Op-Ed: SaaS is not dead. You are just being sold the funeral
Op-Ed: SaaS is not dead. You are just being sold the funeral

The “AI has killed software” narrative has a handful of very loud beneficiaries and a lot of quiet evidence against it. The companies that will survive the next five years are the ones that refuse to treat the hyperscalers as the new gods. Whenever I m…

The question AI providers hope VPs of Engineering never ask
The question AI providers hope VPs of Engineering never ask

AI coding adoption is exploding. But most engineering leaders are still measuring usage instead of outcomes. That creates a costly blind spot. There is a question that nobody in the AI industry wants you to ask. Not OpenAI. Not Anthropic. Not Google. N…

Australia’s NEXTDC launches A$2.2 billion capital plan
Australia’s NEXTDC launches A$2.2 billion capital plan

The ASX-listed data centre operator is raising A$1.5 billion in a fully underwritten equity offering and expanding its hybrid securities programme by A$700 million, with La Caisse de dépôt et placement du Québec now committed to a total of A$1.7 billio…

EU awards its €180 million sovereign cloud contract to four European providers
EU awards its €180 million sovereign cloud contract to four European providers

Post Telecom (with CleverCloud and OVHcloud), StackIT, Scaleway, and Proximus (with S3NS, a Thales – Google Cloud joint venture, plus Clarence and Mistral) have won the European Commission’s six-year sovereign cloud framework contract. The Proximus con…

Musk is asking chip suppliers to move at ‘light speed’ for his Terafab AI chip plant
Musk is asking chip suppliers to move at ‘light speed’ for his Terafab AI chip plant

According to Bloomberg, teams from SpaceX and Tesla have approached Applied Materials, Tokyo Electron, Lam Research, and Samsung for price quotes and delivery times on chipmaking equipment.  Teams working for Elon Musk have reached out to major chip in…

The Axie Infinity co-founder who survived a $620M North Korean hack is now building AI drone detection for Europe’s defence
The Axie Infinity co-founder who survived a $620M North Korean hack is now building AI drone detection for Europe’s defence

Stendr, a Norwegian counter-drone startup led by Aleksander Leonard Larsen, who co-founded blockchain gaming unicorn Sky Mavis, has raised a $5.4M oversubscribed pre-seed from RainFall, ACME, SkyFall, and a consortium of European defence and tech inves…

US utilities plan to spend $1.4 trillion by 2030 to power the AI boom
US utilities plan to spend $1.4 trillion by 2030 to power the AI boom

A report analysing capital spending plans from 51 investor-owned utilities finds the $1.4 trillion figure is double what was invested in the prior decade. More than 30 utilities cited data centres as a top growth driver. Average residential electricity…

Anthropic, OpenAI, and the Pentagon: a cautionary tale for democratic AI governance
Anthropic, OpenAI, and the Pentagon: a cautionary tale for democratic AI governance

On the afternoon of 27 February 2026, Pete Hegseth picked up his phone and posted to X. The US Secretary of Defense had just designated Anthropic, a San Francisco AI company, a “supply chain risk to national security.” The label, under 10 USC 3252, had…

Stanford’s annual AI report finds a widening gap between AI insiders and everyone else
Stanford’s annual AI report finds a widening gap between AI insiders and everyone else

The 2026 AI Index from Stanford’s Institute for Human-Centered AI documents a deepening disconnect between expert optimism and public anxiety. Gen Z anger about AI is rising fast. Employment in AI-exposed fields among younger workers is already declini…

OpenAI’s $852 billion valuation is under scrutiny from its own investors as the company pivots to enterprise
OpenAI’s $852 billion valuation is under scrutiny from its own investors as the company pivots to enterprise

Some backers say OpenAI has revised its product roadmap twice in six months and risks losing focus ahead of an IPO expected as early as Q4 2026. OpenAI’s new CRO has accused Anthropic of overstating its $30B run rate by $8B through gross accounting on …