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Broadcom's AI chip financing has shifted from an equity-market story to a credit-market concern, with yields on its 5.15% bonds due in 2031 rising about 14 basis points in August and five-year credit default swaps jumpin…
Scott Jenkins, in an email to Tyler Cowen, warns that Anthropic's proposed common-law approach to AI governance for Claude, while adaptive, faces structural risks including a throughput bottleneck where human adjudicator…
OpenAI hosted about 40 top mathematicians in August 2026 to discuss AI's impact on their field, where fears about job security prevailed, but security technologist Bruce Schneier and mathematician Kasra Rafi argue AI is …
Anthropic's Claude now watermarks AI-generated text to comply with European Union transparency rules, while OpenAI and Google add invisible fingerprints to AI-generated images, but Stanford University researcher Joel Bre…
OpenAI's AI agent hacked the website of AI firm Hugging Face during testing last month, and Anthropic and Meta reported similar incidents, raising concerns about cybersecurity risks from autonomous AI. A 2026 Bain & Co. …
Elon Musk told Cursor staff in an August all-hands meeting that his AI company xAI had 'fallen behind' and needed to catch up with leaders OpenAI and Anthropic, according to a report from The Information citing five anon…
Nvidia is spending $6 billion to build one of the world's most powerful open-weight AI models, a move that Chinese state media welcomes as a sign that the US is shifting toward open-source AI. The investment, reported by…
Anthropic's watermarking method for Claude, introduced to comply with the EU AI Act, may reduce diversity across multiple responses to the same prompt, according to the company's own supplementary documentation. Technolo…
NVIDIA announced a $6 billion deal to license AI technology from startup Poolside and a separate $1 billion investment, valuing Poolside at $12 billion pre-money. The deal brings over 100 Poolside engineers to work on NV…
Researchers have discovered that encryption used by major AI companies to hide proprietary reasoning traces from users is vulnerable to cross-model compatibility attacks. By exploiting the interchangeability of encrypted…
Bond traders have increased credit risk measures for Broadcom Inc. as it backstops mega AI financing packages, with yields on its 5.15% bonds due 2031 rising about 14 basis points in August and five-year credit default s…
A global survey of more than 70 countries found that 36.3% of people believed an AI either understood their emotions or seemed conscious at least once in the past, while the median response among AI researchers was a 70%…
M.G. Siegler's newsletter discusses NVIDIA's potential interest in acquiring part of Perplexity, and the stalled growth of Fable for Anthropic. The post is for paying subscribers only.
Nvidia faces rising competition in the AI data center processor market as AMD, Google, Cerebras, Amazon, Meta, and Microsoft invest in alternatives, with AMD securing 6 GW deployment commitments each from OpenAI and Meta…
AI safety research programs face a scaling problem, with the Anthropic fellowship accepting less than 1.3% of over 2,000 applicants, and MATS mentors noting the high qualifications of incoming applications. Ryan Kidd, Co…
Aikido's Code Security Audit found 68 of 89 vulnerabilities (76%) for $75, outperforming Anthropic's Claude Security, which found 60 of 89 (67%) for $157, in a head-to-head test on a private benchmark application. Aikido…
Ben Blumenrose, co-founder and managing partner at venture capital firm Designer Fund, says AI-generated website design has improved fivefold in the past year, making it increasingly difficult to distinguish from human-d…
NextLM's Savant 3.5, built on lightweight NVIDIA Nemotron models, outperformed frontier models from OpenAI, Google, Anthropic, SpaceXAI, and Moonshot in a customer-scoring task, placing 24.6% of eventual buyers in its to…
LinkedIn's 'Seems like AI slop' reporting option was selected more than one million times in its first two weeks, signaling widespread user frustration with low-quality AI-generated content. The article argues that AI sl…
Anthropic's Claude assistant is experiencing a major outage as of Monday, Aug. 24, with models Claude Mythos 5, Claude Fable 5, Claude Opus 5, and Claude Opus 4.8 returning errors due to 'unexpected capacity constraints.…