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Dive into a collection of past posts and rediscover timeless content.
CoreWeave's $99.4B Backlog Shatters AI Infrastructure Expectations

May 19, 2026

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15 min read

CoreWeave's $99.4B Backlog Shatters AI Infrastructure Expectations

CoreWeave's massive backlog and Sygnum's AI agent trades signal a transformative AI moment.

Yves Mulkers
Yves Mulkers
Publicis Buys LiveRamp for $2.4B: AI's Data Power Play

May 18, 2026

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16 min read

Publicis Buys LiveRamp for $2.4B: AI's Data Power Play

How Publicis, B&W, and DayOne are locking down AI's critical infrastructure this week.

Yves Mulkers
Yves Mulkers
Merck's $1B Google Cloud Deal: Pharma's AI Inflection Point

May 17, 2026

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15 min read

Merck's $1B Google Cloud Deal: Pharma's AI Inflection Point

Two pharma giants rewrite AI strategy with billion-dollar cloud commitments this weekend.

Yves Mulkers
Yves Mulkers
Bristol Myers $Billions into China R&D, AWS Breaks Model Loyalty

May 16, 2026

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17 min read

Bristol Myers $Billions into China R&D, AWS Breaks Model Loyalty

When US pharma goes all-in on Chinese innovation and cloud giants rewrite AI rules...

Yves Mulkers
Yves Mulkers
Anduril Doubles Valuation: Defense Tech Procurement Signals AI Shift

May 15, 2026

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17 min read

Anduril Doubles Valuation: Defense Tech Procurement Signals AI Shift

Defense tech doubles, AI transforms procurement, and sovereign strategies emerge this week.

Yves Mulkers
Yves Mulkers
White House AI Order Stalls: SAP, Newrez Rewrite Enterprise Playbook

May 14, 2026

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16 min read

White House AI Order Stalls: SAP, Newrez Rewrite Enterprise Playbook

White House gridlock, SAP's AI trust test, and Newrez's bold ChatGPT move this week.

Yves Mulkers
Yves Mulkers
DigitalOcean's 221% AI Revenue Surge Shatters Cloud Procurement Myths

May 13, 2026

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18 min read

DigitalOcean's 221% AI Revenue Surge Shatters Cloud Procurement Myths

How DigitalOcean's 221% AI growth is rewriting enterprise cloud strategy in real-time

Yves Mulkers
Yves Mulkers
OpenAI's $4B Consulting Arm: Brookfield Bets $500M on AI Infrastructure

May 12, 2026

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28 min read

OpenAI's $4B Consulting Arm: Brookfield Bets $500M on AI Infrastructure

OpenAI's bold move into consulting + Brookfield's massive infrastructure investment changes everything.

Yves Mulkers
Yves Mulkers
Isomorphic Labs' $2B AI Drug Discovery Gambit Reshapes Pharma

May 11, 2026

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27 min read

Isomorphic Labs' $2B AI Drug Discovery Gambit Reshapes Pharma

How AI is transforming drug discovery, with $2B funding and massive workforce implications

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

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