Nscale has filed for a US IPO after one of the fastest expansions in AI infrastructure. The filing gives us a first look at the revenue, losses, contracts and concentration behind the growth.

Halter just reached a $2 billion valuation, a mark only about ten ‘agtech’ companies, the businesses selling technology to farms and ranches, have ever hit. Half of those later went bankrupt, and the sector's funding has fallen 70 percent from its peak. Is Halter is the shake-up agtech needed?

Cohere shareholders will own 90 percent of the combined company, but Aleph Alpha's will own 10. The press conference called it a partnership between equals. Why?

Cognition has 15 engineers managing roughly 75 working AI agents. By early 2026, Wu said his engineers had stopped writing code altogether. Most diligence processes cannot capture that pace of change.