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 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: July 10
OpenAI's public release of its GPT-5.6 model family marks a significant acceleration in the AI arms race, with new agentic and voice capabilities set to drive adoption. Meanwhile, the staggering scale of infrastructure investment faces growing challenges, as a new report reveals nearly 90% of firms deploying AI agents have suffered security breaches.→
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.→
Week in Review: May 1
OpenAI broke free from Microsoft's cloud and dropped GPT-5.5 in the same week, while Google and Amazon raced to write the biggest cheques Anthropic has ever seen. The walls between the AI giants are coming down — what's left is a fight over distribution.
→Week in Review: April 24
Google bet the enterprise on agents while DeepSeek dropped a new open-source flagship on the same morning. Meanwhile, the capital flowing into frontier AI reached numbers that make last year's mega-rounds look modest.
→Week in Review: April 10
242 billion dollars flowed into AI in a single quarter, and the week showed exactly where it's all going.
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