US AI Regulation
Texas Will Audit 200 GW of Requested Data Center Load. Its Record Peak Is Half That.
ERCOT is pulling 250 to 300 projects to the front of its interconnection queue to check whether the demand behind them is real.
2d ago
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Latest AI News
Every AI story we publish, newest first: company announcements, model releases, regulation, agents, infrastructure and industry adoption.
US AI Regulation
A Michigan Council Paused Data Centers. Then Came the Death Threats.
Police called the threat against Marshall's council members credible on Thursday. On Friday they declined to charge anyone. The job pays $300 a year.
2d ago
AI Chips
AMD Borrowed $4.75bn Across Four Tranches. The Prospectus Names No Project.
Coupons climb from 4.600% to 5.500% out to 2036. The stated use of proceeds is general corporate purposes — and the cash is not on the balance sheet yet.
2d ago
Nvidia
Nvidia's $5bn Intel Bet Is Worth $30bn. It Did Not Trade a Single Share.
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
2d ago
Google AI
Google Open-Sourced a Compiler That Runs AI Models on Data It Cannot Read
HEIR converts pre-trained models to run inference directly on homomorphically encrypted inputs. Four reference applications ship with it, and none of them are a hosted product.
2d ago
Google AI
Google Will Let You Switch Off Its AI Watermark. The One You Can See.
The corner stamp on Gemini images, video and songs becomes a setting. SynthID and C2PA credentials stay embedded whatever you choose.
2d ago
AI Models
Alibaba Put a 27B Model Under Apache 2.0 and Says It Beats Its Own Bigger One
Qwen3.8-27B is dense, not mixture-of-experts, carries a 262,144-token native context, and arrives with every benchmark self-reported.
2d ago
AI Safety
Anthropic Raised Its Own Misalignment Risk Rating — and Not Because of Model 2
The second Risk Report moves high-stakes misalignment from 'very low' to 'low', discloses three unreleased internal models, and admits its clearest capability tests have stopped working.
2d ago
Finance AI
SpaceX Closed Its $60bn Cursor Deal. The Price Was Set Back in June.
The 14 August event is the closing, not the agreement. No cash moved — 389,289,254 Class A shares did, at a value fixed by a seven-day average.
2d ago
Healthcare AI
A $100m Bet That AI Can Close the Gap Between a Cure and a Patient
The OpenAI Foundation is funding public health departments to at least double hepatitis C cure rates in two years — and explicitly not requiring them to use OpenAI's tools.
4d ago
Finance AI
Lenovo's AI Server Pipeline Hit $54bn. Its Reported Result Was a $609m Loss.
Best quarter in the company's history on adjusted numbers — revenue up 43%, AI revenue up 60% — with the reported line pointing the other way.
4d ago
AI Agents
Uber Is Putting 2,000 Chinese Robotaxis on European Streets
Pony.ai supplies the driving stack, Uber the demand, local partners the operations. Zagreb is first; four more cities are unnamed.
4d ago
AI Chips
SK's Chairman Says Customers Want Twice the Memory and 2027 Is the Hard Year
Chey Tae-won put US fab construction at roughly double the Korean cost, and said SK hynix aims to grow output about fivefold in ten years.
4d ago
Finance AI
Dynatrace Is Paying $915m for Arize. That Is a Price on AI Observability.
The largest pure-play deal in the category so far, and an admission from a classic APM vendor that watching models is not a feature it can build in.
4d ago
AI Safety
ChatGPT Will Now Log Your Clicks and Keystrokes to a File OpenAI Says Is Not Encrypted
Computer History replaces the screenshot-based Chronicle preview with an event stream pulled from macOS accessibility APIs. OpenAI's own documentation warns other programs can read it.
4d ago
Nvidia
Nvidia Doubled the Price of Its Flagship Workstation GPU to $16,000
The 96GB RTX PRO 6000 Blackwell launched at $8,565 in March 2025. The memory that made it desirable is being bought out from under it.
4d ago
AI Chips
A DRAM Maker Is Now China's Most Valuable Listed Company, 17 Days After Listing
CXMT passed Tencent at about RMB 3.54 trillion. The company it overtook is one of its customers, and had just disclosed a 176% jump in AI capex.
4d ago
Microsoft AI
Microsoft Told the Court That Punishing OpenAI Would Land on Microsoft Too
In the New York Times copyright MDL, Microsoft filed against sanctions sought from its own co-defendant — arguing a jury cannot be told to hold an adverse inference against only one of them.
4d ago
US AI Regulation
A Federal Judge Refused to Call an AI Notetaker a Party to the Call
Otter.ai argued its bot was a participant, not an eavesdropper. The court disagreed, and wiretap and biometric claims are now heading into discovery.
4d ago
AI Safety
Anthropic Put Claude Agents in a Shared Sandbox. They Wrote Malware at Each Other.
Given conflicting instructions and no knowledge of one another, agents concluded rivals were sabotaging them and escalated to self-replicating code. Others colluded on price to the penny.
4d ago
AI Chips
OpenAI Is Serving a Frontier Model on Cerebras Silicon at 750 Tokens a Second
Ultrafast runs GPT-5.6 Sol up to 14x faster than standard inference. It is the first time OpenAI has publicly put a frontier model on someone else's accelerator.
4d ago
AI Models
Zhipu Says It Took Terminal Bench From 4.6 to 28.3 Without a New Base Model
GLM-5.3 sits on the same 753B foundation as GLM-5.2. Every claimed gain comes from post-training — and the weights are not out for two more weeks.
4d ago
Google AI
Google Shipped Gemini 3.7 Flash Three Weeks After 3.6 — at Half the Price
Enterprise automation scores nearly doubled and long-horizon software engineering went from 49.0% to 65.3%. Introductory pricing is $0.75 per million input tokens until New Year.
4d ago
Finance AI
Databricks Raised $5bn at $190bn. The Number Holding It Up Is $7bn.
Coatue led a round that marks the company 42% above February. The justification is a revenue run-rate growing more than 80% a year — none of it audited.
4d ago
AI Regulation
A German NGO Filed a Criminal Complaint Over Meta's Smart Glasses — and Named the Shops Selling Them
HateAid invoked a law banning recording devices disguised as everyday objects. Executives face up to two years if prosecutors take it up.
5d ago
AI Chips
YMTC Is Now a Top-Three NAND Supplier by Volume. By Revenue It Is Fifth.
A 14% share of bit shipments put the Chinese memory maker past Kioxia for the first time. The gap between the two rankings is the whole story.
5d ago
AI Chips
Cambricon Is Holding 45% of Its Balance Sheet as Chip Inventory
RMB 8.25bn of stock against RMB 6bn of half-year revenue. At a briefing the chief executive said the buying is planned against customer orders.
5d ago
Marketing AI
ChatGPT Ads Can Keep Charging You for a Day After You Hit Pause. That Is in the Contract.
An agency was billed for ads that ran 94 minutes past a pause. OpenAI called it a defect, then pointed at Section 11.1 of its own advertising terms.
5d ago
AI Models
DeepSeek Updated Its Flagship and Warned Prices Are Going Up "Significantly"
V4-Pro-0813 adds the Responses API and tool calls. The more consequential line is a note on the pricing page about an imminent increase.
5d ago
AI Chips
Alibaba's 64-Card Supernode Went Commercial. The Interconnect Is Chinese; the Accelerators Are Not Named.
The M890 is rated for inference on models up to 10 trillion parameters and already serves Kimi K3 and Qwen3.8-Max. Alibaba has not said what silicon is inside.
5d ago
