Anthropic Eyes Microsoft’s Chips to Ease Its Compute Crunch
Anthropic, the lab behind the Claude models, is in talks to rent servers powered by Microsoft’s in-house AI chips, according to two people who spoke with executives involved in the…
OpenAI’s First-Quarter Revenue Hits $5.7 Billion
The number circulating through the AI industry this week: OpenAI generated roughly $5.7 billion in revenue in the first quarter of 2026, according to The Information, citing two people with…
Google’s Glasses Strategy: Let the Fashion Brands Lead
The first time Google made smart glasses, it put a screen in front of the wearer’s eye and called it a computer. The product failed, and the lesson the company…
Moonshot AI Unwinds Its Offshore Structure to Chase a Hong Kong IPO
The holding company is coming down. Moonshot AI, the Chinese artificial-intelligence startup behind the Kimi assistant, has notified shareholders that it plans to dismantle its variable-interest-entity and red-chip structure, according…
AMD Ships Its First 2-Nanometer Server Chip, Made by TSMC
The chip that will power the next generation of cloud servers went into mass production this week in Taiwan. AMD said Thursday that its next-generation EPYC processor, code-named Venice, has…
Arm Tops $300 Billion as SoftBank’s Bet Comes Full Circle
The number that had been building for months finally arrived on Thursday. Arm Holdings crossed the $300 billion market-capitalization threshold for the first time, closing in on its highest valuation…
AMD’s Su Pushes End-to-End Compute as Agents Reshape AI Work
Lisa Su stood before a room of developers in San Francisco on Tuesday afternoon and sketched a future in which software agents, not humans, do much of the computing work.…
DeepMind Founder Quietly Backed Anthropic, Google’s Biggest AI Rival
For years, the founding story of Anthropic has been told as a split within OpenAI: a group of researchers led by Dario Amodei left in 2020 to build a rival…
Dell’s AI Server Line Adds 1,000 Customers in a Quarter
Michael Dell has a favorite number these days: 5,000. The Dell Technologies founder and chief executive said in an interview on Monday that the company’s AI Factory line of servers…
Alibaba Cloud Leads China’s AI Cloud Market, Omdia Report Shows
China’s market for AI cloud services reached 56.7 billion yuan in 2025, and Alibaba Cloud took the largest share of it, according to a report published Tuesday by the research…
