The problem isn't the code — it's the electric bill and who owns the power plant. Instinct users report slowdowns in the AI assistant app, with tasks delayed and notifications missed — "like it went home for the night," one user says
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Qualcomm just made ARM laptops viable for developers who don't care about shiny vendor lock-in. Qualcomm announced Linux support for its Snapdragon X2 Series chips, positioning ARM-based PCs as developer workstations, not just consumer toys
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The man selling the shovels for the AI gold rush just said the quiet part loud: his product burns the planet now so it can maybe save it later. Nvidia CEO Jensen Huang told The Ezra Klein Show that AI will cause "enormous pain and suffering" before helping solve climate change
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A $15 billion valuation in year four, but the real story is that OpenEvidence might sell before the AI giants turn healthcare into a walled garden.
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Oracle just showed its hand in the AI infrastructure poker game, and it's not holding aces. Oracle sent a force majeure notice to Blue Owl Capital on Project Jupiter, its flagship AI data center in New Mexico, giving them legal cover to delay payments if the facility misses its 2028 launch
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The company building Claude just set up a power structure that would make Zuckerberg blush. Anthropic is heading toward an IPO this year with a $65B revenue run rate and potential $2T valuation, but founders will retain 50% voting control through dual-class shares
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AI finds something biology already knew about, and the scientists who actually know biology aren't impressed. Anthropic claimed Claude discovered an enzyme system similar to CRISPR, the gene editing breakthrough, but field experts say the company oversold it
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The compute wars just got a new player, and it paid for entry with equity instead of cash. Akamai inked a $12B multi-year AI infrastructure deal with Anthropic, with potential to reach $20B, and issued a warrant giving Anthropic the option to acquire 5% of Akamai's common stock
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The era of AI companies owning their compute stack just ended with a number most startups will never see in revenue. Anthropic signed an $11.6 billion, seven-year deal with Akamai for computing power — the largest public AI infrastructure contract to date
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Google just gave its AI a face, but locked it behind an enterprise paywall—the consumer agent economy will have to wait. Google's Gemini 3.8 Live now features an animated AI persona that lip-syncs and shows facial expressions during real-time conversations, currently enterprise-only
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The US just realized it brought export controls to an open-source fight. AI has become a central tension point in Trump-Xi talks, with Chinese open-weight models closing the gap on US systems despite export restrictions
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When your biggest supplier is also your life raft, you're not disrupting anything except maybe accounting standards. Nscale filed for a $35 billion IPO while burning cash and leaning on a $3 billion financing deal with Nvidia to stay solvent
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While AI labs worry about their models turning against humanity, protesters are calling out a more immediate threat: the power-hungry infrastructure keeping those models alive.
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The company cloning voices for corporate America just hit a $22 billion valuation, and its CEO thinks you deserve to know when you're talking to a machine — for now. ElevenLabs, the AI voice synthesis company behind many customer service calls, is now reportedly valued at $22 billion
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When your top two customers are also the entire industry's best ticket to survival, you're either perfectly positioned or catastrophically exposed.
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The government that built the Interstate Highway System is about to spend three times as much on compute. The Brookings Institution projects $10.3 trillion in AI infrastructure investment by 2032, making it the largest single economic investment in US history
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A two-year-old video AI startup just hit a revenue run rate that took Netflix eight years to reach. Higgsfield Inc., founded by ex-Snap executive, projects $1B+ annualized revenue based on current performance
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Google just shipped a text-to-speech model while promising its flagship is "almost ready," which is exactly what a company says when it's still behind.
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The first AI lab to actually do wet lab science says it's already cracking problems humans couldn't — but only because humans are still running the show.
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The only thing stranger than Democrats asking Trump to negotiate with China is that chips, not missiles, are the weapon everyone's fighting over. Democrats are pushing Trump to negotiate an AI safety agreement with China, even as Schumer warns against easing export controls on AI chips to Beijing.
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