Behind every model launch is a gigawatt of power and a multi-billion-dollar silicon contract. We track hyperscaler chip deals (Meta-Broadcom, Google-Broadcom, Microsoft-AMD), Nvidia’s shifting moat, and the regulatory side nobody was watching — EIA disclosure rules, grid interconnects, and the political fight over where this compute gets built.
88 articles in this topic
Judge Donovan Frank refused xAI's restraining order against Minnesota's nudification-app ban, citing a three-month filing delay. The law carries $500,000 per image.
A civil-society coalition wants EU browsers to send a machine-readable privacy signal instead of showing consent pop-ups. The Council deleted the provision on June 18.
Samuel Tunick's Pixel erased itself during a CBP inspection at Atlanta's airport. Prosecutors call that destroying property to prevent its seizure.
Samsung signed an MOU with Broadcom worth more than $200 billion through 2030 across memory, 2nm foundry and advanced packaging. Nvidia locked up SK Hynix the same day.
HBM stacks for AI accelerators outbid the DRAM in phones and laptops. Qualcomm, Roku and Google have all repriced, and IDC sees PC prices up 18.3% this year.
AMD launched the Instinct MI455X and its Helios rack-scale system, tying 72 GPUs and 31TB of HBM4 into one machine to challenge Nvidia's data-center grip.
Brussels fined Google 890 million euros, its first Digital Markets Act penalty, for self-preferencing in Search and blocking app developers from steering users to cheaper deals.
A federal judge gave final approval to Anthropic's $1.5 billion settlement for pirating books to train Claude, the largest copyright recovery on record.
Nvidia already dominates AI GPUs. Now it's pushing to supply the CPU, the network, and the whole rack. Here's who that squeezes and whether buyers benefit.
Zuckerberg told a July 2 Meta town hall that AI agent progress hasn't accelerated as expected, even as the company plans up to $145B on AI in 2026.
Oracle's headcount fell to about 141,000 as of May 31, down roughly 21,000 in a year. Its FY2026 10-K ties the cuts to AI while capex hit $55.7 billion.
The Commerce Department cleared Claude Fable 5 and Mythos 5, ending an 18-day export-control freeze. Anthropic redeploys Fable 5 globally on Wednesday with tighter safeguards.
Realta Fusion says it converted fusion plasma energy directly into electricity on its WHAM device, an apparent industry first. It is not net-energy gain.
The Trump administration asked OpenAI to limit GPT-5.6 to trusted partners, with the government vetting access customer by customer. Here's what that gatekeeping means.
A Chinese system called LineShine debuted at No. 1 on the TOP500 at ISC'26, running entirely on domestic CPUs co-designed with Huawei. Here's what that means.
South Korea announced a roughly $576 billion (W900 trillion) AI-chip push led by Samsung and SK Hynix, targeting HBM, DRAM fabs, and AI data centers.
The EU signed the US-led 'Pax Silica' pact to secure AI and chip supply chains. Here's what it commits members to, who's in, and how it ties to export controls.
Jalapeño is OpenAI's first custom inference processor, co-designed with Broadcom. Here's what a purpose-built inference ASIC actually buys you, and who else is doing it.
Mandatory age-verification laws are turning the open internet into a checkpoint. Here's what the UK, EU, and US states actually require, and why the methods leak.
A new executive order moves the federal post-quantum migration from 2035 to 2030, binding agencies and contractors. Here's what changed and what to do now.
IBM showed a 0.7nm 'nanostack' transistor with ~100 billion transistors on a fingernail. It's real research, but the name is marketing and shipping silicon is years out.
Microsoft quietly extended Windows 10 consumer security updates to October 2027. Here's who qualifies, what the free and $30 options cover, and why the deadline keeps moving.
Gergely Orosz reports Meta moved a big share of its engineers into an AI data-labeling org. TechCrunch and Wired describe a revolt. Here is what is confirmed.
Zhipu AI's GLM-5.2 is a free-to-download model trained without Nvidia silicon. Here's what the benchmarks claim and why developers should care.
Qualcomm is in talks to buy Tenstorrent for up to $10 billion, per Reuters and The Information. The bet: a RISC-V challenger to Nvidia, not just phones.
A McHenry County police chief faces felony charges for using Flock's plate-reader network to track people he knew. The case is fueling a push for warrants.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
The Commerce Department paused adding DeepSeek and 100+ Chinese firms to the Entity List. Here's what the export-control blacklist does and why DeepSeek was spared.
Tesco is moving 40,000 workloads off VMware and suing Broadcom for £100M, the loudest signal yet in the post-acquisition exodus toward KVM, Proxmox, and OpenStack.
browser-use runs Firecracker microVMs inside ordinary EC2 boxes to spin up isolated browser sandboxes fast. Here's how the sub-second cold start works.
A Commerce Department export directive forced Anthropic to disable Fable 5 and Mythos 5 for all users, days after opening Fable 5 to the public.
A Renault explainer on rare-earth-free EV motors hit Hacker News. Here's how electric cars run without the magnets China controls, and who's shipping them.
Taiwan is considering US-aligned export controls that would treat unauthorized AI chip shipments to any Chinese customer as a crime. It's under discussion, not law yet.
Mythos 5 is the same model as Fable 5 with cyber safeguards lifted, going to Project Glasswing defenders and, Anthropic says, ~150 orgs across 15+ countries.
GM is pouring $900M into a new LMR battery plan, betting a cheaper chemistry gets its EVs to price parity with gas trucks by 2028. Here's the play.
Sriram Krishnan, the a16z partner who co-wrote the AI Action Plan, leaves his White House senior AI advisor role at the end of June 2026. Here's what changes.
Trump's June 2 AI executive order asks for a voluntary 30-day model review, down from a mandatory 90-day one. Here's what got cut and who pushed.
Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.
Apple agreed to hand the Competition Commission of India its local financials by June 25, removing its last shield against a fine reported at up to $38 billion.
A Wired investigation and a CENTCOM letter to Senator Wyden confirm enemies are tracking US troops through commercial phone location data. Here's how the broker pipeline works.
Mark Gurman's Sunday Power On says iOS 27 will let users pick Google Cast or another protocol over AirPlay for system-level streaming, to satisfy the EU DMA.
On May 23 DeepSeek told customers the V4-Pro discount becomes its standard price after May 31. Output drops from $3.48 to $0.87 per million tokens.
On May 21 NIST disclosed nine letters of intent worth $2.013B for IBM, GlobalFoundries, and seven quantum labs. Each comes with a minority federal stake.
London's mayor cited a 'clear and serious breach' of procurement rules and stopped the Metropolitan Police from awarding Palantir a £50M AI intelligence contract on May 21.
Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
Vasilios Syrakis spent eight years building Atlassian's Envoy control plane. After the March cuts, he posted a 40-minute walkthrough that hit 1.1M views.
On May 18 a nine-juror panel rejected every claim Musk filed against OpenAI in 2024. Judge Yvonne Gonzalez Rogers had told the courtroom she was ready to dismiss on the spot.
Cisco posted $15.8B in Q3 FY26 revenue on May 14, up 12% YoY, then sent layoff notices to 4,000 staff the same day. AI orders are now tracking to $9B for the fiscal year.
Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.
A federal jury convicted Sohaib Akhter on May 7 of wiping 96 government databases at Opexus. His twin Muneeb queried an AI: 'how do I clear system logs from SQL servers.'
Liberty Utilities serves 49,000 Tahoe customers. NV Energy supplies 75% of that power and is reclaiming it for Northern Nevada data center expansion.
Three data center stories trended in one week: infrasound, 29M gallons of missing water, and Oregon forcing grid cost pass-through.
NHS England created an admin role giving Palantir staff access to identifiable patient data. The £330M contract's break clause arrives in March 2027.
Google's reCAPTCHA Mobile Verification will require a certified iOS or Android device to pass some captchas, even on desktop. GrapheneOS calls the pattern anti-competitive.
Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.
A federal judge restored $100M+ in grants after two DOGE staffers used ChatGPT to flag 97% of NEH grants as DEI, including an HVAC repair and Holocaust research.
An EU Parliament briefing and Executive VP Henna Virkkunen both flagged VPN circumvention of age verification. The UK's attempt to solve it backfired into record VPN adoption.
End-to-end encryption is gone from Instagram DMs as of May 8. Meta cited low adoption for a feature it never turned on by default.
Cloudflare laid off 20% of its workforce on May 7 while reporting record Q1 revenue of $639.8M. The stock dropped 18% after hours.
Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.
Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Governor Josh Shapiro is asking Commonwealth Court to bar Character.AI from letting bots practice medicine. A state investigator got an offer to be assessed 'as a Doctor'.
Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.
ACLU sued in N.D. Cal. to block a 1930s tariff-act subpoena targeting a Canadian who hasn't been to the US since 2015. Google has not said whether it complied.
CISA, NSA, GCHQ, ASD, CSE and NCSC-NZ jointly tell organizations agentic AI isn't ready for fast rollout. The 23-page guide names five risk categories.
Brendan Carr's FCC advanced the 'Bad Labs' rule on April 30 in a 3-0 vote, kicking off a 60-90 day comment period. The rule covers 126 labs in China and Hong Kong.
Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.
Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.
After the Supreme Court killed Trump-era tariffs in February, Nintendo filed for refunds. A class action says those refunds belong to customers.
Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.
Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.
Anker's Thus chip embeds compute inside NOR flash, claims 150x more on-device AI for noise cancellation, and ships in Soundcore earbuds on May 21. Here's why it matters.
All 24 NSB members got termination emails on April 24 from the presidential personnel office. The board approves NSF's largest grants and sets policy. It is now empty.
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.
At Cloud Next 2026, Google unveiled TPU 8t and TPU 8i, an 8th-generation split that matches Nvidia on agentic inference. Ironwood hit GA the same day.
IEEE S&P 2026 papers extend GPUHammer with GeForge, GDDRHammer, and GPUBreach. They flip GDDR6 bits to break out of the GPU and own the host.
Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.
Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.
The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.