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Source-linked analysis connecting models, infrastructure, companies and markets.
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AI Adoption & Governance Toolkit

Move an AI use case from idea to a controlled decision with an adoption playbook, an editable acceptable-use policy, and a formula-driven use-case scorecard.

English customer files: PDF playbook, editable Word policy, Excel scorecard, and organisation-use licence.
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AI Vendor Evaluation Scorecard

Compare AI vendors across capability, data handling, governance, implementation risk, and total value.

Editable decision tools for structured vendor comparison.
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Latest intelligence2026-08-26

Infrastructure · revenue · procurement

$9.3B of orders does not mean Cisco’s new rack has sold: the test starts in October

Cisco is bringing dense Supermicro systems and rack-to-fabric liquid cooling into Secure AI Factory. But ordering starts in October 2026, while the orders and revenue disclosed before this launch belong to its hyperscaler AI-infrastructure business—not sales of the new configuration.Read the analysis ↗
Previous intelligence2026-08-24

Policy · Records · Procurement

When does a prompt become a government record? The new AI procurement test

The U.S. National Archives does not say every model conversation is an official record. It sets a more consequential test: when an agency captures, circulates or relies on an input, output or audit trail for official business, that technical trace may become a record that cannot be deleted without approved authority.Read the analysis ↗
From the archive2026-08-22

Machines · Factories · Future of work

Six in ten expect robot fleets, but only four have a plan: reading the readiness gap

Intel-commissioned research captures broad robotics ambition, but it measures leaders' opinions—not audited fleet outcomes. The useful signal is that scaling depends on ownership, skills, safety, edge infrastructure and measurable economics.Read the analysis ↗
From the archive2026-08-19

Products · Agents · Enterprise software

Available today, but not self-serve: what enterprises actually buy with OpenAI Presence

Presence is not a credit-card SaaS subscription. It is a managed voice-and-chat agent deployment combining policy, permissions, testing and human escalation. The 75% figure matters—but it is OpenAI's result for its own support channel, not a customer guarantee.Read the analysis ↗
From the archive2026-08-17

Research · mathematics · formal verification

Ten proofs and roughly $2,000: what Lean verifies in Astra’s results—and what it does not

OpenAI released ten mathematical results with checkable Lean certificates. That is far stronger than a press-release claim, but it is not peer review and does not by itself establish novelty, significance or total project cost.Read the analysis ↗
From the archive2026-08-15

Capital markets · chips · infrastructure

AMD’s $4–5B debt sale is not the Anthropic investment: what is actually committed?

Two similar numbers sit in separate announcements: an AMD debt offering and a future equity-investment commitment to Anthropic. Here is the difference between funding source and destination, expected settlement and completed event.Read the analysis ↗
From the archive2026-08-12

Agents · research · software economics

More agents can make a system worse: what 260 controlled configurations reveal

A peer-reviewed study tested five agent architectures across six benchmarks and three model families. It does not say ‘one agent always’ or ‘teams always’; it offers a decision rule: task decomposability and room to improve matter more than headcount.Read the analysis ↗
From the archive2026-08-10

People · corporate governance · AI policy

From oversight to Anthropic’s executive team: what Tino Cuéllar’s appointment changes

Anthropic has named Mariano-Florentino ‘Tino’ Cuéllar its first Chief Global Affairs Officer. The consequential part is not the résumé: it is his move from an independent body with board influence into management, where he will represent the company to governments.Read the analysis ↗
From the archive2026-08-08

Research · Infrastructure · Public funding

The $100M that does not buy GPUs: what NSF's regional AI hubs actually fund

NSF has opened a program for up to ten regional AI infrastructure hubs. The headline is large, but the solicitation excludes compute, cloud and storage acquisition from NSF funding. The real bet is on coalitions and people who can turn locally financed capacity into usable science.Read the analysis ↗
From the archive2026-08-05

Chips · Advanced packaging · Supply chains

Glass beneath the AI chip: why Intel–Lens is not a production order yet

Intel and Lens Technology signed a framework to explore denser glass substrates for AI packages. The material could ease scale and power constraints, but the disclosed documents do not establish a supply order, qualification or volume production.Read the analysis ↗
From the archive2026-08-01

Robotics · Agents · Physical AI

The robot that hears ‘sort these parts’ and acts: what Yaskawa actually proved

Two July demonstrations connected embodied reasoning to industrial motion: one plans and retries a task; another handles deformable wire harnesses. The step is meaningful, but it is not yet a generally available product or an autonomous factory.Read the analysis ↗
From the archive2026-07-30

Markets · Microsoft · AI infrastructure

The $41 billion quarter: what Microsoft’s results reveal about real AI economics

Azure accelerated and Microsoft 365 Copilot passed 30 million paid seats. The deeper signal is physical: enormous capex, fast-aging hardware and long-term cloud commitments that are not revenue yet.Read the analysis ↗
From the archive2026-07-29

Policy · European Union · Content transparency

Before August 2: who must label AI content—and when does human editing change the answer?

EU AI Act Article 50 starts applying within days. The rule is not “label everything”: responsibility differs between providers and deployers, machine-readable marking and visible disclosure, and automated drafts versus text under genuine editorial control.Read the analysis ↗
From the archive2026-07-28

Safety · Agent security · Research

GPT‑Red attacks AI agents: why a 0.05% failure rate does not mean prompt injection is solved

OpenAI trained an automated attacker with reinforcement learning and self-play, then used its attacks to harden GPT‑5.6. The results are strong, but largely vendor-run, with thinner coverage of multimodal and long-horizon attacks.Read the analysis ↗
From the archive2026-07-27

Infrastructure · Korea · Sovereign capital

From 55MW to 200MW: what is firm—and what is conditional—in Korea’s $10B AI factory plan

NAVER, NVIDIA and Brookfield are combining a data center, accelerated compute, private capital and open-model work in one plan. It is not a completed build: part of the financing remains conditional, and Brookfield’s term sheet is described as nonbinding in the global release.Read the analysis ↗
From the archive2026-07-26

Models · Agents · Compute economics

Claude Opus 5 resets the intelligence-cost curve: what Anthropic’s launch means for enterprises

Anthropic launched the model on July 24, 2026 with Opus 4.8 pricing, a one-million-token context window and adaptive thinking on by default. The important shift is not another benchmark lead; it is competition around completed-task economics and agent reliability.Read the analysis ↗