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.
Nvidia's AI server prices are set to increase by over 15 percent due to surging memory costs from suppliers like Samsung and SK Hynix.…
Apple announced over 200 job cuts affecting its Siri and Vision Pro teams, signaling a strategic restructure linked to leadership changes. While the premium…
Seven. That’s how many generations of Google’s Tensor Processing Unit Amir Salek shipped before he left in 2022, and it matters more than his…
CME Group is launching two futures contracts on October 5 that will allow trading of Nvidia GPU rental prices, reflecting their high demand in…
In July, Moonshot AI faced accusations of misusing Nvidia chips, but it only rented compute from Thailand, exploiting a loophole in U.S. export controls.…
Alibaba has launched Qwen3.8 Max's weights and released Qwen3.8-27B, a laptop-optimized model claiming to match larger models' performance. This development responds to Meta's recent…
Mistral Large 3 shares DeepSeek V3's attention stack down to the compression ranks, and since 11 August Mistral serves Z.ai's GLM-5.2 unmodified on its…
A leaked demo video reveals Apple’s camera-equipped AirPods, showcasing a feature where Siri saves visuals like book covers. Although appearing discreet, privacy concerns persist…
Cerebras unveiled the CS-4, a powerful server rack featuring three wafer-scale chips, promising significant throughput improvements. However, despite reported advancements and a $180.1 million…
Ryanair has struck a five-year deal with Google Cloud and its suite of tools to support its workforce of 35,000 employees, aiming to double…
A Guardian investigation into internal Microsoft documents found the company has 2.2 million AI chips installed, a fraction of what its own gigawatt claims…
Sony's PSSR 2.0 significantly reduced training time from four GPU-months to under one week by simplifying its neural network's functions. It switched from a…
Firebird's Armenia AI factory, the biggest in the former Soviet bloc, is really a story about export licenses: Washington cleared Nvidia Blackwell into a…
The U.S. State Department's recent letter urges 35 countries to choose sides in the AI competition between Washington and Beijing, highlighting concerns over Kazakhstan's…
AI regulation enforcement arrived on three continents in one week: the EU AI Act's transparency layer went live, China issued its first companion-AI fines,…
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