Breaking down the trends, developments, and innovations in the dynamic AI industry.
Google is credit-backing debt for about $19B of Anthropic's Kentucky data-centre lease at TeraWulf. If Anthropic defaults, Google can take the lease or a stake in the project unit.
By David Merry · 2 min read
Some Apple engineers' daily AI allowance fell from $300 to $200, Bloomberg reports, with $25 caps considered for other teams. Apple's R&D bill still rose 32%.
By David Merry · 2 min read
OpenAI says ChatGPT now handles about one search for every five on Google. It hasn't shown the data, and outside estimates put the share at 7.5%…
By David Merry · 2 min read
OpenAI's models are going into ADNOC, Mubadala and Abu Dhabi's permit checks, two days after UAE investors were reported to be leading its $20 billion round.
By David Merry · 2 min read
Amazon's spending on data centres and chips outran the cash its businesses brought in by $42.4 billion over 12 months. Sales and profits are still growing.…
By David Merry · 2 min read
Paid ads are coming to Google's AI Mode in 10 more countries, and in the US they can appear in follow-up questions. Search revenue grew 12%,…
By David Merry · 2 min read
Google will sell its TPU chips through Oracle's cloud from 2027, and OpenAI reportedly plans to buy them too. TD Cowen thinks TPU sales could hit…
By David Merry · 2 min read
Meta plans to raise up to $95 billion by selling new shares, about two-thirds of this year's $135–145 billion AI build-out. Nvidia, AMD and Broadcom may…
By David Merry · 2 min read
Anthropic and Theorem used Claude to write 180 million lines of machine-checked proofs showing fuzz-tested code in 123 open-source libraries can't crash, and found long-hidden bugs…
By David Merry · 2 min read
Frontier AI helped find PHP2Shell, two critical PHP flaws affecting about 70% of websites. Leaks broke the embargo, and OpenAI now proposes a disclosure playbook.
By DailyAI · 2 min read
