Latest publications

1X opened a factory in California and wants to produce 10,000 home robots in a year
Backed by OpenAI, 1X has opened a factory in California and plans to produce 10,000 home robots in its first year — one of the most ambitious moves yet toward a mass market for humanoids.

Eurozone finance ministers to discuss Anthropic's Mythos model amid rising concerns
Finance ministers of eurozone countries will return to the topic of Anthropic's Mythos on May 4, as regulators and banks try to understand how deep its cyber capabilities run and where the real risks lie.

BlackRock speeds up product launches with AI: prototypes for Aladdin are now built in days
BlackRock COO Rob Goldstein said the company is already using AI to build working prototypes in days instead of months and to improve transparency in private markets.

AI boom buoyed the US economy and softened the blow of war-driven inflation in the first quarter
Growing AI investment helped US GDP accelerate to 2% in the first quarter, even as the war involving Iran drove up oil prices, inflation and pressure on consumers.

Anthropic withholds Mythos from public release over the risk of attacks on critical infrastructure
Anthropic has restricted access to Mythos because the model is too effective at finding vulnerabilities and, in the hands of malicious actors, could make data theft and attacks on critical infrastructure easier.

Musk admitted: no written agreement existed with OpenAI at its founding
Elon Musk confirmed in court that when he made his initial contribution to OpenAI more than a decade ago, there was no written agreement on the terms of the donation.

Claude and other AI services help Americans file tax returns
Tax preparation in the US is becoming a new niche for AI: Claude and other tools are already helping users navigate forms, rules, and calculations, while financial services are quickly adding AI features.

Generative AI tested in a US Supreme Court case: can it replace lawyers
A lawyer handling a case before the US Supreme Court tested generative AI on materials from his own case, and the experiment again raised the central question: does the model help in court or merely sound convincing.

White House presents AI regulation plan: Trump wants a single standard for the US
Donald Trump's administration has released a framework for a future federal AI law, proposing uniform rules for the US and triggering a new dispute with Congress and the states.

Elon Musk's xAI sends engineers to client offices to take contracts from OpenAI
xAI has begun sending engineers directly to prospective corporate customers, hoping to take enterprise contracts from OpenAI and Anthropic through implementation and support.

Super Micro co-founder accused in scheme to divert AI servers with Nvidia chips to China
US authorities charged Super Micro's co-founder and two other defendants in a case over the illegal shipment of servers with Nvidia chips to China in circumvention of export restrictions.

OpenAI to nearly double headcount by end of 2026 amid competition with Google and Anthropic
OpenAI plans to nearly double its workforce by the end of 2026 to keep pace in the race with Anthropic and Google and scale products, infrastructure, and research faster.

Elon Musk launches Terafab in Austin: Tesla, xAI and SpaceX prepare a chip factory
Elon Musk has chosen Austin for Terafab, a future factory for in-house chips for robots, AI and space data centers that Tesla, xAI and SpaceX are launching.

Upstage in talks with AMD to buy 10,000 AI accelerators in South Korea
South Korean startup Upstage is in talks with AMD to buy 10,000 of the latest AI accelerators to deploy large-scale compute capacity within South Korea.

BlackRock's Larry Fink: AI boom will deepen inequality unless people start investing
Larry Fink says AI risks widening the income gap even further: large companies and investors will capture most of the gains unless access to market growth becomes broader.

Kandou AI raises $225 million from SoftBank and Synopsys amid the AI chip race
Kandou AI, led by a former Goldman Sachs executive, has raised $225 million from SoftBank, Synopsys, and Maverick Silicon — another sign of growth in the AI chip market.

Silicon Valley and Trump administration to test their alliance at AI summit in Washington
The Washington summit should demonstrate the alliance between tech giants and the Trump administration, but the conversation about US AI leadership is already complicated by job loss fears and the Iran war.

Meta hires Dreamer founders, former Google and Stripe executives, to develop AI agents
Meta hired founders and employees of Dreamer — a young startup founded by former Google and Stripe executives that helped users create their own AI agents.

Elon Musk prepares his own chip factory: Tesla and SpaceX launch TeraFab project
Elon Musk wants Tesla and SpaceX to produce chips themselves for robots, AI, and orbital data centers, while Nscale in Europe has grown to a $14.6 billion valuation.

Women use AI less at work — and it's not because they don't understand the technology
Bloomberg examined the gender gap in AI adoption and discovered: many women deliberately avoid AI tools, fearing loss of professional status among colleagues.

Qualcomm Finds First Major Customer for AI Chips, Enters Data Center Market
Qualcomm announced it will begin shipping a custom AI chip to a major hyperscaler in 2026, doubling down on the data center market beyond its smartphone business.

Brad Lightcap from OpenAI: Memory Shortage and Energy Crisis Threaten AI Infrastructure
OpenAI's Chief Operating Officer warned that HBM chip shortages and limited US power capacity are becoming real barriers to scaling AI infrastructure.

DeepSeek Pivots to Agentic AI: New Job Openings Signal Strategy Shift
Chinese startup DeepSeek has begun recruiting specialists in agentic AI, a clear signal that the company is positioning itself to focus on systems that execute tasks with minimal human oversight.

Figure AI Founder Launches Hark — AI-Device Startup with Product Family
New AI-device startup Hark from Figure AI founder Brett Adcock targets the AI-device market and from the start bets not on a single gadget, but on an entire family of products.

Norwegian Wealth Fund Saved Billions on AI, But Won't Lay Off Staff
Norway's $2.1 trillion sovereign wealth fund said AI already saves it billions of kroner in trading and investments, but these savings will not result in staff reductions.

Halter raised $220M for global expansion of smart collars for cattle
New Zealand-based Halter secured $220M to expand its smart collars for cattle to more farms and ranches worldwide, transforming niche agritech into a global business.

OpenAI wants to direct $1 billion through its nonprofit wing to AI projects in 2026
OpenAI wants to direct $1 billion through its nonprofit wing to AI initiatives in 2026 — a sharp increase in philanthropy following a recent corporate restructuring.

Microsoft States It's Building Its Own Safeguards for AI, Brad Smith Says
Microsoft President Brad Smith said at CERA Week in Houston that the company is building its own safeguards for AI and betting on internal security measures.

Palantir CTO Names Iran War First Major Conflict With Central Role of AI
Palantir's Chief Technology Officer believes the Iran war is the first major conflict where artificial intelligence became not a supplementary tool, but one of the key factors of war.

OpenAI Close to Attracting $10B from MGX, Coatue and Thrive in New Round
OpenAI is preparing a deal worth approximately $10B with MGX, Coatue and Thrive; if the round closes, the total amount raised by the company in its latest funding round will grow to approximately $120B.