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In the global race for artificial intelligence dominance, the conventional wisdom has been to fund the model labs first, letting the compute infrastructure follow the demand. But in China, the capital markets are inverting this hierarchy. By prioritizing the public listing of AI chipmakers like Enflame,...
On September 11, 2026, Sakana AI launched Fugu Max v1.0 and Fugu Ultra v2.0, effectively transforming multi-agent orchestration into a standardized, API-compatible product. By pricing Fugu Max at $2 per million input tokens and $6 per million output tokens, Sakana has undercut the output costs of...
OpenAI’s $122 billion capital raise, finalized at an $852 billion post-money valuation on March 31, 2026, signals a definitive transition. The company has moved beyond the experimental model lab phase to become a foundational infrastructure utility. This round validates the
With only four days remaining until Dreamforce 2026 and NRF Europe converge on September 15-17, the transition to the agentic enterprise has become the primary focus for platform providers like Salesforce, who are positioning merchant readiness as the next frontier of digital retail. Yet, as the hype cycle accelerates, a quiet disconnect persists between the infrastructure be...
Salesforce is currently touting 7 billion “Agentic Work Units”—its proprietary measure for tasks like updating records or closing cases—as the ultimate proof of momentum for its Agentforce platform, which has hit $1.5 billion in annual recurring revenue. But look past the headline numbers, and you find a jarring disconnect. While Salesforce celebrates this massive surge in ac...