Nov 3, 2026
•
2 min read
What TK Elevator’s technicians, Microsoft’s engineers and data center operators can measure after the AI finishes.
Nov 2, 2026
Amazon’s cash bill, Microsoft’s equipment purchases and the costs outside Google Cloud’s margin.
AI adoption
+2
Oct 16, 2026
The implementation work between a good demo and a customer who can run it.
+3
Oct 14, 2026
A new builder survey points to security as a deployment problem. Here’s what buyers should ask to see.
agents
Oct 13, 2026
Measure the cost of finished work, including review, retries and corrections.
Oct 9, 2026
3 min read
FOLLOW THE MONEY: customer prepayments, the cash-flow gap, and the electricity bill.
Oct 8, 2026
PLUS: Hitachi and FANUC test the factory, while Agility tests the path to scale.
Oct 7, 2026
PLUS: Anthropic’s training bet and the operating cost of sovereign AI.
compute
Oct 5, 2026
OpenAI reportedly expects revenue to grow almost tenfold by 2030. It also expects to burn $278 billion getting there.
