Technology

Anthropic’s rapid revenue growth has strengthened expectations for one of the technology industry’s most closely watched public listings. Yet the economics behind its expansion raise a more consequential question for investors: how much is sustainable growth worth in an industry where computing costs, capital requirements and competition continue to rise?

The United States is preparing for an unprecedented expansion of artificial intelligence infrastructure, but project delays, rising financing costs and growing local resistance are testing the economics behind the boom. As investors demand clearer returns, the next phase of AI investment may depend as much on financial discipline as technological ambition.

Amazon is reportedly negotiating a potential $7 billion acquisition of Decart, an artificial intelligence startup developing software for AI computing, real-time video generation and simulated environments. The discussions highlight the growing strategic importance of AI infrastructure as technology companies seek greater control over the systems powering their next generation of products.

The next phase of the AI race will depend on more than chips, capital and electricity. As data centres expand into densely populated regions, technology companies must also persuade communities that the infrastructure powering the digital economy belongs where they want to build it.

As artificial intelligence becomes cheaper to deploy, demand for computing power continues to rise, putting data centers, electricity infrastructure and capital at the center of the next phase of the AI economy.

AMD’s acquisition of San Francisco AI startup World Labs is taking the chip race into a new territory, combining compute, spatial intelligence and physical AI as the industry moves beyond models that only understand language.

Samsung is committing $1 billion to Helix Digital Infrastructure, a U.S.-based AI infrastructure company established by KKR, as the technology industry moves into a new phase of investment focused on data centers, power, connectivity and computing capacity.

AWS Cloud and AI Day Türkiye brought technology leaders, developers, businesses and cloud professionals together at Zorlu PSM in Istanbul, highlighting the growing role of artificial intelligence, cloud infrastructure and agentic AI in the next phase of digital transformation.

Meta is pushing AI agents into the consumer market while startups such as Instinct and Factory are attracting multibillion-dollar valuations, turning autonomous software into one of the technology industry’s most closely watched new markets.

Google’s Gemini accessed three companies during a cybersecurity test, highlighting how autonomous AI agents are creating a new class of security risks as they gain greater access to the internet and computer systems.

The U.S. debate over AI regulation is intensifying as Washington, state governments and technology companies compete to shape the rules of the AI economy.

Google’s latest deal with Mechanize shows how leading technology companies are increasingly competing for the people and expertise behind emerging AI startups.

Nvidia is reportedly considering a $10 billion investment in Anthropic as the AI company moves closer to a potential IPO.

Its largest European bet, and a 22-year nuclear contract to keep the servers running.

A foldable at twice the price of a Pro, and the first product judgement of the Ternus era.

A $60 billion commercial arrangement, custom inference silicon and 1.6-terabit optical connectivity.

GPT-6 Astra moves AI from answering questions to doing the work, which is an organisational problem.

Machine intelligence passing the human total, with robots and electricity setting the pace.