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 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: July 3
This week, the AI industry balanced major model releases with increasing government influence, highlighted by OpenAI's restricted GPT-5.6 launch. Meanwhile, unprecedented investment continues to reshape the hardware landscape, from South Korea's massive semiconductor plan to custom chip designs.→
Week in Review: May 8
Anthropic stormed Wall Street with a $1.5 billion joint venture and ten ready-made financial agents, while the Pentagon signed AI deals with eight tech giants and pointedly left Anthropic off the list. The week crystallised a strange new reality: one company can simultaneously be the most wanted partner on Wall Street and the most unwanted in Washington.
→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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