Technology leaders worldwide spent the weekend debating whether leading AI labs should slow development to ensure increasingly capable AI models are safe to use, a debate that is punishing AI stocks, …
Thailand has put 49 data center projects on hold due to resource strain, as reported by Bloomberg on September 4, 2026. The move reflects growing concerns about the environmental and infrastructural i…
Chinese AI lab Z.ai reported its H1 2026 earnings, showing its model-as-a-service business grew 2,736% year-over-year, driving overall growth. The company's active user base reached 7.4 million, up fr…
Tech leaders are debating whether AI is just regular software, with some arguing it won't eliminate jobs, while stocks fell on Monday amid U.S. strikes on Iran. The newsletter also highlights rising w…
Nvidia's earnings report on Wednesday is expected to influence tech debt markets, as investors grow wary of bonds issued by major technology companies. The cost of credit-default swaps (CDS) against t…
Chinese AI labs are testing higher prices just as American rivals offer more intelligence for less, according to a newsletter analysis. The piece highlights that robotics startup Generalist raised an …
Microsoft Corp. should acquire Hugging Face Inc., the AI community platform often called the GitHub of AI, argues Alex Kantrowitz in the Cautious Optimism newsletter, noting Microsoft's existing owner…
Nvidia Corp. has made a series of rapid-fire deals in 2026, including a $25 million investment in Starcloud, which raised $250 million in new funding at a $2.3 billion valuation for orbital data cente…
OpenAI CFO Sarah Friar told employees that the company will delay its IPO until at least the fourth quarter, despite a $122 billion fundraise earlier this year and reaccelerating growth after a slack …
Amazon announced on Tuesday that its Prime Air drone delivery service will expand to nearly 500 U.S. cities and towns by the end of 2026, a sixfold increase from its current footprint, bringing drone …
A bipartisan backlash against data centers is emerging in the U.S., with Wisconsin Republican gubernatorial candidate Tim Tiffany attacking Democratic rival David Crowley in a new ad for supporting da…
Stripe has acquired OpenRouter, an AI model routing platform, in a deal that positions the payments company as a tollbooth for AI traffic. The acquisition, announced Monday, gives Stripe control over …
Google released Gemini 3.7 Flash, a new AI model priced at $1.50/$7.50 per million input/output tokens, which appears competitive with Claude Sonnet 5 and is offered at a 50% discount on OpenRouter. O…
Chinese AI lab DeepSeek released DeepSeek-V4-Pro, its latest AI model, now out of preview with benchmark gains, as the company raises prices amid a multi-billion-dollar funding round. The price increa…
Bending Spoons, an Italian software holding company that went public earlier this year, has accelerated its acquisition spree, purchasing businesses worth $194 million in 2023, $876 million in 2024, a…
Chinese AI labs are ending their era of low-cost models, with Moonshot's Kimi K3 priced at $3 and $14 per million input and output tokens and requiring a 30% revenue share for inference, while DeepSee…
Figma's latest earnings show the company continues to thrive, reinforcing that SaaS remains viable in the AI era, while Amplitude also reported strong quarterly results. Meta introduced a new coding-f…
Arista Networks reported Q2 revenue of $3.04 billion, up 37.7% year-over-year, with a 45.5% operating margin and $1.2 billion in net income, sending shares up 11% as the company forecast $3.3 billion …
SpaceX reported Q2 2026 revenue of $7.81 billion, up 92% year-over-year, beating analyst expectations of $6.93 billion, and a per-share loss of $0.09 versus the expected $0.26 loss. Despite the strong…
OpenAI has regained the global lead in artificial intelligence, according to a report from Cautious Optimism. The analysis highlights OpenAI's advancements in AI models and products, positioning it ah…