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113 article(s)
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
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
Between 16 and 22 August the confirmed AI calendar holds three things: a Google image-model shutdown on Monday, Baidu's quarter on Tuesday and Alibaba's on Thursday. The heavier week starts the day after it ends.
4 min read
Between 9 and 15 August the labs competed on price, latency and how long a model keeps working — not on capability. The largest number of the week was NVIDIA's, and it was a financing announcement.
5 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
Researched with AI assistance and verified against primary sources before publishing. Every claim links to where it came from.
