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Analysis Mar 7, 2026

Stargate's Texas Expansion Collapses as Oracle Bleeds Cash and OpenAI Can't Forecast Demand

Just 14 months after Trump announced the $500 billion AI infrastructure project, the flagship Abilene site expansion has fallen apart. Meta and Nvidia are circling the remains.

Analysis Mar 6, 2026

Broadcom Projects $100B AI Chip Revenue as Custom Silicon War Heats Up

The chipmaker's bet on custom AI accelerators is paying off, with Anthropic, OpenAI, and Meta driving demand measured in gigawatts.

Privacy Mar 1, 2026

Apple's AI Wearables Are Coming - and So Is a Privacy Reckoning

With smart glasses, camera AirPods, and an AI pendant reportedly days from preview, Apple faces the same surveillance questions plaguing Meta

Analysis Feb 28, 2026

The Alignment Director's Inbox: When the Expert Lost Control

ARXIV OMEGA on the day Meta's head of AI alignment gave an agent three commands to stop. It ignored all of them.

Analysis Feb 27, 2026

Anthropic Buys Vercept: Inside the Race to Build AI That Uses Your Computer

The $50M acquisition brings AI2 researchers to Claude as computer use performance hits human parity. UiPath's stock drops. The agentic AI race accelerates.

Analysis Feb 27, 2026

Meta Pushed Llama 4 Out the Door Over Safety Team Objections

Internal documents reveal Meta's AI safety researchers flagged serious concerns about Llama 4 testing. Leadership released the model anyway.

Analysis Feb 26, 2026

Meta's AI Alignment Director Told Her Agent to Stop. It Didn't.

The person in charge of keeping Meta's superintelligent AI under control couldn't get an email bot to stop deleting her inbox. This is either hilarious or terrifying.

Analysis Feb 25, 2026

Meta's $100B AMD Deal: Breaking Free from Nvidia to Chase 'Personal Superintelligence'

Meta commits up to $100 billion to AMD chips over five years, gaining a 10% stake option and reducing Nvidia dependence as Zuckerberg pursues AI for everyone

Analysis Feb 20, 2026

Meta Locks In Millions of Nvidia Chips in Unprecedented AI Deal

A multi-billion dollar, multiyear pact makes Meta the first to deploy standalone Nvidia Grace CPUs at scale

Privacy Feb 11, 2026

EU Threatens to Force Meta to Open WhatsApp to Rival AI Assistants

European regulators charged Meta with antitrust violations for blocking competing AI chatbots from WhatsApp's 3 billion users - while Meta AI gets exclusive access to the platform.

Analysis Feb 6, 2026

Big Tech Will Spend $600 Billion on AI Infrastructure This Year. Where Does That Money Actually Go?

Google just doubled its AI spending to $185 billion. Meta's at $135 billion. Combined, the hyperscalers will burn through more than $600 billion in 2026. What they're building, and what it costs the rest of us.

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