The Models Got Smart Enough. The Infrastructure Didn't.

Airwallex Is Worth $11 Billion Betting on Agent Payments. The Stack Still Can't Tell an Agent From a Bot.

AI Shoppers Convert Better. They Are Loyal to No One.

State of the Stack: Agentic Commerce 2026

A 57-page research report covering every protocol, every theme, and every gap in agentic payments. Six competing protocols mapped against the full transaction lifecycle. Thirteen themes that defined the past 12 months. Ten falsifiable predictions for the next 12. Free to read.

Anthropic isn't selling through AWS. It's renting AWS's procurement layer.

Anthropic launched Claude Platform on AWS this week. The technology has been available for two years through Bedrock. What changed is the contract.

Anthropic's compute deals just stacked to multiple gigawatts. The newest one is in Musk's data center.

Eighteen months ago Elon Musk was suing Anthropic. This week he became its landlord. Anthropic has taken all of SpaceX's Colossus 1 supercomputer in Memphis: 220,000 Nvidia GPUs, more than 300 megawatts coming online inside a month, plus an interest in partnering on multiple…

Nvidia's Latency Premium Was Built for Humans. Agents Don't Need It.

When agents are the customer, latency stops being the binding constraint. Ben Thompson's "Inference Shift" essay names what that does to the compute build.