All published stories.
A proposed contract would put Gemini into classified Defense Department environments for the first time, the latest reversal of a post-Maven stance Google spent most of a decade defending. The broader story is how quickly the Pentagon is reshaping its list of frontier-AI vendors.
A record first quarter and an upgraded full-year forecast confirm that frontier compute in 2026 and 2027 is rate-limited by one foundry. CEO C.C. Wei’s dismissal of the Musk–Intel Terafab timeline is the more important part of the print.
The sneaker brand's proposed pivot to 'NewBird AI' is a $50 million convertible and a rename. The proxy filing reveals how little of a GPU business is actually being committed to.
A new survey puts a number on the gap between AI deployment and AI accountability. Legislation moving through one US state would reduce the financial consequences of leaving it open.
The US naval blockade of the Strait of Hormuz has compounded a supply chain problem that was already forcing data center projects to delay or cancel across the United States.
A memory compression algorithm spooked chip markets last month. The panic outpaced the paper, but the underlying infrastructure question deserves a careful answer.
A systematic audit of 428 commodity routers found credential theft, payload injection, and adaptive evasion in the infrastructure that sits between every AI agent and the models it calls. No framework checks whether what comes back is what was sent.
The flagship project of Starmer's AI growth agenda has missed its launch deadline and not broken ground, stalled by grid constraints that are structural, not temporary. A global OpenAI retreat from self-built compute adds a second layer of bad news.
Eric Boyd, who ran the Azure platform that hosted Anthropic's own models, has been hired to build the infrastructure that replaces it. The appointment reflects a fundamental shift in what kind of company Anthropic is becoming.
The UK government is pitching Anthropic on a London expansion after a US court blocked the Pentagon's attempt to blacklist the company. The courtship reveals as much about British AI strategy's structural weaknesses as it does about Anthropic's geopolitical moment.
Three releases in 72 hours from PrismML, Google, and Alibaba reflect a broader shift: open-weight models are rapidly closing the gap with frontier AI, and increasingly running locally.
Starcloud has a GPU in orbit and $170 million in fresh capital. Its path to cost-competitiveness runs entirely through a rocket it doesn't control.