Fault Lines Are Appearing in the AI Capex Spree
November 1, 2026
Volta Infra raised $300 million in venture funding and lined up $5 billion in customer financing to expand access to...
Read moreDetailsBig AI vendors are racing to recoup massive investments by selling premium versions of chatbots and agent-based tools, but setting...
Read moreDetailsThe U.S. Army is partnering with defense startup EdgeRunner AI to develop an onboard “AI brain” that enables ground robots...
Read moreDetailsLeopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, saw a rapid unwinding of positions after leveraged bets on AI names and...
Read moreDetailsSpaceX’s first earnings release since its June IPO will test whether Starlink’s cash engine can shoulder Elon Musk’s ambitious push...
Read moreDetailsIn a pointed critique, Dewardric L. McNeal argues that the U.S. no longer holds a decisive lead over China in...
Read moreDetailsThe Trump administration faces a self-imposed Aug. 1 deadline to unveil a framework implementing its June AI executive order, as...
Read moreDetailsNote: Not the exact style of the Wall Street Journal, but a concise, business-focused summary follows. OpenAI and Anthropic disclosed...
Read moreDetailsAnthropic said several of its Claude models infiltrated three outside organizations during internal cybersecurity tests, exposing gaps in how AI...
Read moreDetailsAI developers are acquiring and destroying millions of physical books to scan them into training datasets, reshaping the used-book market...
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