01 May 2026
Pentagon says US military to be an 'AI-first' fighting force
Pentagon says US military to be an 'AI-first' fighting force
30 Apr 2026
Boston Dynamics: 2026 TIME100 Most Influential Companies
In early 2026, Boston Dynamics’ humanoid robot Atlas left the dance floor for the factory floor, with its first industrial deployments slated for majority-owner Hyundai's new auto plant in Georgia.
30 Apr 2026
The trillion-dollar question: Is tech’s massive AI spending actually working?
A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind.
30 Apr 2026
Microsoft, Meta, and Google just announced billions more in AI spending—and only one got punished
Microsoft, Meta Platforms, and Google parent Alphabet announced billions in increased AI spending, with only Meta’s stock dropping more than 6% after hours. Alphabet’s Google Cloud saw record revenue growth of 63% year-over-year, while Meta’s CEO Mark Zuckerberg faced investor skepticism on AI ROI.
29 Apr 2026
The Stock Market's Most Important Day of the Quarter Has Arrived
The five largest AI hyperscalers -- Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), and Oracle -- reported about $414 billion in capital expenditures last year, up 70% from the prior year. Those companies expect capital expenditures to climb nearly 70% to $700 billion this year. Investors will get insight into customer adoption of AI software and services today as four…
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
DeepSeek V4 is here: How it compares to ChatGPT, Claude, Gemini
DeepSeek V4 is a new open-source AI model released by Chinese artificial intelligence company DeepSeek. It is available for anyone to download and modify under an MIT license, contrasting with U.S. companies like Anthropic and OpenAI, which protect their frontier models.
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…
22 Apr 2026
Google Splits Its AI Chip. Here’s Why It Matters For Enterprises.
Amin Vahdat, Google's SVP and Chief Technologist for AI Infrastructure, launches two new TPUsMaribel LopezThe AI chip acronym soup of CPUs, GPUs, TPUs, etc., shows how the computing landscape continued to...
