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AI Gross Margins Are Up, R&D Spend Is Way Up, AI Pricing is a Mess: 5 Key Takeaways from ICONIQ’s State of AI Report

saastr.com·8h

Google, Amazon, OpenAI and the race to find alternatives to Nvidia

english.elpais.com·18h

A GTM guide to AI models

revengine.substack.com

·2h·

Discuss: Substack

Google AI Subscriptions Now Include Cloud Credits for Seamless App Development

smallbiztrends.com·7h

OpenAI and Anthropic release new models...

fry-ai.com·9h

Amazon shares fall as it joins Big Tech AI spending spree

bbc.com·1d

AI to ROI: Weekly News & Analysis

ai2roi.substack.com·1d·

Discuss: Substack

With GenAI Turbochargers, Google Is Shifting Its Cloud Into A Higher Gear

nextplatform.com·2d

Big Tech sets $630bn–$660bn 2026 AI capex

kite.kagi.com·1d

The AI Free Lunch is Over

chieftherapyofficer.co.uk·1d·

Discuss: Substack

Big Tech Is Spending $650B on AI — And Eating Their Own Products

dev.to·16h·

Discuss: DEV

Big Tech’s $600 billion spending plans exacerbate investors’ AI headache

indianexpress.com·18h

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CNBC Africa: Google and Microsoft offer lucrative deals to promote AI, but even $500,000 won’t sway some creators

rbfirehose.com·10h

Positron jumps up to the big-league investment circle

jonpeddie.com·1d

Blake Dowling: The AI revolution comes with a huge utility bill

floridapolitics.com·12h

Google’s Gemini is gaining but OpenAI’s ChatGPT is still the AI chatbot leader

sherwood.news·2d

NVIDIA CEO Isn’t Worried About Big Tech ‘Splurging’ $660 Billion on the AI Infrastructure Buildout, Saying It Will Ultimately Pay Off

wccftech.com·4h

Preparing for the AI IPO Boom: OpenAI vs. Anthropic vs. SpaceX-xAI

finance.yahoo.com·1d

The Laziest Conspiracy in AI:

thecynicalnerd.bearblog.dev·2h

Amazon Is Betting $200B on AI. Here's What Builders Should Know.

dev.to·5h·

Discuss: DEV

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