AI & Tech

Microsoft, Alphabet, Meta, Amazon, and Apple reported earnings; combined 2026 CapEx tracking ~$720B. China blocks Meta's Manus acquisition. OpenAI reportedly missed growth targets. Pentagon signs deals with 8 AI firms — Anthropic kept off the list.

Anthropic in 30 days locks Mythos, ships Opus 4.7, secures up to $65B and 10 GW from Google and Amazon, kept out of part of the Pentagon contracts. OpenAI returns with GPT-5.5. Four Chinese frontiers in 14 days. Big Tech 2026 CapEx tracking ~$705–735B.

OpenAI's GPT-5.5 reclaims the top of the leaderboards. Google commits up to $40B and 5 GW of compute to Anthropic. DeepSeek V4 cuts frontier inference cost 6x. Tesla Q1 beats but raises CapEx; Cybercab enters production.

Anthropic ships Claude Opus 4.7 and publicly concedes it trails the locked-down Mythos. OpenAI counters with GPT-5.4-Cyber for vetted defenders. NVIDIA open-sources its first quantum AI models. Microsoft builds its own OpenClaw.

Claude Opus 4.7 — best publicly available LLM: SWE-bench Pro 64.3%, 3× better vision, 3× fewer agent errors. Benchmarks, changes, pricing and Mythos.

OpenAI proposes robot tax and 4-day work weeks. Anthropic restricts Mythos to 40 partners over cyber risks. Intel joins Musk's Terafab chip megaproject. Meta debuts Muse Spark. Zhipu open-sources GLM-5.1.

Pentagon appeals the Anthropic injunction to the Ninth Circuit. Google releases Gemma 4 under Apache 2.0 — ranked #3 globally. Claude Code source leaks via npm error. TurboQuant crashes memory chip stocks.

Federal court blocks the Pentagon's Anthropic ban in a landmark injunction. NVIDIA unveils Vera Rubin and projects $1T in orders. OpenAI shuts Sora, loses Disney, builds a superapp. Full March 2026 recap.

Federal judge blocks the Pentagon's Anthropic ban, calling it "Orwellian." OpenAI shuts Sora down — $15M/day costs vs $2.1M revenue. Trump appoints Zuckerberg and Huang to new AI advisory council.

Codex CLI (GPT-5.4) vs Claude Code (Opus 4.6) compared. Benchmarks, pricing, architecture and practical differences between AI coding agents.