AUG 4, 2026
A billion users, a nuclear bet, and a price war→
OpenAI crosses a symbolic threshold as Alibaba and DeepSeek gut model pricing, and Silicon Valley bankrolls reactors to keep the compute coming.
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AUG 4, 2026
OpenAI crosses a symbolic threshold as Alibaba and DeepSeek gut model pricing, and Silicon Valley bankrolls reactors to keep the compute coming.
JUL 3, 2026
Meta's cloud-compute pivot wiped billions off chip stocks for a day, Abu Dhabi closed a record $49B AI fund anyway, and Alibaba banned Claude Code over a hidden tracking marker.