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Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Military AI ethics conflict persists as Pentagon cuts ties with Anthropic, OpenAI secures classified AI deal
A high-stakes dispute between the US Department of War and AI company Anthropic has reshaped the emerging market for military AI, ending a major government partnership and clearing...
Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Sunday 1 March 2026
OpenAI–Pentagon deal highlights deeper conflict over who controls AI safeguards
A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist,...
Sunday 1 March 2026
OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification
OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly...
Thursday 26 February 2026
The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor
A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored...
Thursday 26 February 2026
Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...
Wednesday 25 February 2026
Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
Wednesday 25 February 2026
AI agents redraw enterprise software landscape with alliances blurring competitive lines
Artificial intelligence firms are rapidly moving beyond copilots toward autonomous "agents" that can execute business workflows, challenging the foundations of enterprise software...
Tuesday 24 February 2026
OpenAI agreement boosts Cerebras’ renewed IPO push
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
Tuesday 24 February 2026
OpenAI expands enterprise AI push with Frontier Alliances to scale agent deployment
On February 23, OpenAI unveiled a new set of multi-year partnerships with global consulting firms aimed at helping enterprises deploy AI agents at scale, arguing that organizational...
Monday 23 February 2026
Altman dismisses space data centers, challenges Musk's orbital AI vision
The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into...
Monday 23 February 2026
Stargate delays push OpenAI to seek cloud compute alternatives
OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...
Saturday 21 February 2026
OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

Friday 20 February 2026
The great divide: a viral snub and the looming AI monopoly in New Delhi

As Prime Minister Narendra Modi stood at the center of the stage at the India AI Impact Summit, he attempted a symbolic gesture of global unity:...