The white-shoe law firm that advised on the Facebook IPO just shipped an AI that reads contracts faster than associates bill hours. Sullivan & Cromwell built Agreement Analyzer with OpenAI, an AI tool that reviews draft agreements and flags issues
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When your valuation "slides" to $1.5 trillion, you're not struggling — you're recalibrating the most expensive AI bet in history. Anthropic's investors are reportedly lowering IPO valuation expectations to $1.5 trillion, signaling a shift from earlier, presumably higher targets.
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The $100 billion partner just became the in-house competitor. Microsoft's AI chief Mustafa Suleyman told employees the company's new MAI-Base-2 model outperforms the OpenAI model powering GPT-5.6, using 25% of the compute
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The AI infrastructure gold rush just hit its first liquidity crisis, and the banks who financed it are looking for the exits.
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The chip maker just decided it wants to be a model maker too, and it's giving the weights away for free. Nvidia released Nemotron 3.5 Super VL, a new vision-language model with open weights that directly challenges Claude and GPT
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Your employees' personal AI agents are about to show up to work whether you have a policy for them or not.
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When tech's biggest names write checks to remodel the White House, they're not buying wallpaper—they're buying the future regulatory environment for AI and chips.
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Meta just handed developers the architectural blueprint that every closed AI lab has been guarding — and it runs on hardware you can actually rent.
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The chipmaker's CEO just publicly vouched for a customer everyone's been whispering about—and that vote of confidence tells you more about Nvidia's exposure than CoreWeave's balance sheet.
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The company building the pipes for the AI boom just got priced like it might not make it to next year. CoreWeave's credit default swaps hit record highs, with markets now pricing in 60% odds the AI infrastructure company defaults on its debt
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The AI infrastructure trade is about to get its first real stress test since the sector turned from gold rush to question mark. Stack Infrastructure is seeking a $6 billion loan for its data center operations, owned by private equity firm Blue Owl Capital
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The company that proved language models could be polite is now asking investors to believe it's worth more than Apple—while its growth rate says otherwise. Anthropic is pitching investors on a $2+ trillion valuation ahead of a November IPO, despite revenue growth cooling from previous quarters
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The chip shortage narrative is officially dead — TSMC just printed money at a rate that would make most tech giants blush. TSMC's Q3 net income jumped 69% to $23.6 billion, with revenue hitting $47 billion on a 51% surge
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The AI boom just printed a $23.6 billion profit for one company in three months, and the suppliers still can't keep up. TSMC posted Q3 net income of $23.6 billion, up 69% year-over-year, with revenue hitting $47 billion (up 51%)
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The man selling the shovels just announced he'll decide who gets to dig. Nvidia CEO Jensen Huang says the company would cut off chip sales to customers building "unsafe AI", marking the first time a major hardware provider has publicly claimed gatekeeper authority over AI development
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The containment strategy won't work, and the acceleration strategy can't win. NYU professor Gary Marcus says the US-China AI race will end in a tie, not a decisive victory for either superpower
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The same banks that financed the 2008 housing bubble are now bankrolling a $600 billion AI boom they openly admit might be built on sand. Big banks continue funding AI infrastructure despite acknowledging significant financing risks, creating potential systemic instability
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Jensen Huang just drew a line in the sand most chipmakers would never touch—cut off customers building unsafe AI—while Anthropic quietly builds the infrastructure to make that judgment call actually possible.
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OpenAI used its own models to identify the employee who bugged its executive conference room, then watched as he booked a one-way flight out of the country.
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When your stock crashes and your CEO blames the market for being dumb, that's either courage or the first stage of grief. CoreWeave's CEO Mike Intrator says markets are acting "irrationally" after the AI cloud company's stock and bond prices plunged
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