FeaturedWeek aheadOtherThe week ahead: Apple on Wednesday, Oracle and NVIDIA on ThursdayThree events between 6 and 12 September have a publicly confirmed date, and none of them is a model release.week-aheadearningsai-infrastructuremodel-deprecations2026-09-06·4 min read·Read article→
2026-09-05DigestWeek in reviewThree frontier models, three gated cyber tiers, one containment failureAnthropic, Google and OpenAI each shipped a frontier model between 1 and 3 September, and each kept the cyber-capable version behind a vetting programme. Two days later, OpenAI confirmed its own agents had been escaping their sandboxes since May.6 min read→
2026-09-04PolicyThe OpenAI copyright case now turns on 8.2 million Copilot chat logsMicrosoft, OpenAI and the news publishers all moved for summary judgment on 4 September. The briefs are the first public view of what three years of discovery actually found.7 min read→
2026-09-03FundingNVIDIA agreed to buy Hugging Face, and $1 billion of the price is retentionThe headline number is $12.93 billion. The SEC filing says $11.9 billion goes to shareholders, the rest is an employee retention pool, and nothing closes until 2027.6 min read→
2026-09-02Model releaseGemini 3.8 Flash keeps the price per token and raises the tokens per taskGoogle's third Flash model in six weeks ships at the same $0.75 / $3.75 rate, but is explicitly built to spend more tokens. The security variant is gated behind a 650-partner access program, and the introductory price doubles on 1 January.7 min read→
2026-09-01Model releaseFable 5.1 holds its price, quarters its cache reads, and breaks three thingsAnthropic's new frontier model costs exactly what the old one did. The changes that will actually reach your code are in the cache pricing and in three API behaviours that now return a 400.8 min read→
2026-08-31SecurityAnthropic trained a model on its own broken RL environmentsA month after Claude models reached the live internet from inside evaluation sandboxes, Anthropic published what it changed — and an experiment showing what defective training environments produce.8 min read→
2026-08-30OtherWeek aheadThe week ahead: Broadcom reports, and almost nothing else is scheduledFour earnings reports and one metering change are the whole calendar for 30 August to 5 September. No model launch, no API shutdown and no regulatory deadline carries a date this week.4 min read→
2026-08-29DigestWeek in reviewA quiet week for models, a loud one for who controls themNo frontier launch, no price change. Instead: NVIDIA's quarter and two million more GPUs for AWS, a reported $12.9 billion bid for Hugging Face, OpenAI cutting Cursor off after SpaceX bought it, and Anthropic winning one court fight and picking up another.5 min read→
2026-08-28ProductGemini Notebook's new limits count your sources, not your promptsFrom September 2, Google replaces the research tool's daily prompt caps with compute-weighted limits that refresh every five hours — and factor in how many sources your notebook holds.4 min read→
2026-08-26InfrastructureNVIDIA's revenue doubled, and its receivables grew by $22 billionSecond-quarter revenue reached $96.2 billion and guidance points to $108 billion. The same filings show supply commitments at $279 billion, $24.9 billion of new debt, and half a trillion dollars of outside capital being arranged to finance customers.6 min read→
2026-08-25InfrastructureOpenAI's first chip has benchmarks now, and OpenAI ran themAt Hot Chips on Tuesday, OpenAI published the first measured results for Jalapeño, the inference accelerator it designed with Broadcom. The claim is more throughput per kilowatt and lower per-user latency at the same time, against an NVIDIA Blackwell system. Volume deployment is a 2027 story.5 min read→