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Analysis

Deep dives, expert commentary, and opinion pieces

9 articles

Microsoft and OpenAI amend partnership, ending cloud exclusivity while preserving Azure-first status
Industry

Microsoft and OpenAI amend partnership, ending cloud exclusivity while preserving Azure-first status

Microsoft and OpenAI amended their 2019 partnership on April 27. OpenAI can now serve products through any cloud provider while Microsoft remains the primary partner; the IP license becomes non-exclusive through 2032, AGI is detached from revenue share, and AWS Bedrock signals it will host OpenAI models within weeks.

April 27, 20267 min
Google commits up to $40 billion to Anthropic, doubling down on its top AI rival
Industry

Google commits up to $40 billion to Anthropic, doubling down on its top AI rival

Alphabet will put $10 billion into Anthropic now at a $350 billion valuation, with another $30 billion tied to performance milestones — and Google Cloud will deliver five gigawatts of TPU capacity over five years.

April 26, 20266 min
Cohere Transcribe, the most accurate open-source speech recognition model currently available
Products

Cohere Transcribe, the most accurate open-source speech recognition model currently available

Cohere's first speech recognition model tops the Open ASR Leaderboard as well as our own independent benchmark of four providers.

March 27, 20266 min
Search is becoming a conversation, and Google just went first at scale
Analysis

Search is becoming a conversation, and Google just went first at scale

Google's expansion of Search Live to more than 200 countries this week is easy to frame as a product update. A voice feature got wider availability. But zoom out and the move looks more significant: it is the first time any company has deployed conversational, multimodal search at truly global scale.

March 26, 20267 min
Musk sets March 21 for Tesla's Terafab chip factory
Industry

Musk sets March 21 for Tesla's Terafab chip factory

Elon Musk set a March 21 date for what may well be one of the most ambitious semiconductor ventures ever attempted by a company outside the established chipmaking industry

March 16, 20267 min
Google DeepMind celebrates AlphaGo's 10th anniversary as Pentagon AI crisis consumes the industry
Analysis

Google DeepMind celebrates AlphaGo's 10th anniversary as Pentagon AI crisis consumes the industry

Google DeepMind CEO Demis Hassabis published a warm retrospective about AlphaGo's 10th anniversary in what may very well be an act of narrative positioning at a moment when the rest of the industry is consumed by the question of who AI serves.

March 11, 20262 min
The pressure test: What February 2026 revealed about AI's safety promises
Analysis

The pressure test: What February 2026 revealed about AI's safety promises

In one week, Anthropic dismantled its hardest safety promise and absorbed a federal blacklisting rather than cross its ethical red lines. Both things are true. That's the story.

March 2, 202611 min
Amazon invests $50 billion in OpenAI as part of $110 billion funding round
Industry

Amazon invests $50 billion in OpenAI as part of $110 billion funding round

OpenAI announced $110 billion in new investment at a $730 billion pre-money valuation, anchored by $50 billion from Amazon, $30 billion from SoftBank, and $30 billion from NVIDIA. The Amazon commitment comes with a broad strategic partnership covering cloud infrastructure, custom silicon, and enterprise AI distribution.

February 27, 20269 min
Meta signs AMD AI chip deal with 160 million-share warrant tied to 6GW deployment
Industry

Meta signs AMD AI chip deal with 160 million-share warrant tied to 6GW deployment

Meta and AMD announced a five-year agreement to deploy up to six gigawatts of AMD Instinct GPUs, alongside a performance-based warrant that could let Meta acquire up to 160 million AMD shares as deployment milestones are met.

February 27, 20268 min