CoreWeave's Bond Crisis Is the AI Boom's First Real Credit Stress Test
CoreWeave's bonds now trade at near-15% yields and its default odds top 60%. What the AI cloud's debt squeeze means for the $700B AI infrastructure buildout.
Where your agent should live: price against performance, verified against live provider pricing.
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CoreWeave's bonds now trade at near-15% yields and its default odds top 60%. What the AI cloud's debt squeeze means for the $700B AI infrastructure buildout.
OpenAI is closing an up to $30B round at a $1.25T pre-money valuation led by UAE investors and Coatue — a bridge to its expected IPO. What it means.
The White House froze UK AISI's pre-release access to OpenAI, Anthropic and Google DeepMind models on September 24 — and lifted it on October 11. What happened, and what it means.
OpenAI and Synopsys signed a multi-year deal to build GPT-Synopsys, a specialized AI model trained to operate Synopsys EDA tools. Here's what it does and what it changes.
Hegseth announced a four-star Autonomous Warfare Command on September 30, 2026. The memo, Project Agincourt, the 2027 stand-up date, and the governance gaps nobody has answered yet.
Nvidia's fiscal Q2 2027: $96.2B revenue, up 106% year over year, 75% gross margin, and Q3 guidance of $108B with no China data center compute assumed — plus a $150B share buyback increase announced September 28.
Community opposition has stopped, delayed or killed more than $170B of announced US AI data centre capacity since January 2024. Utilities are now writing rules to tell real projects from paper ones.
Anthropic committed $11.6B to Akamai over seven years, with a stock warrant attached. Here is what the filing says, what it costs, and what changes for users.
Real September 2026 prices for running a self-hosted AI agent: Hetzner CX23 from €3.99, Lightsail from $3.50, and where EC2 quietly loses.