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AMD Bets $5B on Anthropic and OpenAI Plans $750B: The AI Compute Race Goes Gigawatt-Scale
AMD will invest up to $5B in Anthropic and supply 2GW of MI450 GPUs, while OpenAI raised its infrastructure plan to $750B through 2030 with a $20B Georgia data center. What the deals reveal: AMD challenging Nvidia, labs building instead of renting, and the rise of circular financing.
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Washington's AI 'Apollo Program': Inside the DOE's 278-Project Genesis Mission
The US Department of Energy launched the first wave of its Genesis Mission - 278 AI-for-science projects across all 50 states, backed by a $5B White House commitment - aimed at nuclear energy, fusion, critical minerals and chip design. Why it's industrial strategy, not just grants.
Alphabet and Tesla Beat Expectations - and Their Stocks Fell Anyway. The AI Capex Reckoning Has Started
Alphabet and Tesla both topped revenue and raised AI spending - and both stocks dropped. Alphabet's free cash flow went negative $5.9B on capex up to $205B; Tesla's capex jumped 142%. Why the market's mood on AI spending has flipped from vision to risk.
Reddit May Cut Google Off - and It Signals AI's Data Supply Is Fighting Back
Reddit is weighing whether to restrict Google's AI training access as their $60M/year deal comes up for renewal - because Google's AI Overviews now keep the reader on Google. Why the data that trained AI is starting to withhold itself.
China's Multi-Trillion-Parameter Moment: Qwen and Kimi Chase the Frontier - in the Open
In one week, Alibaba previewed the 2.4T-parameter Qwen3.8-Max and Moonshot released the 2.8T open-weight Kimi K3, both benchmarking against Anthropic's Fable 5. The parameter counts matter less than the strategy: chasing the frontier in the open.
MLB Just Banned AI From Calling Games - and Where It Drew the Line Says a Lot
MLB disabled the dugout-iPad tab some teams used to get live AI recommendations on substitutions and pitch calls. Prep with AI is still allowed; the in-game decision isn't. Why that exact line matters well beyond baseball.
Anthropic's $1.5 Billion Copyright Settlement, Explained: What It Actually Settles
A judge approved Anthropic's $1.5B settlement over pirated books used to train Claude - the largest copyright recovery in US history. But the real story is the legal line it draws: training was ruled fair use, piracy wasn't. What it means for AI.