A new economic measurement problem called "AI Dark Output" threatens to obscure the majority of AI-generated economic activity, as national statistics fail to capture value produced by artificial inte…
A compiler engineer at SemiAnalysis spent over $10,000 in a single afternoon running AI agents to fuzz NVIDIA's closed-source ptxas compiler, uncovering approximately 80 miscompilation bugs in three d…
Amazon Web Services' operating margins rose 213 basis points quarter-over-quarter, driven by customer spending on Anthropic's Claude through the Bedrock platform, while competitors like Azure, Google …
Cerebras Systems has secured a 750MW compute deal with OpenAI, positioning the company for its upcoming IPO as demand for fast token generation surges. The wafer-scale chip maker's speed advantages, p…
The semiconductor industry faces a bottleneck in chip design as AI demand drives increasing complexity, compressed timelines, and a shrinking engineering workforce. Verification now consumes up to 70%…
AI labs are now capturing the majority of value in the AI ecosystem, a dramatic shift from nearly zero value capture last year, driven by surging token demand and end-user productivity gains. Anthropi…