Latest publications
OpenAI Introduced GPT-Rosalind for Drug Discovery and Biomedical Research
OpenAI launched GPT-Rosalind — the first specialized model line for biochemistry, genomics, and drug development, with access limited to verified corporate customers.
Anthropic Chief Discusses Mythos Access With White House Amid Pentagon Dispute
Anthropic CEO Dario Amodei meets with the White House as U.S. authorities determine who will get access to Mythos — an AI model capable of discovering and exploiting zero-day vulnerabilities.
Allbirds Abandons Footwear, Rebrands as NewBird AI for GPU Cloud Services
Shoe manufacturer Allbirds is selling its footwear business for $39 million, rebranding as NewBird AI and betting on GPU capacity rentals for the artificial intelligence market.
Canva Embeds Its Design Engine into Claude Through Anthropic Partnership
Canva and Anthropic launched Claude Design powered by Claude Opus 4.7 — the service rapidly transforms text requests into fully editable branded visuals.
Intel launches Wildcat Lake chips against MacBook Neo, betting on local AI
Intel has unveiled Core Series 3 mobile processors under the codename Wildcat Lake for budget notebooks, countering MacBook Neo's success with a bet on local AI and a wide range of Windows models.
Three OpenAI executives depart amid Sora shutdown and wind-down of side projects
In a single day, OpenAI lost its former product director, Sora head, and enterprise CTO as the company cuts non-core initiatives and intensifies focus on enterprise AI.
Anthropic Chief Discussed Mythos Access at White House Following Pentagon Conflict
Anthropic CEO Dario Amodei met with White House leadership to discuss U.S. government agencies' access to Mythos—an AI model for detecting critical cyber vulnerabilities.
Cursor preparing $2B funding round at $50B valuation amid AI-coding boom
Cursor is discussing raising at least $2B at a $50B valuation, nearly doubling its end-2025 level amid explosive demand for AI coding tools.
Palantir, Thales and Air Space Intelligence compete for FAA AI contract for airspace management
FAA develops SMART system designed to predict airspace conflicts two hours in advance, with Palantir, Thales and Air Space Intelligence competing for the platform contract.
US Seeks to Restrict China's Access to Chip Manufacturing Equipment via MATCH Act
China warned that the new US legislative proposal MATCH Act on export restrictions for chip manufacturing equipment will impact not only Beijing but the entire global supply chain.
Oakland Court to Hear Elon Musk's Lawsuit Against OpenAI and Sam Altman Over Mission
Federal court proceedings begin in Oakland to determine whether OpenAI violated its nonprofit mission after becoming one of the most expensive players in the AI market.
Nvidia: Jensen Huang calls DeepSeek's launch on Huawei chips a threat to the USA
Nvidia's head warned that DeepSeek's shift from CUDA to Huawei's Ascend and CANN stack could weaken US technological influence in AI, even though Chinese chips remain significantly weaker.
Strike on SABIC hits AI supply chain: PCB resin prices surge, lead times extend
After a strike on SABIC's facility in Al-Jubail, production of resin for PCB laminates has halted, prices have surged 40%, and delivery times have extended to 15 weeks, hitting the AI hardware market.
Google discusses AI chips for inference with Marvell, reducing Broadcom dependence
Google is in talks with Marvell about two specialized AI chips for inference and memory, expanding its silicon partners beyond Broadcom and MediaTek.
Atech from Copenhagen Raises Undisclosed Pre-Seed from Lovable, Sequoia Scout and a16z Scout
Danish startup Atech, which transforms text descriptions of devices into working prototypes, has closed a pre-seed round backed by Lovable, Sequoia Scout Fund, and Andreessen Horowitz Scout Fund.
China Forced Meta to Cancel $2B Manus Deal and Tightened Rules for AI Transactions
Chinese authorities ordered Meta to cancel its Manus acquisition for $2 billion, setting a precedent that extends control not only to assets but to the AI team itself.
DeepSeek cuts V4-Pro prices by 75% and reduces cache costs tenfold across entire API
Until May 5, 2026, DeepSeek offers a 75% discount on V4-Pro and cuts cache costs tenfold across its entire API, intensifying pressure on OpenAI, Anthropic, and Google.
Sereact raised $110M for AI robots that predict consequences of actions
German Sereact secured $110M in Series B funding to scale AI models for robots that analyze scenes and forecast action outcomes before execution.
Google DeepMind Opens World's First AI Campus in Seoul for Engineers and Research
Google DeepMind is launching the world's first AI campus in Seoul: the project will begin operations this year and become a hub for engineers, research, and partnerships in Asia.
Elon Musk's lawsuit against Sam Altman goes to court: Oakland decides OpenAI's future
A federal court case has begun in Oakland over Elon Musk's lawsuit against OpenAI and Sam Altman: the dispute concerns the company's mission, its structure, and claims totaling up to $150 billion.
Meta Reaches Deal with Overview Energy on Orbital Solar Power Supplies for Data Centers
Meta has reserved up to 1 GW of capacity from Overview Energy: the startup wants to transmit solar energy from satellites to Earth so that data centers can receive electricity even at night.
Sequoia and Nvidia invest in David Silver's Ineffable Intelligence at $5.1B valuation
David Silver, former DeepMind leader, raises $1.1B in bet against LLM: company aims to build "super-learning" AI through reinforcement learning.
Microsoft Waives Exclusive License to OpenAI Technologies But Retains Stake
Microsoft and OpenAI renegotiated partnership terms: the exclusive license is gone, but Microsoft retained its stake, cloud status, and access to technologies through 2032.
OpenAI and Qualcomm Prepare AI-Smartphone Where Agents Could Replace Conventional Apps
According to analyst Ming-Chi Kuo, OpenAI is developing a smartphone with AI agents instead of a set of apps, and Qualcomm, MediaTek, and Luxshare are already participating in its creation.
Multi-billion-dollar deal: Meta transitions AI agents to Amazon Graviton5 processors
A $135 billion budget proved insufficient. Meta signs historic deal with Amazon to support next-generation autonomous AI agents powered by ARM processors.
Computing Power Over Checks: Why Sequoia Is Distributing Hardware to AI Developers
Sequoia partner Alfred Lin gifted 200 custom Mac Minis to attendees of a closed event. We explore how venture capital is shifting strategy when hardware becomes more valuable than money.
Startup with controversial founders will create an army of humanoid robots for the Pentagon
American military invested $24 million in startup Foundation Future Industries to test combat humanoid robots capable of assaulting enemy positions.
Stanford Professor Creates Biological AI: Startup Valued at a Billion
James Zou, creator of FDA-approved medical AI, is raising $100 million for the new Human Intelligence project. The ambitious startup's goal is to digitize research on the human body.
Regulators in five countries monitoring Anthropic's Mythos due to banking risks
Australian regulator ASIC confirmed monitoring Mythos — Anthropic's new AI model that has already raised concerns at the Bank of England, the Federal Reserve, US Treasury, and the ECB.
OpenAI, Anthropic, and Google Fear One Question from Technical Directors
The surge in AI adoption for development masks a costly blind spot: companies measure tool usage, not actual team performance results.