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AI News & Trends

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Gartner: AI Spending Will Hit $2.5 Trillion By 2026

Gartner: AI Spending Will Hit $2.5 Trillion By 2026

Gartner projects that worldwide AI spending may reach $2.5 trillion by 2026, with most of the money going toward infrastructure instead of software. Rising costs for data centers, chips, and cloud services appear to be putting pressure on company budgets, making cost control a top concern. Spending is also reportedly shifting to electricity, cooling systems, networking, and ongoing monitoring work. Experts suggest that managing these costs is becoming an important skill for companies, and those that can control budgets and use AI efficiently might gain an advantage. There may still be uncertainty about how these expenses will affect businesses, but cost management is likely to stay a key focus.

Google in Talks with SpaceX for Orbital AI Data Centers by 2027

Google in Talks with SpaceX for Orbital AI Data Centers by 2027

Google is reportedly in talks with SpaceX about putting AI data centers in orbit by 2027, but no public filings have been made yet. Project Suncatcher is still an experiment, with the first test satellites planned for launch in early 2027. SpaceX might be the launch provider, but this has not been confirmed. These talks suggest Google may want to use space to help with the rising power needs of AI, taking advantage of more sunlight and less strain on Earth's power grids. The final plans and size of Project Suncatcher remain uncertain and could change depending on test results.

Google unveils Gemini Intelligence, an AI agent for Android phones

Google unveils Gemini Intelligence, an AI agent for Android phones

Google has announced Gemini Intelligence, an AI feature built into Android that may change how people do tasks on their phones. Gemini Intelligence is designed to understand what users want, plan actions across different apps, and move information without making users switch screens. Early reports suggest it can do things like read event details from a photo and help book travel, or turn a handwritten grocery list into an online order. The feature is set to come first to new Pixel and Samsung Galaxy phones in summer 2026, with plans to expand to other devices later. Google says sensitive actions will still need clear user approval, and more details about privacy and controls may be shared before the rollout.

Ex-OpenAI Hardware Lead Warns of AI Hardware Boom, Supply Chain Strain

Ex-OpenAI Hardware Lead Warns of AI Hardware Boom, Supply Chain Strain

Caitlin Kalinowski, a former hardware leader at Apple, Meta, and OpenAI, says we may be at the start of a big boom in AI hardware. She points out signs of growing demand for chips, sensors, and cooling in robots, edge devices, and data centers, but notes this is not yet certain. Experts warn that supply chains could get tighter and hardware prices might rise as more AI systems are built. Kalinowski suggests startups may have new chances to specialize in areas like sensor modules or memory tricks, though it is not guaranteed these will be huge markets.

Every pivots to shared AI agents after personal assistants prove unreliable

Every pivots to shared AI agents after personal assistants prove unreliable

Every's personal AI assistants often failed at routine tasks and needed a lot of fixing, so the company is now moving to shared coworker agents with Plus One 2.0. This change may make things more reliable because shared agents are easier to manage and supervise as a team. Shared agents also let companies set stronger controls and review their actions together. Experts say that treating AI agents like regular software with careful monitoring could help solve many problems. It is still uncertain how well these shared agents will work with changing business needs and privacy limits.

PitchBook Unveils AIBQ Framework to Rate Frontier AI Companies

PitchBook Unveils AIBQ Framework to Rate Frontier AI Companies

PitchBook has created the AIBQ framework to score frontier AI companies across five key areas, including revenue quality and capital efficiency. Early descriptions suggest that some of the most expensive labs may not perform as well as their peers on basic business metrics. Databricks reportedly scored highest in the group, while OpenAI and xAI appear to have lower scores despite high valuations. The framework may help investors compare AI deals more clearly by turning concerns about things like cloud dependence into numbers. This comes as investors are putting more money into AI, even though the business models might still be changing.

Meta tests 'Hatch' AI agent for in-app shopping, summary features

Meta tests 'Hatch' AI agent for in-app shopping, summary features

Meta is testing a new AI agent called 'Hatch' that may help with in-app shopping by summarizing chats, competitor offers, and drafting posts. Amazon appears to be using similar AI agents to speed up work tasks and fix problems more quickly in the workplace. Technology like ZaiNar's radio-wave timing might let AI agents find things in physical spaces, like warehouses. These trends suggest search and shopping may move from websites to being handled by AI inside apps, and that content may need to be made so agents can easily use and share it. Experts suggest this could change how people find and buy things, with agents guiding most of the process.

AI Infrastructure Costs Soar: Goldman Sachs Estimates $15-20 Million Per MW

AI Infrastructure Costs Soar: Goldman Sachs Estimates $15-20 Million Per MW

AI infrastructure costs are rising quickly, with Goldman Sachs estimating new AI-ready data centers may cost $15-20 million per megawatt, much higher than traditional builds. This increase is partly due to higher power needs, advanced cooling, and more frequent hardware upgrades. Large companies like Microsoft, Amazon, Google, and Meta are expected to spend hundreds of billions on data centers and related technology in the next few years. Startups may struggle with these costs and often choose smaller models or shared resources. Experts suggest that finding ways to use resources more efficiently might become the main way companies compete as AI costs grow.

Newmark Secures $7.1B Loan for 1.2GW AI Data Center Campus

Newmark Secures $7.1B Loan for 1.2GW AI Data Center Campus

Rising AI workloads may be causing developers to build larger data centers, with new financing structures needed to support these projects. In May 2025, Newmark reportedly arranged a $7.1 billion construction loan for Blue Owl, Crusoe, and Primary Digital Infrastructure to develop the second phase of a 1.2-gigawatt AI campus in Texas. Financing for such projects appears to focus on long-term power contracts and tenant pre-leases. Liquid cooling is becoming important for these data centers, as air cooling might not be enough for higher power densities. The movement of experts from advisory firms to owners suggests that in-house financial skills are becoming more important as the industry grows.

TikTok unveils MCP server to let AI agents run ad campaigns

TikTok unveils MCP server to let AI agents run ad campaigns

TikTok has introduced the MCP server, which may let outside AI agents run everyday ad campaign tasks on its platform. This new tool appears to automate steps like setting up campaigns, changing budgets, and uploading creative content, possibly making these processes much faster. Some reports suggest advertisers could see faster performance testing and lower costs as a result. TikTok has not yet shared details on who can use MCP, and it may roll out access in phases. Other companies like Google and Meta also seem to be working on similar AI agent tools for their ad systems.

Meta AI launches Incognito Chat for private WhatsApp conversations

Meta AI launches Incognito Chat for private WhatsApp conversations

Meta AI has launched Incognito Chat for WhatsApp, which may offer more privacy than other AI chat tools. Messages are processed in a secure space that Meta says even its engineers cannot access, and chats appear to disappear when users close the app or lock their phone. However, some metadata might still be kept for safety, and private chats are text-only for now. Experts warn that while the feature aims for strong privacy, there may still be risks if something goes wrong, and full invisibility cannot be promised.

OpenAI Unveils Three New Realtime Voice Models for Enterprise AI in 2026

OpenAI Unveils Three New Realtime Voice Models for Enterprise AI in 2026

OpenAI has introduced three new voice models in 2026: Realtime-2, Realtime-Translate, and Realtime-Whisper, each designed for a specific audio task. These models may help businesses use voice AI in daily work by letting developers combine them as needed, instead of using one all-in-one solution. Reports suggest that Realtime-2 extends the memory for conversations and lets developers adjust how fast the answers come, which might keep call response times low. There are early signs of improved performance, but most results come from outside reports and are not confirmed by OpenAI. The new models appear to work well with current phone systems, but companies may need to balance better memory with costs and speed as they try them in real situations.

Anthropic's revenue run rate reaches $30B, potentially topping OpenAI's $25B

Anthropic's revenue run rate reaches $30B, potentially topping OpenAI's $25B

Recent reports suggest Anthropic's annual revenue run rate may have jumped to around $30 billion, possibly passing OpenAI's $25 billion run rate. Some sources indicate Anthropic might have closed the revenue gap with OpenAI, and there is strong market belief that Anthropic could have a higher valuation by the end of 2026. However, the way revenue is calculated for both companies can differ and may give a misleading picture of true financial health. Analysts say investors now care more about how much revenue companies keep and their profit margins, rather than just total sales. Both companies are spending a lot on infrastructure, and there is uncertainty about how they will be valued when they go public.

Meta tests AI agent "Hatch" for in-app shopping by mid-2026

Meta tests AI agent "Hatch" for in-app shopping by mid-2026

Meta is testing an AI agent called "Hatch" that may help users shop inside Instagram by mid-2026. Reports suggest Hatch could handle tasks like finding product details and checking out without leaving the app. Navigation apps and startups are also working on new ways to help people and vehicles move without always needing GPS. Marketing may shift as AI agents answer questions directly, so brands might focus more on being visible to these agents instead of traditional search results.

OpenAI integrates Plaid for ChatGPT Pro finance tools

OpenAI integrates Plaid for ChatGPT Pro finance tools

OpenAI has launched personal finance tools for US ChatGPT Pro users using Plaid, which may let users link their bank, credit card, and investment accounts securely. The feature is in preview and only available to some users for now. Users can reportedly ask questions about their spending and savings in plain language, and ChatGPT will answer based on real-time account data. OpenAI says the system is read-only and deletes data 30 days after disconnecting, but some security risks and privacy questions remain. The rollout is limited, and future changes or broader access may depend on user feedback and adding more account aggregators.