
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 …

The AI industry has spent the past five years scaling its way to smarter models — adding parameters, burning more compute, and consuming …
For most of the past decade, a billion-dollar funding round was enough to define the venture capital conversation for a week. In Q1 2026, a …

For most of the past four years, the cadence of frontier AI model releases followed a roughly predictable rhythm: major labs would launch one …
Something remarkable happened to the internet in 2025, and most organizations had no idea it was occurring. For the first time in the history of …