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SpaceX disclosed a deal granting it the right to buy AI coding platform Cursor for $60 billion in 2026, or pay $10 billion for shared development work, deepening Elon Musk's grip on the developer toolchain.
OpenAI burned $2.5B in cash on $4.3B of revenue in the first half of 2025. Anthropic cut its gross margin forecast from 50% to 40%. Here's the compute subsidy math behind every AI subscription, and who's actually paying for it.
Amazon will invest up to $25 billion more in Anthropic, with Anthropic committing to spend over $100 billion on AWS over the next decade, cementing Trainium as Claude's primary compute platform.
Factory closed a $150M Series C at a $1.5B valuation to expand its Droids - autonomous agents that handle the full software development lifecycle, not just code generation.
Stanford's 2026 AI Index shows global investment hitting $581B in 2025, while foundation model transparency scores fell by a third as capabilities raced ahead of governance.
Cursor is in advanced talks to raise $2B+ at a $50 billion pre-money valuation, nearly doubling its November figure as enterprise clients drive 60% of revenue.
The Positron Atlas is an 8-card FPGA inference server delivering 4.5x better performance per watt than the NVIDIA DGX H200 at 2000W in a single 1U chassis.
SoftBank, Sony, Honda, and NEC have formed Japan AI Foundation Model Development, backed by a $6.3 billion government commitment to build a trillion-parameter physical AI model on Japanese soil.
OpenAI CFO Sarah Friar confirmed the company will reserve IPO shares for retail buyers, after the firm raised $3B from individuals in its $122B funding round - three times what it set out to raise.
Intel will use its 18A process node to manufacture chips for the Tesla-SpaceX-xAI joint venture targeting 1 terawatt of AI compute annually - and claims $2B in CHIPS Act subsidies in the process.
Matei Zaharia wins the 2026 ACM Prize in Computing and claims AGI has arrived, but his own argument - and a $134B company's incentives - complicate the picture.
Eclipse Ventures closed two funds totaling $1.3B to build and back physical AI companies in robotics, defense, and manufacturing as investor conviction shifts from software to machines.
