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OpenAI and NVIDIA have announced a landmark letter of intent: a partnership to roll out at least 10 gigawatts (GW) of NVIDIA compute infrastructure for OpenAI’s next-generation AI models. NVIDIA will invest up to $100 billion in OpenAI progressively, tied…
China is accelerating its push to compete with American dominance in artificial intelligence infrastructure. A flagship part of this is the so-called “Stargate of China” plan: a strategy to consolidate, optimize, and greatly expand the country’s data-center and compute capacity…
What We Know: The Competition & the AI A British startup called ManticAI recently placed eighth in the Metaculus Cup, an international forecasting contest hosted by the renowned forecasting platform Metaculus. The contest posed sixty diverse prediction questions over the…
Oracle’s Turnaround: From Software Legacy to AI Infrastructure Contender Once known primarily for its enterprise databases and business software, Oracle has quietly retooled to chase the exploding demand for artificial intelligence infrastructure. Under the leadership of founder Larry Ellison and…
In a riveting display of strategic reasoning, OpenAI’s model o3 emerged as the champion in the inaugural AI chess tournament hosted by Google’s new platform, Kaggle Game Arena — defeating Elon Musk’s Grok 4 in the final. Here’s everything you…
OpenAI has made a landmark announcement: its first open-weight models in over six years. Known as GPT‑OSS, these models represent a major strategic shift toward openness in artificial intelligence—providing developers and researchers direct access to advanced models that were previously…
After years of bold bets and eye-watering infrastructure costs, Big Tech is finally reaping real returns from its massive investments in artificial intelligence. What was once seen as risky spending is now reshaping balance sheets—and investors are cheering the results.…
AI startup Anthropic is once again moving into high-stakes territory. With its valuation up from approximately $61.5 billion earlier this year, the company is exploring a massive new fundraising round that could more than double its value—potentially exceeding $150 billion. But this…
In 2025, Apple Inc. is at a critical turning point. While other tech giants soar ahead on the wings of artificial intelligence (AI), Apple faces growing pressure from investors and analysts alike. Its once-unshakable position in the market is now…
Apple may be winning in hardware—but it’s falling behind in artificial intelligence. In a bold editorial published June 12, 2025, The Economist argues that Apple’s obsession with secrecy, vertical integration, and tightly closed systems is hurting its ability to compete…