Signals

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.→

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.→