Big Tech's AI Spending Is Heading for $800 Billion-Plus in 2026
Three quarters in, the largest cloud and AI spenders have already put $556 billion into data centers, and next year's budgets point higher still.
Three quarters in, the largest cloud and AI spenders have already put $556 billion into data centers, and next year's budgets point higher still.
Six months after Muse Spark, Meta Superintelligence Labs ships bigger models built around long-term memory, sold at $4 and $20 per million tokens.
Revenue more than doubled year over year, data center is now 93% of sales, and the next generation of racks is arriving before the current one peaks.
Announced cuts blamed on AI reached 112,713 through July, more than double all of 2025, though the label depends on what employers choose to say.
The largest copyright class settlement on record is final, but the fair-use ruling behind it and the claims it leaves out still shape the next round of AI lawsuits.
Insilico Medicine's rentosertib is in a 320-patient pivotal trial, but no AI-designed drug has yet won FDA approval.
The Digital Omnibus deal buys companies 12 to 16 extra months for high-risk systems while keeping watermarking and a new nudification ban on a December 2026 clock.
The MIT-licensed V4-Pro and V4-Flash carry million-token context and trail the best closed models by only a few months, DeepSeek says.
Epoch AI's tracker shows about 0.3 GW live at the flagship Texas campus and six more US sites that are not due until late 2028.
Claude Mythos Preview found thousands of high-severity vulnerabilities, so Anthropic is limiting it to security partners with $100 million in credits.
The consumer video app and API are being discontinued as OpenAI, fresh off a $122 billion raise, refocuses on enterprise tools and coding.
The Series G is among the largest private rounds ever, and it values Anthropic at more than ten times where it stood a year earlier.
Anthropic's February flagship lets Claude Code spin up parallel sub-agents and scores 68.8% on a reasoning test its predecessor managed 37.6% on.
Hollywood's most litigious studio picked a licensing deal with one AI lab while warning another; the Sora tie-up was later unwound.
The December release targets professional knowledge work, posts 70.9% on GDPval and costs more than GPT-5.1.
The December executive order sets up lawsuits, funding pressure and a federal disclosure standard rather than overturning any state law outright.
The December decision reopened the China AI chip market on new terms, but Blackwell stays banned and by August Nvidia was guiding as if China did not exist.
Anthropic's new flagship leads coding benchmarks over Gemini 3 Pro and GPT-5.1-Codex-Max while dropping to $5 and $25 per million tokens.
Google's new flagship ships on day one across Search, the Gemini app and the API, alongside an agentic coding tool called Antigravity.
A trillion-parameter model you can download beat GPT-5 and Claude Sonnet 4.5 on web-research benchmarks, at a fraction of the API price.