Imagine you no longer buy software but work. You no longer pay for access to a tool, but for the job once it is done. It is one of the biggest shifts in the software industry since Software-as-a-Service (SaaS) arrived. Until recently, software was billed per user, per 'seat'. As long as a program was a tool that helped a person work faster or better, that made sense: more users, more licences, more revenue. But AI models are getting so good that they do the work themselves. And once the AI...

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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