Anthropic Adds IREN to a Cloud Portfolio Now Worth $530 Billion
Anthropic Adds IREN to a Cloud Portfolio Now Worth $53 Billion Anthropic has signed a multi-year cloud contract with IREN, an Australian-listed supplier of computing capacity, putting one more name…
Amazon Nears a $7 Billion Deal for Decart, the Startup Anthropic Passed On
Decart’s pitch has been narrow and technical: software that makes it easier for developers to move the same model between different kinds of artificial intelligence chips, and models that generate…
Nadella Says Model Behavior Can’t Be Traced, and Wants the Controls Outside It
Satya Nadella’s complaint about the way companies deploy artificial intelligence is not that the models are weak. It is that nobody can produce the paperwork. In a post published on…
Musk Drops the Word AI From SpaceX’s Model Unit
The change arrived as a screenshot. Elon Musk posted an image of an account page on X on October 10 showing that the handle @SpaceXSI now carried the name “SpaceX…
Nvidia Widens Its Bet on Reflection AI to a Full Purchase
Nvidia has already written one large check to Reflection AI: about $800 million for a stake in a two-year-old lab that gives away its models and sells the enterprise service…
Nvidia Reportedly Steers Its Top Gaming Chip to Workstation Cards
The message surfaced on X over a weekend, the way most news about graphics cards does. “No more GB202 for 5090, confirmed,” wrote the hardware leaker known as MEGAsizeGPU, adding…
Microsoft Builds Its New Decision Model on Alibaba’s Qwen
Microsoft had a choice when it set out to build a model that answers with a probability instead of a sentence. It could have started from one of its own…
Jefferies Strategist Warns the AI Build-Out Will Destroy Capital
Chris Wood has spent years writing an investment letter called GREED & fear, and the title has seldom fit a quarter as neatly as it fits this one. In his…
Europe Says Its Two-Year-Old AI Law Anticipates Rogue Agents
As the United States moved this week to force AI companies to report runaway systems, Brussels offered a quieter answer: its rulebook, written two years ago, already anticipates the problem.…
Qualcomm’s CEO Sees a 100-Billion-Parameter Phone
The AI models that run on today’s flagship phones hold somewhere in the tens of billions of parameters. Cristiano Amon believes that number is about to grow by a factor…
