All posts
Every piece, by year. Most recent first.
2026
10 pieces-
Siri AI opens to every app, on Apple's terms and timeline
Apple's Siri AI Developer Preview lets any app expose actions and content through App Intents and 'skills'. It works only in dev builds and internal TestFlight until App Store submissions open in spring, and the terms are not yet published.
Nov 12- apple
- siri
- app-intents
- agents
- developers
-
Drax's '£20bn' AI data centre: what is actually committed
Drax, Brookfield and Radiant plan a GW-scale AI data centre at Drax Power Station. The £20bn is Brookfield's estimate of potential investment including chips. Phase 1 is 100MW, still needs planning, a tenant and final investment decisions.
Nov 11- data-centres
- uk
- energy
- brookfield
- compute
-
fal raises $1.3B at $16B after running out of compute
Generative-media inference host fal raised a $1.3B Series F led by Bessemer at a reported $16B valuation, double April's. Its CEO says the reason is compute: it had to rate-limit customers this summer.
Nov 10- fal
- funding
- inference
- generative-media
- compute
-
CrowdStrike's reported ~$495M bet: treat AI agents as insiders
CrowdStrike is buying Fiddler (agent observability) and Dreadnode (AI red-teaming) and has announced agent insider-threat detection. Security vendors now treat agents like employees who can go rogue.
Nov 6- crowdstrike
- security
- agents
- acquisitions
- observability
-
Claude's message threads make long agents faster, not cheaper
Anthropic's new Messages API beta stops agents re-uploading the whole conversation. It cuts time to first token on huge contexts, but billed tokens and rate limits do not change.
Nov 5- anthropic
- claude
- api
- agents
- latency
-
Amazon and Samsung show 2027's AI hardware is already sold and financed
In late October, Samsung said its 2027 HBM supply is already sold out alongside multi-year memory contracts with 10 large customers, and Amazon disclosed an up-to-$80 billion secured loan facility for 2027-28 hardware purchases.
Nov 1- infrastructure
- amazon
- aws
- samsung
- hbm
- memory
- financing
- capex
- debt
-
A backdoored Claude Code extension shipped under Anthropic's real ID via Cursor's marketplace
For about 11 hours on October 29, Cursor's extension marketplace served a trojanized Claude Code extension under Anthropic's real publisher ID to up to 5,000 users, which means the usual advice to check the publisher could not have caught it.
Oct 31- security
- supply-chain
- cursor
- anthropic
- claude-code
- coding-agents
- extensions
-
Shopping agents work inside the store. Amazon and DoorDash say outside agents barely register
On their October 29 earnings calls, Amazon said few customers shop through outside agents while its own Alexa for Shopping reached 400 million+ users, and DoorDash counted several hundred third-party agent orders against 993 million, showing agent commerce growing inside merchants' own apps.
Oct 31- agents
- commerce
- amazon
- doordash
- meta
- muse
- earnings
- shopping-agents
-
The four hyperscalers spent about $207 billion in a quarter, and supply set the limit
Microsoft, Alphabet, Meta and Amazon reported roughly $207 billion of third-quarter capital spending between October 21 and 29, and the binding constraint they described was supply, from delayed third-party capacity to chips, not any reluctance to spend.
Oct 29- capex
- microsoft
- alphabet
- google-cloud
- meta
- amazon
- aws
- infrastructure
- earnings
-
Gemini 4 Carbon takes the top of the leaderboard as a model only vetted cyber defenders can use
Google's Gemini 4 Carbon took first place on Artificial Analysis's index on October 28 with a score of 59, but it launched only to vetted cyber defenders through the Fairwind Program, repeating the staged release Google used for Argon four weeks earlier.
Oct 28- gemini-4-carbon
- gemini
- frontier-models
- cybersecurity
- staged-release
- agents
- benchmarks