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Big Tech Just Committed $130 Billion to AI Infrastructure This Quarter

Microsoft, Google, Amazon, and Meta are in a full-blown infrastructure arms race. The $130 billion commitment this quarter alone dwarfs most countries' defense budgets. Here's what it means for the agent economy.

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Apr 30, 2026

Google Opens Pentagon Access After Anthropic Refuses

Anthropic declined a Pentagon contract. Google stepped in. The geopolitical AI lineup is being redrawn.

Apr 30, 2026

AI Spending Sets a Record With No End in Sight

Q1 2026 broke every AI spending record. Analysts say the infrastructure buildout is in its infancy.

Apr 30, 2026

The Agent Era Just Got Its Infrastructure Layer

A new category of tooling is emerging: agents that manage agents. What the infrastructure layer actually looks like.

AI Agent Pulse

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Weekly

AI Agent Pulse — Issue #7

x402 payment volume triples, EU AI Act enforcement countdown, and why agent verification is broken.

Weekly

AI Agent Pulse — Issue #6

OpenAI's Copernicus model, Anthropic's enterprise push, and the rise of agent-to-agent payments.