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Analysis, reporting, and commentary on the global AI race.
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ChipsAnthropic Has Not Confirmed It Is Building Its Own Chip
An SK Group chairman discussed Anthropic's chip plans on stage beside Dario Amodei. Fifteen months of reports trace to sources, never to the company.
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PowerWhat OpenAI's Georgia Power Deal Actually Commits To
OpenAI contracted 3.2 gigawatts from Georgia Power for its Effingham County campus. Georgia's 100 MW rule assigns upstream costs to the large user.
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AIMoonshot's Kimi K3 lands, tops one coding leaderboard, then hits a compute wall
Kimi K3 debuted at number one on Arena's Frontend Code leaderboard, then Moonshot paused new subscriptions two days later as demand hit its compute ceiling.
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AIBig Tech Is Borrowing Hundreds of Billions to Build AI — But What If It Doesn’t Pay Off?
Right now, some of the world’s largest technology companies are engaged in one of the largest capital spending cycles in corporate history.
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ChinaDid US Chip Restrictions Slow or Accelerate China’s AI Progress?
U.S. export controls on advanced AI chips, implemented and tightened since 2022, were designed to limit China’s ability to develop highly capable artificial intelligence systems.
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PowerCan Small Modular Reactors Deliver Power for AI Data Centers?
Small modular reactors (SMRs) are frequently discussed as a potential long-term solution for powering AI data centers, but significant regulatory and deployment hurdles remain before they can play a…
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PowerAre You Paying for AI Data Centers?
In many parts of the United States, households are indirectly helping pay for the massive power infrastructure needed to run AI data centers — whether they use the technology or not.
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CompaniesVerizon Lands $1B+ Dark Fiber Deal with Google for AI Data Centers
Verizon has signed a deal valued at more than $1 billion with Google to provide dark fiber connectivity for the company’s data centers, according to statements made by Verizon CEO Dan Schulman during…
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ModelsOpenAI Launched GPT-Live on July 8.Developers Are Still on the Waitlist.
OpenAI Launched GPT-Live on July 8. Developers Are Still on the Waitlist.
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