Our weekly IT Digests

The single most important news this week is OpenAI’s $10B, 750‑MW compute deal with Cerebras—it confirms that GPU-class capacity, energy, and supply chains are the new bottlenecks, and it directly affects your costs, latency, and time-to-market as AI becomes a core product primitive. TL;DR Compute is king: OpenAI’s $10B Cerebras deal underscores a shift to multi-sourcing beyond Nvidia—secure capacity early and design for portability. Power is the ceiling: grid limits and DRAM

This week’s pivotal story is Anthropic’s reported plan to raise $10B at a $350B valuation: it confirms that frontier AI remains the gravitational center of tech, setting the pace for platform standards, partner ecosystems and the economics developers and founders will build on in 2026. TL;DR Capital is concentrating in frontier AI (Anthropic, xAI), while tooling (evaluation, control planes) matures the stack. Compute economics bite: RAM price hikes, supply chain/geopolitical

The single most important news this week: Amazon is negotiating a $10B investment in OpenAI while supplying Trainium chips and AWS capacity. For you, this matters because it redraws the AI supply chain—who gets the fastest models, cheapest tokens, and most reliable compute—directly impacting your cloud choices, unit economics, and time-to-market for agentic products. TL;DR Compute is the moat: Amazon’s bid to fund and furnish OpenAI underscores that chips, power, and cloud di

The single most important news this week: the industry coalescing around open standards for AI agents (AAIF with MCP and peers). Why it matters: interoperability makes agents practical in production—cutting integration time, reducing lock-in, and unlocking safer, governed automations that entrepreneurs and developers can ship faster at lower cost. TL;DR Agentic AI is standardizing fast (AAIF + Google’s managed MCP), making cross-service integrations plug-and-play. Model domin

The single most important news this week is Congress calling Anthropic’s CEO to testify about a first-of-its-kind, minimally supervised AI-driven cyberattack. This marks the moment when autonomous AI transitions from speculative risk to operational reality—meaning every founder and engineering leader now needs a threat model and governance plan for agents, not just for code. TL;DR Agentic AI hit production realities: first major AI-driven cyberattack scrutiny, new guardrails

The single most important news this week is Nvidia’s $57B quarter and bullish outlook—it confirms that AI is not a hype cycle but a full-blown infrastructure supercycle. For you, that means budgets, tooling, and talent will keep flowing toward AI-first products, while costs and architectures around GPUs, memory, and data pipelines will increasingly decide winners. TL;DR Nvidia’s $57B quarter underscores a durable AI infrastructure boom; expect continued GPU, memory, and data-

The single most important news this week is OpenAI’s launch of GPT‑5.1 (Instant and Thinking), because it pushes agentic, controllable AI into everyday products and enterprise workflows—raising the baseline for what users expect and what developers can deliver, while accelerating the shift from apps to orchestrated agents. TL;DR AI infra race accelerates: AI ‘super factories’, photonic networking, superconducting power, and inference‑first chips are redefining cost and latenc

The single most important news this week is Google’s settlement with Epic, which forces sweeping Play Store changes and cements a broader shift toward open app distribution. For entrepreneurs and developers, this is a once-in-a-decade chance to cut fees, own customer relationships, and reinvent go‑to‑market on mobile. TL;DR App distribution is opening up: Google–Epic settlement and iOS third‑party stores in Japan will lower fees and expand payment options. AI assistants scale

The single most important news this week is Nvidia becoming the first $5 trillion company—because it confirms the AI compute supercycle is not hype but the new baseline, reshaping capital flows, supply chains, and the platform choices that will define your next product and your customers’ performance expectations. TL;DR Nvidia’s $5T milestone and hyperscaler capex jumps confirm an AI compute supercycle that will shape product roadmaps and costs. Major Azure and recurring AWS