Category · 08 of 09
Industry
The companies building AI and the economics behind them: strategy, funding, deals, leadership and competition.

AnalysisBanks are trying to offload the AI datacenter debt they underwrote. What's actually happening, and how it works

AnalysisAnthropic's $16.8 billion quarter: what was reported, what it doesn't say, and how it fits the run-rate figures

NewsTSMC Q3 2026 earnings: $46.7 billion in revenue, 2nm at 8% and a 44% growth forecast for the year

AnalysisAI stocks and credit sell-off, October 2026: what happened with CoreWeave's bonds, the chip rout and inflation
All Industry stories · 21
OCT 16NewsDeepSeek funding: reported 100 billion yuan round at a $75 billion pre-money valuation, with a STAR Market IPO in viewOCT 16AnalysisAI security acquisitions: Proofpoint buys Varonis for $6.3 billion and Cohere moves on AISLE. What the deals sayOCT 16NewsBank of America added 1,000 contractors to patch flaws found by Claude Mythos, Moynihan says, and expects $700 million in AI benefits in 2027OCT 16NewsAccenture caps central Claude funding at $29 a month per employee, 404 Media reports. Why agentic AI blows up per-seat budgetsOCT 14NewsOpenAI in early talks to acquire Trail of Bits, The Information reports: what's known about the deal and Patch the PlanetOCT 14NewsNTT Data and Anthropic reportedly near deal on a 500MW Osaka datacenter: what's reported and what isn't confirmedOCT 13NewsAnthropic's Claude Startups program: the free Claude Team year and $1,000 credit, and why they're now over capacityOCT 13NewsAmazon in talks to buy Decart for about $7 billion: what the AI startup does and why AWS wants itOCT 13NewsGoogle's $15 billion Visakhapatnam AI hub faces local opposition over water, power and landOCT 13NewsAnthropic's SpaceX compute deal: what's confirmed about the $1.25 billion a month, and what's only reportedOCT 13AnalysisAnthropic vs OpenAI revenue: why gross vs net accounting makes the run-rate headlines hard to compareOCT 09NewsOpenAI reportedly seeks $30 billion at a $1.4 trillion valuation as it deepens Atlassian dealOCT 09AnalysisToken pricing isn't the story: what the official price pages actually tell youOCT 09CompareFrontier APIs vs open models: what they really costOCT 09ExplainerOpenAI explained: who controls it, what it sells, and how it makes moneyOCT 09ExplainerAnthropic explained: history, products and how it makes money
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