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| Episode | Date |
|---|---|
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Google's Gemini 4 Carbon tops the leaderboard but ships to cyber defenders first; Microsoft books $10B from OpenAI in one quarter — October 29, 2026
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Oct 29, 2026 |
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OpenAI's GPT-6.1 Terra halves the price of computer use; Google TPUs head to Oracle's cloud — October 28, 2026
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Oct 28, 2026 |
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Anthropic's S-1 goes public as its valuation slips to $1.5T; Nvidia buys $3B of Meta's AI share sale — October 27, 2026
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Oct 27, 2026 |
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AWS is sold out through 2027, and Nvidia's role as a lender gets its first stress test — October 26, 2026
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Oct 26, 2026 |
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OpenAI Lines Up a $30B Bridge at $1.25T; Microsoft Researchers Crack a 31-Year-Old Math Problem With AI Agents — October 23, 2026
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Oct 23, 2026 |
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OpenAI Models Head to Google Cloud; Meta Creates New Shares to Fund Its AI Push — October 22, 2026
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Oct 22, 2026 |
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Anthropic's Draft Filing Shows an $80B-Plus Half-Year Loss; llm-d 1.0 and DeepInfer Open Up Inference — October 21, 2026
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Oct 21, 2026 |
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Meta and Reflection Ship Open Weights; Microsoft Exits Nscale's Grid-Stalled UK Site — October 19, 2026
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Oct 19, 2026 |
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Gemini 4 Argon Goes Live With a Price That Doubles Dec. 1; Microsoft Bets on Maia Chips — October 14, 2026
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Oct 14, 2026 |
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Meta's Muse Wonder Puts Meta Back Among Frontier AI Labs — October 13, 2026
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Oct 13, 2026 |
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US Restores UK Access to Frontier AI Models After 17-Day Pause — October 12, 2026
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Oct 12, 2026 |
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Mistral Large 4 Trails Chinese Open Models; Bitdeer Adds 67 MW in Malaysia — October 10, 2026
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Oct 10, 2026 |
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Meta's RoboJEPA Finds a Scaling Law; Nous Research Raises $90M — October 09, 2026
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Oct 09, 2026 |
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GPT-6 Reaches Every ChatGPT User as Anthropic Slashes Haiku Pricing — October 08, 2026
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Oct 08, 2026 |
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AM Intelligence Orders 20,000 Nvidia Rubin GPUs, No Renter Named Yet — October 07, 2026
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Oct 07, 2026 |
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DeepSeek Blows Past Its Funding Target as Reflection Previews a 501B Open-Weight Model — October 06, 2026
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Oct 06, 2026 |
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GPT-6 Astra Doubles the ARC-AGI-3 Record as Aleph Alpha Ships Open-Weight Kolibri — October 05, 2026
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Oct 05, 2026 |
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Meta's Muse Spark Co-Authors Six Math Papers as Nvidia Is Reportedly the Tenant Behind a $50B Texas Lease — October 03, 2026
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Oct 03, 2026 |
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Hawley and Murphy Target AI Agent Makers as Micron Says Memory Stays Tight Into 2028 — October 02, 2026
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Oct 02, 2026 |
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Gemini 4 Argon Arrives Gated as Washington Picks a Voluntary AI Accord — October 01, 2026
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Oct 01, 2026 |
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OpenAI Shelves GPT-6.1 Over Safety; Anthropic's $518B Compute Bill — September 30, 2026
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Sep 30, 2026 |
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Florida Moves to Halt OpenAI as Akamai Books $11.6B Anthropic Deal — September 29, 2026
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Sep 29, 2026 |
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Court Upholds Anthropic Blacklist as AI Data Center Deals Pile Up — September 28, 2026
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Sep 28, 2026 |
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Musk Targets 1.1M GPUs in Memphis as AWS Adds 2M Nvidia Chips — September 25, 2026
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Sep 25, 2026 |
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AI compute buildouts move deeper into Europe and Southeast Asia — September 24, 2026
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Sep 24, 2026 |
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OpenAI and Anthropic cut prices as AI safety fights widen — September 23, 2026
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Sep 23, 2026 |
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Alibaba’s 20GW AI bet meets Washington’s AI backlash — September 22, 2026
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Sep 22, 2026 |
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AI’s Infrastructure Boom Hits India, Korea and Australia — September 21, 2026
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Sep 21, 2026 |
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AI’s Copyright Fight Meets Its Data-Center Boom — September 18, 2026
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Sep 18, 2026 |
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AI Infrastructure Bets Get Bigger—and More Levered — September 17, 2026
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Sep 17, 2026 |
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Korea’s AI Data-Center Race Hits Gigawatt Scale — September 16, 2026
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Sep 16, 2026 |
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AI’s Compute Land Rush Hits Canada, Anthropic, and AWS — September 15, 2026
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Sep 15, 2026 |
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AI Compute Buildout Hits Ulsan as Crux AI Recruits Meta Talent — September 14, 2026
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Sep 14, 2026 |
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Oracle’s AI Cloud Boom Meets Data Center Backlash — September 12, 2026
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Sep 12, 2026 |
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Microsoft, SpaceX and the gigawatt AI compute land grab — September 11, 2026
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Sep 11, 2026 |
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Google’s Finland megabuild leads a global AI compute race — September 10, 2026
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Sep 10, 2026 |
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OpenAI Anchors Firmus 900MW AI Compute Push — September 09, 2026
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Sep 09, 2026 |
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Anthropic, Jane Street and TCS Make Multibillion-Dollar Compute Bets — September 08, 2026
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Sep 08, 2026 |
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AI Compute Arms Race Hits Huawei, Anthropic, and Robots — September 07, 2026
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Sep 07, 2026 |
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OpenAI Agents Spill Out as AI Factory Bets Grow — September 05, 2026
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Sep 05, 2026 |
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AI Stack Stress: Outages, Gigawatts, and Model Rush — September 04, 2026
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Sep 04, 2026 |
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AI’s Compute Land Grab Turns Into Gigawatts and Backlogs — September 03, 2026
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Sep 03, 2026 |
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HUMAIN Breaks Ground; PSI Plots an AI Route to Alpha Centauri — September 02, 2026
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Sep 02, 2026 |
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ChatGPT hits EU safety rules as Saudi AI compute scales — September 01, 2026
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Sep 01, 2026 |
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Anthropic Court Win Meets Meta Silicon and New AI Research — August 31, 2026
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Aug 31, 2026 |
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Nvidia’s Hugging Face bid rattles the open-model stack — August 28, 2026
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Aug 28, 2026 |
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AI Compute Arms Race Meets an Agent Safety Alarm — August 27, 2026
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Aug 27, 2026 |
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Bill Gates Sounds AI Alarm as Compute and Peer Review Scale Up — August 26, 2026
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Aug 26, 2026 |
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AI Compute Boom Meets Export-Control Reality — August 25, 2026
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Aug 25, 2026 |
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AI’s Data Appetite Turns Micro1 Into a $500M Run-Rate Story — August 24, 2026
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Aug 24, 2026 |