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AI Gets $15B While Tech Stocks Slide – The Great Paradox

The AI funding machine keeps churning while public markets hit the brakes. Microsoft and Nvidia just committed $15 billion to Anthropic even as their own shares tumbled for a fourth straight day, dragging the S&P 500 to its longest...

AI Insiders Bet Against OpenAI, Predict $30B Revenue by 2026

AI industry insiders just delivered a surprising reality check. At the annual Cerebral Valley conference in San Francisco, more than 300 AI company founders, investors, and engineers participated in an anonymous survey that reveals growing skepticism about the industry's...

Anthropic commits $50B to US AI data centers, challenging rivals

Anthropic just threw down a $50 billion gauntlet in the AI infrastructure wars, announcing plans to build data centers across Texas and New York through 2026. The move puts Claude's creator squarely in competition with OpenAI's $500 billion Stargate...
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