Ai Infrastructure/page/2 news and trends

Google Pushes AI Agents Into Commerce as Spending Pressures Cash Flow
Earnings // October 28, 2026

Alphabet’s third-quarter results put a familiar fear back in focus: Big Tech’s artificial intelligence spending could outrun the earnings and cash needed to justify it. Google’s parent spent $51.4 billion on capital investments and reported negative free cash flow of $9.1 billion. But beyond the...

Apollo Says AI Has Shown ‘Zero’ Payoff Outside Tech
Artificial Intelligence // October 25, 2026

Corporate America has invested heavily in artificial intelligence in the last few years. So far, these efforts haven’t yielded much in the way of results, Apollo Global Management Chief Economist Torsten Slok wrote in a note Saturday (Oct. 24). “Despite massive investments and widespread hype around...

AI Agents Are Going to Work at City Hall
Artificial Intelligence // October 19, 2026

Government services have always moved slowly. Long queues, paper forms and manual reviews define an experience most citizens dread. Tighter budgets and shrinking workforces are making that model harder to sustain. AI agents are arriving in the public sector not as a convenience but as...

Modal Triples Valuation to $15 Billion as AI Infrastructure Demand Explodes
Investments // October 14, 2026

Artificial intelligence (AI) infrastructure startup Modal was valued at $15.75 billion in a Series D funding round in which it raised $750 million, CEO Erik Bernhardsson said in a Wednesday (Oct. 14) blog post. Modal’s new valuation is more than triple the $4.65 billion valuation the company achieved...

Interviews & Exclusives
Google Pushes AI Agents Into Commerce as Spending Pressures Cash Flow

October 28, 2026
Alphabet’s third-quarter results put a familiar fear back in focus: Big Tech’s artificial intelligence spending could outrun the earnings and cash needed to justify it. Google’s parent spent $51.4 billion on capital investments and reported negative free cash flow of $9.1 billion. But beyond the spending bubble concerns, executives outlined a development that could prove […]

AI Agents Are Going to Work at City Hall

October 19, 2026
Government services have always moved slowly. Long queues, paper forms and manual reviews define an experience most citizens dread. Tighter budgets and shrinking workforces are making that model harder to...

AI’s Data Center Boom Creates a New Antitrust Challenge

July 02, 2026
Watch more: TechReg Talks With Ann O’Brien and Ben Huffman of Sheppard For more than a century, antitrust law in the United States has adapted to changing industries without abandoning...

Claude Users Hit a New Reality of AI Rationing

March 24, 2026
In building apps with Anthropic AI assistant Claude, users regularly receive a message that their daily limit has been reached and must wait for it to reset. On March 13,...

Quick Reads
Samsung Warns AI Memory Shortage Will Worsen Through 2027

October 30, 2026
Samsung expects the demand for memory to “far exceed” supply in 2027, the company said in a Thursday (Oct. 29) press release announcing its third quarter financial results. That demand will be driven by companies’ capital expenditure on artificial intelligence (AI) infrastructure, which Samsung expects to reach “a historic level” as the AI ecosystem expands and companies […]

Apollo Says AI Has Shown ‘Zero’ Payoff Outside Tech

October 25, 2026
Corporate America has invested heavily in artificial intelligence in the last few years. So far, these efforts haven’t yielded much in the way of results, Apollo Global Management Chief Economist Torsten...

Modal Triples Valuation to $15 Billion as AI Infrastructure Demand Explodes

October 14, 2026
Artificial intelligence (AI) infrastructure startup Modal was valued at $15.75 billion in a Series D funding round in which it raised $750 million, CEO Erik Bernhardsson said in a Wednesday (Oct. 14) blog...

Citi Wealth Sees Long Runway for AI Spending Despite Bubble Warnings

October 07, 2026
The artificial intelligence buildout is still in its early-to-middle stages, Citi Wealth said in a report released Wednesday (Oct. 7). The AI investment cycle is facing greater scrutiny due to...