Open Weight Licenses Aren’t Really Open
I measured the licenses and gating of the 100 most downloaded open models, separating what you can freely ship from what sits behind an access request. Read more »
Big Tech
EU AI Content Labeling: The Aug 2 Deadline
EU AI Act Article 50 takes effect August 2, 2026, forcing labels on chatbots, deepfakes, and AI media — exposing where watermarking and C2PA break down. Read more »
Big Tech’s AI Capex Just Overtook Its Cash Flow
Four hyperscalers plan $725 billion of capex in 2026, and Epoch AI’s SEC-filing data shows their combined free cash flow reaching zero around Q3 2026. Read more »
AI Data Center Power: The Grid Bottleneck
The real limit on AI data centers isn’t making power but connecting it — why two IEA reports disagree, and how 4 to 8 year grid queues set AI’s pace. Read more »
AI Compute Costs: The Great Divergence
Frontier training costs head toward a $1B run by 2027, while running the same capability fell 1,000x in three years — the great AI compute divergence. Read more »
AI Semiconductors Own the Rack — the $1.2T Teardown
A teardown of the SIA-Deloitte report: chips are 95% of an AI rack’s value, 4,500 per rack, $1.2T by 2028 — cross-read against IDC’s memory-shortage scenarios. Read more »
SpaceX IPO: Biggest Listing Ever at $75B
SpaceX’s record $75B Nasdaq listing (SPCX) prices at $135 for a $1.75T valuation and debuts June 12, with Starlink profits and Musk-premium risk in focus. Read more »
Half of US AI Data Centers Stalled in 2026
Big Tech is spending $650 billion, yet half the US AI data center pipeline has stalled — not over GPUs, but five-year transformer waits and Chinese power gear. Read more »
SoftBank’s €75B France AI Data Center Bet
SoftBank will invest up to €75 billion to build 5GW of AI data center capacity in France, with a 3.1 GW first phase targeted for 2031. Read more »
Apple Chip Diversification: Intel, Samsung
Apple is courting Intel and Samsung to build some US chips, cracking a decade of TSMC reliance. Flagship A- and M-series silicon stays with TSMC for now. Read more »