The world's most capable AI models just became a commodity anyone can afford to run at scale. DeepSeek-V4 launched as a 1.6-trillion-parameter open source model that matches or beats GPT-5.5 and Claude Opus 4.7 on benchmarks while costing roughly 1/6th the price via API
Continue reading ›
Google just placed the biggest bet in AI history on a company it's simultaneously trying to outcompete. Google will invest $10 billion in Anthropic immediately, with another $30 billion potentially following — dwarfing every prior AI investment and cementing the strangest partnership in tech.
Continue reading ›
China just made a million-token context window something your agents can actually afford to use. DeepSeek-V4 launched with a 1-million-token context window that's optimized for agent workflows, not just benchmarks.
Continue reading ›
Europe just sold its AI sovereignty story to a Canadian company backed by a grocery billionaire. Cohere is acquiring Germany's Aleph Alpha, with Schwarz Group (owns Lidl, Kaufland) investing $600M into Cohere as part of the deal
Continue reading ›
The GPU wars just became a sideshow. Meta signed a multibillion-dollar deal with Amazon to rent hundreds of thousands of Amazon's general-purpose CPUs, not GPUs, for AI workloads.
Continue reading ›
The richest man in the world is about to find out if Wall Street will pay $2 trillion for rockets, satellites, and a promise to own the AI cloud layer nobody else can reach.
Continue reading ›
The AI buildout is outpacing the infrastructure that makes AI possible — and companies are now scrambling to manufacture their own power rather than wait for the grid to catch up.
Continue reading ›
The AI gold rush just hit its first liquidity crisis, and the banks are now hedging bets on the infrastructure that's supposed to power the future. TD Bank is exploring a significant risk transfer (SRT) deal to hedge its exposure to data center debt as AI investment accelerates
Continue reading ›
The people building AI's future just admitted they can't keep up with it either. Cat Wu, head of product for Claude Code at Anthropic, told Lenny's podcast that users are experiencing FOMO from the relentless pace of AI releases, forcing people to "check Twitter every single day" to stay current
Continue reading ›
While Microsoft writes an $18 billion check for Australian AI infrastructure, the real story is happening in market cap tables where AI firms now control nearly half the S&P 500.
Continue reading ›
China's tech giants are scrambling to get a piece of DeepSeek after spending months watching it embarrass their own AI efforts with a fraction of their budgets. Tencent and Alibaba are negotiating to join DeepSeek's first external funding round, signaling a major shift in China's AI power structure
Continue reading ›
OpenAI just published a manual for something that doesn't officially exist yet. OpenAI released four learning modules for "Codex," a system that moves beyond chat to actually complete tasks, connect tools, and produce outputs like documents and dashboards
Continue reading ›
The same company that bet $100 billion on AI infrastructure just realized you can't run intelligence without solving power first.
Continue reading ›
When your best product starts feeling broken and thousands of power users scream about it online, you can either gaslight them or own it.
Continue reading ›
A coding agent company is now worth more than half the companies in the S&P 500, and it's barely two years old. Cognition AI is in talks to raise funding at a $25 billion valuation, more than doubling its previous mark
Continue reading ›
The companies building the AI future just decided 23,000 people aren't part of it. Meta plans to cut 10% of its workforce, while Microsoft is offering voluntary buyouts, together potentially affecting 23,000 jobs
Continue reading ›
The company that lost the AI chip race just convinced Wall Street it might still win the AI infrastructure war. Intel gave a strong sales forecast for Q2, signaling the chipmaker is finally capturing revenue from the massive AI infrastructure build-out
Continue reading ›
Meta's AI ambitions just got a price tag with seven thousand human names attached to it. Meta is cutting roughly 8,000 employees—10% of its workforce—on May 20, plus closing 6,000 internal roles
Continue reading ›
The US just turned OpenAI and Anthropic into national security assets, whether they wanted to be or not.
Continue reading ›
The chip war just got a training montage and an agent sidekick. Google unveiled new Tensor processors targeting both massive model training and the emerging AI agent economy, with distinct builds for each use case.
Continue reading ›