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The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
What you need to know as Elon Musk's lawsuit against Sam Altman begins
In a few short days, jury selection will begin in the long-awaited Musk v. Altman case. At the end of that process, an Oakland federal court will task nine regular people with deciding if OpenAI defra [...]
Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two co [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
OpenAI deploys Cerebras chips for 15x faster code generation in first major move beyond Nvidia
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
OpenAI launches GPT-5.6-Cyber with reduced refusals, 95% completion on advanced cybersecurity tasks
Earlier today, OpenAI launched GPT-5.6-Cyber, a specialized model designed to perform advanced vulnerability research and exploit development for approved defenders — including categories of work th [...]
Labor and nonprofit coalition calls on California AG to stop OpenAI from going for-profit
A group of organizations, including nonprofits like LatinoProsperity and labor groups like the California Teamsters, are petitioning California Attorney General Rob Bonta to stop OpenAI from becoming [...]