The news. The narrative. The timeline.
Consensus is $9.85 billion of revenue and a data-center segment near $5.56 billion — the question is whether Lisa Su's anxious customers convert from warrants to firm purchase orders.
The White House is convening table reads this week on an executive action that would let civilian agencies use Anthropic models — while the Pentagon's freeze-out remains operating policy.
Microsoft's 10-Q absorbed the $190B calendar-2026 capex and OpenAI restructuring without an accompanying 8-K, setting the disclosure precedent for Disney's Wednesday Q2 print.
Sixteen days after Vercel disclosed its OAuth-token breach, the company has produced no scope review, no token-storage policy, and no third-party SaaS audit — the silence is now the architecture.
Canberra's AI Biosecurity Office hits Day 9 while Washington's silence on the Relman-lab transcripts hits Day 6, with ACS revealing $200K spent before its predecessor was axed.
Run 3 has cleared three times the 2018 dataset and the four-sigma B-meson anomaly still has not crossed five — the bottleneck is theory.
McGill's click-clotting technique snaps red-cell surface proteins together in five seconds — a clot thirteen times tougher than the body's own.