compute market power
Alphabet's $811B Bet Reprices the Compute Market
Alphabet locked in $811B of AI infrastructure commitments and raised 2026 capex to $205B, changing the calculus for anyone renting compute.
Human in the Loop
Alphabet contracted purchase commitments $811B — Alphabet's $811B Bet Reprices the Compute Market Opus 5 price per 1M tokens $5 / $25 — Claude Opus 5 Halves the Price of Frontier Coding Intel Q2 revenue growth YoY +25% — Intel's Ceiling Is Now Supply, Not Demand Weekly active users across Codex and ChatGPT Work 10M+ — OpenAI Puts Full-Duplex Voice Into Codex Prentis valuation on a $100M raise $1B — Prentis Bets Computer-Use Agents Beat Coding
robotics scientific ai
ChatGPT Health Is America's New Shadow Clinic
OpenAI put connected medical records inside ChatGPT for every U.S. adult. The product could widen access—and outrun health privacy law.
compute market power
AMD Bets $5 Billion on Anthropic to Chase Nvidia
AMD's $5B Anthropic deal and 2GW of MI450 GPUs signal a real second-source challenge to Nvidia's grip on AI compute.
Quoted
“Alphabet has quietly signed contracts to buy eight years of its own current cloud revenue before that revenue exists.”
About the Paper
“I’m Stephen, a software engineer with over two decades of industry experience. Human in the Loop is a daily reading of the AI economy — the models, the money, and what they do to us.”