Latest articles on AI, technology, and software development.
OpenAI is reportedly negotiating a round that would value it at $1.25 trillion. Set against its own revenue targets, that price implies a multiple public markets have never sustained at this scale.
Narrow, single-purpose AI agents are winning the simple, repeatable integration jobs that used to be a consulting firm's bread and butter, while the hardest systems-of-record work still needs a human-led integrator.
European AI startups raised €5.9B in venture debt in Q1 2026 alone, with average deal sizes up 2.5x. Here's why that changes the risk for anyone holding common stock.
A new class of buyer is acquiring professional services firms outright to rebuild them around AI rather than selling software into them — and it creates a billable-hour problem the strategy has to solve itself.
As AI agents make it easier to copy a competitor's feature set, the startups pulling ahead are the ones that own regulated data and coordinate real business activity, not the ones with the best model.
Per-seat licensing breaks down when AI agents replace headcount rather than augment it — 61% of SaaS companies now build usage metering into their pricing, up from 45% in 2021, and the companies that made the switch are growing 38% faster.
AMD's up-to-$5 billion stake in Anthropic and Nvidia's restructured $30 billion OpenAI investment show chip suppliers replacing debt and follow-on funding rounds with equity tied to hardware deployment.
AMD invests $5 billion in Anthropic, then sells Anthropic the chips that investment buys. Nvidia commits roughly $100 billion to OpenAI, tied to compute purchase agreements. This is not fraud — but the pattern is starting to look like the vendor financing that preceded the 2001 telecom bust.
Companies that last raised money before November 2022 are trading at 52-68% discounts on secondary markets, even as post-ChatGPT AI startups command record valuations — a split that's reshaping how VCs price risk.
Global venture funding hit a record $510 billion in the first half of 2026, and two companies took more than 40% of it. That concentration is quietly reshaping which startups can raise money at all — and the effects are already visible in smaller AI labs and application-layer startups getting squeezed out.
Google, Microsoft, Amazon, and Meta have collectively spent over $20 billion since 2024 licensing AI startup technology and hiring their teams — without buying the companies outright. Here's how this structure works, and why founders and regulators both have reasons to worry.
Microsoft, Google, Amazon, and Meta have committed hundreds of billions to AI infrastructure. Here is what that money actually builds — and what the real bottlenecks are.