Local opposition halted $98 billion in U.S. data center projects in Q2 2025. With 50+ groups active in 17 states, zoning is now AI's binding constraint.
EU declares TikTok's infinite scroll and recommendation algorithm illegal under Digital Services Act, orders platform to overhaul core design or face fines up to $2.1 billion.
Google's CEO warns investors about AI bubble risks while Alphabet commits $75 billion to the same markets. The company ships error-prone systems requiring self-verification, delays climate targets despite record profits, and tells workers to adapt alone.
Google's AI shopping features promise convenience: automated tracking, inventory calls, checkout. But they remove everyone between you and purchase—reviewers, influencers, store staff. What's lost when one company owns the entire shopping journey?
Cursor raised $2.3 billion at a $29.3 billion valuation while paying billions to the same AI companies now competing against it. The fastest-growing startup in tech history faces a choice: become a model company or accept structural disadvantage.
Microsoft led AI infrastructure with 60% market share in 2023, then froze 3.5 gigawatts of planned capacity. OpenAI signed over $400 billion with Oracle instead. Nadella calls it strategic repositioning. SemiAnalysis data suggests Microsoft blinked first.
OpenAI released GPT-5.1 without publishing benchmarks, leading instead with "warmer" personality controls. The shift reveals how 800 million users push the company toward engagement metrics over technical capability, mirroring social media's path.
Anthropic projects profitability by 2028. So why $50 billion in infrastructure? The announcement, arriving as OpenAI's subsidy request fails, reveals how even disciplined AI companies can't resist the pressure to match rivals' megaprojects.
OpenAI projects $20 billion in revenue while lobbying Washington for tax credits designed for struggling manufacturers. The company has committed $1.4 trillion to AI infrastructure it cannot finance privately. Is this confidence or desperation?
Media warnings about the AI bubble are growing louder. History shows these alarms usually arrive late, often after crashes begin. But cloud giants are absorbing AI startups into subscription ecosystems. This time looks different, less spectacular burst, more slow deflation.
Microsoft buried OpenAI losses in a $4.7B catch-all line without disclosing stake size, fair value, or revenue mechanics—despite a partner now worth $500B. Investors can't map exposure or returns. The gaps are fixable and overdue.
Anthropic wired Claude into Microsoft 365, chasing institutional memory while Microsoft hedges with model choice inside Copilot. The fight isn't about chat features—it's about who mediates your company's knowledge day after day.
Jacob Silverman's Gilded Rage argues Silicon Valley's Trump embrace wasn't about wokeness or Biden hostility—it was about money. When free credit ended in 2022 and regulators pushed back, tech billionaires chose Trump over constraints.
OpenAI signed $1 trillion in compute deals with Nvidia, AMD, and Oracle—obligations stretching to 2029 that dwarf its current revenue. The company burns $5B annually while chipmakers now hold equity and expect payment. The tab comes due by 2027.
