Arvind Krishna told The Verge's Decoder podcast that an $8 trillion AI data-centre buildout would need roughly $800 billion a year just to cover interest. He said the same thing on a different podcast in May. Here is why the repetition, and the source, both matter.
A federal judge who questioned HPE's Juniper merger remedy in open court approved it anyway, rejecting a state challenge over lobbying and fired DOJ officials. What the ruling shows about how merger settlements actually get decided.
China's regulator forced Meta to unwind its $2 billion Manus acquisition, ruling that Singapore incorporation does not exempt a deal built on Chinese technology and talent from Beijing's review. The playbook every cross-border AI acquirer needs to update.
Saber Interactive had a missing AI disclosure on Steam, a one-day fix. Its CEO chose to attack the former writer who flagged it instead, and the story ran for a week.
NRG's CFO admitted a $70 million cost was missing from a $12 billion acquisition's underwriting. The court ruling and the election that should have caught it both came before closing.
Twitch switched on AI training over streams, VODs, chat and images by default on August 12. Its own product chief explained why opt-out beats opt-in, and the design mirrors a fight EU regulators are already having with Meta.
Datadog raised full-year guidance on August 6, 2026, and its stock still fell about 17 percent because one customer cut usage. Here is the concentration test any platform owner can run on their own numbers.
Brad Lightcap's August 11 exit is OpenAI's fourth senior 2026 departure, two months after its first IPO filing step. Here is the test for reading which exits actually signal risk.
Commonwealth Bank reversed 45 AI-driven job cuts in August 2025 after union pressure, then cut roughly 800 more roles by mid-2026. The decision lesson for owners trusting vendor AI claims.
Bumble dropped the women-message-first rule it was built on as paying users fell 16 percent. The costlier fix behind it, the Bee AI matchmaker, just slipped to 2027.
Figma's Form 10-Q shows CEO Dylan Field forfeited 2.38 million Class B shares worth about $46 million - and the company recycled every one of them into its option pool.
Keel Infrastructure, the company formerly known as Bitfarms, shut every US mining site, sold most of its Bitcoin, and booked a $141 million loss to fund an AI power pipeline.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.