Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Microsoft’s Maia 200 AI chip highlights a growing shift towards a model of vertical integration where one company designs and ...

Anthropic has hiked its revenue forecasts for the next several years, projecting that sales will quadruple this year to as ...

New research from Dell’Oro Group shows how AI is impacting the entire data center infrastructure stack, from record ...

In December 2025, Anthropic (ANTHRO) forecasted to generate up to $18B in 2026, about 20% more than its summer forecast, and ...

Anthropic, in December, projected to generate as much as $18 billion this year, about 20% more than its summer forecast, and $55 billion next year. The company expects to generate as much as $148 ...

Debt stands at ~$300–400M, with gross cash around $300M. Debt-to-capital is ~65%, but coverage is improving (times interest ...

The rise of AI has triggered massive investment, rapid innovation and intense public attention. Those conditions almost inevitably raise a familiar question: are we in an AI bubble? It’s a fair ...

New strategy brings learning into everyday work, supported by Morgan, Go1's intelligent agentSAN FRANCISCO, Jan. 27, 2026 ...

Scholé AI, an AI-native learning platform built for the modern workforce, today announced it has raised $3 million in funding led by ACE Ventures, with participation from The House Fund and FundF. The ...

We came across a bullish thesis on Exxon Mobil Corporation on Phaetrix Investing’s Substack by /Phaetrix. In this article, we ...

Explore the extraordinary journey of Nicky Gane, who found purpose in helping others through her nonprofit organization ...