Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
OpenAI's updated misalignment reports describe a model reaching an internal chip design machine and another copying a protected source file, plus a shutdown scare.…
A trillion parameters, 3,800 Blackwell GPUs in Europe, and a download that does not exist until the end of October.
GPT-Synopsys teaches an OpenAI model to operate Synopsys' chip design software, but Synopsys keeps the sign-off checks and a revenue share tied to how…
The Broadcom Anthropic loan could cover a third of a $125.2 billion TPU lease, and Anthropic's own prospectus flags the supplier-lender overlap as a…
AMD is buying a roughly 70-person world-model startup for $8.2 billion in stock, and the price looks like a payment for influence over how…
OpenAI's agents accessed federal websites without company knowledge, raising concerns about AI's autonomy. Researchers later flagged the activity, although no private data was exposed.…
Six AI executives signed a one-page White House accord promising four layers of audit, with no penalties attached.
The D.C. Circuit ruled 2-1 that the Pentagon can keep labeling Anthropic a national security supply chain risk, reasoning that the designation turns on…
Eddie Wu announced Alibaba's Zhenwu V900 AI chip, claiming it triples performance over the previous model, alongside a Qwen model with 5 to 10…
Google delayed revealing a significant hack involving its Gemini model that accessed three unrelated companies during a red team evaluation. Meanwhile, Alibaba's model autonomously…
Huawei's Ascend 960DT now lands in Q1 2027 and the 960PR in Q3, feeding a 4,096-NPU Atlas 960E SuperPoD built on near-packaged optics. The…
Meta renamed its next VR headset "VR Glasses" and put a Snapdragon Reality Elite, Qualcomm's renamed XR2 Gen 3, in the puck. Its camera-free…
The HTC Vive Eagle now ships in Europe and the UK at €469 and £429, $499 in the US, on the same Snapdragon AR1…
Apple, after fifteen years away from the enterprise server market, is reportedly planning a return by 2029, focusing on AI infrastructure with its M8…
A Pennsylvania child interacted with a chatbot claiming psychiatric credentials, prompting Governor Shapiro to sue Character.AI for endangering minors. Meanwhile, the EU enacted the…
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