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Coverage Timeline

2026-03-04
The Information 10 related

Dario Amodei says Anthropic has a better retention rate than OpenAI, reminding its employees of its “mission” while countering competitors trying to hire them

It's the fastest-growing software business ever.Reuters:State Department switches to OpenAI as US agencies start phasing out Anthropic

2026-02-15
New York Times 2 related

Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers

More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.Forums:r/hardwareForums:r/hardware:China's semicon...

Financial Times 3 related

Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts

Shake-up follows fears tech giant missed early AI boom as Microsoft and Google challenge cloud business

2026-02-14
New York Times

Analysis: despite investing $150B+ in 10+ years, China is expected to produce 2% of global AI chips in 2026 and 70x less memory storage than foreign chipmakers

More than a decade into Beijing's push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.

Financial Times 4 related

Current and former senior employees say AWS is undergoing a strategic shake-up amid fears it is losing ground to competitors in securing corporate AI contracts

Shake-up follows fears tech giant missed early AI boom as Microsoft and Google challenge cloud business

2026-02-05
Variety 20 related

Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”

more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BIGGER PICTURE: -> You...

2026-01-16
Wall Street Journal 2 related

Sources: Chinese AI companies seek to rent compute in Southeast Asia and the Middle East for Nvidia Rubin access, as Zhipu and Alibaba warn of a widening US gap

Companies in China scrap for access to Nvidia's latest Rubin lineup while better-funded U.S. competitors are first in line

2026-01-15
Wired 18 related

A source close to Thinking Machines Lab alleges ex-CTO Barret Zoph, who is returning to OpenAI, had shared confidential company information with competitors

The departures are a blow for Thinking Machines Lab.  Two narratives are already emerging about why they happened.

2025-12-22
The Chip Letter 3 related

A look at Google's TPU evolution, its decision to sell chips to competitors after 12 years of internal use, the TPU vs. GPU architecture showdown, and more

Is GPU vs TPU the CISC vs RISC contest of the modern era? … All of a sudden, everyone is talking - and writing - about Google's TPUs (Tensor Processing Units). LinkedIn: Aditya Harit LinkedIn: Aditya ...

2025-12-19
Mistral AI 4 related

Mistral launches Mistral OCR 3, featuring improvements in processing forms, scanned documents, complex tables, and handwriting, priced at $2 per 1,000 pages

Key Highlights from this release: … Bluesky: Jay Cuthrell / @cuthrell.com : 🤯 Only ~25 years ago... fond memories of massive industrial high speed paper medical record scanning operations in hospitals...

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