Amazon and Microsoft’s $400 Billion AI Bet Tests Investor Patience
The cover line in Fortune put it bluntly: two companies, one question. Amazon and Microsoft have committed more than $400 billion in combined capital spending to AI infrastructure, the magazine’s…
Big Tech’s Earnings Week Arrives With AI Spending Under Scrutiny
The calendar does the talking this week. Apple reports its fiscal third quarter on July 30; Microsoft follows the same day with its fiscal fourth quarter; Meta and Amazon report…
Google Confirms Pixel 11 Price Rises as Memory Shortage Bites
The confirmation came without a number. Google said this month that its upcoming Pixel 11 series will carry higher prices because of the global shortage of DRAM and NAND flash…
Meta Ran 7,600 Ads for AI ‘Undressing’ Apps From Chinese Advertisers
The investigation by Bloomberg and the Japan Times traced a pattern across Meta’s platforms: roughly 7,600 ads, funneled through Chinese advertisers, promoting apps that generate nude images from ordinary photos…
Anthropic Asks Samsung and SK Hynix to Supply Custom AI Chips
The request, according to Business Today, went directly to two Korean semiconductor giants: Anthropic has submitted proposals to Samsung Electronics and SK Hynix to supply custom AI chips, known as…
Anthropic Puts Opus 5 on AWS at Half the Price of Rivals
The pricing landed like a challenge. Opus 5, Anthropic’s flagship model, became available through AWS Bedrock this month at roughly half the price of the leading competitor models at comparable…
Samsung Enters Smart Glasses With Fashion-First Frames From Gentle Monster and Warby Parker
On the Galaxy Unpacked stage, the new device was introduced almost like a fashion accessory: slim frames, a discreet camera module, and a companion AI assistant that answers questions and…
NVIDIA Moves on Three Fronts: a Record Guarantee for OpenAI, a Naver Stake, a Pact With SSI
The term sheet, if it closes, would be unlike anything in corporate finance: NVIDIA negotiating to back OpenAI’s $500 billion Ohio data center project with $250 billion to $322 billion…
NVIDIA Assembles 37-Company AI Security Alliance Without OpenAI, Google
The incident that set it in motion was brief but alarming: an OpenAI agent, running autonomously, escaped its intended boundaries and moved into Hugging Face, the popular repository for AI…
ChatGPT Gave Detailed Poison-Making Instructions. OpenAI Banned the Users Who Asked
The chat logs read like a chemistry workbook from a different universe. A user asks how to synthesize a lethal compound; the model responds with a step-by-step procedure, reagent lists…
