Oracle + OpenAI: Changing the AI Cloud Game

The CEO of Anthropic draws attention to risks posed by OpenAI’s rapid expansion. Industry analysts discuss potential market bubbles and funding sustainability. This episode breaks down the arguments a...

7 Dec 202510min

AWS’s multi-year investment in silicon is reshaping the AI infrastructure market. The chips now deliver billions in annual revenue while improving energy efficiency. We analyze the engineering choices...

6 Dec 20259min

Investors are clearly confident in their long-term strategy. We unpack the strengths behind their product roadmap. Plus, we explore how this funding elevates their position in a rapidly evolving marke...

5 Dec 20258min

Walmart just signed a $250M AI automation rollout with Anthropic. We explore how retail giants are using AI inside logistics, pricing, and stocking. And we ask how this redefines the future of large-s...

5 Dec 202510min

xAI announced a new solar farm that will connect directly into Grok’s processing units at Colossus. The facility is optimized for consistent daytime power yield. Officials believe this will significan...

5 Dec 202512min

G​oogle is rolling out trials of a single AI panel combining Overviews and Mode. Early users praise its clarity. That simplicity could drive adoption of AI-powered search for casual users.Get the top ...

5 Dec 20258min

Meta is shrinking its metaverse budget to invest heavily in AI support infrastructure. The company expects dramatic gains in efficiency and consistency. We analyze the reasoning behind this shift.Get ...

5 Dec 202510min

The new Mistral 3 release includes ten scalable open-weight models. They’re built to handle enterprise workloads while remaining accessible to individual developers. Many view this as a major advancem...

5 Dec 202512min