Business & Finance: Articles & Analysis

2026-09-30 20:105 min read

Anthropic's IPO Filing Warns AI Could End Humanity

Reuters reviewed Anthropic's IPO prospectus: $4.6B in 2025 revenue, a $42B net loss, and an existential-risk warning with almost no precedent in SEC filings.

Business & Finance
AI Trends

2026-09-13 00:4210 min read

You Can't Buy ChatGPT's $200 Plan Right Now — And It's Not Scarcity Marketing

OpenAI flipped the kill switch on ChatGPT Pro 20x sales. It looks like manufactured scarcity, but the unit economics and Altman's own words tell a worse story.

AI Tools
Business & Finance
AI Trends

2026-09-11 21:007 min read

2027's Memory Is Already Sold Out

DigiTimes reports Samsung, SK hynix and Micron have sold all 2027 DRAM and HBM capacity. SK hynix's CEO calls 2027 the worst supply year on record.

Business & Finance
Cloud & Infrastructure
AI Trends

2026-09-11 20:357 min read

SoftBank Eyes 1X Control at a 40% Lower Valuation

The Information reports SoftBank is negotiating a majority stake in 1X. The story: $6 billion sits 40% below what 1X asked for last autumn.

Robotics
Business & Finance
AI Trends

2026-09-11 20:107 min read

NVIDIA Buys Hugging Face for $12.93 Billion

NVIDIA has acquired Hugging Face for a figure quoted down to the dollar. Huang's promise: NVIDIA compute will not be required to build or deploy there.

AI Tools
Open Source
AI Trends
Business & Finance

2026-09-11 18:209 min read

DeepSeek Undercuts Astra on Output by 83x

DeepSeek reversed itself within 14 hours, pushing V4 Pro's shutdown to Sept 14. V4.1 Flash priced against GPT-6 Astra and Claude Fable 5.1.

AI Tools
Business & Finance
AI Trends

2026-09-09 15:304 min read

DeepSeek Bets $2.6B on Huawei as NVIDIA 'Cedes' China

DeepSeek plans to deploy at least 160,000 Huawei chips in Inner Mongolia for about $2.6 billion, as NVIDIA's CEO admits China's market has been largely ceded to Huawei.

AI Trends
Business & Finance
Defense Tech

2026-08-22 23:544 min read

DeepSeek's New Rule: Weekends Now Off-Peak Rate

DeepSeek says weekends will be billed entirely at the off-peak rate starting Aug 23, just 6 days after its last pricing change.

AI Tools
Business & Finance

2026-08-21 13:094 min read

Google Locks In a $12.2B Marvell Stake as Its TPU Chip Alliance Deepens

Marvell grants Google a $12.2 billion stock warrant tied to purchase targets through fiscal 2033 — Marvell stock jumps nearly 8% while Broadcom sinks over 5%.

Business & Finance
Cloud & Infrastructure
AI Trends

2026-08-20 19:176 min read

Meta's Youth Addiction Trial: $1.4T at Stake

A federal trial opened in Oakland on Aug 18 with four states accusing Meta of designing addictive features for kids — its third major legal front this year.

AI Policy
Business & Finance

2026-08-17 19:404 min read

Stripe Buys OpenRouter for $7B+, a 5.4x Markup

Stripe confirmed a $7B+ deal for AI model router OpenRouter, just three months after its $1.3B Series B valuation.

AI Tools
Business & Finance

2026-08-15 23:065 min read

NVIDIA's 13F: $21B in SpaceX, $30B in Intel

NVIDIA's latest 13F revealed ~$21B in SpaceX and ~$30B in Intel shares, lifting its public equity portfolio to $63.4B.

Business & Finance
Cloud & Infrastructure

2026-08-14 17:335 min read

DeepSeek Price Hike: 3 Days Left at the Old Rate

DeepSeek's new peak/off-peak pricing takes effect Aug 17 - until then you can still run the latest V4-Pro-0813 model at the old rate.

AI Tools
Business & Finance

2026-08-14 10:015 min read

Lovable Doubles to a $13.3B Valuation in 6 Months

Swedish 'vibe coding' startup Lovable raised $400M at a $13.3 billion valuation, up from $6.6 billion in December, as annual revenue closes in on $600 million.