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Nvidia Just Walked Away From $4.6 Billion in One Quarter
The world's AI kingmaker just walked away from a $4.6 billion quarterly customer without blinking, because the line of buyers behind them stretches around the block twice.
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Anthropic Pays SpaceX $15 Billion Annually for AI Compute Access
The cloud wars just got a satellite uplink. SpaceX's IPO filing reveals Anthropic is paying $15 billion annually to access SpaceX's GPU infrastructure, making SpaceX a major player in AI compute rental
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Anthropic Bets $45 Billion on Musk's SpaceX to Power AI
The company building cautious AI just bet $45 billion that Elon Musk can keep the lights on. Anthropic will pay SpaceX $1.25 billion per month through May 2029 for compute capacity at SpaceX's Colossus data centers in Tennessee, totaling nearly $45 billion over three years
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Nvidia Reports Earnings as World's Most Valuable Company Faces First Real Test
Nvidia has become the world's most valuable company by selling the shovels for the AI gold rush — tonight we find out if the vein is running dry.
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ChatGPT Can't Tell You Who Won the Election
The companies building the agents that might run your life can't reliably tell you who's winning an election. All four major AI chatbots—ChatGPT, Gemini, Claude, and Grok—fail to accurately answer questions about elections and geopolitics, according to a new Forum AI study
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SoftBank Bets $60B on OpenAI After Losing $16B on WeWork
SoftBank's founder just put more money into one AI company than he lost on WeWork—and his own people are nervous. SoftBank has committed over $60 billion to OpenAI, with founder Masayoshi Son convinced Sam Altman is leading the century's most important technology shift
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Google Fires AI Engineer Who Refused to Build Tools for Israeli Military
The Nobel laureate's AI lab just became the first Big Tech division where workers formally voted to unionize over what their models do in the real world.
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Boston Metal Raises $75M to Crack the Rare Earth Chokepoint China Controls
Steel was the play everyone watched. Rare earths are the play that actually matters. Boston Metal raised $75M to pivot from clean steel to critical metals production using its molten oxide electrolysis tech
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Millions Research Candidates With AI That Can't Tell Fact From Fiction
Six months before voters head to the polls, the tools millions use to "research" candidates can't tell fact from hallucination. Four major AI chatbots (ChatGPT, Gemini, Claude, Grok) fail to accurately answer election and geopolitics questions, per Forum AI study
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Meta Fires 8,000 Workers While Spending Billions on AI
The company spending billions to build artificial general intelligence just decided 8,000 people aren't efficient enough to help. Meta began notifying 8,000 employees globally of layoffs Wednesday morning, starting with Asia-Pacific staff at 4 a.m. Singapore time, followed by US workers.
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8B model beats frontier AI with one trick nobody's using
The dirty secret of AI agents isn't that small models are dumb — it's that nobody built the scaffolding to keep them from falling off the tightrope.
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Anthropic Just Solved the Problem Blocking AI Agents From Production
The credential problem was the real moat between agents and production, and Anthropic just gave enterprises a door through it.
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OpenAI Bets $234M That Singapore Beats Silicon Valley for AI Supremacy
OpenAI is spending a quarter-billion dollars to build AI infrastructure where the power grid works and the government actually wants you. OpenAI commits $234 million to establish an AI lab in Singapore through a multiyear partnership with the local government
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OpenAI's Trial Transcripts Reveal How Profit Corrupted the Safety Mission
The jury said Musk lost, but the trial transcript is a road map to what breaks when you bolt a profit motive onto a safety mission.
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SoftBank's $70B WeWork Disaster Looks Small Next to His OpenAI Bet
The man who lost $70 billion on WeWork is now betting more than that on a single AI company, and this time his own team is nervous.
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Bet Against OpenAI's $157B Valuation Before Employees Can
Private company valuations just became a liquid market where anyone can take a position before the insiders cash out. Polymarket launched prediction markets tracking IPO timing and valuations for private unicorns including OpenAI, Anthropic, SpaceX, Stripe, and Kraken
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Google's AI Consultants Are Selling You Software They Don't Use
The consulting industry just created its own principal-agent problem, and enterprises are about to pay for it. Google partnered with Accenture, Deloitte, and McKinsey with a $750 million fund to accelerate enterprise adoption of its AI stack.
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Google delays its best AI model while OpenAI ships daily
Google just taught the AI industry a new emotion: conference blue balls. Google delayed Gemini 3.5 Pro until next month, drawing audible groans from developers at I/O 2026 who expected the flagship model to ship immediately.
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Google Bets You'll Trade Privacy Once Its AI Gets Smart Enough
The price of convenience has always been privacy, but Google's betting you'll finally stop caring when the AI gets good enough.
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