Anthropic Overtakes OpenAI on Revenue, and Claude Code Is Why
Anthropic hit a $47 billion revenue run rate by May, passing OpenAI's self-reported $25-33 billion. Enterprise contracts and Claude Code's $2.5 billion annualized run rate explain the gap.
The EU Just Delayed Its AI Act. Here's What Still Lands on August 2
The EU pushed high-risk AI Act obligations from August 2026 to December 2027 and August 2028. But transparency rules and general-purpose AI enforcement weren't delayed. Here's what actually applies next month.
OpenAI Merges ChatGPT and Codex Into One Agent That Ships Finished Work
OpenAI launched ChatGPT Work, a GPT-5.6 agent that turns a goal into finished docs, sheets, and sites, and folded Codex into a single free desktop app. The standalone Atlas browser is sunsetting.
Nvidia's Rubin Platform Is in Full Production. Its Successor Just Hit a Wall.
Nvidia's six-chip Rubin platform ships to cloud partners this fall promising 10x cheaper inference. Days earlier, SemiAnalysis reported its Kyber successor rack slipped over a year. Both are true.
Grok 4.5: xAI's Bet That Token Efficiency Beats Raw Benchmarks
xAI shipped Grok 4.5 at $2/$6 per million tokens, undercutting Opus 4.8 and GPT-5.5 by more than 60%. The real story is the 4.2x token efficiency claim, not the leaderboard position.
One Week in the AI Money Machine: $25B in Bonds, a Record IPO, and a Moratorium
Amazon raised $25 billion in bonds, SK Hynix pulled off the largest foreign US listing ever, Meta committed to doubling compute, and New York hit pause. All in the same two weeks.
GPT-5.6: What Sol, Terra, and Luna Actually Mean for Developers
OpenAI shipped GPT-5.6 as a three-tier family: Sol, Terra, and Luna. Here's the pricing, the new caching rules, and which tier your workload actually needs.
Meta's Iris AI Chip Enters Production in September
Meta will start manufacturing its in-house Iris AI chip in September, designed with Broadcom and built by TSMC, as it races to double compute to 14 gigawatts.
New York Just Froze Big Data Center Construction. First State to Do It.
Governor Hochul signed an executive order pausing new data centers over 50 megawatts for up to a year. It's the first statewide moratorium in the US, and it won't be the last.
Autonomous Coding Agents Redefining Software Development
Autonomous coding tools like Claude Code and specialized environments are shifting the developer role from writing code to orchestrating logic.
DeepSeek-V3 Shaking Up the AI Industry
DeepSeek-V3 has launched, proving that high-end AI intelligence can be trained at a fraction of the cost of Western competitors.
Anthropic Claude 3.7 Sonnet Hybrid Reasoning
Anthropic's new Claude 3.7 Sonnet introduces hybrid reasoning, letting users toggle between fast responses and deep logical analysis.