Private credit lenders finance AI data centers with chip-backed loans, but chips depreciate faster than the debt. See the collateral risk for neoclouds.
Meta scrapped planned AI-driven job cuts after staff spent growing time fixing AI errors. Analysis of the hidden cleanup costs behind pulling back on AI.
Amazon is reportedly in talks to buy AI startup Decart for about $7 billion, a move tied to cross-chip software and Trainium. No deal is confirmed.
OpenAI told investors its annualized revenue nears $50B, about $20B below the earlier $70B figure. What the OpenAI annualized revenue reset means for lenders and suppliers.
Oracle weighs trucked compressed gas for Project Jupiter as the New Mexico pipeline slips to 2027, raising who pays for AI power delays.
Nvidia is in early talks to acquire or expand its investment in Reflection AI, maker of the open-weight Beam model. Options and key figures.
Uber and Pony.ai plan London robotaxi testing for Gen-7 vehicles in the coming weeks. No passenger launch date has been announced yet.
Microsoft's Brad Smith calls for global AI safety rules with independent testing, incident reporting, breach notification and an emergency brake.
Meta launches Muse Wonder and Wonder Full, with Wonder Full paywalled at $50-$200 per month. Pricing, benchmarks and enterprise access trade-offs explained.
EU draft lets the AI Office restart the AI Act fining clock via investigative steps, with a 10-year cap and fines up to 7% of turnover.
The EU withdrew its AI liability proposal, shifting frontier-model failure costs onto enterprise buyers and insurers. Here is what changes.
The Navy's $150 million modification lifts the X-BAT investment to $400 million, matched by Shield AI, with first flight slated for Kansas in late 2026.
Anthropic compute commitments total at least $518B, about 80% non-cancelable. With most revenue usage-based, the IPO must justify large fixed costs.
Google's Project Suncatcher prototype reached orbit with four TPUs. Launch costs must fall near $200/kg before orbital AI compute can compete with data centers.
Talks over a $1 billion Nvidia Figure investment deepen a capital loop that ties the chipmaker's equity stakes to the GPU demand it books as revenue.
