February 4, 2026 Archives
Showing 1-22 of 22 articles

Google's AI Distribution Inflects Commerce as $400B Scale Shifts to Gemini
The Meridiem Team

Google's TPU Bet as Proprietary Silicon Moves From Strategy to Manufacturing Reality
The Meridiem Team

Google Doubles AI Capex Bet to $185B as Compute Arms Race Intensifies
The Meridiem Team

Amazon Signals Hollywood's Shift From AI Experiments to Production Infrastructure
The Meridiem Team

Memory Shortage Redefines Mobile Market as Qualcomm Guidance Falters
The Meridiem Team

Amazon Cedes AI Engine to OpenAI as $50B Deal Signals Distribution Networks Trump Model Capability
The Meridiem Team

State Actors Weaponize Developer Tools as Supply-Chain Backdoors
The Meridiem Team

When AI Agent Marketplaces Become Attack Surfaces—The OpenClaw Inflection
The Meridiem Team

Alphabet's Siri Deal Tests Google's AI Distribution Scale as Earnings Loom
The Meridiem Team

Microsoft Admits Security Gap, Returns Gallot to Lead as Bell Steps Back from Incidents
The Meridiem Team

Microsoft Speeds Customer Feedback Loop as AI Commercialization Becomes Execution Sport
The Meridiem Team

Voice AI Crosses Into Production as ElevenLabs Hits $11B Valuation
The Meridiem Team

Adobe's AI Pivot Hits a Wall as Animate Reversal Exposes Customer Demand Limits
The Meridiem Team

Uber Shifts to AV Platform as Delivery Masks Mobility Transition
The Meridiem Team

Ocean Data Collection Shifts From Ships to Autonomous Networks as Apeiron Labs Secures $9.5M Series A
The Meridiem Team

Amazon Unlocks Alexa+ Freemium, Consumer AI Shifts to Bundle Wars
The Meridiem Team

Acquihires Face Antitrust Scrutiny as Warren Signals Regulatory Shift on Talent Deals
The Meridiem Team

Pinterest CEO Fires Engineers Who Built Layoff Tracking Tool, Signaling Labor Control Hardline
The Meridiem Team

Qatar's Sovereign Bet on Chip Alternatives Signals AI Infrastructure Fragmentation
The Meridiem Team

PE Claims Critical Infrastructure as KKR Consolidates Asia's Data Centers
The Meridiem Team

AMD's Guidance Miss Reveals AI Infrastructure Timing—Helios Ramp Shifts to H2 2026
The Meridiem Team

Xbox Hardware Cycle Signals 2027 as AMD Confirms Development Ready
The Meridiem Team
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
TheMeridiem
Missed this week's big shifts?
Our newsletter breaks them down in plain words.
