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 →