Last week, OpenAI launched a model it calls “the most intelligent and aligned” it has ever built. A Chinese startup unveiled the first AI model designed from the ground up to use tools, not just talk about them. And a telecom operator proved its AI model had been downloaded five million times. The common thread? AI is no longer being judged by… Read more →
Something shifted this week. Not in a press release or a product demo. In the numbers. Ten thousand AI agents. 2.7 million messages. 130 billion tokens. 88 hours. One unsolved math problem from 1934. And that was just Monday. By Friday, OpenAI had launched the model it calls “the world’s most intelligent and aligned.” DeepSeek had dropped its smallest model… Read more →
September 2026 arrived with a bang. In the span of seven days, the AI industry dropped a series of numbers so large they stop meaning anything—until you realize what they represent: a global race to control the compute, the chips, and the networks that will power the next decade. Anthropic signed a $35 billion cloud deal. Nvidia invested $3.5 billion in MediaTek.… Read more →
The Week the AI Compute Race Went Nuclear On August 10, Nvidia gathered six of the world’s largest financial institutions—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—and announced a plan to mobilize over $500 billion for AI infrastructure. Not in five years. Not in ten. In the next few years. Two weeks later, Anthropic signed a $45 billion compute deal… Read more →
AT&T’s 90% Cost Cut On August 12, AT&T’s Chief Data and AI Officer Andy Markus made a statement that should have every enterprise CIO paying attention. OpenAI models already power about 25% of AT&T’s total AI usage. The target? 70% to 80%. But here’s the real story. By switching from closed, proprietary models to open ones, AT&T cut its costs… Read more →
The Telco That Bet Its Future on OpenAI Let me start with the one that actually made me sit up straighter. On August 12, Malaysian mobile operator U Mobile announced a strategic collaboration with OpenAI—the company’s first telecommunications partnership in Malaysia. Here’s why this matters. U Mobile isn’t just buying API access. They’re embedding OpenAI’s frontier models across internal process automation,… Read more →
SK Telecom’s AI That Never Forgets Let me start with the one that actually made me sit up straighter. On August 4, SK Telecom (South Korea’s largest wireless mobile carrier) released A.X K2, a 688-billion-parameter AI model that shifts from reactive to proactive AI. Here’s why this matters. Most AI answers questions. A.X K2 plans and executes tasks on its own. It can handle… Read more →
The AI That Scored 100% on the World’s Hardest Math Exam Let me start with the one that actually made me sit up straighter. On July 23, two Chinese tech companies, Huawei and Xiaohongshu, announced their AI models each achieved a perfect score on this year’s International Mathematical Olympiad. For context: 666 contestants from around the world took part. Only seven humans… Read more →
I’ve been watching this industry long enough to know that the real shifts don’t come with fanfare. They come quietly, in benchmark scores and pricing announcements, and they change everything before anyone notices. This week, four of them landed. In just eight days. Four Frontier Launches in Eight Days Let me start with the numbers that made me sit up… Read more →
I’ve been watching this industry long enough to know that the real breakthroughs don’t come with press releases and fanfare. They come quietly, in labs and research papers, and they change everything before anyone notices. This week, three of them landed. OpenAI’s GPT-5.6 Sol Ultra Solved a 50-Year-Old Math Problem in Under an Hour Let me start with the one… Read more →