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America's leading AI developers pour enormous resources into each new frontier model release, only to find competitors, including labs that give their models away entirely, catching up within months. On July 16th Moonshot AI, a Chinese startup, released Kimi K3, a model only slightly …
US threats to sanction Chinese AI developers over alleged intellectual property theft and export-control violations risk unravelling efforts to establish a bilateral dialogue on AI safety, according to analysts, just as increasingly powerful models raise concerns over serious security breaches. US officials accused Chinese …
When driverless taxis begin operating in the cantons of eastern Switzerland early next year, the technology behind the wheel will be Chinese, following a partnership between Swiss public-transport company PostBus and Apollo Go, a robotaxi operator owned by Chinese tech giant Baidu. This project …
Moody's Ratings warned that the race to build artificial intelligence infrastructure at a trillion-dollar annual clip is eroding free cash flow and increasing balance-sheet risk at hyperscalers, forcing even the world's most cash-rich corporations to lean heavily on debt, stock sales and off-balance-sheet arrangements …
Anthropic announced its latest AI model, Claude Opus 5, describing it as the company's best-performing and most cost-effective offering across a number of industry benchmarks. The model outperforms Anthropic's previous release, Claude Fable 5, on coding and knowledge work evaluations, with the company stating …
The expanded Databricks and Microsoft Azure relationship highlights continued enterprise investment in artificial intelligence infrastructure, challenging concerns that AI spending may reduce broader software demand.
Alphabet (NASDAQ: GOOGL) delivered a significant improvement in second-quarter 2026 financial performance, with net profit increasing 298% year over year as the company benefited from revenue growth, cloud expansion and investment-related gains.
The artificial intelligence investment cycle has entered a new phase where markets are distinguishing between companies benefiting directly from infrastructure demand and those absorbing the cost of building AI capabilities.
Alphabet Inc. (NASDAQ: GOOGL) has significantly increased its artificial intelligence infrastructure investment, raising its 2026 capital expenditure guidance to between USD 195 billion and USD 205 billion as it expands data centre capacity and computing resources.
Artificial intelligence investment has become one of the most important forces shaping technology markets, but recent trading patterns have revealed a growing distinction between companies spending on AI infrastructure and those supplying the technology required to build it.
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