⛵ OpenAI Abandons Stargate
Good Morning, Early Adopters!
Earnings season just rewrote the AI capex playbook — and Anthropic is now worth more than OpenAI.
OpenAI Quietly Abandons Stargate Data Centers
TL;DR: OpenAI has effectively abandoned building first-party Stargate data centers, preferring to lease compute instead. The company now describes Stargate as an umbrella brand rather than a physical buildout. Read more →
Anthropic Eyes $900B Valuation Round
TL;DR: Anthropic is in talks with investors to raise a new funding round that would value the company at more than $900 billion, surpassing OpenAI for the first time as the world's most valuable AI startup. Read more →
Google Cloud Surges 63% in Q1
TL;DR: Google reported a strong Q1 2026 with Cloud revenue growing 63% year-over-year. Gemini models are gaining momentum across the stack, and AI-driven search queries hit an all-time high. Read more →
Microsoft Plans $190B AI Capex in 2026
TL;DR: Microsoft's Q3 earnings show Azure cloud growing 40% YoY. The company projects $190 billion in total capital expenditure for 2026, driven by soaring demand for AI infrastructure and memory. Read more →
OpenAI DevDay Returns to San Francisco
TL;DR: OpenAI announced DevDay 2026 will take place September 29 in San Francisco. Developers who build with GPT-5.5 and Image Gen can win early tickets through weekly showcases. Read more →
Qualcomm Beats Earnings, Unveils $20B Buyback
TL;DR: Qualcomm shares surged after Q2 earnings beat expectations. The chipmaker announced a $20 billion stock buyback program and revealed its data center chip business timeline. Read more →
Cursor Opens AI Agent Harness to All
TL;DR: Cursor released its AI agent harness as an open platform, allowing anyone to build on it with any model. The move transforms what critics called an AI wrapper into a durable infrastructure moat. Read more →
Rogo Raises $160M for AI Finance Agents
TL;DR: AI financial analysis startup Rogo closed a $160 million round to accelerate its agent-powered platform that speeds up research workflows for investment banks and asset managers. Read more →
GM Deploys Gemini Across 4 Million Cars
TL;DR: General Motors partnered with Google to bring Gemini AI to four million vehicles, marking one of the largest in-car AI deployments ever attempted by an automaker. Read more →
Tesla Semi Rolls Off High-Volume Line
TL;DR: The first Tesla Semi truck rolled off the company's new high-volume production line, signaling Tesla's transition from pilot manufacturing to full-scale electric truck production. Read more →
Apple Abandons Vision Pro After M5 Flop
TL;DR: Apple has given up on the Vision Pro headset after the M5 chip refresh failed to revive sales. The decision marks the end of Apple's ambitious spatial computing push. Read more →
1X Teases NEO Robot Delivery Logistics
TL;DR: Norwegian robotics company 1X demonstrated its NEO humanoid robot performing delivery logistics tasks, as the humanoid production race intensifies between 1X, Figure AI, and Agility Robotics. Read more →
Anthropic Builds AI Self-Report Tool
TL;DR: Anthropic Fellows published research on introspection adapters, a tool that lets language models self-report behaviors learned during training, including potential misalignment patterns. Read more →
Parallel Web Systems Hits $2B Valuation
TL;DR: AI startup Parallel Web Systems reached a $2 billion valuation just five months after its previous major raise, reflecting continued investor appetite for AI infrastructure plays. Read more →
Databricks Faces Extraordinary Copyright Damages
TL;DR: A federal court refused to dismiss authors' copyright claims against Databricks, ruling the case could result in extraordinary damages and setting a precedent for AI training data compliance. Read more →
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