Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!
AI
OpenAI launches new agentic coding model only minutes after Anthropic drops its own
The new model is build to accelerate the capabilities of Codex, the agentic coding tool OpenAI launched earlier this week.
Elon Musk is getting serious about orbital data centers
We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.
Super Bowl LX ads: all AI everything
Super Bowl LX is nearly here, with the Seattle Seahawks taking on the New England Patriots. While Bad Bunny will be the star of the halftime show, AI could be the star of the commercial breaks, much like crypto was a few years ago. Last year’s Super Bowl featured a Google Gemini ad that fumbled […]
OpenAI launches a way for enterprises to build and manage AI agents
OpenAI launched Frontier, a new platform designed for enterprises to build and deploy agents while treating them like human employees.
Anthropic debuts new model with hopes to corner the market beyond coding
Anthropic’s “smartest model” is getting a major boost, the company said in a blog post announcing Claude Opus 4.6. It called the new model a “direct upgrade” from its predecessor in a release, noting that it can better take on complex, multi-step tasks and get “much closer to production-ready quality on the first try than […]
Claude has been having a moment — can it keep it up?
Boris Cherny gets recognized in public relatively often. At the bar, at the airport, and in generally any public space, people want to take selfies with the creator and head of Claude Code. For the last couple of months, Anthropic’s Claude and its coding platform have been having a moment – on social media, in […]
Nvidia’s RTX 50-series Super refresh is delayed, and the RTX 60-series might miss 2027
The Super refresh to Nvidia’s RTX 50-series GPUs was expected at CES 2026 in January, but it didn’t make an appearance. The Information reports that in December, Nvidia managers decided not to release the new cards as scheduled, choosing to prioritize AI chips instead due to the limited supply of RAM currently available. On top […]