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Business
NVIDIA, OpenAI, and Qualcomm Just Drew Three Very Different Battle Lines in AI Inference
NVIDIA reframes GPUs as token factories, while OpenAI and Broadcom unveil Jalapeño, a custom ASIC slashing inference costs by 50%. Meanwhile, Qualcomm stakes its own clai…

Business
The White House Just Showed Its Hand on GPT-5.6. And It Changed the Rules.
Two weeks after it forced Anthropic to pull its flagship models offline, the Trump administration is now asking OpenAI to stagger GPT-5.6’s release — approving access cus…

Business
Anthropic Says Alibaba Ran a Massive Campaign Against Claude. The Timing Raises Questions.
Anthropic accused Alibaba of using 25,000 fraudulent accounts to generate 28.8 million exchanges with Claude. Two days after the letter, the Commerce Department restricte…

Hardware
Nvidia CEO Just Said AI Is Profitable. Wall Street Needed to Hear That.
Ditch the cost center narrative: Nvidia's Jensen Huang says AI data centers are 'token factories' generating profit, delivering the message Wall Street needed.

Hardware
OpenAI Just Built Its Own AI Chip. And AI Helped Design It.
OpenAI and Broadcom unveiled Jalapeño on June 24 — a custom inference processor built for LLM workloads. Engineering samples are already running production code. The deve…

Agents
OpenThoughts-Agent Just Published a Cookbook for Malicious AI. That’s Not Even Its Biggest Problem.
OpenThoughts-Agent’s new data curation framework makes training capable agents a paint-by-numbers exercise—for anyone. Systematizing the pipeline hardens subjective human…

Autonomy
Mythos Found U.S. Government Vulnerabilities in Hours. That‘s Not the Real Story.
Anthropic’s Mythos found vulnerabilities in classified U.S. systems in hours. The same government banned the model five days earlier — and hasn‘t explained why.

Hardware
Meta Ditches Ray-Ban for Its Own $299 Smart Glasses. The Logo Is Gone. The Strategy Is Clear.
Meta drops Ray-Ban branding for $299 smart glasses, launches Muse Spark AI with live translation, and bets on tech recognition over fashion logos.

Models
Three AI Models Are Dropping Next Week. Fable 5‘s Shutdown Is Why.
Google’s Gemini 3.5 Pro, Anthropic‘s Claude Sonnet 5, and OpenAI’s GPT-5.6 are all expected within days of each other. Fable 5‘s free trial ended on June 22 — and three c…

Business
SpaceX Just Signed Another AI Compute Deal. This One Is Different.
Reflection AI, an open-source lab, will pay SpaceX $150 million per month for GB300 access through 2029. It’s SpaceX‘s third compute deal — and the first with a company b…

Models
ByteDance Just Doubled AI Video Length. That‘s Not the Real Story.
Seedance 2.5 can generate 30-second native video clips — double the industry standard. But the company’s real bet isn‘t on longer videos. It’s on physical AI simulation,…

Agents
Codex Is Eating Your SSD for Breakfast. OpenAI Hasn’t Fixed It.
OpenAI‘s Codex CLI is quietly writing up to 640 TB of logs per year to a local SQLite database. A typical 1 TB consumer SSD is rated for about 600 TB of total writes. If…