The Zevin Intelligence Journal
Chanan Zevin | Chief Editor and Head of Desks
Technology companies, infrastructure, semiconductors, cloud, cybersecurity, computing, and major trends.
Meta launched about $35 billion of stock and convertible offerings to fund its AI build-out, with a further share-sale programme of up to $60 billion planned from early 2027.
Verizon raised its 2026 outlook and signed an AI infrastructure agreement with Amazon Web Services worth more than $2 billion.
Warhound, founded by Colossal's Ben Lamm with Anduril's Palmer Luckey, raised $200 million to clone and enhance the US military's best-performing dogs.
The three hyperscalers report this week after Meta and Tesla results stoked worries about the cost of the AI build-out.
A power event in one of Google Cloud's London data-centre zones disrupted dozens of services on Tuesday, with knock-on outages reported at Revolut, high-street banks and Royal Mail. Google said the power problem had been mitigated and services were recovering, but the episode raises hard questions about concentration risk.
Major consumer services are blocking AI agents that act for users, from restaurant reviews to airline bookings and brokerage accounts. The moves leave the promise of agents that can do anything online facing a web where access depends on payment, partnership or permission.
Replit chief executive Amjad Masad said on stage at TechCrunch Disrupt that the coding platform is no longer working with Anthropic, citing cost, partnership and performance. Replit's own documentation still listed seven Claude models among the 11 that paying users can select when the Journal checked it on Saturday, leaving the status of the relationship unresolved.
OpenAI made a voluntary, court-enforceable promise on Wednesday not to use information Apple says former employees took. It is not a finding that theft occurred, and OpenAI has now accused Apple of the same conduct in reverse.
Figma on Thursday launched tools that let teams give its AI agent written design-system guidelines and code sources, betting that shared context will help agents follow established patterns. Whether that reduces rework has not yet been shown.
Federal agents arrested an OpenAI engineer accused of hiding a recording device in the company's executive conference room; OpenAI says there is no sign that its models or code were taken.
Microsoft said on Monday it will mainly rely on its own Maia chips to run AI models, starting with the third-generation Maia 300, as it seeks to cut its dependence on Nvidia's graphics processors.
A Ukrainian drone attack on Sunday halted a Yandex data center in Vladimir, east of Moscow, the third strike on the company’s facilities in four days, the Associated Press and Silicon AI News reported.
SpaceX agreed Thursday to acquire up to 14 MHz of 800 MHz spectrum from Grain Management, aiming to make Starlink Mobile a US carrier, according to CNBC. Shares of AT&T, Verizon and T-Mobile fell on the news.
Google and Constellation have signed a 20-year agreement to add 890 MW of new nuclear capacity to the PJM grid, aiming to meet rising AI-driven data center demand and enhance grid reliability.
Elon Musk's confirmation of talks with TSMC about joining Terafab raises questions about Intel's foundry strategy and valuation, as investors weigh the implications for its 14A process and customer exclusivity.
Enterprise technology budgets are shifting toward cloud, security, and data platforms Edition focus: 29 September 2026.
Enterprise technology budgets are shifting toward cloud, security, and data platforms Edition focus: 24 September 2026.
Enterprise technology budgets are shifting toward cloud, security, and data platforms.
Enterprise technology budgets are shifting toward cloud, security, and data platforms.
Editorial technology briefing for 2026-09-10, framing technology sector and digital infrastructure intelligence alongside the journal's market desks.
Editorial technology briefing for 2026-03-04, framing technology sector and digital infrastructure intelligence alongside the journal's market desks.
Editorial technology briefing for 2026-09-09, framing technology sector and digital infrastructure intelligence alongside the journal's market desks.