to keep increasingly powerful models running. The next constraint may be harder to order from a supplier. It may be permission. Anthropic is reportedly preparing to identify negative public sentiment toward artificial intelligence and data centers […]

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AI’s Next Gold Rush Is About Power, Not Models
AI Industry • August 13, 2026

AI’s Next Gold Rush Is About Power, Not Models

The AI industry loves a magic trick. A new model appears, benchmarks jump, context windows grow, agents get smarter, and millions of people stare at a chat box wondering what just happened. But behind that apparently weightless software sits something brutally physical: warehouses full of accelerators, substations, cooling systems, fiber connections and industrial quantities of […]

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Nvidia Wants Wall Street to Finance the AI Multiverse
AI Industry • August 12, 2026

Nvidia Wants Wall Street to Finance the AI Multiverse

AI has spent the past few years looking like a software revolution powered by unusually expensive chips. That description is starting to feel obsolete. The next phase looks more like SimCity with investment bankers. Nvidia is working with Apollo, BlackRock’s Global Infrastructure Partners, Blackstone, Brookfield, Goldman Sachs and KKR on financing platforms designed to mobilize […]

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