Ai-Industry
Last updated: 26 August 2026
- US Tax Incentives Fund AI Infrastructure Without Necessarily Creating It
Accelerated tax write-offs reduced Microsoft's tax bill, but evidence shows tech firms planned data centre spending before the policy passed. - Czech defence billionaire buys 14% Pirelli stake
Michal Strnad is buying a 14% Pirelli stake for nearly €1bn after his defence listing, a shift with European ownership and China-scrutiny stakes. - US Oil Reserve Remains Sidelined as Hormuz Risks Rise
Washington reportedly has no immediate plan to release more strategic oil as conflict places renewed pressure on fuel markets. - Qatari LNG tanker struck in Hormuz: verifying incomplete claims
Security firms named a Qatar-linked LNG tanker hit in Hormuz; UKMTO confirmed a strike without naming it, raising evidence standards for AI summaries. - Polysilicon Tariff Ties AI Supply to US Industrial Policy
A 15% US polysilicon tariff links AI and solar supply chains to industrial policy, with its effects on costs and resilience still unproven. - Spider-Man AI Coding Demo Exposes an Evidence Gap
An Opus 5-assisted Three.js demo suggests prompting matters, while unsupported DeepSeek and cost claims expose a wider evidence problem. - Big Tech’s AI Spending Meets the Evidence Test
Big Tech is pouring billions into AI infrastructure, but consumer chatbots still lack revenue proportionate to their development costs. - Apple’s Paid AI Limits Raise an Access Question
Apple may sell higher AI usage limits through iCloud Plus, raising questions about transparency, access and reproducibility. - KPMG Chief Puts Decision Redesign Before AI Speed
KPMG’s Timothy Walsh argues that accountable AI adoption depends on redesigned decision-making, not simply faster tools. - Oil Volatility Clouds the Fed’s Inflation Judgement
Oil swings, tariffs and AI-linked energy demand complicated expectations for a US Federal Reserve rate decision.