Nvidia Becomes an AI Investor: 40 Billion Dollars in Bets in One Year
Nvidia is financing the entire AI supply chain — from OpenAI to Intel. Its 5 billion dollar bet on Intel is now worth 25 billion. But critics see echoes of the dot-com bubble.
Cloudflare Cuts 1,100 Jobs — AI Agents Made 20 Percent of the Workforce Redundant
Cloudflare lays off a fifth of its staff and names AI agents as the reason. Stock drops 24 percent — even as revenue hits an all-time high.
Intel and Apple Close Chip Deal — Reshaping the AI Supply Chain
Apple will have Intel manufacture chips for the first time. The stock hits an all-time high. For AI infrastructure, this could be a game-changer.
OpenAI Launches GPT-5.5-Cyber — But Only for Verified Defenders
OpenAI makes its cyber model available and distributes 10 million dollars to security researchers. Access requires identity verification.
Anthropic Hits $30 Billion ARR — and Overtakes OpenAI
80x growth in a single quarter: Anthropic is now the highest-revenue AI company in the world.
Anthropic Signs $1.8 Billion Cloud Deal with Akamai
The largest deal in Akamai's history: Anthropic locks in seven years of cloud infrastructure for $1.8 billion.
White House Plans FDA-Style Vetting for AI Models
The Trump administration is considering an executive order that would require AI models to undergo testing before release — like drugs at the FDA.
Anthropic launches research institute to study AI's real-world impact
The Anthropic Institute will investigate how AI changes society — from inside a frontier lab. The research agenda spans job displacement, cyber threats, and the big question: what happens when AI improves itself?