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• Friday, May 15, 2026

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Anthropic's Strategic Shift Toward Infrastructure Autonomy

Anthropic is diversifying its supply chain to address the compute bottleneck and reduce reliance on intermediaries.

• Sunday, May 10, 2026

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The AI Ecosystem: Compute Moats, Strategic Alliances, and the Rise of Coopetition

• Tuesday, May 5, 2026

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Beyond Copilots: The Rise of Autonomous AI Agents

ServiceNow is transitioning from human-led copilots to autonomous AI agents, implementing a consumption-based "tollgate" pricing model focused on outcomes.

• Thursday, April 30, 2026

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Big Tech's Shift from Blanket Layoffs to Strategic AI Rebalancing

• Wednesday, April 22, 2026

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The Shift from Inference-Time to Training-Time Compute

• Monday, April 6, 2026

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OpenAI IPO Faces Internal Doubts Over Readiness