WindBorne wins a hefty US Air Force contract for its balloon data

US-China tensions create supply chain bottlenecks for humanoid robot manufacturers, making it harder to secure alternatives to Chinese suppliers.

Research firm New Constructs calls Anthropic's $2 trillion IPO bid 'the most ridiculous of 2026' and warns it lacks a viable business model amid open-source competition.

Companies are grappling with access decisions as AI agents increasingly perform tasks on their platforms, facing security and control challenges.

Microsoft president argues UK is best positioned to lead global AI regulation due to its AI Safety Institute's early access to major models.

Rising interest rates and macroeconomic pressures are creating significant headwinds for Big Tech's massive AI infrastructure build-out and capital expenditures.