Anthropic's much-anticipated, powerful Fable 5 AI model lasted just days in the public's hands, after an urgent report from Amazon triggered a scramble inside the White House that ended in a dramatic Friday night takedown. Why it matters: The episode highlights the administration and industry's reactionary approach to a technology that is moving at breakneck speed. - It also raises questions about why Amazon would strike such a disruptive blow against a company in which it is a major investor . Behind the scenes: Amazon called administration officials Thursday night to share a report showing how they were able to jailbreak and access portions of Anthropic's powerful new Mythos model that pose a national security threat, sources familiar…
Anthropic's much-anticipated, powerful Fable 5 AI model lasted just days in the public's hands, after an urgent report from Amazon triggered a scramble inside the White House that ended in a dramatic Friday night takedown. Why it matters: The episode highlights the administration and industry's reactionary approach to a technology that is moving at breakneck speed. - It also raises questions about why Amazon would strike such a disruptive blow against a company in which it is a major investor . Behind the scenes: Amazon called administration officials Thursday night to share a report showing how they were able to jailbreak and access portions of Anthropic's powerful new Mythos model that pose a national security threat, sources familiar…Open
The artificial intelligence company, which is racing rival OpenAI to the stock market, has seen explosive growth over the last year thanks largely to technology that can automatically write computer code.
The chip maker said its profit in its most recent quarter jumped 211 percent from a year ago thanks to extreme demand from other big technology companies.
The AI industry has entered an era of perpetual upheaval where market leaders are crowned — and dethroned — every few months. - Today's hottest company could be eclipsed by summer and the laggard could revolutionize the world. Why it matters: As AI changes everything, keeping up with who's dominant and who's falling behind is becoming an existential question for investors, big businesses and regular users trying to guarantee their own futures. - The wrong call can mean spending millions of dollars on a model that could be outdated by the end of the quarter — or spending hours learning a tool that will soon be obsolete. The big picture: OpenAI looked unstoppable through last fall thanks to its first-mover advantage with ChatGPT. …
The AI industry has entered an era of perpetual upheaval where market leaders are crowned — and dethroned — every few months. - Today's hottest company could be eclipsed by summer and the laggard could revolutionize the world. Why it matters: As AI changes everything, keeping up with who's dominant and who's falling behind is becoming an existential question for investors, big businesses and regular users trying to guarantee their own futures. - The wrong call can mean spending millions of dollars on a model that could be outdated by the end of the quarter — or spending hours learning a tool that will soon be obsolete. The big picture: OpenAI looked unstoppable through last fall thanks to its first-mover advantage with ChatGPT. …Open
Google, Amazon, Microsoft and Meta reported more than $130 billion in quarterly capital expenditures on Wednesday as they build A.I. data centers. There’s more to come.
OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. Driving the news: A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. Zoom in: Amazon and OpenAI are poised to quickly capitalize on the change. - "We're excited to make OpenAI's models available directly to…
OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. Driving the news: A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. Zoom in: Amazon and OpenAI are poised to quickly capitalize on the change. - "We're excited to make OpenAI's models available directly to…Open
IT budgets are getting blown out as some companies increasingly spend more on AI than on employees' salaries. Why it matters: Maybe human labor will be more cost efficient after all. What they're saying: "For my team, the cost of compute is far beyond the costs of the employees," Bryan Catanzaro, vice president of applied deep learning at Nvidia, told Axios. - Uber's chief technology officer already blew through his full 2026 AI budget due to token costs, according to The Information. - Amos Bar-Joseph, CEO of Swan AI, bragged about his Anthropic bill in a viral LinkedIn post , saying "We're building the first autonomous business - scaling with intelligence, not headcount." Zoom out: Worldwide IT spending is expected to reach $6.31…
IT budgets are getting blown out as some companies increasingly spend more on AI than on employees' salaries. Why it matters: Maybe human labor will be more cost efficient after all. What they're saying: "For my team, the cost of compute is far beyond the costs of the employees," Bryan Catanzaro, vice president of applied deep learning at Nvidia, told Axios. - Uber's chief technology officer already blew through his full 2026 AI budget due to token costs, according to The Information. - Amos Bar-Joseph, CEO of Swan AI, bragged about his Anthropic bill in a viral LinkedIn post , saying "We're building the first autonomous business - scaling with intelligence, not headcount." Zoom out: Worldwide IT spending is expected to reach $6.31…Open
OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs. Why it matters: The outcome of this fight could determine which company hits the public markets with momentum, and which has to explain to investors why it's losing ground. Driving the news: OpenAI is working to take market share from Anthropic's enterprise business. - The AI lab is engaging over half a dozen consulting partners to help enterprises deploy and scale Codex, OpenAI's coding tool. - Partners will get early access to AI tools in hopes that they can help enterprises "rethink their business processes in the age of AI in a different way," chief revenue officer Denise…
OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs. Why it matters: The outcome of this fight could determine which company hits the public markets with momentum, and which has to explain to investors why it's losing ground. Driving the news: OpenAI is working to take market share from Anthropic's enterprise business. - The AI lab is engaging over half a dozen consulting partners to help enterprises deploy and scale Codex, OpenAI's coding tool. - Partners will get early access to AI tools in hopes that they can help enterprises "rethink their business processes in the age of AI in a different way," chief revenue officer Denise…Open