#053 AI News for business - week 19

#053 AI News for business - week 19

For this week’s AI News: Three orders of magnitude now separate US, Chinese, and European AI bets. We unpack the week's $700B numbers and the four questions every business leader should bring to their next planning session.


What Stood Out This Week:


  • US AI infrastructure spend hit a new scale. The four big hyperscalers reported $130B in combined capex for one quarter, with full-year 2026 tracking above $700B.
  • Anthropic raised $65B in five days, then got shut out of the Pentagon. Classified AI contracts went to Amazon, Google, Microsoft, Nvidia, OpenAI, SpaceX, and Reflection.
  • China's AI stack is now complete: Own models, own silicon, own buyers.

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Episoder(60)

#059 AI News for business - week 24

#059 AI News for business - week 24

At Microsoft Build, Microsoft became a frontier lab in its own right — shipping models that beat Claude Haiku and match Claude Opus inside the products it has historically used to distribute OpenAI. T...

10 Jun 10min

#058: Future Bytes with special guest Vignesh Subramanian

#058: Future Bytes with special guest Vignesh Subramanian

The era of logging into software and telling it what to do is ending. Magnus Oxenwaldt sits down with Vignesh Subramani, SVP of Product Management at Infor, with over 25 years of experience in enterpr...

5 Jun 45min

#057 AI News for business - week 23

#057 AI News for business - week 23

In five business days, the Pope called for AI to be disarmed and Anthropic announced wide release of the capability that triggered emergency Treasury meetings seven weeks ago. This week’s Future Bytes...

3 Jun 10min

#056 AI News for business - week 22

#056 AI News for business - week 22

At Google I/O, the AI story changed subject — from capability to price. Gemini 3.5 Flash beats last year's flagship at under half the cost, and this week's Future Bytes News unpacks what that means fo...

27 Mai 9min

#055 AI News for business - week 21

#055 AI News for business - week 21

Claude responded: In five business days, OpenAI launched Deployco and Anthropic rolled Claude across PwC's global workforce, locking in the Big Four and Big Three as named partn…In five business days,...

20 Mai 10min

#054 AI News for business - week 20

#054 AI News for business - week 20

In five business days, Anthropic signed $200B with Google, leased a SpaceX supercomputer, and walked Wall Street through ten pre-built banking agents — eight days after the U.S. Department of Defense ...

13 Mai 10min

#052 AI News for business - week 18

#052 AI News for business - week 18

For this weeks AI News: Four major AI models launched in five days. GPT-5.5 went agentic, DeepSeek hit the frontier at one-tenth the price, and Anthropic bet $100 billion on compute. The era of standa...

29 Apr 8min

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