Latest publications

Nuvacore with Sequoia backing develops new CPU for AI workloads and data centers
Startup Nuvacore, founded by former Apple and Nuvia architects, aims to redesign CPUs for AI systems, with Sequoia backing the project from an early stage.

South Korea Becomes ASML's Largest Market as AI Memory Demand Surges
In Q1 2026, South Korea surpassed China in ASML systems deliveries: local memory manufacturers sharply increased purchases amid the AI boom.

Accel raised $5B for new bets on AI startups like Anthropic and Cursor
Venture fund Accel, an early investor in Anthropic, Cursor, and Perplexity, has raised $5 billion to increase investments in AI startups as the market rapidly becomes more expensive.

Skild AI Acquires Zebra Technologies' Robotic Automation Division
Skild AI acquired Zebra Technologies' robotic automation division to expand its presence in the rapidly growing software market for trainable robots.

Google launches standalone Gemini app for macOS and simplifies AI access on Mac
Google has launched a standalone Gemini application for macOS, allowing Apple computer owners to open the AI assistant faster and use it in their daily work on Mac.

Anthropic Deems Mythos Too Dangerous: Model Can Compromise Core Systems
Anthropic restricted access to Mythos following internal testing: the model can identify and exploit critical vulnerabilities in operating systems, browsers, and other digital infrastructure.

OpenAI raised $122 billion at $852 billion valuation, and Khosla deems it justified
OpenAI closed the largest funding round in its history: the company raised $122 billion at an $852 billion valuation, and investor Vinod Khosla considers the price not overvalued.

Nvidia Chief Calls for US-China Dialogue on AI Safety After Mythos
Nvidia CEO Jensen Huang stated that Anthropic's Mythos breakthrough reinforces the need for US-China dialogue on the safe use of increasingly powerful AI systems.

Anthropic Declines Investment at Valuation Over $800 Billion, While AI Chip Market Accelerates
Anthropic declined investor offers at valuations exceeding $800 billion, while Meta expands its work with Broadcom and ASML raises its sales forecast amid AI demand.

Why Infosys Is Retraining Graduates: Indian IT Professionals Aren't Ready for the AI Era
Indian computer science graduates increasingly arrive at work without AI development skills, so companies like Infosys spend weeks retraining them on new tools.

US House of Representatives discusses sanctions for AI model copying by Chinese firms
Republicans in the US House of Representatives propose punishing Chinese entities that use responses from leading American AI models to create competing systems.

Amazon and Microsoft turn Aragon into a 90 billion dollar AI-datacenter hub
Northern Spain has become ground zero for Europe's AI-datacenter boom: Aragon is promised tens of billions in investments, while residents debate land, water, energy, and the cost of this growth.

Amazon and Microsoft Turn Aragón Into an AI Hub, but Local Residents Sue Authorities
Amazon, Microsoft and others are investing over €80 billion in data centers in Aragón, but accelerated permits, land seizure, and water disputes are already dividing local communities.

Alibaba releases AI model for 3D video and game development, entering Tencent's territory
Alibaba unveiled a new AI model for creating 3D videos and game scenes, intensifying competition with Tencent and betting on commercial applications of generative tools.

TSMC Raises 2026 Forecast, Confirming Sustained Demand for AI Chips
TSMC improved its 2026 revenue forecast and sent a strong signal to the market: demand for AI chips and advanced processes remains high despite risks from Middle East tensions.

Meta and Mark Zuckerberg Train AI Assistant for CEO Functions
Meta's head tests a personal AI agent that accelerates data access within the company and is meant to relieve him of some executive routine amid massive AI investments.

European Central Bank to Discuss Anthropic Mythos Model Risks with Banks
The European Central Bank is convening risk directors from eurozone banks to discuss whether the new Anthropic Mythos model could exploit vulnerabilities in the financial system.

EU wants to force Google to share search data with competing chatbots
The EU proposed opening part of Google's key search data to competitors, including AI chatbots, to weaken the influence of the largest American tech platforms.

Anthropic Releases Claude Opus 4.7 — Powerful Code Model with Reduced Cybersecurity Capabilities
Anthropic has opened access to Claude Opus 4.7, enhancing the model for complex programming and agentic tasks, but intentionally weakening its cybersecurity capabilities compared to Mythos.

Anthropic deemed Mythos too dangerous: model found holes in the foundational software of the internet
Anthropic restricted access to Mythos after internal tests: the model found and exploited vulnerabilities in Linux, browsers, and other critical software faster than typical security teams.

Anthropic Updated Opus 4.7: Flagship AI Model Becomes Stronger at Programming
Anthropic updated its flagship Opus 4.7 model and claims it handles complex code better, while the company is not yet ready to broadly release the more powerful Mythos system.

White House Prepares Anthropic Mythos Access for U.S. Federal Agencies
The U.S. Administration wants to provide major federal agencies with a special version of Anthropic Mythos, but is simultaneously assessing how the model could increase cyber risks, data leaks, and threats to government

Anthropic Updates Opus 4.7, TSMC Raises Forecast Amid AI Chip Boom
Anthropic released Opus 4.7 a week after closing Mythos, while TSMC raises forecasts and the race for AI shifts from models to factories and chips.

Anthropic Introduced Mythos: New AI Model Sharply Enhanced Vulnerability Detection and Exploitation
Anthropic opened limited access to Mythos — a model that, according to early partner feedback, noticeably outperforms previous systems in finding, linking, and helping patch complex vulnerabilities.

Mercor at $10 Billion Valuation Wants AI to Replace Most of Specialists' Office Work
Mercor, a startup with a $10 billion valuation, claims its systems can reproduce most professional work, bringing white-collar job automation much closer.

Indian fintechs seeking access to Anthropic's Mythos amid cybersecurity concerns
India's leading fintech companies are requesting early access to Anthropic's Mythos to test their systems before the model's capabilities could be weaponized in new cyberattacks.

Anthropic Unveiled Mythos: AI for Vulnerability Discovery Is Already Reshaping Cybersecurity and Warfare
Anthropic restricted access to Mythos after the model learned to autonomously identify and exploit bugs; similar AI systems, according to experts, are already accelerating U.S. military decisions.

Iconiq Capital, Tech Billionaires' Advisor, Channels Billions Into AI
Iconiq Capital is raising its bet on artificial intelligence, transforming from tech elite advisor into a conduit for multi-billion-dollar deals involving sovereign wealth funds.

Pelgo launches AI service for rapid employment of workers displaced by automation
Pelgo startup offers an AI platform for employees who lost jobs due to automation: the service matches new roles, training, and coaches faster and cheaper than traditional outplacement.

Anthropic Goes to the White House: Mythos Escalates AI and Cyber Risk Debate to New Level
Anthropic CEO Dario Amodei meets with White House officials amid concerns over Mythos — a model capable of simultaneously enhancing both defense and cyberattacks.