They Asked the Industry to Slow Down. Then They Shipped.
Weeks after calling for the AI industry to pace itself, Anthropic and OpenAI released new models on the same Tuesday. Neither led with raw power. Both led with a lower price, an answer less to the safety debate than to cheap Chinese rivals eating their lunch.
Read full story →Xi Comes to Washington, and AI Is the Fault Line
Trump and Xi meet for a two-day summit with artificial intelligence, not trade, at the center of the table. Days before, Alibaba unveiled what it calls China's most powerful chip. The two sides compete hard and, quietly, explore one narrow place to cooperate.
Read full story →What If Half the AI Chips Are Sitting in Warehouses?
Wall Street is pricing in an endless AI infrastructure boom. One dogged investigation argues that hundreds of billions of dollars of GPUs have been sold years in advance and never plugged in, and that nobody really knows how much capacity is actually running.
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