OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”
We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.
Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February
I want to say a huge thank you to all of our new (and existing!) users for the support. We're working hard for you, please share your thoughts and feedback along the way. [image]Ro...
Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work
Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.
Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February
Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
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Q&A with Dario Amodei on getting close to “a country of geniuses in a data center”, how AI will diffuse through the economy, frontier lab profits, China, more
“That's why I'm sending this message of urgency” — Dario Amodei thinks we are just a few years away from “a country of geniuses in a data center”.
Q&A with Dario Amodei on getting close to “a country of geniuses in a data center”, how AI will diffuse through the economy, frontier lab profits, China, more
“That's why I'm sending this message of urgency” — Dario Amodei thinks we are just a few years away from “a country of geniuses in a data center”.
OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and its annualized revenue grew from $2B in 2023 to $20B+ in 2025
We launched ChatGPT as a research preview to understand what would happen if we put frontier intelligence directly in people's hands.
Similarweb: Threads had 141.5M DAUs on iOS and Android as of January 7, driven by Instagram promotions, while X had 125M DAUs; X continues to lead on the web
A report from market intelligence firm Similarweb suggests that Meta's Threads is now seeing more daily usage than Elon Musk's X on mobile devices.
TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...
TSMC projects $52B to $56B in 2026 capital spending, up 25%+ from 2025, and forecasts close to 30% YoY revenue growth in 2026, both above analyst estimates
Bloomberg:NEW
Mark Zuckerberg says Meta is establishing Meta Compute, a top-level initiative to build “tens of gigawatts” of AI infrastructure this decade and hundreds later
initiative is said to consume hundreds of gigawatts over timeJaxon Gaines /Watcher Guru:Meta Stock Dips From $650 After “Meta Compute” RevealSiddharth Jindal /Analytics India Magaz...
Meta confirms it is laying off Reality Labs staff and will “reinvest the savings” in wearables; CTO Andrew Bosworth says 1,000+ staff will be notified Tuesday
Meta Platforms Inc. is beginning to cut more than 1,000 jobs from the company's Reality Labs division …
Sources: Meta plans to lay off ~10% of its 15,000-employee Reality Labs division, disproportionately affecting those working on VR headsets and Horizon Worlds
The layoffs are set to be announced this week and would affect Meta's work on the metaverse, as the company spends heavily on building artificial intelligence.
Google unveils the Universal Commerce Protocol (UCP), an open standard that lets AI agents work across customer buying processes, from discovery to support
Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.
Google unveils the Universal Commerce Protocol (UCP), a new open standard that lets AI agents work across different parts of the customer's buying process
Google today announced a new open standard, called the Universal Commerce Protocol (UCP) for AI agent-based shopping, at the National Retail Federation (NRF) conference.
SoftBank says it has completed a $22.5B investment in OpenAI, finalizing its up to $40B investment commitment announced in March and taking its stake to ~11%
SoftBank Group Corp. ("SBG" or the “Company") today announced that it has completed an additional investment of $22.5 billion …
An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X
Google TPU v6e vs AMD MI300X vs NVIDIA H100/B200: Artificial Analysis' Hardware Benchmarking shows NVIDIA achieving a ~5x tokens-per-dollar advantage over TPU v6e (Trillium), and a...