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Daily coverage of the models, platforms, tools and infrastructure reshaping the AI economy. Latest news on OpenAI, Anthropic, and AI technology.

The Great Unbundling of the AI Lab

The Great Unbundling of the AI Lab

Alphabet lost close to $200 billion in a day because four researchers changed jobs. The frontier lab built around one famous name is coming apart, and Google just showed everyone how.

Nvidia to Take a Cut of Some Customers' Sales

Nvidia to Take a Cut of Some Customers' Sales

Nvidia is offering to guarantee revenue for smaller GPU cloud providers by promising to rent back any capacity they can't sell, and in exchange it will take a percentage of those customers' cloud revenues.

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