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AI hyperscalers may need to raise productivity 2.7 times by 2030 to justify nearly $1.1 trillion in infrastructure spending through 2027, according to new research. Key Points: AI hyperscalers face a 2.7-times productivity hurdle by 2030 to justify current infrastructure commitments. Morgan Stanley

BlackRock says AI agents could drive fresh demand for stablecoins and blockchains, and sees tokenized computing power opening a new market as cloud revenue heads toward $1.1 trillion by 2030. Key Points: BlackRock says AI agents will need machine-native payment rails, with stablecoins likely to lead

Anthropic launched Claude Opus 5.5 with 40% lower typical running costs and faster output while reports tie the company to a November IPO near $2 trillion. Key Points: Anthropic says Opus 5.5 costs about 40% less than Opus 5 on typical token-billed workloads. The model scored 66.4% on Terminal-Bench

Key points Meta's consumer AI agent Muse topped the US App Store with more than 900,000 downloads in six days Research firm Citrini argues the businesses most at risk are those whose profits depend on customers not switching, canceling or comparing Nearly 60% of US subscribers pay for at least one s

President Donald Trump said the U.S. will begin calling artificial intelligence “super intelligence” in official documents, arguing that “artificial” makes the technology sound fake. Key Points: U.S. government documents will use “super intelligence,” or “SI,” instead of artificial intelligence. The