Thinking Machines Lab and NVIDIA are joining forces in a multi-year partnership to deploy over one gigawatt of next-gen NVIDIA Vera Rubin AI systems as early as next year, with NVIDIA making a significant investment to expand frontier AI access for enterprises, researchers, and scientists worldwide.
Nvidia pays a $150 million deposit to seize 600MW of data center capacity in Abilene, Texas after Oracle and OpenAI scrap a planned Stargate expansion following failed financing negotiations and weather-related infrastructure setbacks, with Nvidia reportedly eyeing Meta as a tenant to keep the site exclusively running its own silicon.
OpenAI launches GPT-5.4 with native computer-use and 1M token context as rival Claude hits #1 on the US App Store with record signups, while OpenAI's massive $110B funding round turns out to contain only ~$15B in immediately deployable cash.
A viral Forbes claim that Anthropic loses $5,000 per Claude Code Max user is misleading, as actual compute costs are estimated at just $500 — and on average, Anthropic is likely profitable on most Claude Code subscribers, with typical developers costing only $18 per month to serve.
OpenAI is abandoning plans to expand its Stargate data center with Oracle in Texas, choosing newer Nvidia GPU clusters elsewhere as the AI industry faces a growing crisis where data centers become obsolete faster than they can be built, leaving Oracle — which carries over $100 billion in debt and …
Apple's M5 Max MacBook Pro, with 128GB unified memory, is enabling developers to run massive 70-billion-parameter AI models locally for free as cloud AI inference costs spiral out of control, with some startups reporting costs tripling in just three months.
Chinese software stocks surge 20% Monday as viral AI platform OpenClaw gains rapid adoption among government agencies and tech giants like Tencent, sending shares of UCloud Technology, QingCloud Technologies, and Hangzhou Shunwang Technology sharply higher while the broader CSI 300 Index closes 1% lower.
Microsoft launches Copilot Cowork, a powerful new Microsoft 365 feature that autonomously executes tasks and runs workflows across Outlook, Teams, and Excel on users' behalf, with broader availability expected through the Frontier program in late March 2026.
Microsoft 365 Copilot Wave 3 launches with groundbreaking agentic AI features, including the Anthropic-powered Copilot Cowork, multi-model intelligence spanning Claude and OpenAI across core apps, and new enterprise pricing tiers including Agent 365 at $15 and the M365 E7 Frontier Suite at $99 per user per month, available May 1.
A deepening AI infrastructure crisis is forcing companies like Anthropic to actively degrade their own products to conserve compute, as surging demand from agentic tools outpaces supply — and with DRAM constraints expected to cap growth at 15GW until 2027, experts warn inference shortages will worsen through 2026 and 2027, …