Archive

Helix Digital Infrastructure launches with more than $10 billion from KKR, the Kuwait Investment Authority, Nvidia, and Vistra, and a former AWS CEO in charge. Its pitch is to be the single phone call for hyperscalers that need data centers, power, and fiber all at once. The companies that invented one-stop infrastructure are now the customers for it.

Anthropic has released Claude Fable 5, its first generally available Mythos-class model. Mythos is now public except for the parts that made Mythos a geopolitical object in the first place.

Broadcom, Apollo, and Blackstone have created a $35 billion financing structure for Anthropic’s next gigawatt of AI compute. The AI buildout now has its own private-credit platform.

Javier Milei published a Financial Times op-ed pitching Argentina as the world's 'fourth AI hub,' with a strategy that amounts to selling the absence of rules: no AI regulation, a low tax rate, and a new legal entity for companies run entirely by software. Peter Thiel has already bought a mansion in Buenos Aires.

A new post from Anthropic reports that the length of tasks its models can do unsupervised is now doubling every four months, up from every seven, and that Claude already writes most of Anthropic's code. It also proposes a way to slow down, which is a verifiable pause that no one yet knows how to verify.

Microsoft released seven in-house models at Build and aimed them at the enterprise, then benchmarked its new flagship against a Claude that is already two versions old. Being best was never the plan. The models are very good, much cheaper, and already inside the software you use, and the bet is that leaving is more trouble than it is worth.

A new executive order sets up a framework for AI developers to give the government up to 30 days with their most powerful models before release. Participation is voluntary, the order says, and it is not preclearance, the order also says. Which models are covered will be decided by the National Security Agency.

Anthropic may soon give ENISA access to Mythos, its restricted vulnerability-finding AI model. Europe is not trying to build Mythos or buy Mythos. It is trying to get access to Anthropic's version of Mythos, which is the whole point.

ByteDance is designing an AI inference chip with an architecture much like Groq's. Five months ago Nvidia paid roughly $20 billion for a non-exclusive license to that same architecture, in a deal analysts said was structured to keep the fiction of competition alive. The fiction is holding up well.

Qualcomm landed ByteDance as a customer for custom inference ASICs designed to stay under U.S. export control thresholds, and is also helping ByteDance manufacture its own chip. On the same day, Micron crossed $1 trillion in market cap. SK Hynix followed the next day. Two months ago, a Google research paper wiped $90 billion off the memory sector. The market has since reconsidered.

He Tingbo, chairwoman of Huawei's semiconductor business, proposed a replacement for Moore's Law. Huawei is also calling it Her's Law. The new law's first claim is that Huawei plans to be three years behind TSMC in 2031, instead of five years behind today, which is being reported as a narrowing of the chip gap and which is, technically, a narrowing of the chip gap.

CATL, the largest EV battery maker in the world, wants a piece of DeepSeek's funding round, which now reportedly values the AI lab between $45 billion and $50 billion. A battery company buying into a chatbot company sounds like a mistake, and is instead the most rational check in the round.