Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway
Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere between US$630 billion and US$650 billion in […]
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Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect
When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips […]
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The US-China AI gap closed. The responsible AI gap didn’t
The assumption that the US holds a durable lead in AI model performance is not well-supported by the data, and that is just one of the uncomfortable findings in Stanford University’s 2026 AI Index Report, published this week. The report, produced by Stanford’s Institute for Human-Centred Artificial Intelligence, is a 423-page annual assessment of where […]
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DeepL’s Borderless Business report reveals 83% of enterprises are still behind on language AI
AI is everywhere in the enterprise. The translation workflow often is not. That is the core finding of DeepL’s 2026 Language AI report, “Borderless Business: Transforming Translation in the Age of AI,” published on March 10. Despite broad AI investment across business functions, the report reveals that language and multilingual operations–workflows that touch sales, legal, customer support, and […]
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NVIDIA wants to make enterprise AI agents safe enough to actually deploy
The NVIDIA Agent Toolkit is Jensen Huang’s answer to the question enterprises keep asking: how do we put AI agents to work without losing control of our data, our systems, and our liability? Announced at GTC 2026 in San Jose on March 16, the NVIDIA Agent Toolkit is an open source software stack designed to help […]
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AI agents prefer Bitcoin shaping new finance architecture
AI agents prefer Bitcoin for digital wealth storage, forcing finance chiefs to adapt their architecture for machine autonomy. When AI systems gain economic autonomy, their internal logic dictates how corporate capital flows. Non-partisan research by the Bitcoin Policy Institute evaluated how these frontier models would transact if operating as independent economic actors. The study tested […]
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Physical AI adoption boosts customer service ROI
The adoption of physical AI drives ROI in frontline customer service by merging digital intelligence with human-like physical interaction. As businesses navigate shrinking labour pools, they are finding that simply automating routine workflows is no longer enough. A new partnership between KDDI and AVITA demonstrates how companies can address complex operational gaps through humanoid deployment. […]
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AI-Native networks are no longer a 6G promise–MWC 2026 just proved it
AI-native networks have been a recurring talking point at Mobile World Congress for years. What made MWC 2026 in Barcelona different was the evidence. A cascade of announcements from the world’s biggest telecom vendors, chipmakers, and operators didn’t just reiterate the vision for AI-RAN–they delivered field trial results, commercial product launches, open-source toolkits, and a […]
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AI adoption in financial services has hit a point of no return
AI adoption in financial services has effectively become universal–and the institutions still treating it as an experiment are now the outliers. According to Finastra’s Financial Services State of the Nation 2026 report, which surveyed 1,509 senior executives across 11 markets, only 2% of financial institutions globally report no use of AI whatsoever. The debate is […]
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Anthropic: Claude faces ‘industrial-scale’ AI model distillation
Anthropic has detailed three “industrial-scale” AI model distillation campaigns by overseas labs designed to extract abilities from Claude. These competitors generated over 16 million exchanges using approximately 24,000 deceptive accounts. Their goal was to acquire proprietary logic to improve their competing platforms. The extraction technique, known as distillation, involves training a weaker system on the […]
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