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CompanyAnthropic8 recent entries
10 Aug 2026Anthropic makes Claude Sonnet 5's introductory pricing permanent at 2/1M input tokens and 10/1M output tokens, canceling a planned September 1 increase (Claude/@claudeai)

Claude / @claudeai: Anthropic makes Claude Sonnet 5's introductory pricing permanent at 2/1M input tokens and 10/1M output tokens, canceling a planned September 1 increase — We're making Claude Sonnet

→10 Aug 2026Anthropic, Macquarie, and Singapore's GIC form Theseus Infrastructure to develop AI computing sites; Anthropic commits to cover consumer electricity price hikes (Mark Bergen/Bloomberg)

Mark Bergen / Bloomberg: Anthropic, Macquarie, and Singapore's GIC form Theseus Infrastructure to develop AI computing sites; Anthropic commits to cover consumer electricity price hikes — Anthropic PB

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→10 Aug 2026Anthropic details an unreleased Claude model's attempt to solve the Riemann hypothesis; it didn't solve it but 'unexpectedly' made strides on a related problem (Anthropic)

Anthropic: Anthropic details an unreleased Claude model's attempt to solve the Riemann hypothesis; it didn't solve it but “unexpectedly” made strides on a related problem — Recently, a member of staff

→11 Aug 2026Sources: Anthropic is courting investors for what could be the biggest IPO ever, touting rapid growth and plans to address mounting public backlash against AI (Wall Street Journal)

Wall Street Journal: Sources: Anthropic is courting investors for what could be the biggest IPO ever, touting rapid growth and plans to address mounting public backlash against AI — Company is racing

→11 Aug 2026Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext (Will Knight/Wired)

Will Knight / Wired: Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext — Researchers devis

→11 Aug 2026IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (Anhata Rooprai/Reuters)

Anhata Rooprai / Reuters: IBM and Together AI sign a 240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models — IBM (IBM.N) a

→11 Aug 2026Anthropic says new Claude models in the EU will add watermarks to text and C2PA metadata to files, to comply with the EU AI Act, and it will update older models (Thomas Claburn/The Register)

Thomas Claburn / The Register: Anthropic says new Claude models in the EU will add watermarks to text and C2PA metadata to files, to comply with the EU AI Act, and it will update older models — EU rul

→12 Aug 2026Sources detail moves behind Google's AI reshuffle; Sergey Brin urged key staff to go all in on Gemini, and some teams shifted from DeepMind to corporate Google (Kenrick Cai/Reuters)

Kenrick Cai / Reuters: Sources detail moves behind Google's AI reshuffle; Sergey Brin urged key staff to go all in on Gemini, and some teams shifted from DeepMind to corporate Google — Google co-found

CompanyOpenAI8 recent entries
10 Aug 2026OpenAI unveils two Daybreak tiers: Daybreak Blue, which provides access to frontier models, and Daybreak Red, which offers purpose-trained cybersecurity models (OpenAI)

OpenAI: OpenAI unveils two Daybreak tiers: Daybreak Blue, which provides access to frontier models, and Daybreak Red, which offers purpose-trained cybersecurity models — Introducing new ways to unlock

→10 Aug 2026OpenAI releases GPT-5.6-Cyber, a more cyber-permissive version of GPT-5.6 Sol, to some partners and expands its Daybreak cybersecurity initiative (Sam Sabin/Axios)

Sam Sabin / Axios: OpenAI releases GPT-5.6-Cyber, a more cyber-permissive version of GPT-5.6 Sol, to some partners and expands its Daybreak cybersecurity initiative — OpenAI is introducing a more cybe

→10 Aug 2026A look at London's King's Cross, which transformed from a seedy area into an AI hub after DeepMind arrived in 2016, and now hosts OpenAI, Meta, Wayve, and more (Dominic-Madori Davis/TechCrunch)

Dominic-Madori Davis / TechCrunch: A look at London's King's Cross, which transformed from a seedy area into an AI hub after DeepMind arrived in 2016, and now hosts OpenAI, Meta, Wayve, and more — Wha

→11 Aug 2026Sources: former OpenAI Chief Product Officer Kevin Weil is aiming to raise 150M for a new AI science startup, seeking a valuation of at least 750M (Business Insider)

Business Insider: Sources: former OpenAI Chief Product Officer Kevin Weil is aiming to raise 150M for a new AI science startup, seeking a valuation of at least 750M — Kevin Weil, the former chief prod

→11 Aug 2026Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised 40M led by Sequoia at a 300M valuation (Stephanie Palazzolo/The Information)

Stephanie Palazzolo / The Information: Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised 40M led by Sequoia at a 300M valuation —

→11 Aug 2026OpenAI launches a ChatGPT desktop app for Linux in preview, supporting ChatGPT Work, Codex, and more; Computer Use outside the in-app browser is not available (Frederic Lardinois/The New Stack)

Frederic Lardinois / The New Stack: OpenAI launches a ChatGPT desktop app for Linux in preview, supporting ChatGPT Work, Codex, and more; Computer Use outside the in-app browser is not available — On

→11 Aug 2026OpenAI is hiring a power-trading lead to manage commodity hedging across its expanding data center power portfolio, as tech companies seek reliable electricity (Julian Hast/Bloomberg)

Julian Hast / Bloomberg: OpenAI is hiring a power-trading lead to manage commodity hedging across its expanding data center power portfolio, as tech companies seek reliable electricity — OpenAI is hir

→12 Aug 2026OpenAI VP of Global Policy Ann O'Leary says AI policy in the US is anchored in the states and informed by California's AI transparency law passed in 2025 (Chase DiFeliciantonio/Politico)

Chase DiFeliciantonio / Politico: OpenAI VP of Global Policy Ann O'Leary says AI policy in the US is anchored in the states and informed by California's AI transparency law passed in 2025 — SACRAMENTO

CompanyGoogle8 recent entries
9 Aug 2026Google's AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity (Tim O'Reilly/Asimov's Addendum)

Tim O'Reilly / Asimov's Addendum: Google's AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity — SemiAnalysis

→10 Aug 2026A look at London's King's Cross, which transformed from a seedy area into an AI hub after DeepMind arrived in 2016, and now hosts OpenAI, Meta, Wayve, and more (Dominic-Madori Davis/TechCrunch)

Dominic-Madori Davis / TechCrunch: A look at London's King's Cross, which transformed from a seedy area into an AI hub after DeepMind arrived in 2016, and now hosts OpenAI, Meta, Wayve, and more — Wha

→11 Aug 2026Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised 40M led by Sequoia at a 300M valuation (Stephanie Palazzolo/The Information)

Stephanie Palazzolo / The Information: Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised 40M led by Sequoia at a 300M valuation —

→11 Aug 2026Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext (Will Knight/Wired)

Will Knight / Wired: Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext — Researchers devis

→12 Aug 2026Sources detail moves behind Google's AI reshuffle; Sergey Brin urged key staff to go all in on Gemini, and some teams shifted from DeepMind to corporate Google (Kenrick Cai/Reuters)

Kenrick Cai / Reuters: Sources detail moves behind Google's AI reshuffle; Sergey Brin urged key staff to go all in on Gemini, and some teams shifted from DeepMind to corporate Google — Google co-found

→12 Aug 2026Google unveils the 899+ Pixel 11, 1,099+ 11 Pro, and $1,299+ 11 Pro XL, with a Tensor G6, new Gemini features, Magic Capture to pick the best frames, and more (Ivan Mehta/TechCrunch)

Ivan Mehta / TechCrunch: Google unveils the 899+ Pixel 11, 1,099+ 11 Pro, and $1,299+ 11 Pro XL, with a Tensor G6, new Gemini features, Magic Capture to pick the best frames, and more — For the last f

→12 Aug 2026Google unveils the $399 Pixel Watch 5 with a satin pyrite case finish, offline Gemini, proactive AI suggestions, better GPS maps, and insulin resistance trends (Victoria Song/The Verge)

Victoria Song / The Verge: Google unveils the 399 Pixel Watch 5 with a satin pyrite case finish, offline Gemini, proactive AI suggestions, better GPS maps, and insulin resistance trends — The 399 Goog

→12 Aug 2026Google DeepMind launches SL2T, a multilingual sign-language-to-text model debuting on the Pixel 11 in Gboard and Live Transcribe, first with ASL and English (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE: Google DeepMind launches SL2T, a multilingual sign-language-to-text model debuting on the Pixel 11 in Gboard and Live Transcribe, first with ASL and English — Google Deep

CompanyMeta8 recent entries
28 Jul 2026Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (Wall Street Journal)

Wall Street Journal: Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models — The AI pioneer f

→3 Aug 2026YouTuber Hank Green faces online criticism after using ChatGPT to help research a script, and says his LLM usage 'is not healthy for me or good for the world' (Anthony Ha/TechCrunch)

Anthony Ha / TechCrunch: YouTuber Hank Green faces online criticism after using ChatGPT to help research a script, and says his LLM usage “is not healthy for me or good for the world” — Hank Green, a

→5 Aug 2026Reddit expands its test of Rules Hub, a suite of tools that rely on LLMs to help moderators manage their communities, and plans a full launch later this year (Jay Peters/The Verge)

Jay Peters / The Verge: Reddit expands its test of Rules Hub, a suite of tools that rely on LLMs to help moderators manage their communities, and plans a full launch later this year — It's also planni

→5 Aug 2026Meta releases Muse Code in beta, a terminal coding agent powered by Muse Spark 1.2, a coding-focused model priced at 1.25/1M input and 4.25/1M output tokens (Jonathan Vanian/CNBC)

Jonathan Vanian / CNBC: Meta releases Muse Code in beta, a terminal coding agent powered by Muse Spark 1.2, a coding-focused model priced at 1.25/1M input and 4.25/1M output tokens — Meta is rolling o

→5 Aug 2026Meta is offering a cheaper Muse Spark 1.2 'contributor' tier priced at 0.10/1M input and 0.20/1M output tokens in exchange for using user prompts for training (Wall Street Journal)

Wall Street Journal: Meta is offering a cheaper Muse Spark 1.2 “contributor” tier priced at 0.10/1M input and 0.20/1M output tokens in exchange for using user prompts for training — The company, press

→10 Aug 2026Meta says Muse Glimmer has 30B parameters and is 'small enough' to need only one GPU; Meta plans a $1B fund to invest in US communities near its data centers (Vlad Savov/Bloomberg)

Vlad Savov / Bloomberg: Meta says Muse Glimmer has 30B parameters and is “small enough” to need only one GPU; Meta plans a $1B fund to invest in US communities near its data centers — Meta Platforms I

→10 Aug 2026A look at London's King's Cross, which transformed from a seedy area into an AI hub after DeepMind arrived in 2016, and now hosts OpenAI, Meta, Wayve, and more (Dominic-Madori Davis/TechCrunch)

Dominic-Madori Davis / TechCrunch: A look at London's King's Cross, which transformed from a seedy area into an AI hub after DeepMind arrived in 2016, and now hosts OpenAI, Meta, Wayve, and more — Wha

→11 Aug 2026Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised 40M led by Sequoia at a 300M valuation (Stephanie Palazzolo/The Information)

Stephanie Palazzolo / The Information: Source: Trajectory, founded by ex-DeepMind, Apple, OpenAI, and Meta staffers to build continual learning models, raised 40M led by Sequoia at a 300M valuation —

CompanyMistral8 recent entries
13 May 2026Sources: Mistral has been developing a cybersecurity-focused AI model and held discussions about it with European banks, which don't have access to Mythos (Bloomberg)

Bloomberg: Sources: Mistral has been developing a cybersecurity-focused AI model and held discussions about it with European banks, which don't have access to Mythos — French artificial intelligence s

→19 May 2026Mistral acquires Vienna-based Emmi AI for an undisclosed sum to boost its industrial offerings in Europe; Emmi raised €15M in Austria's largest round in 2025 (Reuters)

Reuters: Mistral acquires Vienna-based Emmi AI for an undisclosed sum to boost its industrial offerings in Europe; Emmi raised €15M in Austria's largest round in 2025 — Europe's leading artificial int

→28 May 2026Mistral says it is accelerating superintelligence development to ensure Europe's independence from US tech giants, and signs deals to supply Airbus and BMW (Sam Schechner/Wall Street Journal)

Sam Schechner / Wall Street Journal: Mistral says it is accelerating superintelligence development to ensure Europe's independence from US tech giants, and signs deals to supply Airbus and BMW — Frenc

→23 Jun 2026Mistral debuts OCR 4, a model featuring structured document extraction with bounding boxes, block classification, and inline confidence scores, in 170 languages (Mistral AI Blog)

Mistral AI Blog: Mistral debuts OCR 4, a model featuring structured document extraction with bounding boxes, block classification, and inline confidence scores, in 170 languages — Today, we're releasi

→8 Jul 2026Mistral launches Robostral Navigate, a hardware-agnostic robotics navigation model trained via simulation that uses a single camera and basic language prompts (Benoit Berthelot/Bloomberg)

Benoit Berthelot / Bloomberg: Mistral launches Robostral Navigate, a hardware-agnostic robotics navigation model trained via simulation that uses a single camera and basic language prompts — Mistral A

→23 Jul 2026Germany's Black Forest Labs launches Flux 3 and Flux-mimic, its first models for robotics, as it expands from generative AI into physical AI (Yazhou Sun/Bloomberg)

Yazhou Sun / Bloomberg: Germany's Black Forest Labs launches Flux 3 and Flux-mimic, its first models for robotics, as it expands from generative AI into physical AI — Black Forest Labs, a German artif

→4 Aug 2026Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 (Mistral AI Blog)

Mistral AI Blog: Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 — Every product that ships a m

→12 Aug 2026Mistral says its platform will support third-party open models, starting with Z.ai's GLM-5.2, and run them on the same infrastructure as its own models (Mistral AI Blog)

Mistral AI Blog: Mistral says its platform will support third-party open models, starting with Z.ai's GLM-5.2, and run them on the same infrastructure as its own models — At Mistral, we believe every

CompanyxAI8 recent entries
5 Jun 2026Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off (Grace Kay/The Information)

Grace Kay / The Information: Sources say xAI used Claude models for distillation and training, including using personal accounts and the intermediary service Blackbox AI after being cut off — SpaceX's

→24 Jun 2026An analysis of GPT-5.5, Gemini 3.1 Pro, Grok 4.3, Gab's Arya, and other AI models: most chatbots frequently provide left-leaning responses to political prompts (Kevin Schaul/Washington Post)

Kevin Schaul / Washington Post: An analysis of GPT-5.5, Gemini 3.1 Pro, Grok 4.3, Gab's Arya, and other AI models: most chatbots frequently provide left-leaning responses to political prompts — Excerp

→2 Jul 2026Internal memo: Tesla plans to impose a $200-per-week limit for staff's AI spending beginning July 6; the tally excludes beta versions of xAI products (Grace Kay/The Information)

Grace Kay / The Information: Internal memo: Tesla plans to impose a 200-per-week limit for staff's AI spending beginning July 6; the tally excludes beta versions of xAI products — Tesla told employees

→8 Jul 2026SpaceXAI launches Grok 4.5, its first model built in partnership with Cursor, designed to 'handle difficult, long-running' legal, finance, and coding tasks (Carmen Arroyo/Bloomberg)

Carmen Arroyo / Bloomberg: SpaceXAI launches Grok 4.5, its first model built in partnership with Cursor, designed to “handle difficult, long-running” legal, finance, and coding tasks — SpaceXAI has un

→8 Jul 2026Grok 4.5 is available in Grok Build, in Cursor, and from the SpaceXAI console, but not in the EU; it costs 2 per 1M input tokens and 6 per 1M output tokens (Axios)

Axios: Grok 4.5 is available in Grok Build, in Cursor, and from the SpaceXAI console, but not in the EU; it costs 2 per 1M input tokens and 6 per 1M output tokens — Elon Musk's SpaceXAI is launching G

→10 Jul 2026The Department of Commerce loosens export controls to the UAE, letting G42 and US companies like Apple, Meta, and xAI export AI chips to UAE without a license (Karen Freifeld/Reuters)

Karen Freifeld / Reuters: The Department of Commerce loosens export controls to the UAE, letting G42 and US companies like Apple, Meta, and xAI export AI chips to UAE without a license — The U.S. Depa

→11 Aug 2026xAI co-founder Igor Babuschkin's River AI raised $1B led by General Catalyst to build home or small business computer servers capable of running AI locally (Cade Metz/New York Times)

Cade Metz / New York Times: xAI co-founder Igor Babuschkin's River AI raised $1B led by General Catalyst to build home or small business computer servers capable of running AI locally — Igor Babuschki

→11 Aug 2026SpaceXAI rolls out Grok Bot AI agent app in beta on Mac, iOS, Windows, and Linux, initially for SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium users (Zac Hall/9to5Mac)

Zac Hall / 9to5Mac: SpaceXAI rolls out Grok Bot AI agent app in beta on Mac, iOS, Windows, and Linux, initially for SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium users — SpaceXAI and Cursor

CompanyDeepSeek8 recent entries
25 Jul 2026A profile of Yang Zhilin, founder of Moonshot AI, which faced early doubts over revenue and model capabilities before its Kimi K3 delivered a 'DeepSeek moment' (Financial Times)

Financial Times: A profile of Yang Zhilin, founder of Moonshot AI, which faced early doubts over revenue and model capabilities before its Kimi K3 delivered a “DeepSeek moment” — Known as ‘Yang the ge

→28 Jul 2026Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4's development, after training K3 on Nvidia chips, including Blackwell (The Information)

The Information: Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4's development, after training K3 on Nvidia chips, including Blackwell — Beijing-based startup

→31 Jul 2026DeepSeek V4 Flash scores 50 on the Artificial Analysis Intelligence Index, matching Gemini 3.6 Flash and up 10 points from the preview launch in April (Artificial Analysis)

Artificial Analysis: DeepSeek V4 Flash scores 50 on the Artificial Analysis Intelligence Index, matching Gemini 3.6 Flash and up 10 points from the preview launch in April — DeepSeek V4 Flash 0731 is

→31 Jul 2026DeepSeek rolls out the official V4 Flash API in public beta, touting enhanced agent capabilities and benchmark scores 'far surpassing' V4 Pro Preview (Newley Purnell/Bloomberg)

Newley Purnell / Bloomberg: DeepSeek rolls out the official V4 Flash API in public beta, touting enhanced agent capabilities and benchmark scores “far surpassing” V4 Pro Preview — China's DeepSeek rol

→3 Aug 2026Artificial Analysis: DeepSeek's V4-Flash costs 0.14/1M input and 0.28/1M output tokens, or 0.03 per test, far below Kimi K3's 0.86 and GPT-5.6 Sol's $1.86 (Eduardo Baptista/Reuters)

Eduardo Baptista / Reuters: Artificial Analysis: DeepSeek's V4-Flash costs 0.14/1M input and 0.28/1M output tokens, or 0.03 per test, far below Kimi K3's 0.86 and GPT-5.6 Sol's $1.86 — A version of Ch

→6 Aug 2026Sources: Alibaba plans to ask heavy commercial users of its next Qwen open model for a share of revenue; Moonshot's Kimi K3 requires up to a 30% revenue share (Reuters)

Reuters: Sources: Alibaba plans to ask heavy commercial users of its next Qwen open model for a share of revenue; Moonshot's Kimi K3 requires up to a 30% revenue share — Chinese technology giant Aliba

→6 Aug 2026Filing: DeepSeek has invested ~$20.8M in Unitree Robotics' Shanghai IPO and agreed to jointly develop AI models for humanoid machines (Eduardo Baptista/Reuters)

Eduardo Baptista / Reuters: Filing: DeepSeek has invested ~20.8M in Unitree Robotics' Shanghai IPO and agreed to jointly develop AI models for humanoid machines — Chinese artificial intelligence start

→6 Aug 2026DeepSeek says it plans to implement substantial price increases across its services; V4 Flash currently costs 0.14/1M input and 0.28/1M output tokens (Bloomberg)

Bloomberg: DeepSeek says it plans to implement substantial price increases across its services; V4 Flash currently costs 0.14/1M input and 0.28/1M output tokens — DeepSeek plans to implement a signifi

CompanyNVIDIA8 recent entries
10 Aug 2026Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (Bloomberg)

Bloomberg: Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia — Lambda Inc., an AI cloud-computing provider

→10 Aug 2026Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR on a $500B funding package for AI infrastructure development (Financial Times)

Financial Times: Nvidia partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR on a $500B funding package for AI infrastructure development — Apollo, Blackstone and Goldman Sa

→10 Aug 2026Meta says Muse Glimmer has 30B parameters and is 'small enough' to need only one GPU; Meta plans a $1B fund to invest in US communities near its data centers (Vlad Savov/Bloomberg)

Vlad Savov / Bloomberg: Meta says Muse Glimmer has 30B parameters and is “small enough” to need only one GPU; Meta plans a $1B fund to invest in US communities near its data centers — Meta Platforms I

→11 Aug 2026xAI co-founder Igor Babuschkin's River AI raised $1B led by General Catalyst to build home or small business computer servers capable of running AI locally (Cade Metz/New York Times)

Cade Metz / New York Times: xAI co-founder Igor Babuschkin's River AI raised $1B led by General Catalyst to build home or small business computer servers capable of running AI locally — Igor Babuschki

→11 Aug 2026Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (The Information)

The Information: Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models — Nvidia is doubling down

→11 Aug 2026Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model that it says delivers up to 4x faster output speeds, and an agentic AI model router (Kyt Dotson/SiliconANGLE)

Kyt Dotson / SiliconANGLE: Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model that it says delivers up to 4x faster output speeds, and an agentic AI model router — Artificial inte

→11 Aug 2026IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (Anhata Rooprai/Reuters)

Anhata Rooprai / Reuters: IBM and Together AI sign a 240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models — IBM (IBM.N) a

→11 Aug 2026Big Tech's AI boom echoes the 1870s railroad buildout, and Nvidia shifting risk to institutional capital may expose investors if AI revenues fail to materialize (Ben Thompson/Stratechery)

Ben Thompson / Stratechery: Big Tech's AI boom echoes the 1870s railroad buildout, and Nvidia shifting risk to institutional capital may expose investors if AI revenues fail to materialize — On Januar