Arm Claims Agents Need New Silicon - Intel Disagrees
Arm says its 136-core AGI CPU is purpose-built for agentic AI workloads. Intel's data center chief - Arm's former head of solutions engineering - says the claim overstates what's actually new.
News
Microsoft Pledges $5.5B for Singapore AI and Cloud
Microsoft commits $5.5B to Singapore's cloud and AI infrastructure through 2029, one day after a separate $1B+ Thailand pledge, as Brad Smith tours Asia cementing Microsoft's position as the West's preferred AI infrastructure partner in the region.
Cisco DefenseClaw Locks Down AI Agents at RSA
Cisco open-sourced DefenseClaw at RSA 2026 - a five-minute install that scans agent skills, MCP servers, and AI-generated code before they run, with 2-second policy enforcement and Splunk telemetry built in.
OpenAI's $122B Round Adds Retail Access Before IPO
OpenAI closed its funding round at $122 billion and $852 billion valuation on March 31, with $3 billion going to retail investors via banks for the first time.
California AI Order Defies Trump on Privacy and Safety
Governor Newsom signed EO N-5-26 on March 30, requiring AI vendors seeking California state contracts to certify safeguards on privacy, bias, and civil liberties - directly countering the Trump administration's push to strip state AI authority.
South Korea Bets $400M on Rebellions to Rival Nvidia
South Korean AI chip startup Rebellions has closed a $400M pre-IPO round at a $2.34B valuation, with the government's Korea National Growth Fund leading Seoul's first direct bet under its K-Nvidia initiative.
Anthropic's Mythos Model Exposed by CMS Misconfiguration
A default-public setting in Anthropic's CMS accidentally exposed 3,000 unpublished assets, including a draft blog post revealing Claude Mythos - a new flagship model the company says poses serious cybersecurity risks.
Microsoft Open-Sources Harrier, a New Embedding Leader
Microsoft's Harrier-OSS-v1 family delivers three MIT-licensed multilingual embedding models, with the 27B variant claiming top spot on Multilingual MTEB v2 at 74.3.
llm-d Joins CNCF - Kubernetes Gets a Native LLM Inference Stack
IBM Research, Red Hat, and Google Cloud donated llm-d to the CNCF at KubeCon EU, giving Kubernetes a production-grade distributed LLM inference framework built on vLLM.
Starcloud Raises $170M to Put AI Compute in Orbit
The 15-person startup that launched an H100 GPU into space last November just became the fastest Y Combinator company ever to reach unicorn status.
OpenAI Drops Sora to Chase Enterprise Revenue
OpenAI is shutting down its Sora video app and killing a $1B Disney deal as it pivots aggressively toward enterprise clients ahead of a public listing.
Yahoo Uses Anthropic Claude to Challenge Google in Search
Apollo-owned Yahoo has launched Scout, an AI answer engine powered by Anthropic Claude, deploying it to 250 million US users as a direct challenge to Google, Perplexity, and ChatGPT.
