Latest publications
Why AI Resistance Is Growing and What the Attack on Sam Altman's Home Revealed
Following the attack on Sam Altman's home, the conversation about AI distrust has transcended technology debates: fears around safety, power, and employment are intensifying.
Anthropic Chief to Meet White House Apparatus Amid US Interest in Mythos Model
Anthropic CEO Dario Amodei is expected to meet with the White House Chief of Staff as the Trump administration seeks broader US access to the Mythos model.
Cerebras relaunches US IPO: AI chip developer files again
Cerebras relaunches its US IPO months after withdrawing its previous filing, betting on AI infrastructure growth, OpenAI contracts, and a Nasdaq listing.
Cursor Discusses $2 Billion Round at $50+ Billion Valuation in AI-Coding Market
Cursor, a startup developing AI tools for programmers, is in advanced negotiations to raise approximately $2 billion at a business valuation exceeding $50 billion, excluding new investments.
Palantir and Thales Compete for FAA AI Tool for Air Traffic Management
FAA has engaged Palantir, Thales and Air Space Intelligence in a competition for a new AI tool designed to better manage air traffic and reduce network disruptions.
OpenAI loses two executives: curator of scientific initiatives and Sora head depart
Two leaders are departing OpenAI: the curator of scientific initiatives and head of Sora — marking a new phase in personnel changes as the company restructures its product portfolio.
China: Washington's export bills could disrupt chip supplies
Beijing criticized semiconductor export restrictions being advanced in the U.S. Congress, warning of risks to global trade and stability of worldwide chip supply chains.
Intel shares hit new record after strong forecast amid AI boom
Intel shares reached a historic high following a revenue forecast that exceeded expectations: the market saw the first clear signs that the AI boom has finally begun delivering tangible returns to the company.
Manitoba prepares strict ban on social media and AI chatbots for minors
Canadian Manitoba authorities want to block children and teenagers from accessing social media and AI chatbots, shifting the conversation about digital safety from recommendations to direct restrictions.
Beauty Brands Accelerate AI Adoption: From Virtual Selection to Formula Development
Artificial intelligence is increasingly integrated into the beauty industry: it helps customers select products while enabling companies to test ideas and develop new formulas faster.
Rio Tinto and the copper race: how the AI boom forces the US to urgently scale mining
Growing data centers and power grid demand turn copper into a strategic resource: the US is trying to launch new mines, but faces import dependence, bureaucracy and China.
DeepSeek Slashes Prices on New AI Flagship, Intensifying Price War in China
DeepSeek launches aggressively cheap pricing for its new flagship AI, intensifying the price war in China and pressuring competitors struggling for scale, customers, and profitability.
Emma Grede of Good American: AI Is Changing Business, But Jeans Design Stays With People
Emma Grede, head of Good American, says artificial intelligence is already restructuring how her companies operate, but she's keeping creativity, innovation, and clothing design firmly in human hands.
German Sereact Raises $110M for AI Helping Robots Predict Consequences
German startup Sereact has secured $110M to develop an AI model for robots that helps machines better understand tasks, adapt to them, and assess the consequences of their actions.
Meta plans to power AI data centers with energy transmitted from space
Meta has reserved up to 1 GW of orbital solar energy from Overview Energy and expects to continuously power its AI data centers in the US starting in 2030.
Qualcomm shares rise on reports of possible OpenAI smartphone collaboration
Qualcomm shares rose following reports of possible collaboration with OpenAI on a smartphone, and the market saw this as a bet on a new phase of AI devices and mobile assistants.
China blocks Meta's $2 billion acquisition of AI startup Manus ahead of US-China summit
Chinese authorities blocked Meta's deal to acquire AI startup Manus for $2 billion, heightening risks for China's AI market and adding tension ahead of a meeting between US and Chinese leaders.
China blocks Meta's $2 billion acquisition of AI startup Manus
Chinese authorities halted Meta's planned acquisition of Manus, an agentic AI developer, for $2 billion, citing concerns that the sale would enable technology transfer to the US.
Microsoft and OpenAI cancel exclusivity: ChatGPT developer can now sell through rival clouds
Microsoft and OpenAI revisit a key agreement: ChatGPT developer will be able to sell its models not only through the partner, but also through competing cloud providers.
The Musk-Altman Trial May Determine OpenAI's Future Corporate Structure
Jury selection began on April 27 in Oakland in Elon Musk's case against Sam Altman: the dispute over OpenAI's nonprofit mission and corporate structure could impact the company's future.
OpenAI and Microsoft End Mutual Exclusivity on Models, Opening Path to New Deals
OpenAI and Microsoft have abandoned mutual exclusivity on models, China blocked Meta's Manus acquisition, and the dispute over OpenAI's mission moved to court.
Nvidia-linked data center seeks $4.54B in high-yield bond market
A structure affiliated with Tract Capital and Nvidia's future tenant seeks $4.54B in high-yield bonds to complete a 200-megawatt AI data center in Nevada.
Nvidia Finds Itself in Awkward Position Over SpaceX's $60 Billion Cursor Deal
The SpaceX-Cursor deal puts Nvidia in a conflicted position: as an investor in the startup, it has also made it a critical tool for thousands of its own engineers.
DeepSeek, Qwen, and Moonshot intensify pressure on Silicon Valley with affordable models
Chinese models DeepSeek, Qwen, and Moonshot have nearly matched US leaders in quality, but cost less, offer more flexible customization, and undermine Silicon Valley's closed AI business model.
Elon Musk and Sam Altman Head to Court: Case Could Reshape OpenAI's Structure
Proceedings between Elon Musk and Sam Altman begin in Oakland: the court must decide whether OpenAI abandoned its nonprofit mission for growth, investments, and a future IPO.
China blocked Meta's purchase of Manus for $2 billion and cooled the AI market
Beijing blocked Meta's deal to acquire Chinese AI startup Manus for $2 billion, intensifying industry concerns and showing that major AI acquisitions now depend not only on market forces but also on politics.
METR Explains How AI Approaches Autonomous Execution of Complex Tasks for Nearly 12 Hours
On Bloomberg Tech, METR representatives explained how AI autonomy is measured and why the nearly 12-hour metric for Claude Opus 4.6 matters more than conventional test benchmarks.
Microsoft and OpenAI end exclusivity: OpenAI can now sell AI through AWS and other clouds
Microsoft and OpenAI rewrote key partnership terms: Azure remains the primary cloud, but OpenAI can now sell its models and services through AWS, Google Cloud and other providers.
Qualcomm and OpenAI may jointly develop an AI-powered smartphone
Qualcomm's stock rose following an analyst's assessment of a potential joint smartphone development with OpenAI — the market saw an opportunity for a new class of devices where artificial intelligence becomes a core feat
Sequoia and Nvidia value ex-DeepMind researcher's startup at $5.1 billion
A new AI startup by a former Google DeepMind researcher has raised $1.1 billion at a $5.1 billion valuation, with Sequoia and Nvidia among the investors — the market is once again betting on star teams.