Articles by Dennis Singleton
Page 5 of 19
OpenAI is buying a year of school meals in a Georgia county. Residents are suing over its data center.
Three residents sued Effingham County, Georgia over the zoning that cleared the way for OpenAI's $20 billion Project Camellia data center, saying officials skipped a required public hearing. The day before, OpenAI offered $4.8 million to cover school meals for every student in the county.
OpenAI may pause new Pro signups as GPT-6 Astra demand surges
OpenAI may stop selling new Pro subscriptions if demand for GPT-6 Astra keeps climbing, according to Thibault Sottiaux, who leads Codex at the company. He wrote on X early Wednesday that demand is unprecedented. It follows a rollout in which paying users waited days for the model.
An Anthropic researcher quit, warning AI could be out of human control by the end of 2027
Jacob Coxon, a researcher who trains Anthropic's models, said Tuesday he is leaving the AI industry, and posted on X that neither Anthropic nor OpenAI is acting responsibly. He told The Wall Street Journal things could be out of control by the end of next year.
Meta (META) launches Muse AI agent with a free tier and plans up to $100 a month
Meta released Muse on Tuesday, a personal AI agent that books, buys and fills out forms on a user's behalf. It runs in a dedicated virtual machine with a second agent, Sentinel, approving anything it sends to the internet. A free tier and $20 and $100 monthly tiers, for US adults.
US takes stakes in D-Wave (QBTS), Rigetti (RGTI) and Quantinuum (QNT) at a 15% discount to Friday's close
D-Wave, Rigetti and Quantinuum each signed a CHIPS Act research award worth up to $100 million and each is issuing the Commerce Department shares priced about 15% below its September 4 close. The shares carry no vote on most matters and can't be sold to a competitor. All three stocks rose.
Palantir (PLTR) picks Nebius (NBIS) for sovereign AI push. Nebius shares jump 10%.
Palantir named Nebius its preferred sovereign AI infrastructure partner on Tuesday, and Nebius stock rose about 10%. Nebius compute and inference will run inside Palantir enterprise perimeter so customers can adapt open models on their own data. No dollar value, term or capacity was disclosed.
Alphabet (GOOGL) backs chip startup Celero at a $3 billion value. It is building chips to link AI data centers over fiber.
Alphabet's growth fund CapitalG is backing Celero Communications at a valuation above $3 billion, Bloomberg reported Tuesday. The two-year-old startup is developing chips to move AI data over fiber between racks and nearby data centers, and its founders developed coherent chips at Inphi and Marvell.
GlobalFoundries (GFS) finalizes up to $375 million for quantum chips as $300 million photonics award awaits agreement
GlobalFoundries has signed a definitive agreement with the Commerce Department for up to $375 million over five years to expand its quantum chip business. The money is tied to milestones the release does not list. A separate $300 million silicon photonics award is still a letter of intent.
Qualcomm (QCOM) lands Amazon (AMZN) AI chip deal with a warrant tied to up to $60 billion in purchases
Qualcomm and Amazon announced a multi-generation deal on custom AI inference chips and 1.6T optical links. The 8-K shows the warrant was issued September 3, five days earlier, with 3.75 million shares vested on initial commitments.
Tesla (TSLA) reportedly orders parts for 5,000 Optimus robots, a year after shelving a 5,000-robot plan
A supplier-based report on the Youlianyun channel of Chinese outlet Jiemian says Tesla ordered parts for about 5,000 Optimus humanoid robots in early September. Tesla has not announced it, and the channel carries an investment-advice disclaimer.
Microsoft (MSFT) wants developers to run AI models on their own PCs instead of paying for cloud tokens
Project Zenith is a preconfigured Windows 11 experience for PCs with 64 GB of unified memory, arriving first on AMD's Ryzen AI Halo. Microsoft says it helps reduce reliance on metered cloud tokens. Independent tests of the same chip show what runs fast and what doesn't.
AMD's AI chip gets an 11-fold performance boost from software updates, SemiAnalysis says
The benchmark firm that called AMD's long-context software 'horrible' on August 24 says the MI355X is now 11 times faster on the same MiniMax M3 agentic test, from software alone. The written update with the numbers hasn't been published yet.
Foxconn (HNHPF) August sales jump 52% as AI demand lifts quarterly outlook
Foxconn parent Hon Hai reported August revenue of NT$921.77 billion, up 51.98% from a year earlier and its second-highest month on record. July grew 54%. The company said its view of the third quarter is clearer than a month ago and that results should beat market expectations.
OpenAI says its AI agents log 3.1 hours of runtime for every hour its researchers work
OpenAI's Sunday post puts numbers on AI building AI: 3.1 agent runtime hours per human hour, agent usage worth $600 to $7,000 a day per researcher at API prices, and a target of an automated AI researcher by March 2028. All self-measured, and OpenAI calls them preliminary.
Nvidia's (NVDA) Jensen Huang says GPT-6 Astra was trained on 100,000-plus Grace Blackwell GPUs, with 400,000 more coming
Jensen Huang named the hardware behind GPT-6 Astra in a Sunday post: more than 100,000 Grace Blackwell GPUs in NVLink72 racks. He also said 400,000 more GPUs are coming online, without saying where.
Arm (ARM) and Microsoft (MSFT) back Gimlet's $300 million bet on cheaper AI
Gimlet Labs closed a $300 million Series B led by Andreessen Horowitz, with Arm and Microsoft's M12 as new investors, at a $3 billion valuation. It says it has added billions in contracted revenue since March; its last disclosed revenue was $10 million a year.
HPE gave Oracle (ORCL) a warrant for 4.16 million shares at a penny each. Two months later, it announced the deal.
The September 2 press release said only that HPE had issued Oracle warrants. The 10-Q filed the next day has the number of shares, the penny strike, the vesting trigger, the expiry date, and a July 2 issue date.
The US stock market is worth more than the world's next 13 largest combined
The US market is worth about $75 trillion today, China's $16.8 trillion and South Korea's about $4.5 trillion. World Bank data shows how each got there since 2005, when China's listed companies were worth less than Korea's.
OpenAI's GPT-6 Astra beats Claude Fable 5.1 at 39% lower cost per correct task in Signal65 test
The first two scorecards from outside OpenAI put GPT-6 Astra ahead of Anthropic's Claude Fable 5.1 on web coding and on multi-step business jobs. Both tests are two days old and come with fine print.
Sandisk (SNDK), Dell (DELL), Palo Alto (PANW) and Arista (ANET) join the S&P 100 as Nike exits
Four technology companies replace a sneaker maker, a toothpaste maker, a mall owner and a jet-engine supplier in the S&P 100 before the open on September 21. Sandisk reached the index ten months after joining the S&P 500.
Berkshire (BRK.B) will power AI data centers on three conditions. Community consent is one of them.
Greg Abel told CNBC that Berkshire Hathaway Energy will serve hyperscalers only if other customers are protected, water is addressed and the community is willing.
Data center backlash is reshaping the U.S. AI buildout. The midterms are accelerating it.
Pennsylvania has fully permitted five of more than 100 proposed data centers. Trump is urging communities to accept the projects while candidates in both parties answer to voters who oppose them.
The Trade Desk (TTD) cuts 15% of staff as Zscaler (ZS) discloses layoffs hours earlier
The Trade Desk (TTD) told the SEC it will cut about 15% of staff, with $39 million to $51 million in charges. Zscaler (ZS) disclosed a 3% workforce cut ten hours earlier. They are the only two Item 2.05 filings on our watchlist inside the same 24 hours in a year.
Chinese AI lab Zhipu claims its domestic chips match Nvidia on per-token cost
The Chinese lab's first interim-results announcement as a listed company put a cost-parity claim against Nvidia GPUs in an exchange filing. The English translation also overstates what the Chinese says.