The $60B Signal: AI Coding Agents Become Infrastructure
What Changed and Why It Matters In days, AI coding jumped from “tooling” to “infrastructure.” Multiple reports say SpaceX has secured rights to acquire Cursor, the AI coding agent from…
Inside CoreWeave’s $131B AI backlog: speed, power, and pre-sales
What Changed and Why It Matters AI demand outpaced supply. GPUs were scarce, power was tighter, and enterprises shifted from on-demand cloud to locked-in capacity. CoreWeave rode that shift. It…
The Industrial AI Land Grab: Compute, Power, Land, and Data
What Changed and Why It Matters AI has crossed from software into hard infrastructure. The next edge won’t come from a single model. It will come from control of inference,…