What is an AI kill switch? Shutting down modern AI means finding thousands of off switches, not one.
An AI kill switch is meant to shut down a dangerous AI model in an emergency. The catch is that modern AI runs across thousands of machines, so there is no single thing to turn off.
What is the nuclear fuel supply chain? Centrus (LEU), Cameco (CCJ), Energy Fuels (UUUU) and BWX (BWXT), explained
Four separate industries stand between uranium ore and a reactor's fuel assembly. Here is what each stage does, why HALEU is the bottleneck, and which listed company sits where.
IBM (IBM) unit finalizes $1 billion quantum foundry award. Government equity terms remain undisclosed.
Anderon, the IBM company running a quantum wafer foundry in Albany, has signed its final $1 billion award with the Commerce Department. It was the largest of nine proposed in May. Commerce made minority equity stakes a condition of the funding. Anderon's release does not spell out its terms.
Microsoft's $678 billion and Amazon's $496 billion: why AI backlog figures aren't directly comparable
Five companies report their contract books three different ways, and the labels are not interchangeable. What RPO, revenue backlog and performance obligations each mean.
Anthropic's CEO asked the industry to slow down. The company's reported $100 billion IPO is now aimed at mid-November
Dario Amodei published a call to slow the AI race on September 12. Within 48 hours Reuters reported Anthropic had picked Nasdaq, Nvidia was weighing a $10 billion anchor order, and the company told shareholders it would post a second straight adjusted operating profit. Sam Altman cited the same safety moment as his reason not to list.
The circular AI trade, mapped: Nvidia (NVDA) hardware is named in only one of Anthropic's four money loops
The circular trade everyone describes runs through Microsoft: up to $15 billion in, $30 billion of Azure out, Nvidia hardware named. Anthropic's three larger loops run on Trainium, TPUs and AMD, and only Amazon's discloses the money going back.
India's AI data center capacity goes from 275 MW to 6,546 MW by 2030. The best plays trade in Mumbai.
India's data centers are headed for about 3% of national electricity by 2030, and the long contracts they sign are what make battery-backed solar projects financeable. The US-listed ways to play it are thin, and the most obvious one is being taken private.
Three AI CEOs asked for a slowdown. Chipmakers sold off worldwide, and cybersecurity stocks went up.
Dario Amodei asked AI labs to slow the pace of capability development, and Sam Altman and Elon Musk agreed. The selloff that followed hit the AI supply chain and bid up the companies that sell defenses against it.
Anthropic's compute contracts could reach $517 billion. Most are not public.
The Information estimates Anthropic cloud, chip and data center agreements at as much as $517 billion over the coming decade, covering at least 14.8 gigawatts agreed since October. Anthropic has confirmed four of the deals and none of the aggregate figures.
Anthropic CEO Dario Amodei floated AI compute limits. Then he called them gameable.
Two sentences in Dario Amodei's pacing essay raise limiting training compute. He hedges them in the same paragraph, and sets no number, threshold, or date.
Jeff Dean's Discovery Loop seeks $50B valuation, up from $10B in August. Alphabet (GOOGL) is an investor.
Discovery Loop, the five-week-old AI startup founded by former Google chief scientist Jeff Dean, is seeking a valuation of around $50 billion, Business Insider reports. Alphabet (GOOGL) is a founding investor and cloud partner.
Uber (UBER) president Andrew Macdonald bought $5.3 million of stock at $75.83. A year ago, the CEO was selling at $100.
Uber president and chief operating officer Andrew Macdonald bought 70,000 shares for $5.3 million on September 4, at an average of $75.83. It is the largest open-market purchase by an Uber insider in the Form 4 filings we have on record, and it came a day after Uber said it would cut 3,300 jobs. The stock was trading below his price on Tuesday.
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.
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.
Meta (META) CEO Zuckerberg told Trump a national AI regulator is flawed, Business Insider reports. It's his second push against AI review this year.
Business Insider reports that Mark Zuckerberg told President Trump in a private August call that a proposed FINRA-style AI regulator was a flawed idea, arguing even a month of delay would cost the U.S. its lead over China. The Treasury-backed plan is still under White House review.
Broadcom (AVGO) targets $230 billion in AI revenue by 2028, and the call turned a 4.6% after-hours drop into a gain
Broadcom reported $16.7 billion of AI semiconductor revenue for its fiscal third quarter and then told investors to expect about $115 billion next fiscal year and about $230 billion the year after, with supply already secured for both. Shares fell as much as 4.6% after hours on a fourth-quarter revenue guide just under consensus, then turned positive during the call.
Google (GOOGL) is pitching Disney (DIS) and Universal on AI character licenses at $40 million apiece, LA Times reports
Google executives approached Disney, Universal and Warner Bros. Discovery about licensing characters and film libraries for its AI models, the LA Times reports. Some studios were asked to waive their right to sue Google. A $40 million-per-character figure came up as an estimate, not an offer, and NBCUniversal says it is not in active talks.
Fervo Energy (FRVO) signed the biggest geothermal deal ever. Google hasn't committed to the data center yet.
Google contracted 396 megawatts from Fervo's Cape Station project in Utah, the largest enhanced geothermal agreement on record. The data center it is meant to power remains subject to approvals and commercial conditions, and most of the headline 1 gigawatt is an option.
The FTC and 22 states are suing Amazon (AMZN) for allegedly inventing a bidder to raise ad prices
The FTC and 22 states sued Amazon on Monday, alleging a hidden surcharge in its search ad auctions extracted tens of billions of dollars from more than a million advertisers over seven years. The complaint quotes Amazon's internal documents throughout.
OpenAI's ChatGPT ads hit $1 billion annualized in 200 days. Google (GOOGL) books that much every 30 hours
OpenAI says its ad business passed a $1 billion annualized run rate about 200 days after launch, with ads in 40+ countries in front of 1 billion weekly users. Next to Google's $294.7 billion ad year it's tiny, and that's not the point.
Meta's (META) $200-a-month AI agent could launch in September
Meta reportedly plans to launch Hatch, an AI agent that completes tasks inside Instagram and WhatsApp, as soon as early September, with a premium tier of up to $199.99 a month and a new model, Watermelon, due in October.
Sony and Warner publishers sue Anthropic over alleged use of pirated lyrics weeks before a possible $2 trillion IPO.
Sony Music Publishing, Warner Chappell and 33 affiliated publishers sued Anthropic and its two founders personally in San Jose federal court on August 28, seeking up to $150,000 per song. The complaint itself cites a report that Anthropic is eyeing a $2 trillion IPO as soon as October.
Meta (META) is asking TikTok and YouTube to copy its teen limits. Saying yes costs Meta another $5.3 billion.
Meta ran full-page ads in three national papers urging TikTok and YouTube to adopt the teen limits from its settlement. If the rivals comply, Meta pays the states another $5.3 billion, and New York's payout nearly doubles.
Marvell (MRVL) now sees $18 billion in revenue by fiscal 2028, and that already includes the Google deal
Marvell reported record second-quarter revenue of $2.739 billion, up 37%, and CEO Matt Murphy raised the outlook on the call to about $12 billion for fiscal 2027 and $18 billion for fiscal 2028. Revenue tied to the Google warrant deal is already in those numbers.