#AI

533 articles

Alex Dudov Alex Dudov Business
3 days ago

Microsoft Pulled the Plug on AI Licenses. The Cost Story Is Just Beginning

Microsoft reportedly canceled internal Claude Code licenses after token-based billing became too costly, Uber exhausted its annual AI budget in just four months, and GitHub is moving toward usage-based pricing. Together, the developments suggest enterprise AI is entering a new phase where economics matter as much as model capability.

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Sergey Diakov Sergey Diakov Artificial Intelligence
3 days ago

Data Centers Could Consume 6.8 Bcf/d of Gas by 2035. That's an Energy Story, Not a Tech Story

BloombergNEF projects U.S. data-center natural gas demand could reach 6.8 billion cubic feet per day by 2035 as AI infrastructure expands nationwide. The forecast suggests the next major constraint on AI growth may be power availability rather than chip supply.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
3 days ago

AWS Is Quietly Building a $40 Billion AI Factory

Amazon AWS plans to deploy more than one million Nvidia Blackwell and Rubin GPUs in 2026, representing an estimated $30–40 billion investment in AI accelerators. The expansion highlights the growing importance of large-scale infrastructure as cloud providers race to secure the compute capacity needed for next-generation AI models and services.

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Usman Salis Usman Salis Artificial Intelligence
4 days ago

AI Token Usage Could Increase Nearly 100x by 2030

A new forecast from Evercore ISI suggests AI token usage could increase nearly 100x by 2030, driven primarily by inference rather than model training. The shift could redefine how the market values chips, cloud infrastructure and the economics of AI deployment itself.

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Alex Dudov Alex Dudov Artificial Intelligence
5 days ago

Why Andrej Karpathy Joining Anthropic Matters?

Andrej Karpathy joining Anthropic signals where the frontier AI race is moving next. As compute costs explode and model performance begins to converge, labs are increasingly competing on training systems, synthetic data, and post-training efficiency.

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Victoria Bazir Victoria Bazir Global economy
5 days ago

Inflation Risk Is Testing the AI Trade

Rising inflation expectations and elevated Treasury yields are beginning to test one of the market’s most crowded trades: AI. As infrastructure costs climb and financing conditions tighten, investors are starting to reassess how sustainable the current AI expansion cycle really is.

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Marina Lyubimova Marina Lyubimova Signals
5 days ago

Markets Are Quietly Pricing a “Higher for Longer” Regime Into 2027

The market has started pricing something it spent most of 2025 denying outright: the possibility that the Federal Reserve may still not be done tightening by early 2027.

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Editorial staff Editorial staff Opinions
5 days ago

10 Best AI Slides Generators for Faster Presentation Creationed

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Artem Voloskovets Artem Voloskovets Global economy
6 days ago

Britain Is Quietly Becoming Europe’s AI Capital Market

The UK captured a record 48% of all European venture capital funding in 2026.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
6 days ago

AI Debt: How Businesses Started Losing Expertise in the Race for Speed

AI promised businesses speed and efficiency, but brought a crisis of junior talent, employee burnout, content fatigue, and declining trust in digital work.

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Editorial staff Editorial staff Opinions
1 week ago

Context Graphs Explained: Why They Matter for AI and Data Teams

Context graphs are having a moment. VCs are calling them the next great platform shift in enterprise software. AI agents need far more context than most organizations currently provide, and context graphs represent a serious answer to that problem.

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Victoria Bazir Victoria Bazir Artificial Intelligence
1 week ago

OpenAI Is Starting to Merge Its AI Products Into One System

OpenAI is restructuring around a unified AI ecosystem, combining ChatGPT, Codex, and its API platform into a single product organization. The move reflects a broader industry shift from standalone chatbots toward integrated AI systems capable of executing complex workflows across consumer and enterprise environments.

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Artem Voloskovets Artem Voloskovets Global economy
1 week ago

Producer Inflation Is Climbing as AI Power Demand Surges

Producer prices in the U.S. are rising again as AI-driven datacenter expansion sharply increases electricity and infrastructure demand. Two charts suggest the next inflation cycle may be tied less to consumer spending and more to the physical cost of building the AI economy.

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Marina Lyubimova Marina Lyubimova Crypto
1 week ago

Why XRP’s Next User May Be an API, Not a Person?

For years, XRP has been trapped inside the same conversation.

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Victoria Bazir Victoria Bazir Artificial Intelligence
1 week ago

The Next Nvidia Earnings Report Could Shake the Entire AI Trade

Analysts are sharply raising Nvidia price targets ahead of earnings as AI infrastructure spending accelerates across the tech industry. But with expectations reaching extreme levels, Nvidia’s next report could become a critical test for the entire AI market rally.

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Alex Dudov Alex Dudov Artificial Intelligence
1 week ago

Microsoft and OpenAI Are Quietly Rewriting the AI Power Balance

The relationship between Microsoft and OpenAI is undergoing a major structural shift, according to new deal terms reported by The Information.

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Victoria Bazir Victoria Bazir Global economy
2 weeks ago

What Happens if AI Stops Carrying the U.S. Economy?

New data suggests AI-driven tech investment accounted for roughly 67% of all U.S. economic growth in Q1 2026. The numbers raise a bigger question: has artificial intelligence become the single pillar holding up the American economy?

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Usman Salis Usman Salis Stocks
2 weeks ago

Intel Turns $8.9B Government Bet Into $54B Windfall

The United States government is sitting on an unrealized profit of roughly $45 billion after its massive investment in Intel stock surged more than sixfold in less than a year.

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Artem Voloskovets Artem Voloskovets Artificial Intelligence
2 weeks ago

ByteDance Boosts AI Spending to $30 Billion in Major 2026 Push

ByteDance, the parent company behind TikTok, is significantly increasing its artificial intelligence investments as the global AI race accelerates.

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Saad Ullah Saad Ullah Artificial Intelligence
2 weeks ago

Hyperscalers Burning Cash? Goldman Warns Buybacks May Stall Until 2027

Goldman Sachs has issued a stark warning for investors expecting another wave of massive shareholder returns from Big Tech.

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Microsoft Pulled the Plug on AI Licenses. The Cost Story Is Just Beginning
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Data Centers Could Consume 6.8 Bcf/d of Gas by 2035. That's an Energy Story, Not a Tech Story
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Samsung's $26 Billion Bonus Plan Shows Where AI Profits Are Really Going
3 days ago
Türkiye's $14 Billion Treasury Exit Is Less About America Than Liquidity
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AWS Is Quietly Building a $40 Billion AI Factory
3 days ago
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