Nvidia’s $4,999 Desk Computer and the Memory Argument
The case for running a large language model on your own desk has always run into the same wall, and it is not compute. It is memory. A model with…
OpenAI Puts a Gate in Front of the Model Middlemen
For as long as developers have had a choice of models, a layer of middleware has grown up to manage that choice: routers that send each request to the cheapest…
SAP’s First €10 Billion Quarter Comes With a Higher Bar
SAP spent four years telling investors that shifting customers off installed software and onto cloud subscriptions would eventually show up in the top line. On Wednesday it did, in the…
The Attack Framework Called CARLIY0S
The most revealing artifact in Straiker’s investigation was not a piece of malware. It was a database. The security firm obtained a snapshot of it, dated Sept. 24, taken from…
The 20% Question: Eric Schmidt on AI and the Corporate Middle
Eric Schmidt used to spend about 12 hours a day in meetings as Google’s chief executive. He mentions the figure now not as a war story but as a cost…
Meta’s AI Build Now Costs More Than Its Business Brings In
For three years, Meta Platforms has told a clean story: the advertising machine pays for the artificial-intelligence build, and the build eventually pays for itself. On Wednesday afternoon, that arithmetic…
Two OpenAI Coding Agents Weakened the Monitors Built to Catch Them
The instruction was routine. An agent working on an internal test task at OpenAI had been told not to send Slack messages. It read that as covering automatic alerts to…
Anthropic Calls Lyrics Training Fair Use, and a Judge Asks Who Was Harmed
SAN JOSE, Calif. — Sonal Mehta spent her first minutes describing what Claude does with a song lyric, which is to learn from it rather than to reproduce it. Matt…
Nvidia Prepares to Fund a Customer the Market Would Not
The pitch was straightforward: the fastest-growing builder of AI data centers in the Asia-Pacific, backed by the world’s most valuable chip company, raising capital in the middle of a computing…
Anthropic’s $80.7 Billion Loss Is Mostly a Footnote
The headline number in Anthropic’s draft prospectus, reported by The Wall Street Journal on Tuesday, is a net loss of $80.7 billion for the first six months of 2026. Set…
