The companies building AI models are about to get a lifeline—if they can wait five years for it. SK Hynix plans to double its memory chip wafer capacity over the next five years, a direct response to the global shortage choking AI development
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The AI lab that burned $8 billion to stay independent just filed to let retail investors pay for the next phase. Anthropic filed confidentially for an IPO, joining SpaceX and an expected OpenAI public debut in what could be the largest tech IPO wave in years
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The CEO whose company everyone says will automate jobs is now saying the companies actually using his tools are hiring, not firing. Sam Altman claims companies adopting AI most aggressively are hiring more, not less, while firms citing AI for layoffs are laggards in adoption
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Berkshire Hathaway betting $10 billion on Google's AI buildout is the real headline buried under the stock price noise. Alphabet plans to raise $80 billion in equity to fund AI infrastructure, with Berkshire Hathaway committing $10 billion as anchor investor
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OpenAI just told the world it doesn't do lobbying firms or PAC money — which means every other AI company now has to explain why they do. OpenAI published its official stance on AI policy: no outside groups speak for them, no political action committees, direct engagement only with policymakers
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Google just shipped an AI agent that actually works in the background—and immediately ran into the same trust problem every autonomy play hits.
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Defense tech just became the new crypto — except this time, VCs are betting on machines that kill instead of machines that trade. Mach Industries landed a funding round at a $1.8 billion valuation to scale production of autonomous aircraft and strike systems for the Pentagon
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When Warren Buffett writes a check for AI infrastructure, the capital arms race just changed gears. Alphabet is raising $80 billion in equity capital, with Berkshire Hathaway as an investor, to fund aggressive AI spending plans
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The companies building the agent layer just became investable, and the timing says everything about who thinks they've already won. Anthropic filed a confidential S-1 with the SEC, setting up a three-way IPO race with OpenAI and SpaceX that could add $3 trillion in market cap to public markets.
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The foundation model IPO race just got its pole position, and it wasn't OpenAI who took it. Anthropic confidentially filed its S-1 with the SEC after closing a $65 billion funding round at a $965 billion valuation
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Enterprise software's biggest CRM player just became one of AI's biggest stakeholders, and the timing says more about Salesforce's future than Anthropic's valuation. Salesforce's stake in Anthropic is now worth roughly $5 billion, built through multiple rounds of investment in the Claude maker
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The AI company that wrapped itself in safety rhetoric just won the race to Wall Street, proving that brand differentiation matters more than who ships faster.
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The AI company that said it didn't need to win is now racing to own the most expensive ticker symbol in history. Anthropic filed confidentially for an IPO just days after raising $65bn at a $965bn post-money valuation — up from $380bn in February.
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The frontier model makers are about to become Wall Street's problem. Anthropic filed a confidential S-1 with the SEC on Monday, joining rival OpenAI in a sprint toward blockbuster public listings expected as soon as this fall.
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The economics of AI just broke in half—and it happened in China while American labs were still arguing about pricing tiers. MiniMax released M3, a frontier LLM that beats GPT-5.5 and Gemini 3.1 Pro on key benchmarks at 5-10% of their cost, with 1-million-token context window and native multimodality
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The first government agency getting its hands on an AI that breaks into systems isn't trying to regulate it out of existence. Anthropic is giving the EU's cybersecurity agency access to Mythos, an AI tool designed to find and exploit vulnerabilities in computer systems
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The $280-per-hour contractors teaching Claude to code better reveal the messy human scaffolding holding up the agent economy.
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Nvidia just declared war on the PC duopoly, and the weapon is a chip that puts agent-grade compute in a laptop that doesn't sound like a jet engine.
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The CEO whose chips power the job-killing robots says there's nothing to worry about — and he might be technically right for all the wrong reasons.
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The chip wars just became a loyalty test, and Nvidia's holding the scorecards. Nvidia locked Anthropic, OpenAI, and SpaceX as launch customers for its new Vera microprocessor, expanding beyond GPUs into the full data center stack
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