The Paducah project comes at a time when the market is souring on heavy AI infrastructure spending.

He said a used H100 is worth more than it was a year ago, and that upends how the market values AI chips...

"It is uncertain whether there will be enough demand to pay upfront for the investment in achieving RSI that would justify that investment..."

The rules also cover certain investments made through foreign subsidiaries controlled by American companies.

They don't have 400 bad apples, your honor, they have a few bad apples and know who they are...

With a print above $65 billion already in the market for over two months, today's figure has to show the curve is still compounding toward $100 billion, or the "strength" narrative cracks.

Companies embracing Chinese models need to weigh "the safety and security elements..."

...says regulations on AI must be immediately implemented...

...a Saudi national who started working for OpenAI in July 2025...

JPM and Goldman will finance the AI boom; they just won't own it...

One engineer, one coding model, and a few weeks of work are starting to look like a direct challenge to some of the software industry's most durable subscription businesses.

Are these things conscious?

A market that has been paid all year to assume that moves stay small is the market least able to handle one that doesn't...

"Conversations at Data Center World Expo in Singapore were largely focused on the ability of the supply chain to ramp capacity quickly..." 

 

Muse growth peaking... and now for the bill

Younger adults under 30 were found to be more concerned about the growth of AI.

For three months, the official excuse for every "rogue AI" headline has fit in one sentence: a contractor left the internet on. On Friday, Anthropic ran out of contractors to blame...

Chinese models now process 76 trillion tokens a week on OpenRouter, 5x the top US models, and Jefferies' Wood says AI's longer-term outcome is still "massive capital destruction" in the US.

The United States is leading, but China has several advantages that may prove dangerous, experts say...

Common Sense Media’s Youth AI Safety Institute said its testing indicated safeguards such as the tool not referring to itself as a teenager’s friend failed.