Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!
Elon Musk is getting serious about orbital data centers
We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.
Fundamental raises $255 million Series A with a new take on big data analysis
Fundamental has built a new foundation model to solve an old problem: how to draw insights from the huge quantities of structured data produced by enterprises.
OpenAI launches new MacOS app for agentic coding
OpenAI has released a new MacOS app for Codex, integrating many of the agentic coding practices that have become popular since Codex launched last year.
Flapping Airplanes and the promise of research-driven AI
A new AI lab called Flapping Airplanes launched yesterday, and a Sequoia partner has an interesting take on why they stand out.
Zuckerberg teases agentic commerce tools and major AI rollout in 2026
Mark Zuckerberg says 2026 will be “a big year for delivering personal super intelligence.”
Modelence raises $3M to smooth out the vibe-coding stack
How do you build tooling for the AI software stack? A company called Modelence has an interesting answer.
The AI infrastructure boom shows no sign of slowing down
ASML’s record orders show chipmakers are still betting big on AI data centers.
OpenAI launches Prism, a new AI workspace for scientists
OpenAI has launched a new scientific workspace program called Prism, which integrates AI into existing standards for composing research papers.
Risotto raises $10M seed to use AI to make ticketing systems easier to use
Designed to autonomously resolve help desk tickets, Risotto has raised $10 million in seed funding in a round led by Bonfire Ventures.