AI Industry & Strategy

Amazon, Alphabet and Microsoft: infrastructure spending and cash flow

A September-quarter comparison of cash flow and equipment spending.

Firefox patch gap: Epoch tests AI exploits and Mozilla responds

Offline tests exposed a release gap; Mozilla describes defenses.

Dream describes AI building design with licensed architect review

Dream says licensed architects review its AI-produced building documents.

Oracle plans Arm AGI CPU on OCI for fall 2027

Arm adds a planned 2027 timeline to Oracle ecosystem participation.

Microsoft prices $25 billion in notes amid AI infrastructure investment

The planned debt offering has broad corporate uses amid infrastructure investment.

Mistral Large 4: what self-hosters need to know

Mistral Large 4 weights are downloadable, bringing self-hosting choices and license conditions.

Continues Mistral Large 4 API guide: a first request and its token cost

Oracle and Cerebras plan AI inference on OCI for 2027

Oracle and Cerebras plan a 2027 OCI inference offering; its models, price and performance remain unspecified.

Alphabet Search revenue and query growth in Q3 2026

Alphabet reports Q3 Search revenue and query growth.

Anthropic IPO governance: who holds power?

The preliminary IPO documents explain how voting rights would work.

Continues Anthropic’s reported founder voting plan would add another layer of control before its IPO

Simplismart raises $14 million for workload-specific AI inference

Simplismart raised $14 million; cross-region scheduling remains planned.

General Compute raises $100 million for inference cloud expansion

General Compute raised $100 million. Its first major deployments target Q1 2027, with more than 50 MW in its pipeline.

Goldman Sachs names four small-business AI training partners

Goldman names four AI training partners, but institute enrollment remains unspecified. Google's separate scholarship has published eligibility and application terms.

OpenAI releases math and ETH proof files, withholds physics artifacts

OpenAI published math and ETH proof files; physics artifacts remain withheld during expert review.

Tata plans fibre links between India's AI hubs

Tata plans 10,000 km of Indian fibre; delivered capacity remains unreported.

MiniMax reports export registration for unnamed AI models

MiniMax reports export registration for models it did not name.

Dayforce plans to buy Ribbon AI and bring interview scores into recruiting

Dayforce agreed to buy Ribbon AI. Its configurable interview scores and integrity signals call for recruiter scrutiny; benefits of a combined product remain unverified.

Cambricon Q3 revenue doubles; operating cash flow is negative

The AI-chip developer reported sharply higher sales and profit, alongside negative quarterly operating cash flow and rising inventory.

Einride plans shadow tests of NVIDIA Alpamayo for autonomous trucks

Einride will compare NVIDIA Alpamayo's driving proposals with its existing planner and human drivers in shadow mode, with road evaluation planned for 2027.