NVIDIA's CEO Jensen Huang used the keynote to argue that the AI market is moving from training models to running them at scale. He emphasized inference, not just training, and tied that shift to a much larger revenue opportunity, saying he now sees more than $1 trillion in AI revenue visibility through 2027.
- By John K. Waters
- 03/16/2026
Meta has acquired Moltbook, the agent-native social platform built by Matt Schlicht and Ben Parr, and has folded the founders into Meta Superintelligence Labs under Alexandr Wang.
- By John K. Waters
- 03/16/2026
Starting this week, the "Super Bowl of AI," NVIDIA GTC, will undoubtedly bring the world’s biggest AI announcements, research, and technologies to the forefront, led by its CEO Jensen Huang.
Microsoft has introduced a new enterprise software bundle designed to accelerate the use of artificial intelligence across corporate workplaces, expanding the role of AI assistants and automated agents in everyday business applications.
- By John K. Waters
- 03/12/2026
Anthropic has launched the Anthropic Institute as a new research effort focused on the biggest societal challenges posed by more powerful AI systems.
- By John K. Waters
- 03/11/2026
Microsoft Corp filed a court brief on Tuesday, urging a federal judge to temporarily block the Pentagon's designation of artificial intelligence startup Anthropic as a supply chain risk, in an unusual move by one of the U.S. government's largest technology contractors to challenge a Trump administration national security decision.
- By John K. Waters
- 03/10/2026
Trump’s new Ratepayer Protection Pledge turns the AI boom into an energy bargain, at least on paper: hyperscalers get the power they need, and they promise American households will not get stuck with the bill. The real question is whether a White House pledge can keep pace with the machine's appetite.
- By John K. Waters
- 03/06/2026
OpenAI secured the deal that Anthropic was banned from demanding. The Pentagon blacklisted Anthropic for insisting on explicit prohibitions against domestic surveillance, then handed OpenAI a contract containing nearly identical protections, a contradiction the administration has not publicly explained.
- By John K. Waters
- 03/03/2026
Anthropic's Claude artificial intelligence chatbot reached the top of Apple's U.S. App Store free-app rankings over the weekend, surpassing OpenAI's ChatGPT in a shift that analysts and company executives attributed to public backlash following a high-profile dispute between Anthropic and the Pentagon.
- By John K. Waters
- 03/02/2026
The U.S. government moved to phase out Anthropic’s AI after a Pentagon contract dispute over whether the military must accept company-set guardrails or retain the right to use the technology for any lawful purpose.
- By John K. Waters
- 03/02/2026
A contract dispute between the Pentagon and Anthropic is turning into an early test of how much control private AI labs can retain over their systems once embedded in sensitive government operations.
- By John K. Waters
- 02/23/2026
A new report from Microsoft's AI Economy Institute estimates AI tools have reached more than 1.2 billion users in under three years, but says adoption remains uneven across countries.
- By John K. Waters
- 02/18/2026
NVIDIA and Meta expanded their multiyear partnership to cover on-premises and cloud deployments for AI training and inference. NVIDIA said it will supply Meta with millions of Blackwell and Rubin GPUs, along with CPUs and networking products.
- By John K. Waters
- 02/18/2026