OpenAI Moves Into Google Cloud, Ending the Era of Cloud Monogamy
GPT-6 Astra, Sol and Luna arrive in Google's Model Garden in private preview, billable through the same invoice as your other cloud regrets.
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Anthropic Replaces Git With Its Own Source Control After Claude Starts Merging 30,000 Changes a Day
The code was being written faster than the tools meant to store it could stand. Anthropic's answer was a monorepo system called Scion, and a firm instruction that you may not have it.
Researchers Build a GPU Cloud Out of Idle Macs After Inference Jobs Waited More Than Ten Hours in Line
Minions pools the unused Apple Silicon sitting on desks and turns it into a fault-tolerant inference cluster, with a watchdog that checks on each one every five minutes.
Google's '3.6 Gigawatt Nuclear Deal' Is 890 Megawatts of New Power and a Very Large Rounding Habit
The Constellation agreement is real, big, and mostly about squeezing more output from reactors that already exist — which is less cinematic than the headline suggested.
Google Puts Four AI Chips in Orbit, Lets Them Work 15 Minutes at a Time
Project Suncatcher's first satellite is in space, where compute is abundant, sunlight is free, and the main engineering challenge is that there is nowhere for the heat to go.
Mistral Ships a One-Trillion-Parameter Model Named 'Le Chonk,' Says Weights Will Follow in Three Weeks
Europe's flagship AI lab has a very large cat-meme model, a very large claim, and a very specific position between two other models on a leaderboard.
DeepSeek Open-Sources a Toolkit to Help Huawei Chips Do What Nvidia's Software Does, for Free
TileLang and a set of matching libraries now run on Huawei's Ascend accelerators. Whether anyone migrates from CUDA is, as ever, the part nobody can open-source.
Nscale Raises $3.36 Billion Ahead of Its IPO, $1 Billion of It From Nvidia, Which Is Also Its Supplier
The British data-center builder closed a convertible round led by Third Point, with Nvidia's tranche due in mid-November, ahead of a NYSE listing it hopes will raise $3 billion at a $35 billion valuation.
AI Data Center Gives Up on the Power Grid, Signs 20-Year Lease With the Plant Next Door
Facing a four-to-seven-year wait to connect to the Texas grid, a data center developer instead built next to a gas plant and signed directly with it — a workaround so common it now has its own acronym and its own equity stake for the utility.
A Former Bitcoin Mining Company Is About to Pull Off Australia's Second-Biggest IPO Ever
Firmus Technologies pivoted from crypto mining to AI data centers in 2019, and is now seeking a $50 billion valuation with a co-CEO who did two years for insider trading and a lead investor who is also its chip supplier and revenue-sharing partner.
Two Companies You've Probably Never Heard Of Are Suddenly Worth $41 Billion Combined
Modal Labs tripled its valuation to $15 billion in four months and Baseten doubled to $26 billion in three, because investors just noticed that running AI models costs more than building them.
ChatGPT, Claude, and Grok All Went Down at Once; OpenAI Tweeted Something Cryptic About Stars
A Microsoft Azure hiccup in its East US region knocked out three of the world's biggest chatbots within minutes of each other, and OpenAI's timing on a vague 'the stars are almost aligned' post convinced half the internet it had engineered the apocalypse on purpose.
Nvidia Buys the One AI Company That Wasn't Nvidia's Yet
For $12.9 billion, the company that already makes the chips, funds the data centers, and holds the leases now owns the open-source hub 18 million developers use — and it would like everyone to know it will remain 'open.'
Stripe Buys the Toll Booth on the AI Highway; Everyone Was Already Driving Through It
The payments company that started with a checkout button will pay $7 billion for the neutral switchboard that eight million developers route their AI traffic through — a 5x markup in the ninety days since anyone last checked the price.
Nvidia Asks Six Richest Firms on Earth for Half a Trillion Dollars; None Say No
Jensen Huang approached exactly six financial institutions about mobilizing $500 billion for AI infrastructure and went six for six, a conversion rate previously achieved only by gravity.