Signals
Week in Review: August 28
Hyperscalers are pouring trillions into AI infrastructure, underscored by a massive new AWS and NVIDIA partnership to deploy millions of GPUs. Meanwhile, the EU AI Act's new enforcement powers are becoming applicable, creating significant compliance hurdles for the entire industry.→
Week in Review: July 31
An unprecedented AI security breach prompted U.S. lawmakers to propose a federal 'kill switch' for dangerous models. Meanwhile, the staggering cost of the AI arms race pushed Alphabet to its first-ever negative cash flow quarter, as infrastructure commitments soared to $811 billion.→
Week in Review: July 17
A fierce price war erupted as major labs launched powerful new AI models at a fraction of legacy costs. Meanwhile, tech giants signaled their long-term commitment with plans for a staggering $725 billion in infrastructure spending for 2026.→
Week in Review: June 19
Vast capital commitments defined the week, as hyperscalers projected a staggering $3 trillion investment in AI infrastructure over the next three years. Meanwhile, a U.S. government directive suspending advanced models from Anthropic underscored the growing geopolitical tensions surrounding AI development.→