AI
Beijing Might Lock China’s Best AI Models Behind the Great Firewall
China may curb overseas access to its top AI models, turning cheap open AI into a national-security asset with a passport policy.
AI
China may curb overseas access to its top AI models, turning cheap open AI into a national-security asset with a passport policy.
AI
Microsoft Frontier Company is a $2.5 billion bet on embedded AI engineering, customer-owned intelligence, and enterprise transformation with elbows.
AI
Cloudflare wants AI search to stop freeloading on the open web. The idea is smart, the incentives are ugly, and the meter has finally appeared.
Enterprise Tech
Quantum.Tech World lands in Boston as Massachusetts tries to turn MIT, QuEra, MassTech, and its startup cluster into a quantum capital.
Enterprise Tech
Micron earnings exploded on AI memory demand, with $41.46B revenue, huge margins, and a $50B Q4 guide. The chip cycle has entered gobsmacked finance mode.
OpenAI
OpenAI and Broadcom unveiled Jalapeño, a custom LLM inference chip aimed at lower-cost AI. The timing makes the NVIDIA moat story extra awkward.
AI
SpaceX's June 16 deal for Cursor is a strategic AI grab and a $60 billion confession that coding agents now matter.
AI
Salesforce paid $3.6 billion for Fin, betting enterprise AI agents need faster deployment, better support instincts, and fewer keynote hallucinations.
AI
KKR, NVIDIA, Vistra, and Kuwait launched a $10 billion AI infrastructure company on June 11. The money is real. The utility vibes are getting impossible to ignore.
AI
Mastercard wants AI agents to pay for services at machine speed without turning agentic commerce into a fraud carnival. Sensible plumbing, strange incentives.
AI
Anthropic launched Claude Fable 5 and restricted Mythos 5, pairing frontier AI capability with guardrails, premium pricing, and a velvet rope.
AI
Broadcom's June 9 AI platform turns 20 gigawatts of compute into a private-credit machine. The infrastructure is real. The banker smell is also real.