analysis

What OpenAI's latest funding round tells us about the state of AI

If we're currently in an AI bubble, no-one seems to have told OpenAI. In a moves that dramatically underscores - or hyperinflates - the relentless momentum of the American AI companies, OpenAI has com...

Apr 2, 2026

Analysis: Social media could be facing its "Big Tobacco" moment

A landmark case for social media The recent U.S. court verdict against Meta and Google marks a turning point that could redefine how the tech industry is regulated, compared and even perceived. F...

Mar 28, 2026

Analysis: Anthropic and the Pentagon - a high-stakes showdown

In a clash that has severe repercussions for the artificial intelligence industry and which has raised profound questions about the future of warfare, the U.S. Department of Defense and AI firm Anthro...

Mar 2, 2026

Analysis: AI (nearly) takes centre stage at Davos

As has become usual during the first year of his second term, Donald Trump dominated the world stage during his appearance this week at the 56th World Economic Forum, better known as Davos 2026. When ...

Jan 25, 2026

Analysis: What does the Apple and Google AI deal really mean?

Apple and Google have struck a multi-year partnership that will use Google's Gemini AI models and related cloud technology to underpin a long-promised upgrade to Siri and other "Apple Intelligence" fe...

Jan 16, 2026

Analysis: OpenAI in 2026 - will Sam Altman hit his limit this year?

From Pioneer to industry leader In just three years, OpenAI has traveled a distance few technology companies ever do. What began as a research-driven nonprofit that astonished the public with conve...

Jan 1, 2026

Analysis: Google in 2026 - When you're number 1 you can fall a long way

From AI first to agent-driven For nearly a decade, Google has described itself as an "AI-first" company. But internal strategy documents and forward-looking analyses suggest the company is now prep...

Dec 28, 2025

Analysis: NVIDIA in 2026 - AI factories and new threats from China

One chipmaker to rule them all? If 2024 and 2025 were the years when Nvidia's graphics chips became the accidental "picks and shovels" of the AI gold rush, making it worth more than $4.5 trillion, ...

Dec 27, 2025

Analysis: Are we in an AI bubble?

Inflationary Pressure Discussions around "AI bubble" argument rest on a basic tension: investment and expectations have raced ahead, while proof of broad, durable returns is still uneven. Reuters r...

Dec 17, 2025

Analysis: Is it back to the drawing board for OpenAI?

Sam Altman announces "Code Red" OpenAI's internal "code red", announced last week, is less a slogan than a strategy pivot: narrow the company's attention to the one product that sets its public rep...

Dec 10, 2025