In 2024, around the time of Davos, you wrote an article titled “AI will transform the economy. Let’s make it work for humanity” that focused largely on the implications of AI for the job market. What is the verdict? We certainly see benefits for humanity in the penetration of many applications of AI into the…
Investment from hyperscalers is increasing, vacancies have all but disappeared and AI is pushing demand for data centers well beyond traditional hubs – but questions remain about power, people and long-term returns as development ripples through secondary and tertiary markets. In summary, what you need to know: Mega construction – Hyperscalers’ spending on AI infrastructure…
Microsoft’s development center in Israel is creating a new Israeli AI Red Team, focused on identifying weaknesses and threats in artificial intelligence systems. The new group will simulate advanced attacks against the company’s AI-based services and operate within Microsoft’s internal security organization. At the same time, Microsoft is recruiting around 50 employees for cybersecurity positions…
The only company to have surpassed the $5 trillion market cap is Nvidia. Currently, there are only 10 public companies in the trillion-dollar club. From highest to lowest market capitalization, these companies are Nvidia, Apple, Alphabet (GOOGL +1.31%) (GOOG +1.33%), Microsoft, Amazon, Semiconductor manufacturing in Taiwan, Metaplatforms, Broadcom, TeslaAnd Berkshire Hathaway. Within this cohort, only…
Today’s most powerful AI tools – those that can summarize documents, generate artwork, write poetry or predict how incredibly complex proteins fold – all rest on the shoulders of the “transformer”. This neural network architecture, first announced in 2017 at a modest conference center in California, allows machines to process information in a way that…
An executive in my professional network recently updated his LinkedIn profile with this message: “Friends, if you received an email from me regarding an opportunity at my organization, you did not receive it. My work email address has been spoofed.” Deepfaking involves using AI to generate convincing fake communications (as in the case of my…
Diving brief: The average organization now spends $55.7 million annually on software applications as a service, with artificial intelligence-based tools fastest growing, SaaS management company Zylo said in a report released Thursday. Even with software portfolios holding steady at an average of 305 applications, spending increased nearly 8% in 2025 from the previous year, according…
Local investors in China are excited about a new stock market trend linked to artificial intelligence. As trading volumes in mainland Chinese stocks, dominated by retail investors, reached record levels this month, one of the main themes centered on generative engine optimization, or GEO. The idea is that advertisers will spend more for brands to…
Solos Technology has filed a major patent infringement lawsuit against Meta Platforms (NasdaqGS: META) regarding smart glasses technology, challenging Meta’s push into wearable hardware. Chinese regulators are conducting a thorough review of Meta’s proposed $2 billion acquisition of Manus AI, increasing the risk of delays or changes to the terms of the deal. CEO Mark…
Michael Kitces and Ben Henry-Moreland ask whether these long-term problems require a solution other than AI? JANUARY 21, 2026 By Ben Henry-Moreland and Michael Kitces As companies grow and merge over time, they accumulate technical debt. Technologies, capabilities, and processes that in a perfect world would be retooled and improved every time the company grows…