Europe has 24 months to own its AI stack — the path to sovereignty
What Changed and Why It Matters Europe’s AI strategy is shifting from talk to shipping assets. A new market sizing pegs Europe’s agentic AI opportunity at $5.5B in 2026. A…
Inside Microsoft’s hedge: buying AI to cut OpenAI dependence
What Changed and Why It Matters Microsoft is moving from a single‑supplier AI strategy to a multi‑model stack. The company is adding Anthropic alongside OpenAI across Microsoft 365, while accelerating…
The Hidden Compute Bill of AI Agents — And How to Actually Track It
What Changed and Why It Matters AI agents are moving from demos to daily workflows. The bill arrived — and it’s confusing. Leaders expected per-message costs. They got system loops,…