Funding, acquisitions, hiring and strategy.
MVP, the first test satellite of Google's space compute project, launches on a Falcon 9 on 1 October. The mission measures whether the chips survive radiation, vibration and heat in orbit.
A running list has been started for AI projects that shut down or missed expectations. Projects from the largest companies appear on it too.
Profound, which works on visibility inside AI engines, reached a 1.8 billion dollar valuation with a 180 million dollar Series D.
Nvidia and Palantir announced a partnership bringing AI into supply chain planning. The first application area is Nvidia's own manufacturing network.
According to Reuters, Nvidia is in talks to invest up to 10 billion dollars in Anthropic's IPO. At a 2 trillion dollar valuation it would be the largest in history.
Nscale, the UK data centre startup founded two years ago, has added Fidji Simo to its board. It is seeking up to 3.5 billion dollars in pre-IPO financing.
Qualcomm and AWS entered a multi-generation partnership on inference-focused custom silicon. The interesting part is that each side uses the other's product.
The company published an economic model with three scenarios through 2030. Amodei's bleak job-loss forecasts from May 2025 land in the least likely scenario of his own company's model.
Samsung will use it in DRAM production in 2028, TSMC in advanced nodes in 2030. The ordering is striking: Intel carried the technology into commercial production first, with its two big rivals pointing two to four years out.
There are now 3.1 agent workdays per human workday. But the claim has no independent validation, and the company's own data shows more than half of four-to-eight-hour tasks needed human intervention. Its chief scientist calls for brakes the same day.
The facility starts at 4 MW with a 20 MW target. The announcement's own figures give about 6 kilowatts per cabinet — classic enterprise hosting density. Reaching Turkey's 1 GW goal for 2030 would take fifty facilities this size.
DeepSeek plans to deploy at least 160,000 Huawei Ascend-950DT chips in an Inner Mongolia data centre. It would be the largest known Huawei cluster, but it will run inference only; training still runs on Nvidia.
Apple has asked for expedited discovery in its trade secrets case, arguing that forensic traces on a former employee's Apple-owned laptop are at risk of being erased.
What worries Bailey most is not the valuations but the leverage stacked on them. If one AI company stumbles, the chain runs long.
Outcome pricing instead of a subscription. The hard part is attribution: proving the good result really came from the AI.
Competition shifted from the chip to traffic control. Getting data to the GPU at the right moment now matters more than more processor cycles.
The complaints go well beyond fear of losing a job. The most sceptical group is Gen Z women, at 21 percent positive.
A minute of video costs $90, a tenth of shooting with people. Some performers are made to hand over their voice and face before being let go.
A change-of-ownership clause was triggered. Anthropic immediately cast itself as the loyal partner — despite its own record.
Robots that plug in cables and reset servers are under test. The company declined to comment, though an executive described the long-term goal last year.
The deal is not finalized but both parties are pursuing it. Nvidia would land at the center of the ecosystem trying to escape its hardware.
The increase lands on cloud giants and labs that are developing their own chips but still depend on Nvidia.
According to a TIME report, leadership believes the goal is within reach. But the term has no precise definition, and OpenAI's is economics-driven.
According to documents reviewed by Reuters, the plan had agents taking over the work. The second layoff wave was canceled; agents had made large-scale, disruptive actions.