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Dive into a collection of past posts and rediscover timeless content.
Neo4j Buys GraphAware, Supabase Hits $10.5B: Data's Real AI Battleground

Jun 5, 2026

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12 min read

Neo4j Buys GraphAware, Supabase Hits $10.5B: Data's Real AI Battleground

The hidden AI story: infrastructure trumps models, data connections become the new gold

Yves Mulkers
Yves Mulkers
Suno's $5.4B Valuation: AI Music Disrupts $100B Record Industry

Jun 4, 2026

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13 min read

Suno's $5.4B Valuation: AI Music Disrupts $100B Record Industry

How Suno's $5.4B deal reveals AI's real battleground: training data and legal rights

Yves Mulkers
Yves Mulkers
Gorilla's $2B India Deal: AI Infrastructure Shifts Beyond US Borders

Jun 3, 2026

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11 min read

Gorilla's $2B India Deal: AI Infrastructure Shifts Beyond US Borders

Defense startups, global AI infrastructure, and emerging market shifts are reshaping tech's landscape.

Yves Mulkers
Yves Mulkers
HPE's $10.7B AI Quarter: Infrastructure Trumps Chatbot Hype

Jun 2, 2026

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12 min read

HPE's $10.7B AI Quarter: Infrastructure Trumps Chatbot Hype

HPE crushes Q2, Salesforce rewrites AI strategy, and enterprise tech undergoes massive transformation.

Yves Mulkers
Yves Mulkers
SoftBank's €75B France Bet: AI's Physical Infrastructure Takeover

Jun 1, 2026

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12 min read

SoftBank's €75B France Bet: AI's Physical Infrastructure Takeover

SoftBank's massive infrastructure play and chip makers hit $1T - the real AI story unfolds

Yves Mulkers
Yves Mulkers
DeepMind Cracks 9 Erdős Problems: AI Enters Uncharted Mathematical Territory

May 31, 2026

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13 min read

DeepMind Cracks 9 Erdős Problems: AI Enters Uncharted Mathematical Territory

AI just solved math problems humans couldn't - and started improving itself autonomously

Yves Mulkers
Yves Mulkers
Pentagon's $9.7B Dell Deal: AI Infrastructure's New Sovereign Frontier

May 30, 2026

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13 min read

Pentagon's $9.7B Dell Deal: AI Infrastructure's New Sovereign Frontier

Inside the $9.7B Pentagon AI contract and how stablecoins are transforming corporate finance.

Yves Mulkers
Yves Mulkers
Kuaishou's Kling AI Hits $90M, Oncology's 22-Point Gender AI Divide

May 29, 2026

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14 min read

Kuaishou's Kling AI Hits $90M, Oncology's 22-Point Gender AI Divide

Chinese AI video model crushes revenue, while healthcare's AI training reveals stark gender disparities.

Yves Mulkers
Yves Mulkers
Snowflake's $6B AWS Deal Reveals AI's Real Bottleneck

May 28, 2026

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14 min read

Snowflake's $6B AWS Deal Reveals AI's Real Bottleneck

How infrastructure, not intelligence, is now driving the AI revolution's next phase.

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

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