On October 26, Bank of America, Blackstone, Citi, and Morgan Stanley announced a $63 billion financing structure to enable AI compute capacity for Anthropic, using Broadcom’s technology. The deal runs through a special purpose vehicle that will buy Broadcom XPU accelerators and networking gear and lease them to Anthropic, with deliveries starting in 2027. That’s not a venture round. That’s… Read more →
The Week the Network Became the AI I’ve been watching this space long enough to know that the biggest shifts don’t always come with a flashy product launch. Sometimes they come quietly, in a press release from Berlin, with a sentence that sounds almost boring until you realize what it actually means. This week, that sentence was: “T-Mobile has completed… Read more →
Meta shipped two frontier models and then open-sourced a third. Google released Gemini 4 Argon and immediately made it the cheapest serious option on the market. Oracle and Workday both shipped governed agent execution—the kind that can actually touch production systems. And a Korean research institute got a language model to configure optical networks by talking to them. The thread:… Read more →
Something quietly shifted this week. Not in a keynote. In the kinds of things companies started shipping. A telecom operator in Spain put AI agents in the hands of its entire workforce—1,000 of them, built by employees, not engineers. A startup released a model that can’t chat and can’t hallucinate, and it went viral anyway. Meta quietly helped mathematicians crack… Read more →
Something shifted this week. Not in a keynote or a product launch. In the quiet space between what AI can say and what it can actually do. A telecom network started configuring itself. An enterprise AI moved from suggesting actions to executing them—with an audit trail. A 6.6-billion-parameter model got shrunk to run on a single GPU. And Samsung put… Read more →
Something shifted this week. Not in a keynote or a product launch. In the quiet space between what networks can do and what they were designed for. A mobile call translated between languages in real time. A telecom AI model scaled down to run on a single GPU. A Korean operator pushed forward on its next-generation model, even during a… Read more →
Last week, OpenAI launched a model it calls “the most intelligent and aligned” it has ever built. A Chinese startup unveiled the first AI model designed from the ground up to use tools, not just talk about them. And a telecom operator proved its AI model had been downloaded five million times. The common thread? AI is no longer being judged by… Read more →
Something shifted this week. Not in a press release or a product demo. In the numbers. Ten thousand AI agents. 2.7 million messages. 130 billion tokens. 88 hours. One unsolved math problem from 1934. And that was just Monday. By Friday, OpenAI had launched the model it calls “the world’s most intelligent and aligned.” DeepSeek had dropped its smallest model… Read more →
September 2026 arrived with a bang. In the span of seven days, the AI industry dropped a series of numbers so large they stop meaning anything—until you realize what they represent: a global race to control the compute, the chips, and the networks that will power the next decade. Anthropic signed a $35 billion cloud deal. Nvidia invested $3.5 billion in MediaTek.… Read more →
The Week the AI Compute Race Went Nuclear On August 10, Nvidia gathered six of the world’s largest financial institutions—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—and announced a plan to mobilize over $500 billion for AI infrastructure. Not in five years. Not in ten. In the next few years. Two weeks later, Anthropic signed a $45 billion compute deal… Read more →