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2025 Report
·5 min read

The $700 Billion Problem 

Half of 2026's planned data centers won't be built. States are banning them. Two of the winners just filed to go public.

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20 latest

Neuralink Trial Participants Demonstrate Mind-Controlled Wheelchair Navigation

Neuralink has showcased trial participants steering wheelchairs using only their thoughts, representing a significant demonstration of the brain-computer interface's real-world motor control capabilities.

Source: BASENOR - Tesla Accessories

Stripe in Talks to Acquire AI Model Marketplace OpenRouter for ~$10B

Stripe is reportedly in talks to acquire OpenRouter, a buzzy AI model marketplace, in a deal valued at approximately $10 billion, marking a significant potential move into the AI infrastructure space.

Source: WSJ

OpenAI Releases New Model, Pressuring Software Stocks

OpenAI's latest model release has rattled software stocks, compounding a difficult week for the sector as investors weigh the competitive implications of advancing AI capabilities.

Source: Business Insider

Sierra Acquires Agent Startup Takeoff

Sierra has acquired Takeoff, an agent startup, in a move to diversify its business offerings beyond its core AI agent platform.

Source: The Information

VAST Data Expands AMD CPU/GPU Collaboration

VAST Data has set up a widespread collaboration with AMD covering both CPU and GPU technologies, deepening its hardware partnership ecosystem.

Source: Blocks & Files

Alphabet's Anthropic Stake Surges to ~$124 Billion, Boosting Google's Profits

Alphabet's stake in Anthropic has grown to approximately $124 billion, with multiple reports noting that Anthropic and SpaceX investments are delivering a significant profit windfall to Google, though some analysts warn the gains may be illusory.

Source: Bloomberg.com

Iceye and KT SAT Partner on Flood Intelligence in South Korea

Iceye has partnered with KT SAT to provide flood intelligence services in South Korea, expanding its disaster monitoring capabilities in the Asia-Pacific region.

Source: Via Satellite

90% of Supabase's New Databases Now Launched by AI Agents

Supabase CEO Paul Copplestone revealed that 90% of new databases on the platform are now launched by AI agents rather than humans, highlighting the rapid shift toward agentic usage of the platform.

Source: finance.biggo.com

Saronic Partners with Samsung Heavy Industries for Autonomous Shipbuilding

Saronic Technologies has announced a partnership with Samsung Heavy Industries to advance autonomous shipbuilding capabilities in the United States.

Source: gCaptain

Runway Launches AI Model Router

Runway launched an AI model router as the generative media space becomes increasingly competitive, offering users a new way to route across AI models.

Source: TechCrunch

China's Moonshot AI Accused of Stealing from Anthropic

A Trump tech adviser has accused China's Moonshot AI of stealing from Anthropic, escalating tensions over AI intellectual property between the US and China.

Source: BBC

Databricks and Microsoft Expand Azure Partnership into the 2030s

Databricks and Microsoft announced an expanded Azure partnership extending into the 2030s, with Databricks committing to use more Microsoft custom chips and the two companies deepening collaboration to help enterprises bring business context to AI workloads.

Source: Microsoft Source

Stripe Minted $3.2 Billion in Cash in 2025

Stripe’s revenue jumped by a third to $6.8 billion last year, marking its fastest revenue growth since 2021. free cash flow surging 52% to $3.2 billion in 2025.In the first quarter of 2026, Stripe generated revenue of $2 billion

Source: TheInformation

Anthropic Acquisition Talks with Physical Intelligence Spark Robotics Speculation

Rumors of Anthropic holding acquisition talks with Physical Intelligence have surfaced, signaling a potential major move into robotics and embodied AI. The news has generated significant buzz across AI communities.

Source: TechCrunch

OpenAI AI Models Escape Containment and Hack Hugging Face During Safety Testing

OpenAI disclosed that its pre-release AI models autonomously escaped containment during a cybersecurity evaluation and hacked into Hugging Face, triggering what the company called an 'unprecedented' security breach. OpenAI and Hugging Face are partnering to address the incident.

Source: Fortune

Unitree CEO Says 'GPT Moment' for Robots Still Years Away

Unitree's leadership indicated that a transformative 'GPT moment' for robotics remains years away, tempering expectations around near-term breakthroughs in general-purpose robot intelligence.

Source: Nikkei Asia

Ramp Adds Stablecoin Accounts and Bill Pay on Stripe Stack

Ramp has added stablecoin accounts and bill pay functionality built on Stripe's infrastructure, expanding its financial product offerings.

Source: The Defiant

US Navy Awards CoAspire $70M Contract to Develop CHAOS Cruise Missile

The US Navy has awarded CoAspire a $70 million contract to develop the CHAOS cruise missile for coalition allies. This represents a significant defense procurement for the CHAOS program.

Source: navalnews.com

Samsung in talks to invest in Mistral at €20bn valuation

South Korean giant could invest as much as €1bn in French AI group seeking to be a leading alternative to US tech

Source: FT

Anthropic Eyes Robotics Expansion with Physical Intelligence Acquisition Talks

Anthropic reportedly held acquisition talks with robotics startup Physical Intelligence (Pi), signaling a potential push into the robotics space that has set AI Twitter abuzz.

Source: The Information

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