OpenAI is guaranteeing PE firms 17.5% returns. Anthropic is building a joint venture with Blackstone. PE offers AI labs a $14 billion shortcut to enterprise adoption. The convergence is accelerating.
Stock down 19.6% YTD. BYD outselling Tesla in Europe by 10,000 units. UBS cut its Q1 delivery forecast by 18%. HSBC predicts a 68% collapse. A judge just ruled that boycotting Musk is perfectly legal.
NVIDIA sits at $4.9 trillion in market cap while OpenAI burns through cash. We trace the real money in AI — from silicon to software.
AWS, Azure, and Google Cloud are spending record sums on AI infrastructure. We analyze who's winning and what it means for enterprise buyers.
The EU AI Act is in force, the US is still debating, and China has its own framework. We map the regulatory landscape shaping AI's future.