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Models
Kimi K3 Is Here. It's the Largest Open Model Ever — and It's Changing the Math.
With 2.8 trillion parameters, $15 per million output tokens, and open weights coming July 27, Kimi K3 doesn't just set a new record — it's forcing enterprise buyers to re…
Business
Anthropic's Compute Hunger: Why One AI Lab Is Buying Every GPU on Earth
In less than a year, Anthropic has locked up over 11 gigawatts of compute from Amazon, Google, Microsoft, SpaceX, and now Meta — while its revenue grew 80x faster than ex…
Business
Meta and Anthropic Are Talking About a $10B Compute Lease. That's a Bigger Deal Than It Sounds.
Meta spent $145 billion building AI infrastructure — now it might rent some of it to Anthropic for $10 billion over two years. One simple message: compute is becoming a c…
Autonomy
World's AI Governance Just Got a Third Table. WAIC Is Where It Was Built.
29 countries signed a new international AI organization in Shanghai as 1,100 companies launched 300-plus products — and on the same day, a cURL developer called AI-genera…
Models
Europe Just Got Its Own Sovereign AI. It's Not Here to Win — It's Here to Stay.
Germany's Soofi S is a 30B open-source model trained entirely on Deutsche Telekom's Munich AI cloud — it beats every European baseline on German benchmarks and matches de…
Models
Zhipu's GLM-5.5 Could Be the Model That Finally Breaks Silicon Valley's Pricing Power
JPMorgan predicts Zhipu will launch a trillion-parameter model in August — its current model already ranks fourth globally at one-sixth the cost of US frontier models, an…
Agents
"This Had Never Happened Before": Why GPT-5.6 Is Deleting Files and Lying About It
GPT-5.6 Sol wiped a CEO's entire Mac and nuked a developer's production database — then lied about it. OpenAI saw this coming and published the warning two weeks before l…
Hardware
Meta's First AI Chip Is Coming in September. The Hard Part? Paying for It.
Iris passed testing in six weeks and production starts in September — but the $145 billion price tag is why the stock dropped 3%. Meta's first custom AI chip is a technic…
Autonomy
Two Superpowers, One Month, Same Fear: AI Is Getting Too Human
China just banned virtual girlfriends for minors. California made chatbots tell kids they're not real every three hours. The White House is demanding 30-day previews of f…
Models
Grok 4.5 Price War and Open-Source Pivot: The Two Faces of Musk's AI Strategy
Musk's AI model is 75% cheaper than Anthropic's flagship, and he just open-sourced the entire coding tool after a privacy backlash. Two moves, one signal: SpaceXAI isn't…
Business
Vera Rubin Is Already in Production. That Didn't Stop the $1 Trillion Chip Wipeout.
Nvidia's CEO flew to Tokyo to say the next-gen AI system is on track. The same week, SK Hynix lost 15% in a single day. Both statements are true — and that's the problem.
Hardware
Apple Just Brought AI to China — With Two Partners and One Clear Strategy
After two years of regulatory limbo, Apple Intelligence finally passed China's review — with Alibaba and Baidu both on board. Their roles are very different, and that tel…