In today's BNR Tech Update, I gave some context to the announcements of massive investments in datacenters for 2026. Last week, Meta, Amazon, Microsoft and Alphabet reported their quarterly earnings. Combined, they will invest €615 billion in AI infrastructure in 2026: datacenters, chips and the power to keep it all running. And that's before the off-balance-sheet financing. To put that in perspective: the entire Dutch national budget for 2026 is about €450 billion. Four American tech...

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In a recent broadcast on BNR Nieuwsradio, I discussed a striking shift in strategy at OpenAI. Within a short period, the company made several major decisions that clearly point in one direction: focus, scale and preparation for a potential IPO. From experimentation to focus on business models For years, OpenAI was known for its speed and experimentation. New products and features were launched continuously. But that phase now seems to be coming to an end. Several initiatives were scaled back...