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68.8% of ACR Respondents Support a Large AI Data Centre Near Their Community
New ACR primary research of 6,415 respondents finds strong support for nearby AI data centres, but also broad support for operators funding grid infrastructure.
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AI
American AI news and analysis focused on what is being built, bought and regulated: foundational models, compute, enterprise adoption, investment, productivity and the policy framework around them.
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AI Is Reducing Planned Hiring While Raising Productivity, ACR Research Finds
New ACR primary research finds productivity is the leading measurable AI benefit while 45% report reduced planned hiring and entry-level roles face the greatest pressure.
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The US AI Power Race Is Becoming a State-Level Competition
American Commerce Review survey data show electricity availability has become a decisive factor in AI and data-centre investment, sharpening competition between US states.
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US Companies Are Moving Beyond AI Pilots, but the Economics Are Still Uneven
A 14,726-person ACR audience survey finds deep AI deployment and growing interest in proprietary systems, while Census data show adoption remains far less uniform across the wider US economy.
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Texas AI Infrastructure Is Splitting Into Hyperscale and Modular Inference
GoodVision AI's new Texas agreements pair a proposed 15MW modular AI factory with a 100-node inference pilot. The model tests whether AI capacity can scale in smaller increments than hyperscale campuses.
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CoreWeave's Founders Turned Crypto Mining GPUs Into One of AI's Essential Clouds
How Michael Intrator, Brian Venturo and Brannin McBee transformed a crypto-mining operation into a major US AI cloud company.
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US Senate Negotiators Consider AI 'Duty of Care' Rules for Catastrophic Model Risks
US senators are negotiating AI duty-of-care rules for advanced models, including risk mitigation, national-lab testing and potential federal authority to block unsafe releases.
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The People Building America's Most Powerful AI Systems Are Warning About What Comes Next
Former OpenAI and Anthropic researcher Jacob Coxon has warned about frontier AI risk. We examine the evidence, counterarguments and implications for US AI companies and policy.
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Silicon Valley's AI Prisoner's Dilemma: Why Labs Keep Racing Even When Researchers Are Worried
Why do frontier AI labs keep accelerating despite safety concerns? We examine the coordination problem driving OpenAI, Anthropic and the wider US AI race.
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Pentagon Weighs $5 Billion Fluidstack Loan as AI Infrastructure Becomes a National Security Asset
The Pentagon is reportedly in talks over a $5 billion Fluidstack loan to strengthen the US AI data-centre supply chain. Here is why it matters.
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Positron Raises $875 Million as Its Valuation Jumps to $5 Billion in the AI Inference Race
Positron raised $875 million and reached a $5 billion valuation as investors pour capital into AI inference chips and alternatives to Nvidia.
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Amazon's Qualcomm Deal Could Reach $60 Billion. The Bigger Story Is AI Chip Diversification
Amazon and Qualcomm are collaborating on AI data-centre chips. An SEC filing ties warrants to purchases of up to $60 billion. Here is what the deal actually commits to.
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OpenAI's GPT-6 Astra Moves AI From Answering Questions to Doing the Work
OpenAI released GPT-6 Astra on September 3, 2026. We examine its computer-use, professional-work and cybersecurity capabilities and what they mean for US businesses.
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Texas AI Data Center Economy: Google, Microsoft, Amazon and the Power Buildout
A project-level guide to Texas AI and data-center investment, including Google's $40 billion commitment, hyperscale construction, power constraints and the difference between announced projects and operating capacity.
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Virginia's AI Data Center Economy: How Compute Is Reshaping Electricity Demand
A data-led guide to Virginia's data-center economy, including EIA electricity-demand evidence, Northern Virginia's hyperscale cluster and the policy trade-offs created by AI compute growth.
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California's AI Economy 2026: Companies, Data Centers, Jobs and the Power Constraint
A detailed profile of California's AI economy, including its concentration of leading AI companies, data-center electricity demand, venture capital and the state's 2026 workforce-policy response.
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AI Adoption by Industry in the US: Where Businesses Are Using It First
A data-led guide to where US businesses are adopting AI, how use differs by industry and why adoption surveys need to be read carefully.
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AI Adoption by State: Why the US Map Is More Than Silicon Valley
How to compare business AI adoption across US states using Census evidence, company mix and local economic structure.
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AI Jobs in the US: What the Labour Data Can and Cannot Tell Us
A guide to measuring AI-related employment in the US using BLS occupations, job demand and industry data without treating every software role as an AI job.
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Is AI Raising US Productivity Yet? The Data Businesses Should Watch
How to evaluate whether AI is lifting US productivity using BLS productivity data, BEA output and business investment rather than anecdotal time savings alone.
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Which US Industries Are Most Exposed to AI Automation? A Better Way to Read the Risk
A framework for comparing AI automation exposure by US industry using task content, occupations and business processes rather than predicting whole industries will disappear.
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Nvidia's $108bn Forecast Shows the AI Infrastructure Cycle Is Still Expanding
Nvidia's latest results show AI infrastructure spending remains exceptionally strong, with data-center revenue up 117% year on year and a $108bn quarterly forecast.
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15 of the Largest AI Companies in the United States
A guide to 15 major AI companies in the United States, from Nvidia, Microsoft, Alphabet and Amazon to OpenAI, Anthropic, Palantir, Databricks and CoreWeave.
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US Business AI Adoption Is Growing, but Firm Size Still Determines Who Can Deploy It
Census data show US business AI use remains concentrated among larger firms, with 37% of companies employing 250 or more people reporting use in spring 2026.
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8 US Cities With the Highest Concentration of AI Jobs
Eight US cities with the strongest concentration of AI jobs, led by the San Francisco Bay Area and supported by major hubs including Seattle, New York and Boston.
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Perplexity's Aravind Srinivas Is Betting That Search Becomes an Answer Engine
How Aravind Srinivas and Perplexity built an AI-native search company around cited answers, agents and a direct challenge to Google.
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Runway's Founders Built an AI Video Company Before Generative Video Was a Category
How Runway's founding team turned research in generative media into one of New York's most prominent AI video companies.
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Harvey Started With a Lawyer, an AI Researcher and a Cold Email to OpenAI
How Winston Weinberg and Gabriel Pereyra built Harvey by applying generative AI to the highly specific workflows of law firms.
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Stargate Turns AI Competition Into a US Infrastructure Buildout
The Stargate Project plans up to $500 billion of US AI infrastructure investment over four years, beginning in Texas. Here is what it means for data centres, power and industrial policy.
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Meta's $14.3 Billion Scale AI Investment Put Neutrality at the Centre of the Data Business
Meta's 49% investment in Scale AI valued the company at $29 billion and brought founder Alexandr Wang into Meta's superintelligence effort. The deal gave Scale capital but complicated its position as a neutral supplier to rival AI labs.
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CoreWeave's IPO Was the First Real Public-Market Test of the AI Neocloud
CoreWeave's downsized March 2025 IPO raised $1.5 billion at $40 per share, below the original range. The offering gave investors their first direct chance to price a specialised GPU-cloud model built on heavy debt and concentrated customers.
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Anthropic's $61.5 Billion Valuation Put Coding at the Centre of the AI Business Model
Anthropic's $3.5 billion Series E arrived just after Claude Code and Claude 3.7 Sonnet. The valuation reflected a shift from conversational AI toward software-development workloads with clearer enterprise willingness to pay.
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xAI's Second $6 Billion Round Turned Colossus Into the Company's Core Strategy
By December 2024, xAI was no longer raising capital for an abstract frontier-model ambition. It had built Colossus with 100,000 Nvidia Hopper GPUs in 122 days and was preparing to double the system.
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Databricks' $10 Billion Series J Was a Private-Market Substitute for an IPO
Databricks' 2024 Series J valued the company at $62 billion and provided enough capital and employee liquidity to keep scaling privately while public software valuations remained selective.
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Perplexity's Jump Toward a $9 Billion Valuation Turned AI Search Into a Distribution War
Perplexity's late-2024 financing discussions showed how quickly AI search had moved from product experiment to strategic threat. The valuation increasingly depended on browsers, distribution and publisher relationships as much as model quality.
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Cerebras' IPO Filing Exposed the Economics Behind an Nvidia Alternative
Cerebras' 2024 S-1 showed revenue had more than tripled in 2023 but losses remained large and customer concentration was significant. The filing turned a hardware narrative into a testable public-market business model.
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xAI's First $6 Billion Round Was Really an Infrastructure Declaration
xAI's Series B gave Elon Musk's AI company the capital to move from model development into a full-stack infrastructure race. The money mattered because frontier AI was becoming a contest over compute procurement as much as algorithms.
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Scale AI's $1 Billion Series F Repriced Training Data as Strategic Infrastructure
Scale AI's 2024 financing valued the company at $13.8 billion and showed that labelled data, evaluation and human feedback were becoming infrastructure for frontier models rather than a low-margin services layer.
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CoreWeave's $7.5 Billion Debt Deal Made AI Compute a Private-Credit Asset Class
CoreWeave's record private debt facility showed that GPU infrastructure was beginning to be financed like capital-intensive industrial capacity rather than ordinary venture-backed software.
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Perplexity's $520 Million Valuation Put AI Search on the Map Before the Browser Wars Began
Perplexity's $73.6 million Series B gave investors an early pure-play bet on answer-first search. The company was small, but its source-linked interface challenged the assumption that Google would own the discovery layer of generative AI.
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Amazon's Anthropic Bet Turned Cloud Capacity Into Strategic Equity
Amazon's decision to invest up to $4 billion in Anthropic was more than a venture cheque. It tied Claude's future to AWS infrastructure and showed that frontier-model competition would be financed partly through cloud partnerships rather than independent balance sheets.
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Cerebras and G42 Used Condor Galaxy to Challenge the GPU Cluster Orthodoxy
The first Condor Galaxy system paired Cerebras' wafer-scale chips with G42's capital and demand. The partnership mattered because it gave Cerebras a reference customer willing to deploy its architecture at supercomputer scale.
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Databricks Bought MosaicML to Stop Being Only the Place Where AI Data Lived
Databricks' $1.3 billion MosaicML acquisition moved the company upstream from data infrastructure into model training, setting up the broader data-and-AI platform strategy that followed.
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Palantir's AIP Launch Reframed Generative AI as an Enterprise Control Problem
Palantir's Artificial Intelligence Platform was built around a simple premise: enterprises would not deploy large language models at scale unless permissions, operational data and human oversight were integrated into the same system.