Analysis: Neocloud Economics, Loss Against Backlog
AIBW analysis: Nscale's first-half numbers and CoreWeave's debt show the gap between contracts and cash.
By AIBW Desk
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Opinion & Analysis
Analysis
Analysis: Four Open-Weight Releases, Four Licenses
AIBW analysis: a quick comparison of what each lab lets customers do.
By AIBW Desk
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Get in TouchAnalysis: A Week of Selling in Four Steps
AIBW analysis: each day's trigger was different, which makes the rout harder to dismiss as one story.
By AIBW Desk
Analysis: What the Bank Earnings Did and Did Not Say About AI
AIBW analysis: costs, trading and a regulatory fine drove the headlines; AI returns stayed in the background.
By AIBW Desk
Analysis: Anthropic and OpenAI on One Page
AIBW analysis: quarterly revenue, annualized run rate and valuation measure different things.
By AIBW Desk
Analysis: Equity, Debt and Vendor Credit – How AI Compute Is Being Financed
AIBW analysis: Mistral's bank debt, Meta's joint venture and Nvidia's financing show three models.
By AIBW Desk
Analysis: Chips Are Splitting by Job – Training, Inference and Agent CPUs
AIBW analysis: Google, Nvidia and Alibaba are all specializing silicon.
By AIBW Desk
Analysis: Who Is Getting the Money – Concentration in AI Funding
AIBW analysis: Q3's record count of billion-dollar rounds sits alongside many smaller, specialized raises.
By AIBW Desk
Analysis: Three Surveys, Three Adoption Rates – Why 20%, 57% and 73% Can All Be Right
AIBW analysis: different samples and definitions explain the spread in headline AI adoption figures.
By AIBW Desk
Analysis: Reading Anthropic’s Numbers – Run Rate, Revenue and Loss
AIBW analysis: three figures that look inconsistent actually measure different things.
By AIBW Desk
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