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One verified AI story, every morning.
48 article(s)
A 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
Four 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
No 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
From 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
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
Hot Chips 2026 runs Sunday to Tuesday at Stanford with NVIDIA, AMD, Intel, Google, Microsoft, Meta and OpenAI all on the accelerator program. NVIDIA and Salesforce report on Wednesday, Marvell on Thursday. No frontier lab has a dated announcement inside the window.
4 min read
Between 16 and 22 August, NVIDIA put up to $105 billion of its own credit behind OpenAI's Ohio leases, Etched reached a $21 billion valuation, Alibaba disclosed a $2 billion quarterly loss on its model business, and OpenAI cut a frontier price with an expiry date attached. No lab announced a frontier model.
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
Researched with AI assistance and verified against primary sources before publishing. Every claim links to where it came from.