Amazon, Google, Microsoft, Meta and Oracle are pouring record capital into artificial‑intelligence infrastructure, data‑center expansion and related technologies. Amazon’s projected spend tops the list, followed closely by Google, while Microsoft, Meta and Oracle trail behind. Investors are uneasy about the size of the commitments, noting sharp stock declines for firms with the highest projected outlays. The clash between massive AI‑related capex and market comfort highlights a tension that could shape the industry’s future as companies race to secure compute resources. Leer más →

India's finance minister unveiled a budget proposal that grants foreign cloud providers a tax exemption on revenues from AI workloads run in Indian data centers and sold abroad through 2047. The plan also includes a cost‑plus safe harbour for Indian data‑center operators, expanded incentives for electronics and semiconductor manufacturing, and support for rare‑earth mineral development. Major global tech firms have already pledged billions to build AI‑focused data‑center campuses in the country, while domestic projects are also scaling up. The initiative aims to position India as a long‑term hub for AI infrastructure despite challenges such as power reliability and water scarcity. Leer más →

India's finance minister unveiled a budget proposal that grants foreign cloud providers a tax exemption on revenues from AI workloads run in Indian data centers and sold abroad through 2047. The plan also includes a cost‑plus safe harbour for Indian data‑center operators, expanded incentives for electronics and semiconductor manufacturing, and support for rare‑earth mineral development. Major global tech firms have already pledged billions to build AI‑focused data‑center campuses in the country, while domestic projects are also scaling up. The initiative aims to position India as a long‑term hub for AI infrastructure despite challenges such as power reliability and water scarcity. Leer más →

Meta CEO Mark Zuckerberg told investors that the company will begin shipping new AI models and products within months, with a focus on agentic shopping tools that leverage personal context. The rollout follows a 2025 rebuild of Meta's AI program and the recent acquisition of Manus, a general‑purpose agent developer. Meta also revealed a sizable increase in capital spending for 2026 to support its Superintelligence Labs and broader infrastructure, underscoring the firm’s commitment to AI‑driven commerce and personal superintelligence. Leer más →

A five‑level scale has been proposed to gauge how aggressively AI labs are pursuing revenue, measuring ambition rather than current earnings. The framework places established giants like OpenAI at the top and assigns emerging labs to levels based on product roadmaps, funding, and leadership statements. Case studies include Humans&, which is developing workplace tools and sits at Level 3; TML, whose leadership turnover raises questions about its position between Level 2 and 4; World Labs, which has shipped a commercial world‑model and appears near Level 4; and Safe Superintelligence, a research‑first venture that remains at Level 1 despite massive funding. Leer más →

OpenAI announced a strategic investment in Merge Labs, a neurotechnology startup co‑founded by Sam Altman. The company aims to develop non‑invasive brain‑computer interfaces that use ultrasound to read and modulate neural activity. Backed by OpenAI and other investors, Merge Labs plans to combine AI, ultrasound technology, and novel molecular approaches to create accessible, high‑bandwidth interfaces without implanting hardware into brain tissue. The partnership signals OpenAI’s expanding focus on frontier hardware and AI tools that could accelerate progress in brain‑machine communication. Leer más →

Meta announced a new strategic program called Meta Compute to guide its massive infrastructure investments for data centers and artificial intelligence. The rollout coincides with the appointment of former board member Dina Powell McCormick as president and vice chairman, a role that will focus on government partnerships and financing. Santosh Janardhan, head of global engineering, will oversee the top‑level initiative, while Daniel Gross will lead a new group handling long‑term capacity strategy and supplier relationships. The company also disclosed three nuclear power agreements to support its data‑center energy needs and reaffirmed its plan to spend $600 billion on AI infrastructure by 2028. Leer más →

LMArena, a crowdsourced AI comparison platform, secured $150 million in a Series A round, valuing the company at $1.7 billion. Backed by Felicis, UC Investments and leading venture firms, the funding will expand its commercial AI Evaluation service, which provides enterprises with real‑world, human‑anchored model rankings. By letting users compare anonymized responses and vote for the better answer, LMArena offers a dynamic alternative to static benchmarks. The approach has attracted both praise for delivering trust signals and criticism over potential bias and manipulation, highlighting the growing demand for richer AI assessment tools as models proliferate. Leer más →

Oboe, the AI‑driven learning startup founded by former Spotify executives, announced a $16 million Series A round led by a16z with participation from existing backers including Eniac, Haystack, Offline and Factorial, as well as individual investors such as Adam D’Angelo and Garry Tan. The funding will fuel growth and product enhancements for Oboe’s platform, which lets users define learning goals and automatically generates multi‑modal courses—including text, audio, quizzes and flashcards—tailored to each topic. The company also introduced new pricing tiers that expand unlimited course generation and export capabilities. Leer más →

China’s National Development and Reform Commission cautioned that the rapid expansion of the humanoid robotics sector could be forming a bubble. The agency highlighted the need to balance growth speed with bubble risk, noting that investment continues despite limited proven applications. With more than 150 companies operating in the market—over half of which are startups or entrants from other fields—the warning marks a rare note of caution from Beijing on an industry it has labeled vital for future economic growth. Leer más →

Analysts note that the artificial‑intelligence sector is exhibiting the four hallmark factors of a technology bubble: deep uncertainty about profitable business models, a surge of pure‑play investments, a wave of novice retail investors, and a powerful narrative of inevitable transformation. Comparisons are drawn to historic bubbles in radio and aviation, while the dominance of Nvidia in the market and massive capital commitments from firms such as SoftBank, Microsoft and OpenAI underscore the scale of the hype. A recent MIT study found that most firms adopting generative AI have not yet profited, adding to concerns about sustainability. Leer más →

Alberta will impose a 2% levy on computer hardware for data centers that consume at least 75 megawatts, effective December 31, 2026. The charge aims to offset early‑stage costs until facilities become profitable and begin paying corporate taxes. While the province touts its low‑cost natural gas and strong energy supply as a draw for operators, the new levy adds a financial variable that could influence where new projects are built, especially as other North American jurisdictions vie for investment. Leer más →

Runway, the New York‑based AI visual‑generation company, is expanding beyond entertainment into robotics and self‑driving car markets. After seven years developing world‑model video and photo generators, the company has attracted interest from robotics firms seeking cost‑effective training simulations. Co‑founder and CTO Anastasis Germanidis says Runway will fine‑tune its existing models for these industries and build a dedicated robotics team, while investors such as Nvidia, Google and General Atlantic back the effort. Leer más →

Alberta will impose a 2% levy on computer hardware for data centers that consume at least 75 megawatts, effective December 31, 2026. The charge aims to offset early‑stage costs until facilities become profitable and begin paying corporate taxes. While the province touts its low‑cost natural gas and strong energy supply as a draw for operators, the new levy adds a financial variable that could influence where new projects are built, especially as other North American jurisdictions vie for investment. Leer más →

Alberta will impose a 2% levy on computer hardware for data centers that consume at least 75 megawatts, effective December 31, 2026. The charge aims to offset early‑stage costs until facilities become profitable and begin paying corporate taxes. While the province touts its low‑cost natural gas and strong energy supply as a draw for operators, the new levy adds a financial variable that could influence where new projects are built, especially as other North American jurisdictions vie for investment. Leer más →

Runway, the New York‑based AI visual‑generation company, is expanding beyond entertainment into robotics and self‑driving car markets. After seven years developing world‑model video and photo generators, the company has attracted interest from robotics firms seeking cost‑effective training simulations. Co‑founder and CTO Anastasis Germanidis says Runway will fine‑tune its existing models for these industries and build a dedicated robotics team, while investors such as Nvidia, Google and General Atlantic back the effort. Leer más →

Runway, the New York‑based AI visual‑generation company, is expanding beyond entertainment into robotics and self‑driving car markets. After seven years developing world‑model video and photo generators, the company has attracted interest from robotics firms seeking cost‑effective training simulations. Co‑founder and CTO Anastasis Germanidis says Runway will fine‑tune its existing models for these industries and build a dedicated robotics team, while investors such as Nvidia, Google and General Atlantic back the effort. Leer más →

Alberta will impose a 2% levy on computer hardware for data centers that consume at least 75 megawatts, effective December 31, 2026. The charge aims to offset early‑stage costs until facilities become profitable and begin paying corporate taxes. While the province touts its low‑cost natural gas and strong energy supply as a draw for operators, the new levy adds a financial variable that could influence where new projects are built, especially as other North American jurisdictions vie for investment. Leer más →

Runway, the New York‑based AI visual‑generation company, is expanding beyond entertainment into robotics and self‑driving car markets. After seven years developing world‑model video and photo generators, the company has attracted interest from robotics firms seeking cost‑effective training simulations. Co‑founder and CTO Anastasis Germanidis says Runway will fine‑tune its existing models for these industries and build a dedicated robotics team, while investors such as Nvidia, Google and General Atlantic back the effort. Leer más →

Alberta will impose a 2% levy on computer hardware for data centers that consume at least 75 megawatts, effective December 31, 2026. The charge aims to offset early‑stage costs until facilities become profitable and begin paying corporate taxes. While the province touts its low‑cost natural gas and strong energy supply as a draw for operators, the new levy adds a financial variable that could influence where new projects are built, especially as other North American jurisdictions vie for investment. Leer más →