Blog
-

AI Agent Lock-In: Gemini Swaps Models, but Memory Lives in Google’s Cloud
Key Takeaways Google’s Gemini agent runs jobs on Gemini or Anthropic’s Claude models at launch, so the model layer is swappable by design. Four kinds of memory, plus skills, tool registries, agent identities and spend caps, live in Google’s cloud.…
-

Marvell’s $20B FY28 Target Needs 13% Growth Every Quarter
Key Takeaways Marvell now targets about $20 billion of FY28 revenue, up about 67%. That implies about $3.67 billion in Q4 FY27, 16.5% above Q3’s guide. Then about 12.8% growth every quarter through FY28. The target rose from about $15B…
-

AI Agent Kill Switch: Nvidia Wants It Where the Agent Can’t Reach
Key Takeaways Nvidia’s Open Agent Safety Platform, announced September 28, 2026, puts agent controls outside the agent: a software sandbox plus a separate hardware watchdog. Nvidia says the watchdog, called Sentry, can quarantine an agent “in milliseconds.” It published no…
-

Who Pays When an AI Trading Agent Loses Money? Robinhood Says You
Key Takeaways Robinhood’s disclosure says customers “assume all risk” for trades its AI agents place. Approvals being on or off does not change that. Per-trade approval is on by default and can be switched off at any time. Loops, announced…
-

How Much Revenue Does AI Need? Bain’s $4.2T Gap Is Two-Thirds Unpriced
Bain & Company says AI would need about $6 trillion in annual revenue by 2031 to fund the data centers being built.
-

Meta’s Muse Agent Is Free. A Transaction Fee Is How Meta Plans to Get Paid
Meta plans a small transaction fee on purchases Muse completes — the sources we reviewed disagree on who pays it — and says no ads run inside Muse.
-

Who Pays for Data Center Grid Upgrades? Ohio Charges 85% Even Idle
Ohio requires new data centers above 25 MW to pay for at least 85% of contracted capacity for up to 12 years, whether or not they use it.
-

AMD Crossed $1 Trillion. Is It Above the Analysts’ Average Target? It Depends on the Source
AMD shares jumped about 10% on Monday, Sept 21, 2026, to a record close of $615.52 — market cap above $1 trillion for the first time.
-

GPT, Claude and Gemini Token Prices Compared: Official Rate Cards and Cost per Article
Official per-token prices (as of Sep 20, 2026; newer models have launched since): Claude Sonnet 5 $2 / $10 per million tokens (input/output).
