One verified AI story, every morning.
63 article(s)
Second-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
At 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
Groq 3 LPX enters full production at Hot Chips, splitting inference across two kinds of silicon. The efficiency figures are NVIDIA's own and still pending review.
6 min read
Sol's standard rate drops to $4 per million input tokens and $20 per million output tokens. OpenAI's changelog calls the price promotional and good at least through 21 November.
4 min read
A reporting change splits the compute business from the one that builds and serves the models. Compute grew 45% and more than doubled its profit. Labs and apps lost RMB13.9 billion on RMB3.3 billion of revenue, which Alibaba attributes partly to Qwen app inference costs.
5 min read
Private Safety Processing looks for abuse patterns across a customer's sessions and emits a signal instead of the text. It arrives while Anthropic is doing the opposite for its frontier models.
5 min read
The company published its post-breach security overhaul on 18 August: a two-week pause on reinforcement-learning training, rebuilt sandboxes, monitoring that costs about a fifth of the compute it watches, and one run that has not restarted.
5 min read
The chip maker filed an 8-K disclosing residual value guaranties on roughly 4.25 gigawatts of OpenAI's leases at a campus in Pike County, Ohio, with its payment obligations capped at $105 billion. The clause that best explains the deal is the one that cancels it.
6 min read
The mechanism is keyed word selection. The interesting part is Anthropic's own list of cases where it produces almost no signal, including code.
5 min read
Google reports large gains on its own coding and agentic benchmarks. The 'half price' framing needs a closer look.
4 min read
The new model is pitched at long-running agents and holds Grok 4.5's $2/$6 list price. Every benchmark figure comes from SpaceXAI, and two of them put Grok 4.6 behind GPT-5.6 Sol Max and Fable 5 Max on agentic coding.
6 min read
The milestone is app-only, self-reported and arrives three weeks after Google told investors the figure was 950 million. The usage breakdown underneath it is the more interesting part.
4 min read
Researched with AI assistance and verified against primary sources before publishing. Every claim links to where it came from.
