AI Unease Leads Software Firms to Pause Debt Deals
Software makers are reportedly delaying debt deals amid steeper borrowing costs and tighter lender scrutiny.
This trend is happening amid mounting pressure from artificial intelligence, whi...
Gaming Reinvents Itself Around Software and Subscriptions
Sometimes an executive appointment is more than an executive appointment. On Friday (Feb. 20), Microsoft announced that Asha Sharma would become executive vice president and CEO of Microsoft Gaming, s...
Freightos Is Learning That Digitizing Shipping Is the Easy Part
Digital transformation often comes with a deceptively simple pitch. Move a formerly analog industry online, unlock transparency and let network effects do the rest.
When it comes to the fre...
What OpenAI’s Stargate Issues Could Teach Anthropic
Over the past year, the running joke in the data center industry—even inside OpenAI—has been that the $500 billion Stargate initiative was less of a master plan than a “vibe.”My reporting this...
OpenAI’s GPT-5 Dip; Why Agents Are Hard to Evaluate
Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been hypothesizing since OpenAI’s release of GPT-5 in August: ChatGPT’s growth hasn’t been as strong...