NVIDIA Bets $2.1B on IREN to Build 5 GW AI Factories
NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.
News Articles
ChatGPT Gets a Trusted Contact for Self-Harm Alerts
OpenAI's new Trusted Contact feature lets adult ChatGPT users designate someone to receive safety alerts when self-harm is detected, amid lawsuits over chatbot-linked suicides.
Moonshot AI Goes From $4.3B to $20B in Six Months
Moonshot AI closed a $2B round at a $20B valuation, four-times its end-2025 value, on the strength of its Kimi open-weight models and $200M ARR.
Anthropic Doubles Claude Code Limits via SpaceX Deal
Anthropic gains 220,000 GPUs from SpaceX's Colossus 1 in Memphis, immediately doubling Claude Code five-hour rate limits for all paid plans.
Meta Earns Record $56B, Cuts 8K Jobs to Fund $145B AI
Meta posted a record Q1 2026 revenue of $56.3 billion on April 29, then announced 8,000 layoffs and raised its AI infrastructure budget to $145 billion - sending the stock down 7% despite the record earnings.
OpenAI Open-Sources MRC to Fix AI Supercomputer Jams
Six companies just released MRC, an open networking protocol that routes AI training traffic across hundreds of simultaneous paths to end GPU idle time at supercomputer scale.
Apple Agrees to $250M Settlement Over Delayed Siri
A California federal court has granted preliminary approval to a $250M class-action settlement against Apple for advertising AI features that still don't exist.
DeepSeek Nears $45B as China's Big Fund Leads Round
China's state semiconductor fund is leading DeepSeek's first-ever VC raise at a $45B valuation, signaling a strategic shift from chip investment to backing AI model labs directly.
SAP Acquires Prior Labs in $1.16B European AI Push
SAP buys German tabular AI startup Prior Labs and commits €1B to build Europe's first frontier AI lab, while also acquiring data lakehouse Dremio in a two-front push on structured enterprise data.
Apple Opens iOS 27 to Claude, Gemini, ChatGPT
Apple's iOS 27 'Extensions' feature lets users swap Claude, Gemini, or ChatGPT into Siri, Writing Tools, and Image Playground - the first time rival AI models can power Apple Intelligence natively.
Inside Anthropic's $200B Google Cloud Compute Bet
Anthropic has committed $200 billion to Google Cloud over five years - the largest cloud contract in AI history - alongside a 3.5 GW TPU capacity deal with Google and Broadcom coming online in 2027.
Anthropic Deploys 10 Finance Agents for Wall Street
Anthropic releases 10 ready-to-run AI agent templates for finance, now live at JPMorgan, Goldman Sachs, Citadel, AIG, and nine more major institutions.
