NYTIMES (Adeel Hassan) - The Cloud Has Sound: The Unrelenting and Unseen Cost of the A.I. Boom
As tech giants rush to build big data centers, some residents who live near them say a constant low-frequency vibration is ruining their health and homes.
AXIOS (Maria Curi) - How Amazon and the White House ended Anthropic's Fable
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…
NYTIMES (Kate Conger) - SpaceX Has $30 Billion Deal to Provide Google With A.I. Computing Power
Elon Musk’s rocket company said Google would pay it $920 million a month, as it prepared for its initial public offering.
NYTIMES (Mike Isaac) - Anthropic Files to Go Public, Setting Stage for Huge I.P.O.
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.
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NYTIMES (Tripp Mickle) - Nvidia’s Profit Hits $58.3 Billion as A.I. Boom Gathers More Steam
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.
AXIOS (Madison Mills) - AI labs can't stop leapfrogging each other
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 - The wrong call can mean spending millions of dollars on a model that could be outdated by the end of the quarter — or spending hours learning a tool that will soon be obsolete.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. …
NYTIMES (Karen Weise) - A.I. Spending Sets a Record, With No End in Sight
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.
AXIOS (Ina Fried) - OpenAI breaks free of Microsoft's cloud
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…
AXIOS (Madison Mills) - AI can cost more than human workers now
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…
NYTIMES (Tripp Mickle) - Google Commits to Invest Up to $40 Billion in Anthropic
The investment comes as the A.I. start-up looks to keep up with accelerating demand for its business and coding products.