Breaking news, AGI updates, and analysis of the intelligence revolution.
📰 News Intel's 25% revenue jump to $16.1B is its best growth in 15 years. AI data centre demand is backfilling lost ground, but gross margins at 35.4% show the foundry buildout is still bleeding.
📰 News Five US tech giants have $1.65 trillion in hidden off-balance-sheet AI debt — more than their reported debt. Accounting experts are comparing the pattern to Enron's pre-collapse structure.
📰 News AMD commits $5B equity and 2 gigawatts of MI450 GPUs to Anthropic. The deal breaks Nvidia's grip on frontier AI compute and gives Anthropic a second hardware lane ahead of its IPO.
📰 News Chinese AI models are now within 6% of US counterparts, Bloomberg Intelligence reports. Moonshot's Kimi K3 and Zhipu prove it's not a one-off.
📰 News Alphabet's free cash flow went negative for the first time in at least a decade. AI spending is now $205 billion a year and rising.
📰 News A White House adviser has directly accused Moonshot AI of stealing Anthropic's capabilities through distillation and accessing banned Nvidia chips to build Kimi K3. The allegation escalates the US-China AI conflict to the highest level yet.
📰 News OpenAI and Anthropic backed Australia's new AI rules because regulatory clarity helps IPO narratives, raises competitor costs, and lets them follow SpaceX's $2.1 trillion listing playbook.
📰 News PsiBot (Lingchu Intelligence) is raising ~$100M at a $1.48B valuation, backed by a carmaker and an Apple supplier. It is the latest Chinese AI startup to hit unicorn status this year.
📰 News Altman's meetings will cover a new family of OpenAI models and their impact on work. The US safety review framework is weeks away — and OpenAI wants to shape it.
📰 News The first major AI copyright settlement is done. $1.5B for 482,000 pirated books. Anthropic says training on books is fair use — but acquiring them from pirate sites was not. The template for every remaining lawsuit.
📰 News Jack Dorsey's Buzz puts humans and AI agents in the same workspace with the same cryptographic identity. Open-source, self-hostable, built on Nostr. Block is the first customer.
📰 News Google launches three new Gemini models: 3.6 Flash with 17% fewer tokens, 3.5 Flash-Lite at 350 tokens/sec, and 3.5 Flash Cyber for government code security. The agent war just got cheaper.