Nvidia announced a new funding mechanism to tap long-duration capital for AI compute, potentially expanding the blast radius of a bubble in service of its threatened margins, according to Ben Thompson…
IBM's stock suffered its worst single-day drop in 115 years after the company reported faltering mainframe sales and software revenue, with management blaming AI spending but analyst Ben Thompson argu…
Anthropic released Fable 5, the public version of its Mythos AI model, on Tuesday with visible guardrails on cybersecurity and biology topics and a silent restriction on LLM creation capabilities that…
Ben Bajarin discussed Apple's artificial intelligence strategy and the broader AI compute industry in a Stratechery interview, focusing on developments from WWDC. The conversation examined how Apple i…
Google has purchased compute capacity from SpaceX, while Broadcom's earnings outlook and Apple's political maneuvering around AI are shaping the tech landscape. The deals signal bullish momentum for N…
Eric Seufert discussed building models for generative AI and the significance of Meta's foundational models in a recent interview. He argued that understanding advertising leads to optimism about huma…