This Week I Learned - Week 19 2026
This Week I Learned - * Alphabet, Amazon, Meta, and Microsoft all reported impressive quarterly earnings on Wednesday, surpassing Wall Street expectations thanks to booming demand for AI and cloud services. AI continues to be the main growth engine, with the four companies projected to invest around $650 billion in AI infrastructure this year. * SpaceX & XAI will provide Anthropic with access to Memphis-based Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude. The supercomputer is powered by 220,000+ NVIDIA GPUs. * Palo Alto Networks, a US-based cybersecurity firm, is set to acquire AI infrastructure startup Portkey to strengthen its AI security stack for enterprise use of autonomous agents, at twice its estimated $60–70 million valuation. * Portkey’s AI gateway sits between applications and large language models, helping companies monitor, manage and secure AI traffic. Palo Alto Networks plans to fold...