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Anthropic's $45 Billion Power Reservation

Americas

AI & Agentic Commerce

News

Other Companies

Anthropic's $45 Billion Power Reservation

Claude's next growth phase starts with a six-year bet on infrastructure that has not yet been delivered.

Amazon

APAC

News

Other Companies

Amazon and Flipkart Put Seller Mistakes on the P&L

New cancellation and dispatch penalties turn fulfilment exceptions into a direct margin problem for Indian marketplace merchants

Global

News

Temu's Growth Machine Meets a Vise

PDD keeps growing while competition, tariffs and compliance make low-price marketplace expansion more expensive

Americas

Apple

AI & Agentic Commerce

News

Apple Puts Search Behind a Chat

The Store app's Early Preview joins product choice, trade-ins, offers, orders and Specialist help inside one Apple-controlled conversation.

Europe

Consumer & Category Trends

Insights

Discount Reaches Europe's Growth Ceiling

Germany is saturated while six markets still add households through value-led grocery trips

Americas

Consumer & Category Trends

Insights

GLP-1 Is Rewriting Apparel Demand

Weight loss is creating new spend, size uncertainty, and a circular-commerce opportunity for brands

Americas

Insights

Social Video Becomes the Media Plan

US social ad share crosses 30% as video, automation, and commerce reshape budgets

Americas

Regulation, Policy & Risk

News

Stablecoins Face the Cash Test

FASB ties cash-equivalent treatment to direct redemption, reserve quality and auditable holder access.

Social Video Beats Television’s Combined Budget

Americas

Insights

Social Video Beats Television’s Combined Budget

US ad money follows personalized feeds as linear and connected TV lose share

Americas

DoorDash

Logistics & Fulfillment

News

Other Companies

Delivery Becomes the Budget-Proof Habit

DoorDash, Uber Eats, and Instacart kept growing as consumers scrutinized other spending

TikTok Shop

Insights

APAC

Shopee

TikTok Rewrites Indonesia's Baby Basket

Shopee wins planned purchases while TikTok Shop turns content into premium discovery demand

Google

Branded Search's £5-for-£1 Measurement Trap

One client MMM makes Google Brand look wasteful, but incrementality still needs controlled testing

Archive

Anthropic's $45 Billion Power Reservation