Power Bites - May 1, 2026

This week, AI stopped being a story of infinite growth and became a story of budgets. OpenAI's own CFO told her team, in private, that the company may not be able to pay for the servers Sam Altman wants to contract. That same day, Google Cloud reported more than $460 billion in signed AI contracts, and Microsoft built — in three years — an AI business the size of what took Salesforce twenty-five. Those, and six more stories that just shifted the conversation, I broke down in PowerBites: newsl...