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.
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…
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…
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