Anthropic released Message Threads for the Messages API. Instead of resending the entire conversation with every turn, agents now only transmit what's changed. For requests between 500,000 and one million tokens, time to first token drops by about 35 percent. The article Anthropic's Message Threads cut time to first token by 35 percent for long conversations appeared first on The Decoder.
Read original →Weekly InsightAug 11, 2026 · 8 min read
A synthesis of the week ending August 11, 2026: how the DRC copper embargo, Google DeepMind's dual leadership departure, Anthropic's $965B IPO push, agentic energy costs, and enterprise AI pricing restructuring intersect as compounding pressures on the AI infrastructure buildout.
Weekly InsightAug 4, 2026 · 7 min read
Five rogue-model incidents, $600B in combined hyperscaler commitments, and a $200B off-balance-sheet financing structure for Anthropic defined a week where AI's infrastructure ambitions collided with measurable security and grid constraints.
Weekly InsightJul 28, 2026 · 8 min read
Nvidia has told some cloud customers to take on less business from Chinese companies. The article Nvidia pushes cloud customers to cut back on China business appeared first on The Decoder.
Read original →Robert Fourqurean will be based in Washington DC
Read original →Nvidia has told cloud providers who use its data center products that they must sell less than half of their services to Chinese companies as part of a new policy that will further impact China's ability to keep up with the global AI surge.
Read original →The rebound in oil prices come a day after the U.S. and Iranian presidents signalled they are open to a diplomatic solution to Iran war.
Read original →Versant posted third-quarter earnings that beat Wall Street expectations and reaffirmed its full-year guidance.
Read original →In a rail reform milestone, Grindrod has become the first private train operating company (TOC) to operate on South Africa's national freight rail network under the country's new open-access framework. The Transnet Rail Infrastructure Manager (TRIM) confirmed on November 3 that the inaugural test-train journey was completed on the North-East Corridor by the JSE-listed integrated logistics and shipping group.
Read original →Canadian mid-tier precious metals producer Fortuna Mining has received a notice of admissability for its Diamba Sud gold project exploitation permit application from Senegal’s Ministry of Mines and Geology on November 2. Fortuna started the application process in February.
Read original →Seven days of digests reveal three interlocking forces: frontier model costs falling faster than security frameworks can adapt, infrastructure capital concentrating under institutional hands, and supply chains from tungsten to HBM being locked in before 2027 enforcement deadlines.
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