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AI 2026: What leaders from Snowflake, CapGemini, Salesforce, and more are thinking

Here are predictions from technology leaders on the hottest topic of the season: AI.

OpenAI apparently has a 68% "compute margin" - we don't know how its Chinese rivals are doing

A leak shows the rawest of OpenAI's margins is looking strong, as two Chinese competitors prepare for IPO but keep their numbers close to their chests.

We are at the “mass confusion” stage of the AI hype cycle

"If the AI bubble ever starts to deflate, footage of this exhibition floor would feature prominently in a Netflix documentary about it."

AI is so mature it isn't worth splitting out, says Accenture – but much growth still left

"Advanced AI" is now more than 10% of its new bookings, but that's the last time you'll see that number.

You're not getting DRAM or NAND until 2027 – and maybe not then

Micron said it was making mysterious multi-year deals for chips amid memory super-cycle

The engine of a motorcar. The UK government shared technical details of two AI tools.

New technical reports share under the hood details about two of the government's in-house AI projects.

Motorway toll booths with large Xs above them. AI pay-to-crawl systems

The non-profit responsible for CC licenses used 2.5 billion times warned against blocking legal, public interest access.

Nemotron 3: NVIDIA goes wide open on big-context, mixture-of-experts model

The chipmaker opened its Transformer-Mamba MoE model, plus a trove of training data, in hopes it will "help strengthen an open ecosystem" for AI.

Flat to the horizon

The Ramp index says paying customers have stopped flocking to the big AI providers. But that isn't necessarily the end of a bubble.

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