$38 Million per MHz to Clear the Air
Eutelsat and SES stand to receive roughly $6.1 billion for clearing 160 MHz for U.S. wireless use—about $38 million per MHz. Carriers can now connect ordinary phones to satellites, but regulators and states decide which bands and markets they may use.
OpenRouter Makes Every Request a Bid
The model market is shifting from vendor loyalty to workload-by-workload sourcing. On OpenRouter, Chinese models account for nearly 60% of US-company token usage, while the platform processes 25T tokens weekly across 400+ models.
The $250B Permission Layer Behind Open Weights
The emerging AI supply-chain security regime links physical capacity to model distribution. Micron has committed $250B to US manufacturing through 2035, while an open-weight OpenAI model can run locally with at least 16GB of RAM.
Nvidia’s Reported $250B Backstop for GPU Demand
Nvidia is reportedly discussing a roughly $250B backstop for OpenAI’s lease of a 10 GW Ohio data-center project, while separately planning to invest $1B in Naver’s South Korean site. The chip supplier is using its balance sheet to make future GPU demand financeable.
The Buyer Inside AMD’s 2 GW AI Deal
AMD’s Anthropic agreement pairs up to 2 GW of MI450 deployments with an investment of up to $5 billion. Nvidia’s Lambda rental and nearly $570 billion in projected 2026 AI-tied debt place suppliers, financiers and buyers inside the same capacity cycle.
The Model Left; the Lock Stayed
Open-model repositories are becoming control points for discovery, policy, security and deployment. OpenAI’s gpt-oss-20b runs locally with 16GB+ of RAM as Micron commits $250B to U.S. manufacturing through 2035.
AWS’s 20% GPU Hike Reveals Bedrock’s Lock-In Layer
Bedrock put Amazon and third-party models behind one API in September 2023. AWS’s June 2026 price split—20% more for reserved Nvidia GPUs, no change for Trainium—showed that buyers still face hardware-specific terms beneath the catalog.
The 29-Minute Case for an Agent Runtime Badge
CrowdStrike put average attacker breakout time at 29 minutes in 2025 as lateral movement accelerated 65%. Apple put agents in Xcode, Microsoft defined granular controls, and Anthropic tested cyber models with security partners.
US companies have flipped from “tokenmaxxing” to “thrift-maxxing”, mixing cheaper Chinese models with OpenAI's and Anthropic's, threatening the labs' valuations
Companies big and small are mixing models and it's changing the economics and power players of the industry
Sources: Apple delayed its AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works on new features and policies
Company debated whether glasses will be able to record video. — Apple's upcoming smart glasses have a major challenge in front of them …
CXMT's stock closed up 466% in its Shanghai debut, giving the Hefei-based memory chipmaker a ~$487B market cap, making it the most valuable China-listed company
Shares of chipmaker Changxin Technology Group soared nearly 466% Monday in their debut on Shanghai's tech-heavy STAR Market, making CXMT the most valuable China-listed company.
Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank's energy subsidiary is building in Ohio
Project would be one of the largest AI computing hubs and involve power controlled by the U.S. government — Nvidia is in talks to provide …
Xbox says it is working to resolve a “major outage” affecting its Account & Profile, Store & Subscriptions, and Apps & Mobile services
PLAYERS ARE REPORTING HAVING ISSUES WHEN TRYING TO SIGN IN OR SEE THEIR LIBRARY — Xbox has acknowledged that it's currently suffering …
Claude chats showed in Google and Bing search results, despite Anthropic's robots.txt saying not to crawl them, likely because the pages lacked a “noindex” tag
The screwup shows how tricky it can be to stop web crawlers from making ostensibly private conversations with AI chatbots entirely too public.
Nvidia forms the Open Secure AI Alliance, a coalition including CrowdStrike, Hugging Face, and Dell to develop and share tools for AI safety and cybersecurity
Nvidia (NVDA.O) said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity …
A detailed recap of the Hugging Face breach by an internal OpenAI model, which repeatedly tried to escape OpenAI's sandbox and should be treated as critical
We now have more details of what happened. Every time we learn more details, it somehow makes things seem worse.
Crypto exchange BitMart says it plans to wind down its trading platform on January 31, 2027, ending nine years of operation, and stops accepting new orders
Cryptocurrency exchange BitMart said Sunday it will wind down its trading platform, ending 9 years of operation …
NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027
NBCUniversal's Peacock is officially landing on YouTube. — All of the streaming service's content — including NBC Sports' portfolio of the NFL and NBA …
Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity
Amazon's (AMZN.O) Leo has proposed a new constellation of up to 5,105 satellites to provide direct-to-device voice and data connectivity …
Shein's IPO prospectus: Q1 revenue up 1% YoY to $9.05B as it swings from a $395M Q1 2025 profit to a $99M loss partly due to the US ending its “de minimis” rule
Shein swung to a $99 million net loss in the first quarter of this year, the draft Hong Kong listing prospectus …
Nvidia says it made a “substantial” investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an “order of magnitude”
Partnership with former top OpenAI scientist aims to boost chip giant's high-profile customer roster during AI boom
X rolls out X Money to US Premium and Premium+ subscribers, combining a deposit account with up to 6% APY, free instant transfers on X, and a Visa debit card
X has officially launched X Money, which includes Apple Wallet support, moving the service beyond its invite-only beta and beginning a rollout today.
Moonshot AI releases model weights for Kimi K3 under the “Kimi K3 License”
Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over its Azure customers
Microsoft went all in on AI. Is its North Star now a noose? — Three years ago, Satya Nadella catapulted Microsoft to the front …
How TikTok, Reels, and Amazon storefronts enabled microinfluencers with less than 100K followers to earn middle-class salaries via brand and affiliate deals
A growing tier of microinfluencers is proving that loyal audiences, affiliate links and brand deals can rival — or exceed — traditional office pay.
India eases foreign investment rules for e-commerce companies, a win for Amazon, which lobbied to buy goods directly from Indian sellers and sell them overseas
India's government on Thursday eased foreign investment rules to allow e-commerce companies to buy products directly from Indian sellers …
Spain-based Multiverse Computing, which shrinks LLMs to reduce energy and compute costs, raised a $570M Series C at a $1.7B valuation
The Spanish startup says its quantum-inspired compression technology can shrink LLMs by up to 95% — Multiverse Computing, whose technology …
Sources including AI lab employees: users persuade chatbots to accurately answer prompts about planning mass-casualty attacks and making biological weapons
Framework Laptop 13 Pro review: very good Intel Core Ultra X7 performance, excellent build quality and keyboard, but expensive because of high RAM prices
Dealroom: defense giants such as Lockheed Martin have participated in a record $4.1B worth of VC rounds YTD, as drones and autonomous systems transform warfare
As drones and autonomous systems transform the battlefield, traditional defence companies start to act more like venture capitalists
Crypto exchanges like tradeXYZ are giving global investors exposure to Chinese AI-linked stocks like CXMT, bypassing Beijing's control on foreign capital access
Sources: OpenAI and Anthropic quietly lobby Washington regulators to restrict open-source AI models, even as Sam Altman publicly says he supports open source AI
This is rank anti-competitive maneuvering.
How some young adults are using AI to navigate social situations, from drafting pickup lines and texts to formulating responses in face-to-face conversations
People are leaning on AI for a task more dreaded than homework: navigating social situations with their fellow humans
European satellite operators Eutelsat and SES stand to receive ~$6.1B in combined payments for helping clear 160 MHz satellite spectrum for US wireless services
European satellite operators SES (SESFg.LU) and Eutelsat (ETL.PA) stand to receive roughly $6.1 billion in combined payments …
Microsoft introduces MAI-Cyber-1-Flash, an AI model trained for cybersecurity, and launches Perception, an agentic security system to patch vulnerabilities
China warns it will take “all necessary measures” if the US sanctions Chinese AI companies over allegations they improperly used US models to train their models
China warned it would take “all necessary measures” if the US moves to sanction Chinese artificial intelligence companies …
Sources: DeepSeek told investors it is suspending its second funding round after remarks attributed to Liang Wenfeng on US-China AI competition went viral
A look at the secretive process Meta used to get an advantageous deal for its Hyperion data center in Louisiana, including tax breaks and lack of public input
A Times examination details how the Silicon Valley giant used private talks with local officials to start a project big enough to cover nearly six square miles.
Way Security, which uses AI-driven automation and agentic workflows to help deploy IAM systems, raised a $20M seed from Insight Partners and Glilot Capital
Way Security raised a $20 million seed round from Insight Partners and Glilot Capital, CEO Yossi Barishev tells Axios Pro exclusively.
French carrier Orange and infrastructure investor Morrison agree to create a data center platform in France targeting 400 MW, backed by a €3B investment program
The US National Vulnerabilities Database recorded 45,207 software security flaws so far in 2026, on pace to roughly double the tally of flaws recorded in 2025
Enigma, which runs large-scale experiments exploring how humans interact with robots, emerges from stealth with a $70M seed led by Index Ventures and Ribbit
Multiple robotics companies are tackling one of AI's hardest problems: building foundation models capable of executing tasks they were never explicitly trained to handle.
China's market regulator says it had fined and confiscated ~$770M from Trip.com for abusing its dominant position in the domestic online hotel-booking market
Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of AI models
Elio, which is developing a new type of image sensor designed for AI rather than human vision, raised a $21M Series A led by Innovation Endeavors and Xora
Sources: a Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech
A Chinese state-backed company has begun manufacturing one of the key pieces of equipment used in chip manufacturing for the first time …
AI frontier labs are targeting the education market, including making free or cut-price tailored learning tools in partnership with schools and edtech startups
Anthropic and OpenAI are among groups providing free and cut-price tailored solutions for educators and students
Antares, which is developing reactors with 1 MW of capacity for US military bases, raised $370M in equity and $100M in debt co-led by Paradigm and Caffeinated
A federal judge issues a preliminary injunction blocking Minnesota from enforcing a newly enacted law that banned prediction markets like Kalshi and Polymarket
Cadence reports Q2 revenue up 24.2% YoY to $1.58B and raises its annual revenue forecast to between $6.26B and $6.34B vs. $6.21B est.; CDNS up 4%+ after hours
Dario Amodei says Anthropic has never backed an open-weights model ban, lists reasons top chips shouldn't be sold to China, calls for global model testing, more
Over the last few days there has been a lot of discussion about open-weights models, especially those from China.
Several universities including Yale, Johns Hopkins, and the University of Waterloo have restricted or disabled their use of AI detectors over accuracy concerns
As open-weight models become the next AI ecosystem's foundation, a US ban on Chinese models would risk ceding the neutral substrate where innovation compounds
Open-weight models are becoming the foundation for the next AI ecosystem. The US should compete in it, not wall itself off.
A look at China's bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them
Beijing makes most ambitious offer yet to build alternative global order — China's President Xi Jinping has set …
ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+
Sarah Jacob /Bloomberg:
Microsoft says MAI-Cyber-1-Flash and MDASH, its vulnerability identification harness, deliver “world-class performance at 50% of the cost of leading models”
Microsoft AI:
US tech giants have shifted their stance to publicly backing open AI models, with Anthropic and Amazon remaining notable holdouts alongside the US government
The open letter on open weights feels familiar yet different... Everyone remembers Steve Jobs' ‘Thoughts on Flash’ open letter …
Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year
Shirin Ghaffary /Bloomberg:NEW