Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete
After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation
Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products
The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models
How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority
When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …
Sources: Amazon's AI tools have caused at least two AWS outages, including a 13-hour disruption in December; Amazon says it was “user error, not AI error”
Tech giant blames ‘user error, not AI error’ for incident in December involving its Kiro tool — Amazon's cloud unit has suffered …
Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD's AI chips, the first known example of AMD chips used as debt collateral
Sources: AMD agrees to backstop a $300M loan from Goldman Sachs for Crusoe to buy AMD AI chips, the first known case of AMD chips used as debt collateral
Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival Nvidia: lending its financial support to upstart cloud providers buying its chips.
Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source
In a podcast, OpenClaw creator Peter Steinberger describes his phone calls with Mark Zuckerberg and Sam Altman, and says he had been contacted by “every big VC”
Mark Zuckerberg needed ten minutes. He was finishing code. — Peter Steinberger had called him on WhatsApp without scheduling anything.
Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting wi...
Meta plans to spend more than $10B to build a 1GW data center campus in Lebanon, Indiana, expected to be operational at the end of 2027 or in early 2028
Anthropic says it will upgrade US power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers
Leading AI company Anthropic said it would upgrade power grid infrastructure, generate new power, and cover consumer price increases …
Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI
A profile of Anthropic and its key executives like Chris Olah, and a look at Project Vend, an internal “Claudius” experiment to run the office vending machine
Researchers at the company are trying to understand their A.I. system's mind—examining its neurons …
Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY
Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.
Sources: KPMG negotiated a 14% lower fee for its 2025 audit by threatening to find a new accountant if Grant Thornton didn't pass on its cost savings from AI
Big Four accounting firm's move to cut fees for its own audit comes amid debate over pricing model