OpenAI Signs $10 Billion Cerebras Deal for 750 Megawatts of AI Inference Infrastructure Through 2028
OpenAI just mass-ordered 750 megawatts of specialized silicon that isn’t made by NVIDIA. The $10 billion Cerebras deal signals that the…
Sequoia Backs Anthropic’s $25B Round at $350B Valuation—While Still Funding OpenAI and xAI
Sequoia just broke Silicon Valley’s oldest rule: never fund your portfolio’s competitors. Their bet on Anthropic—while backing…
xAI Raises $20 Billion at $230 Billion Valuation, Plans 50 Million H100-Equivalent GPU Deployment by 2030
xAI just raised more in one round than most AI companies are worth—and plans to deploy 50× more compute than it has today. The math is…
Illumina Launches 1 Billion Cell Atlas: 20 Petabytes of CRISPR Data Built with AstraZeneca, Merck, and Lilly to Train Next-Gen Drug Discovery AI
Illumina just gave AI drug discovery something it’s never had: ground truth data for what happens when you toggle every human gene on…
Meta Announces $600 Billion AI Infrastructure Spend Through 2028, Creating ‘Meta Compute’ Division to Build Tens of Gigawatts of Data Center Capacity
Meta just committed more capital to AI infrastructure than the entire GDP of Finland, Belgium, or Thailand combined—and they hired a former…
Apple Confirms $1 Billion Annual Google Gemini Deal: 1.2 Trillion Parameter Model Powers Siri After In-House AI Delays
Apple’s $1 billion annual payment to Google for AI infrastructure confirms what the industry whispered for two years: the world’s…
The Home Depot Deploys Thousands of Agentic AI Agents Across Stores in Days—Not Months—As Google Cloud’s Gemini Enterprise Turns Retail Workflow Automation Into a Race Against Obsolescence
The Home Depot just compressed an 18-month enterprise AI rollout into days. On January 11, 2026, the company deployed autonomous AI agents to…
The Arena Manipulation Economy: How Meta’s Llama 4 Scandal Exposed the $10B Industry Built on Leaderboard Gaming—And Why Your Model Selection Strategy Is Broken
Your enterprise just bet millions on a leaderboard ranking that was deliberately engineered to deceive you. The model you evaluated…
The AI Model Aggregator War: Why OpenRouter’s 136 Trillion Token Routing Empire Just Made Your Single-Provider API Strategy Obsolete
The numbers don’t lie: while you debated OpenAI vs Anthropic, one platform quietly routed more tokens than both combined—and your API…
The $1.5 Billion Data Provenance Tax: How Anthropic’s Pirated Training Data Settlement Just Made Every AI Company’s Dataset a Legal Liability
The AI industry just learned that “we didn’t know it was stolen” doesn’t hold up in federal court—and the price tag is…