A $45B Anthropic Deal Pushed Nscale's Contracted Revenue Backlog to $103B
Nscale's contracted revenue backlog hit $103B after a $45B Anthropic deal ahead of a possible September IPO, exposing AI-compute concentration risk.
Nscale's contracted revenue backlog hit $103B after a $45B Anthropic deal ahead of a possible September IPO, exposing AI-compute concentration risk.
The Seattle Times and Newsday lawsuit against OpenAI and Microsoft demands destruction of AI models trained on their journalism. What's at stake.
The Flex EPC Power acquisition adds a $4.4B grid-to-chip capability ahead of Flex's Q1 2027 CPI spinoff, signaling where AI capex is heading.
The Army's TITAN production award hands Palantir $127M and Anduril $65M to build eight AI targeting nodes. Here's why that matters strategically.
The Tesla Cybercab safety probe examines how Tesla certified roughly 1,000 steering-wheel-free robotaxis one day after paid rides launched in Austin.
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MAI-Transcribe-2 enters public preview at $0.10 per audio hour, a 72% price cut, with a 5.2% word error rate across 60 languages and 360x real-time speed.
Waymo San Francisco parking tickets have passed 8,300 since January 2025, totaling $957,008 in fines. Here is what the data means for robotaxi expansion.
Wayve and Uber have launched the UK's first autonomous rides in London, with a TfL-licensed safety driver still onboard during the supervised phase.
This AI business roundup covers $35B+ compute financing, EU AI Act enforcement, agent pricing cuts and humanoid robots entering production.
This week's AI funding tracker covers ten deals led by Anthropic's $35B Lambda deal, with compute, GPU financing, and power deals dominating the money.
Sam Altman confirmed the OpenAI humanoid robot is in development, though no ship date, partner, or prototype exists yet, completing a hardware push that spans data-center infrastructure and io.
Anthropic's Enterprise Frontier Safeguards replace 30-day retention with customer-cloud misuse detection, shifting data custody and cost to enterprise buyers.
Moonshot AI Hong Kong IPO: confidential filing targets a $3 billion raise at a $50 billion valuation as the Kimi developer courts Microsoft, Amazon, and Google.
Lyria 3.5 music generation now reaches all Gemini app and API users with expressive vocals, full-song structure, and 44.1 kHz output.
Qualtrics Seattle layoffs total 117 roles per a WARN filing, hitting engineering and product teams as the $6.75B Press Ganey Forsta deal drives restructuring.