
Nvidia Pours $4B Into Photonics for AI Data Centers
Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

Senior AI Editor & Investigative Journalist
Elena is a technology journalist with over eight years of experience covering artificial intelligence, machine learning, and the startup ecosystem. Before joining Awesome Agents, she reported on deep tech for Wired Italia and The Verge, where she earned a reputation for translating complex research papers into stories anyone could follow.
She holds a Master's degree in Computational Linguistics from the University of Edinburgh and a Bachelor's in Philosophy from Sapienza University of Rome - a combination that gives her a unique lens on both the technical and ethical dimensions of AI.
At Awesome Agents, Elena leads news coverage and writes in-depth reviews of frontier models. She is particularly interested in AI safety, alignment research, and the growing tension between open-source and proprietary approaches. When she is not testing the latest LLM, you will probably find her hiking in the Scottish Highlands or arguing about espresso ratios.
Based in Edinburgh, UK.

Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.

Cursor doubled its annualized revenue to $2 billion in just three months, making it the fastest-growing SaaS company in history. But its dependence on model providers raises hard questions about margins and survival.

A 439,000-worker construction shortage is delaying AI data centers while electricians command $200K salaries and Big Tech scrambles to fill the gap.

OpenAI ships GPT-5.3 Instant with 27% fewer hallucinations, a less preachy tone, and better web search - available now across all ChatGPT tiers and the API.

New research reveals no speech AI passes a Turing test, adaptive routing slashes LLM costs 82%, and pseudocode planning transforms agent reliability.

Trump's executive order threatens to sue any state that regulates AI, but Republican governors, Heritage Foundation allies, and grassroots conservatives are pushing back hard - with Florida's AI Bill of Rights as the test case.

Mistral Vibe 2.0 pairs the open-weight Devstral 2 model with a terminal-native coding agent. We tested it head-to-head against Claude Code and Codex.

Two pull requests in OpenAI's public Codex GitHub repo referenced GPT-5.4 before being scrubbed - one adding full-resolution vision support, the other a fast mode toggle. Seven force pushes and a deleted employee screenshot confirm this was not intentional.

Apple plans to unveil Core AI at WWDC 2026, a modernized framework replacing Core ML that opens the door to third-party AI models and MCP integration across its entire ecosystem.

Alibaba unveils Qwen-branded AI smart glasses at MWC Barcelona with pre-orders starting March 2, challenging Meta's dominance in a wearable AI market that tripled last year.

Zhipu AI's 744B open-source model GLM-5 was trained entirely on Huawei Ascend chips and now competes with GPT-5.2 and Claude Opus on major benchmarks.

Anthropic's AI Fluency Index reveals that when Claude produces polished code and documents, users question its reasoning 5.6 times less often.