SpaceX absorbed xAI, IPO'd at $1.77T, and is building a $16.8B fab with Intel. It also rents its biggest datacenter to Anthropic for $1.25B a month. What full-stack ownership delivers, and what it costs.
Nvidia signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion for AI infrastructure. The headline number is a target, not a commitment — and the market's split reaction tells you who is actually taking the risk.
Claude Opus 5 approaches Fable 5 intelligence at half the price, with record coding scores and stronger alignment. What it means for daily work.
xAI's new flagship is Opus-class for code at 1/8th the price: trained on real Cursor sessions, 500K context, native tool use. Where it fits.
GPT-5.6 Sol at 750 tokens per second on Cerebras signals that raw speed, not benchmark scores, now separates tools from infrastructure.
Greg Abel's $10B Alphabet investment as Berkshire CEO is the clearest signal yet that institutional capital is done waiting on AI. What this means for you.