Cove Street Capital analyzes the AI market mania and shifting software valuations. Read the full analysis for more details.
Error logs and GitHub pull requests hint at GPT-5.4 quietly rolling out in Codex, signaling faster iteration cycles and continuous AI model deployment.
A WIRED analysis shows that ICE and CBP have collectively spent at least $515 million on products from Microsoft, Amazon, ...
AI data centers face grid delays and turbine shortages, pushing developers toward gas reciprocating engines for fast, scalable gigawatt power.