The AI Spending Boom Runs Into a Wall of Debt
The first cracks are showing up where the money was supposed to flow most freely. Around $18 billion of loans tied to Oracle’s Project Jupiter data center in New Mexico…
Paying Users Sue the Biggest AI Labs, Claiming a Pact to Hold Back the Technology
The case was filed quietly in federal court in the Northern District of California, but the complaint inside it is broad. Four people who pay for ChatGPT, Claude, Grok, and…
Altman and Huang Land on the White House Dinner List
The guest list for a state dinner is a map of what a government considers important, and the list for the dinner in Washington next week has a new kind…
Microsoft Copilot Goes Down for Thousands of Users
Microsoft’s Copilot failed across the middle of the day on September 17, leaving users staring at error messages in a product the company has placed at the center of its…
Tesla and SpaceX Sue Over the ‘Terafab’ Name
The name “Terafab” sounds like exactly what it is: a factory for building chips at the scale of a trillion operations. Elon Musk gave the name to his chipmaking plans,…
A Security Team Used Claude to Reach OpenAI’s Code Repos in 72 Hours
The intrusion began with a flaw in a place no one was watching. On July 25, a team from the security firm Hacktron chained two vulnerabilities together, using Anthropic’s Claude…
UN Hands Global Statistics to a Google-Built Data Commons
The United Nations has been publishing its statistics for decades through a portal built for a different era, one where a researcher clicked through categories to find a number. On…
Oracle Cuts Another 441 Jobs in the Bay Area
Oracle is laying off more workers in the region where it keeps its headquarters, and the numbers tell a story that has become familiar at the company: cloud orders and…
House Passes a Data Center Power Bill; the Senate Stalls
The bill that would make big data centers pay for their own electricity cleared the House of Representatives on the evening of September 16 by a margin that leaves little…
AMD Tells Customers of a 10% Price Rise, Traced to TSMC
AMD has begun telling its partners what they will pay for chips next quarter, and the message points up the supply chain. Around September 17, the company notified graphics card…
