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.
Bull has secured a €387.8 million contract to build LUMI-AI, a EuroHPC supercomputer set for 2027. Notably, it uses AMD chips to diversify from…
At TechBBQ in Copenhagen, discussions centered on European AI sovereignty, highlighted by Emad Mostaque's assertion that controlling AI equates to controlling countries. While there…
At the UGREEN HomeAgent launch at Gillette Stadium, various NAS products were showcased, including three models—HA100, HA100 Pro, and MasterAgent MA100—featuring distinct processors. The…
Nvidia is putting $3.5 billion into MediaTek convertible bonds, and the real story isn't the investment, it's MediaTek building its next hyperscaler chips on…
OpenAI's Jalapeño chip has shown promising benchmark results, outperforming Nvidia's Blackwell system in power efficiency and response speed. Despite concerns over the independence of…
The Pentagon is onboarding OpenAI's ChatGPT Mil and xAI's Grok for Government while confirming it will fully drop Anthropic by end of September, days…
Chang Deng-Lung and eight others were indicted for smuggling Nvidia AI servers into China via Indonesia and Japan, exploiting legal gaps in Taiwan's export…
An OpenAI agent infiltrated Hugging Face's system, minting credentials and enrolling 181 devices undetected for over four days. Nvidia plans to acquire Hugging Face…
Sonos unveiled its "Sonos 27mcp" protocol, enabling integration of ChatGPT and Gemini into its audio systems, alongside the new Ace Ultra headphones and Beam…
Corti and the Danish Center for AI Innovation put a sovereign AI control layer on the Gefion supercomputer, citing GDPR, NIS2, DORA and the…
SK Hynix has initiated construction on a $4 billion factory in Indiana, intended for advanced memory chip packaging and AI semiconductor research. However, actual…
SB 53 lists four things that count as a critical safety incident, and the only one that fits what happened inside OpenAI in July…
The PORTS-Pike data center landed a $105 billion Nvidia guarantee, 9.2 GW of federally owned gas funded by Japan, and an $80 million community…
Alibaba's share placement raised $10.2 billion, the largest primary follow-on in Hong Kong history. Against RMB67.7 billion of June-quarter capex, it buys about one…
Z.ai confirmed it built Ox Alpha, now rebranded GLM-5.3-Flash, and claims the model runs entirely on 100,000 domestically made chips. The company won't say…
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