Futures Fall As Iran Talks Remain In Limbo, More Ships Intercepted

1% Of Companies Account For 80% Of OpenAI And Anthropic Spending - And It Just Stalled Just 1% of companies account for 80% of all business spending on OpenAI and Anthropic, according to corporate card giant Ramp, which tracks payments across more than 70,000 U.S. businesses. Ramp lead economist Ara Kharazian, who flagged the figure in early September, noted that spending on the two AI labs is more concentrated than in any other software category the firm tracks. Per capita, the biggest spenders are overwhelmingly venture-backed. According to Ramp's summer report,...

President Trump on Monday issued a series of posts on his Truth Social account defending his war with Iran and a potential diplomatic deal that he may reach with Tehran, though the state of the negotiations remains unclear. The president started with a post where he said that the state of Israel didn’t talk him […]

"Skies Are Changing": Northrop Grumman Unveils Chain Gun To Defend Critical Infrastructure From Drone Swarm Attacks Our view of the missing air-defense layer around data centers and other critical infrastructure emerged in late January, roughly one month before the US-Iran conflict, when we published "Explosion in AI Data Center Buildouts Will Demand Next-Gen Counter-Drone Security." That theme was validated shortly after the war began, when Iran targeted multiple data centers with Shahed-series one-way attack drones, which generally fall within the Group 3 category. The strikes marked one of the clearest demonstrations...