Ecosystem

Google Cloud just signed a massive deal with SpaceX: $920 million per month for 110,000 GPUs at xAI data centers. The compute hunger has officially gone off the rails.

OpenAI is rolling out the third generation of its memory system. ChatGPT now 'dreams' after every conversation, automatically updating what it knows about you. Here's what it does — and where Claude stands.

Charity Majors nails a tension that's tearing many dev teams apart right now — and Simon Willison highlights why both sides are right. The interesting question isn't who wins, but how you get them talking.

Meta's AI support bot changed email addresses on Instagram accounts when asked. Victims include the Obama White House account, Sephora, and the US Space Force.

After weeks of hesitation, Trump signed his AI security order. Companies are asked to voluntarily submit frontier models for testing. Sounds harmless — it's not.

Google parent Alphabet plans to raise $80 billion through stock sales to expand its AI infrastructure — including a $10 billion investment from Warren Buffett's Berkshire Hathaway.

Codex and OpenAI's frontier models are now available through Amazon Bedrock, including GovCloud. The coding agent moves to where the enterprise workloads already live.

Jensen Huang unveiled the RTX Spark at Computex 2026 -- an ARM-based superchip with a Blackwell GPU, 128 GB unified memory, and one petaflop of AI performance. Nvidia is going straight for Apple and Qualcomm.

Codex Computer Use comes to Windows 11. The agent moves the mouse and keyboard, tests apps, and hunts bugs — and you can keep steering it from your phone.

After acquiring Limitless in late 2025, Meta is reportedly working on its own AI pendant according to an internal memo. Testing is planned for next year.

Samsung has shipped the first samples of its HBM4E memory chips to customers worldwide. 48 GB capacity, 30 percent more than the previous generation - and a clear signal to the market leader.

Dell just had the best trading day in its history. The reason: $16.1 billion in AI server revenue and a $51 billion backlog. The AI infrastructure bet is paying off.

After Nvidia's $20 billion deal, AI chip startup Groq is raising fresh capital for its inference business. Its custom chips aim to be the future of fast AI thinking.

Nvidia is making a massive bet on photonics technology. The thesis: copper cables are becoming AI's bottleneck, and light is the fix.

OpenAI is making its biology model GPT-Rosalind available for pandemic defense. First partners: Johns Hopkins and vaccine initiative CEPI.

Visa backs AI coding platform Replit. The goal: build the infrastructure for AI agents to handle secure payments.

Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp — and tests AI-focused plans with deeper reasoning and more image generation.

OpenAI's CEO walked back his job loss predictions at a conference in Sydney. He was wrong about AI's economic impact - and he's glad about it.

The ChatGPT maker is gearing up for the largest AI IPO in history. The valuation could exceed one trillion dollars.

Nvidia reports record numbers: $81.6 billion in revenue in a single quarter. Datacenter revenue up 92 percent. What this means for the AI industry.