Capital Economics chief markets economist John Higgins argues the AI stock bubble has already deflated, while a second, rarer type of AI bubble continues to expand.

KubeCon Europe 2026 spotlighted AI inference as its central theme, with CNCF receiving major donations including Nvidia's GPU DRA driver and the llm-d project.

Eli Lilly has inked a deal worth up to $2.75 billion with AI pharma firm Insilico Medicine to develop and commercialize AI-discovered oral drugs globally.

OpenAI discontinued its Sora AI video-generation app just six months after launch, citing unsustainable compute costs and a strategic pivot toward agents and a new model.

A CMS misconfiguration exposed Anthropic's unreleased Claude Mythos model, which the company confirmed marks a 'step change' in reasoning, coding, and cybersecurity.