
KKReckons
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Search, Gemini, cloud and Alphabet's AI spending.
- 27 stories
- latest 14 November 2026
- Saturday, 14 November 2026
Why AI agents ignore stop orders, and how to rein them in
Why it matters: As people hand agents their logins and bank access, an agent that won't take no for an answer becomes a consumer-protection problem, not just a lab curiosity. Who pays when one misbehaves is still unsettled.
- Friday, 13 November 2026
How Gemini helped a WSJ writer get an endometriosis diagnosis
Why it matters: Doctors see one visit at a time; AI can read a whole scattered history at once. That matters most in women's health, where pain is often waved off as bad periods.
- Tuesday, 10 November 2026
Your AI chats are less private than you think, and how to limit that
Why it matters: Chatbots are turning into diaries and first-stop doctors, but the protection people expect from a doctor or lawyer does not cover them, so what you type can resurface in ads, training data or a courtroom.
- Tuesday, 10 November 2026
Big Tech bets on owning the whole AI stack, from chips to robots
Why it matters: If owning chips, power and models decides the winner, AI ends up in very few hands, and backers of stand-alone labs and compute renters carry the most risk when money gets tighter.
- Saturday, 7 November 2026
AI labs want your old work emails, and data brokers are selling them
Why it matters: Workplace messages are becoming an asset on someone else's balance sheet, often without the staff who wrote them being asked. Once sold and trained on, that data cannot be recalled.
- Wednesday, 4 November 2026
AI's borrowing bill is rising as bond buyers demand more
Why it matters: Dearer money raises the return every data centre has to earn. If cash-rich, top-rated giants pay more, smaller AI borrowers and the lenders behind them face a much harder test.
- Saturday, 31 October 2026
From Vizag to Thane, data centres meet local pushback
Why it matters: India's AI ambitions depend on building compute at home. If communities feel they carry the costs while others get the gains, protests could become the real bottleneck, not chips or money.
- Saturday, 31 October 2026
Intel's record crash caps a week when the AI trade cracked
Why it matters: For months the biggest tech firms calmed AI doubts by printing profits. If their own earnings growth is now slowing, the trade loses the cushion that kept smaller, debt-laden AI players afloat, and index-heavy portfolios feel it first.
- Friday, 30 October 2026
Alphabet's ad slowdown and Anthropic's IPO test the AI money machine
Why it matters: Two worries meet: AI may eat the ad profits that pay for AI, and the newest labs fund their build-out with promises to pay for chips later. Public markets now have to price both.
- Thursday, 29 October 2026
Norway weighs if its $2.3tn oil fund can drop Big Tech on ethics
Why it matters: Many investors copy the fund's exclusion lists, so if Norway decides some firms are too big to drop, ethical investing elsewhere may quietly shift too.
- Wednesday, 28 October 2026
Fed expected to hold as markets see 73% odds of a December rate hike
Why it matters: Markets are already doing some of the Fed's work: falling stocks and wider credit spreads tighten conditions without a vote. That turns AI earnings into a quiet input to US interest rates, and so to borrowing costs well beyond America.
- Tuesday, 27 October 2026
Meta plans $95bn share sale, with Nvidia, AMD, Broadcom as anchors
Why it matters: When one of the richest ad businesses needs outside equity, AI spending has outgrown even Big Tech cash flows. Suppliers buying the stock tightens the loop between who spends and who sells.
- Tuesday, 27 October 2026
Broadcom CEO rescued $63bn debt deal to lease chips to Anthropic
Why it matters: Broadcom is supplier, guarantor and dealmaker at once. Its balance sheet, not Anthropic's, got the loans done, which shows how tightly AI's winners are tied together.
- Monday, 26 October 2026
India makes 20% of the world's data but hosts 3% of data centres
Why it matters: Data centres decide where AI runs and who collects the rent. Owning the buildings without the models or chips could make India a landlord rather than an owner of its own AI economy.
- Saturday, 24 October 2026
Tech Mahindra ties up with SpaceX's AI arm to modernise old software
Why it matters: Indian IT grew by maintaining old systems. Selling AI that rewrites them shows firms embracing the automation that could shrink their own people-heavy model.
- Friday, 23 October 2026
AI researchers leave OpenAI, DeepMind to build startups in India
Why it matters: The scarce input in AI is people who have trained frontier models. If even a few build here, India gains not just companies but the researchers they go on to train.
- Thursday, 22 October 2026
PHP2Shell, eMudhra, PingCAP: one week, three security scares
Why it matters: AI is now finding old flaws faster than defenders can patch them, and the weak link is often a script or a stolen password rather than exotic code.
- Thursday, 22 October 2026
OpenEvidence: the $15bn AI start-up reshaping how US doctors treat
Why it matters: When the most-used clinical reference runs on ads, who pays for each answer matters almost as much as how good it is.
- Saturday, 17 October 2026
CoreWeave shows the AI trade's weak spot: the borrowers
Why it matters: Higher-for-longer rates act like a tax on anyone in AI who isn't a cash-rich giant. Watch the borrowers: they crack first if the boom cools.
- Tuesday, 13 October 2026
AI personal assistants are here, and the fight is over trust
Why it matters: The next platform war is over who acts on your behalf, and with Muse due in India soon, the privacy question is about to get practical for Indian users.
- Saturday, 10 October 2026
Gillian Tett: five ways to tell if market trouble lies ahead
Why it matters: Credit markets often sense trouble before stocks do, and rates, oil and AI debt are now tied together.
- Thursday, 8 October 2026
Tim Harford: how AI tempts the lazy mind
Why it matters: Having an answer isn’t the same as finding the truth.
- Monday, 5 October 2026
AI data-centre debt is turning up everywhere
Why it matters: Riskier lenders are now funding the build-out behind AI’s biggest names.
- Sunday, 4 October 2026
AI’s $2tn assumption: a boom built on debt
Why it matters: Shares, bonds, private loans and pensions now ride the same AI bet.
- Wednesday, 30 September 2026
America.gov: AI chatbots at the front door
Why it matters: Rough start, right idea; India has UMANG.
- Sunday, 27 September 2026
Meta doubles down despite the ‘pervert glasses’ jibe
Why it matters: Stigma hasn’t stopped sales; trust is next.
- Friday, 25 September 2026
Google's Project Suncatcher readies its first test of AI chips in orbit
Why it matters: Suncatcher is a long-term research moonshot exploring whether space could one day host scalable machine-learning infrastructure. Ground tests included shaking the satellite on three axes and running AI workloads in a proton beam at UC Davis's Crocker Nuclear Laboratory. Cooling is a key open problem: in a vacuum there is no airflow, so heat can only be shed through radiators.
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