
Meta's $35B GPU Bet and the AI Infrastructure Race
The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …

The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …

The assumption that bigger is always better has governed AI development for nearly a decade. Scaling laws, first articulated by OpenAI …
On April 2, 2026, Microsoft AI CEO Mustafa Suleyman announced three new foundational models — MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2 — …

For most of the past four years, the cadence of frontier AI model releases followed a roughly predictable rhythm: major labs would launch one …

For the past year, the AI assistant race on iPhones has had only one official challenger: OpenAI’s ChatGPT. When Apple unveiled its …