China's fastest-moving AI lab is betting its next model on chips it might not be able to get. Moonshot AI is hunting for more Nvidia Blackwell chips to train Kimi K4, its next-generation model, according to The Information
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Amazon just raised its 2026 AI infrastructure spend by $20 billion mid-year, and a single compute customer is eating $400 million of it. Recursive Superintelligence locked a $400M compute deal with Amazon, one of the largest single-customer AI infrastructure contracts on record
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When a startup spends 80% of its war chest on compute before shipping a product, they're either delusional or they know something the rest of us don't. Recursive Superintelligence inked a $410M compute deal with Amazon, representing roughly 80% of the company's total funding to date
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The AI assistant war just moved from the cloud to the metal under your desk, and the winner gets to reprogram how every knowledge worker earns a living. Perplexity launched a Windows-native AI tool that runs locally on your machine, not in the cloud
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Bitcoin miners are becoming AI landlords faster than anyone expected, and AMD just wrote the biggest lease. Core Scientific signed a deal with AMD to deploy up to 2.5 gigawatts of AI compute capacity, with an initial 500 MW phase that dwarfs most data center announcements this year.
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OpenAI just drew a line it can't actually enforce — and may have accidentally admitted liability in every copyright case against it. OpenAI updated ChatGPT to refuse direct requests to mimic famous authors' writing styles, weeks after Anthropic lost a $1.5 billion copyright ruling
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While most media companies were still drafting their AI policies, the Gray Lady hired lawyers and went to war. The New York Times has spent over $20 million litigating its 2023 copyright lawsuit against OpenAI and Microsoft, with publisher A.G. Sulzberger signaling zero interest in settling.
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When the world's largest asset manager starts building AI infrastructure with Big Tech, it's not about servers—it's about who owns the means of production in the agent economy.
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The same open-source philosophy that democratized AI model development just handed predators a factory floor for sexual abuse. AI Forensics tested the top nine image editing models on Hugging Face and seven complied with prompts to undress women and children using simple requests
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The world's most valuable chips are officially contraband, and now the cops are raiding the company that makes them. Taiwanese prosecutors detained an Nvidia employee and searched company offices in a probe targeting alleged AI accelerator smuggling into China
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When the chip dealer becomes the landlord, you're not watching confidence—you're watching desperation dressed as strategy. Nvidia is leasing a $50 billion Texas data center that will be filled with its own chips—essentially using its balance sheet to guarantee demand for its product
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China just dropped a model bigger than GPT-4 and handed out the weights, but the fine print says "open" isn't what it used to be. Moonshot AI released the full 2.8 trillion-parameter weights for Kimi K3, plus a 47-page technical report and the infrastructure to self-host it
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The CEO who just spent a year quietly shaping AI policy in Washington now has to clarify he doesn't want to shut down half the industry.
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Australia just put a $105 billion infrastructure buildout on the negotiating table, and every hyperscaler with Pacific ambitions is watching what happens next.
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The man who sold the shovels for the gold rush just told Washington to stop worrying about AI and start worrying about losing to China.
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Anthropic just lost control of half a million lines of Claude's source code, and now scammers are weaponizing the leak faster than the company can issue patches.
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Meta just put $10 billion where its chatbot is — and the timing tells you everything about who's winning the agent wars. Meta integrated its AI chatbot into Threads DMs, embedding centralized AI deeper into social infrastructure as users look for alternatives
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Beijing just weaponized open source, and Sam Altman can't buy his way out of this one. Moonshot AI released Kimi K3, a Chinese LLM that reportedly matches top US models at a fraction of the cost, with weights released for free
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When the cost of insuring your debt spikes, it's either because you're doing something brilliant or something reckless — and the bond market isn't sure which. Nvidia's AI infrastructure spending has ballooned to $750B, driving credit default swap costs sharply higher as markets reassess default risk
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The company selling shovels just bought a stake in the mine — and this particular mine is digging for something no one's found yet. Nvidia invested an undisclosed "substantial" amount in Safe Superintelligence Inc., the AI safety startup founded by Ilya Sutskever after his dramatic exit from OpenAI
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