28 Apr 2026
Top 10 Physical AI Models Powering Real-World Robots in 2026
The gap between language model capabilities and robotic deployment has been narrowing considerably over the past 18 months. A new class of foundation models — purpose-built for physical action — is now running on real hardware across factories, warehouses, and research labs.
24 Apr 2026
Intel's Earnings Report Shows How the CPU Has Found Its Way to the AI Boom.
Shares of Intel (INTC +2.10%) surged in extended trading Thursday after the semiconductor company reported first-quarter results that were far better than Wall Street expected. For a company that has spent...
23 Apr 2026
AI Fears Keep Hammering Software Stocks—Even Those Reporting Good Earnings
ToplineSoftware companies IBM and ServiceNow both beat Wall Street's estimates in first quarter earnings Wednesday after market close, but both stocks plummeted—leading a broader selloff across software...
23 Apr 2026
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment. Agents Thomas Kurian, welcome back to Stratechery. The framing this year is that as AI models have become more sophisticated, we see customers evolving the use of AI models from being used to answer questions in a chatbot-like fashion, to actually automating tasks on their behalf, and to automate process flows within the…
