Court filings just revealed that Microsoft nearly walked away from OpenAI before writing the checks that made ChatGPT possible. Emails from 2018 show Microsoft executives were deeply skeptical of OpenAI, but feared Amazon would scoop them up if they passed.
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The man who sued Anthropic for betraying his vision just handed them his compute — that's not strategy, that's surrender.
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Apple is putting eyes in your ears, and they're not for taking pictures. Apple's camera-equipped AirPods have reached the design validation test stage, one step before production validation, with testers actively using prototypes.
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When your legacy cash cow starts limping, you'd better have a rocket ship waiting in the barn. Arm CEO Rene Haas confirmed smartphone market weakness while pointing to accelerating AI data center demand as the company's growth engine
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Musk just announced he's spending more money on a chip factory than most countries spend on their entire military, and he's doing it through a rocket company.
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The hyperscalers are minting trillion-dollar valuations while quietly penciling in which human jobs won't survive the build-out. Hyperscalers are driving explosive earnings growth through trillion-dollar AI infrastructure spending, while Samsung just crossed $1T valuation on AI chip demand
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Nvidia's monopoly just got its first real crack, and hyperscalers are already rewriting their backup plans. AMD's Q2 revenue forecast of $11.2 billion beat analyst expectations by $700 million, driven entirely by AI data center chip demand
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The defense industrial base just got a new prime contractor, and it's still learning to use forks. Scale AI landed a $500 million Pentagon contract to build data infrastructure and decision support systems for the DoD
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The AI company racing to IPO just signed a compute deal with the man who's been calling AI safety research a scam for years. Anthropic signed a deal with SpaceX/xAI to use all compute capacity at the Colossus 1 data center, part of its infrastructure buildout ahead of a planned June IPO
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The White House is about to put a choke collar on AI model releases while Big Tech just announced they're spending three-quarters of a trillion dollars to build them faster.
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A Bitcoin miner just signed the largest AI infrastructure deal in history—and nobody's talking about who's on the other end of that $9.8 billion check.
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The walled garden just opened its gates to competing gardeners. Apple plans to let users choose third-party AI models to power Apple Intelligence features system-wide in iOS 27, iPadOS 27, and macOS 27, expected this fall.
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When you ship the hardware before the software is ready, you pay for it in court. Apple agreed to pay $250 million to settle a class action lawsuit over Apple Intelligence features advertised at WWDC 2024 but not delivered with iPhone 16 launch
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The supply chain attack surface just grew a new dimension — and your security tools can't see it.
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The first time an AI agent pays for cloud compute without a human credit card, we cross into a new economic territory.
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The frontier AI race just turned into a game of corporate chicken played with nine-figure data center bills.
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The frontier AI war just got messy—lawsuits flying, billion-dollar deals reshuffled, and China's scrappy underdog closing the gap faster than anyone expected.
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The world's biggest AI arms dealer just made $46 billion while everyone was watching ChatGPT. Google owns 14% of Anthropic — worth roughly $53 billion on Anthropic's latest $380 billion valuation — after investing just over $4 billion total
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The AI infrastructure buildout just hit a new gear: Meta's putting $13 billion into one data center, and they're financing it like a utility company.
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The world's most dangerous tech employer just admitted its own AI tools weren't cutting it. Amazon is rolling out Anthropic's Claude Code immediately and OpenAI's Codex on May 12 to all corporate employees, moving beyond its in-house Kiro tool after internal pushback
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