What to Watch After Jensen Huang's Japan Visit
Nvidia's CEO wrapped a multi-day Japan tour with a stack of deals — signaling the country's re-entry as a strategic AI supply node.
Nvidia's CEO wrapped a multi-day Japan tour with a stack of deals — signaling the country's re-entry as a strategic AI supply node.
Apple's legal action against OpenAI's hardware initiative could complicate the company's IPO path — and its living-room ambitions.
Insiders say Meta is targeting an August release for Llama 5, with a new mixture-of-experts architecture and 400B-active-parameter frontier variant.
Internal benchmarks circulating in developer circles show GPT-6 posting sizable jumps on reasoning and coding — with familiar tradeoffs.
Claude Code 3 targets multi-hour engineering runs — Anthropic's clearest bet yet that coding is the enterprise AI wedge.
Grok 4 leans into the always-on autonomous agent story — a direct challenge to Anthropic and OpenAI's positioning.
Chinese lab Moonshot is preparing Kimi 3 — reportedly China's largest open model at 2-3 trillion parameters — as a direct competitor to Anthropic's flagship.
The two companies' energy strategies could hardly be more different — and both are betting they picked right.
xAI's rapid Memphis buildout leans on natural gas turbines operating without full environmental permits — a bet that regulators can be dealt with after training completes.
Instagram head Adam Mosseri thinks tech companies will manage AI spending the same way they manage payroll — with per-person caps.
The infrastructure category Nvidia built is now the one squeezing its margins — a classic incumbent problem in a market it invented.
Nine-figure seeds are the new normal in AI. Gradium's is unusual for being a European deal with Nvidia strategic participation.