Artificial Intelligence on Pulse — Page 11

Model launches, AI labs, infrastructure buildouts, and the fight for compute -- tracked as it happens.

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Sep 26, 2026
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AI

China's Open-Weight Wave Forces an Enterprise Rethink

China's Open-Weight Wave Forces an Enterprise Rethink logo
AI

China's Open-Weight Wave Forces an Enterprise Rethink

Kimi K3's benchmark-topping debut is accelerating enterprise interest in open-weight models, forcing US buyers to weigh self-hosted Chinese models against closed, subscription-priced offerings from Anthropic and OpenAI.

AI

Jensen Huang's Leather Jacket Sells for $960K

Illustration for: Jensen Huang's Leather Jacket Sells for $960K
AI$960,000

Jensen Huang's Leather Jacket Sells for $960K

A leather jacket worn by Nvidia CEO Jensen Huang sold for $960,000 at Sotheby's, nearly 20 times its pre-sale estimate, with proceeds benefiting a philanthropic initiative for young tech builders.

AI

Microsoft Preps Project Perception to Rival Anthropic's Mythos

Illustration for: Microsoft Preps Project Perception to Rival Anthropic's Mythos
AI

Microsoft Preps Project Perception to Rival Anthropic's Mythos

Microsoft is readying Project Perception, a multi-model AI security tool that routes vulnerability-scanning tasks across Microsoft, OpenAI and Anthropic models to undercut the cost of Anthropic's own Mythos on the exact capability Anthropic pioneered.

AI

Anthropic in Talks to Lease $10B of Meta's Compute

Anthropic in Talks to Lease $10B of Meta's Compute logo
AI$10B compute lease

Anthropic in Talks to Lease $10B of Meta's Compute

Anthropic and Meta are in early talks for Anthropic to lease up to $10B of Meta's AI compute over two years, letting Meta monetize its buildout while Anthropic diversifies beyond Amazon and Google.

AI

Moonshot's Kimi K3 Erases America's AI Lead

Illustration for: Moonshot's Kimi K3 Erases America's AI Lead
AI$31.5B valuation (reported)

Moonshot's Kimi K3 Erases America's AI Lead

Chinese startup Moonshot AI released Kimi K3, a 2.8-trillion-parameter open model that topped a leading benchmark ahead of Claude and GPT-5.6, prompting Axios to declare China has erased America's AI lead.

AI

Alphabet Sheds $200B on Gemini 3.5 Pro Delay

Illustration for: Alphabet Sheds $200B on Gemini 3.5 Pro Delay
AI-$200B market cap

Alphabet Sheds $200B on Gemini 3.5 Pro Delay

Alphabet shares fell more than 4%, erasing about $200 billion in market value, after reports that its flagship Gemini 3.5 Pro model is delayed months behind schedule due to coding-performance shortfalls.

AI

Linus Torvalds Defends AI Coding in the Linux Kernel

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AI

Linus Torvalds Defends AI Coding in the Linux Kernel

Linux creator Linus Torvalds told critics of AI-assisted coding in the kernel to fork the project or walk away, a blunt endorsement of AI tooling in the software underlying most of the world's servers.

AI

OpenAI Admits GPT-5.6 Occasionally Deletes Files

OpenAI Admits GPT-5.6 Occasionally Deletes Files logo
AI

OpenAI Admits GPT-5.6 Occasionally Deletes Files

OpenAI acknowledged that its GPT-5.6 coding model occasionally deletes user files during agentic coding sessions, calling it an honest mistake, an embarrassing admission as AI coding agents get wider autonomous access to developer systems.

AI

Nadella Slams Anthropic as 'Editorially Controlled'

Nadella Slams Anthropic as 'Editorially Controlled' logo
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Nadella Slams Anthropic as 'Editorially Controlled'

Microsoft CEO Satya Nadella criticized Anthropic's model-access controls, calling the company 'editorially controlled' in a rare public jab between two AI-industry partners and rivals.

AI

The AI Boom Is Testing the Limits of Growth

Illustration for: The AI Boom Is Testing the Limits of Growth
AI

The AI Boom Is Testing the Limits of Growth

Axios reports the AI investment boom is running into real physical and financial constraints -- power availability, chip supply and capital costs -- that could cap how fast the buildout can continue.

AI

Gemini 3.5 Pro's Delay Wipes $200B Off Alphabet

Illustration for: Gemini 3.5 Pro's Delay Wipes $200B Off Alphabet
AI~$200B market-cap loss

Gemini 3.5 Pro's Delay Wipes $200B Off Alphabet

Alphabet shares fell 4.4% on July 16 after Bloomberg reported Google's flagship Gemini 3.5 Pro model is months past its promised June launch on weak internal coding benchmarks, erasing close to $200 billion in market value in a single session.

AI

Nvidia Unveils New AI Model, Expands in Japan

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Nvidia Unveils New AI Model, Expands in Japan

Nvidia unveiled a new AI model and expanded its physical-AI partnerships in Japan, extending its push beyond chips into the software and robotics layers of the AI stack.

AI

Moonshot's Kimi K3 Claims Near-Frontier Performance

Illustration for: Moonshot's Kimi K3 Claims Near-Frontier Performance
AI$15/1M output tokens

Moonshot's Kimi K3 Claims Near-Frontier Performance

Moonshot AI's Kimi K3 is a 2.8-trillion-parameter open-weight model that ranks third on Artificial Analysis's GDPval-AA v2 benchmark behind only Claude Fable 5 Max and GPT-5.6 Sol Max, with open weights promised by July 27.

AI

Ex-OpenAI CTO's Thinking Machines Open-Sources Inkling

Ex-OpenAI CTO's Thinking Machines Open-Sources Inkling logo
AI

Ex-OpenAI CTO's Thinking Machines Open-Sources Inkling

Thinking Machines, founded by former OpenAI CTO Mira Murati, open-sourced its first multimodal model, Inkling, built for low cost and resistance to censorship, and it topped Hacker News on release.

AI

Anthropic, Blackstone Bet Big on AI Implementation

Anthropic, Blackstone Bet Big on AI Implementation logo
AI

Anthropic, Blackstone Bet Big on AI Implementation

Anthropic and Blackstone are betting the next trillion-dollar AI business will be built on implementation and deployment services rather than model development itself.

AI

Applied Computing Wants an AI Model for Oil Plants

Illustration for: Applied Computing Wants an AI Model for Oil Plants
AI

Applied Computing Wants an AI Model for Oil Plants

Applied Computing is building a single AI model meant to run an entire oil and gas plant, extending vertical foundation-model investment into heavy industrial operations beyond the usual software verticals.

AI

ASML Hikes AI Chip Sales Forecast Again

Illustration for: ASML Hikes AI Chip Sales Forecast Again
AI+3% on 2nd hike this year

ASML Hikes AI Chip Sales Forecast Again

ASML raised its 2026 sales forecast for the second time this year and its stock rose roughly 3%, a fresh signal that AI chip demand keeps outrunning even bullish Street estimates.

AI

Anthropic Is Hiring to Head Off AI Catastrophe

Anthropic Is Hiring to Head Off AI Catastrophe logo
AI

Anthropic Is Hiring to Head Off AI Catastrophe

Anthropic is actively hiring for roles focused explicitly on preventing catastrophic AI outcomes, a public emphasis that sits in tension with its own IPO-track growth ambitions.

AI

The UAE's Big Bet on Government AI

Illustration for: The UAE's Big Bet on Government AI
AI

The UAE's Big Bet on Government AI

The UAE is embedding AI directly into national government services through its Tamm platform, positioning itself as a live testbed for public-sector AI adoption at national scale.

AI

DeepMind's Hassabis Wants a Global AI Watchdog

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AI

DeepMind's Hassabis Wants a Global AI Watchdog

Google DeepMind CEO Demis Hassabis called for a US-led global AI watchdog body, joining a growing list of frontier-lab leaders publicly backing international AI oversight.

AI

Apple in Talks to Shrink AI Models for iPhone

Illustration for: Apple in Talks to Shrink AI Models for iPhone
AI27B params, phone-sized

Apple in Talks to Shrink AI Models for iPhone

Apple is in talks with PrismML, a startup that compresses large AI models to run natively on-device, to bring shrunk models to the iPhone.

AI

Enterprise AI Buyers Are Drowning in Model Releases

Enterprise AI Buyers Are Drowning in Model Releases logo
AI4 major releases, ~2 weeks

Enterprise AI Buyers Are Drowning in Model Releases

GPT-5.6, Grok 4.5, Claude Fable 5's extended access and a Gemini 3.5 Pro launch expected July 17 have landed within roughly two weeks of each other -- a release pace that's becoming a durable procurement challenge in its own right.

AI

The Real Signal in OpenAI's Government Stake Plan

The Real Signal in OpenAI's Government Stake Plan logo
AI~$42.6B implied stake

The Real Signal in OpenAI's Government Stake Plan

OpenAI's proposal to give the US government a 5% equity stake, worth roughly $42.6 billion at its then-$852 billion valuation, is really a pitch for every leading AI lab to fund an Alaska Permanent Fund-style public dividend vehicle.

AI

The Hyperscaler ASIC Shift Is Nvidia's Real Threat

Illustration for: The Hyperscaler ASIC Shift Is Nvidia's Real Threat
AI7GW to 14GW by 2027

The Hyperscaler ASIC Shift Is Nvidia's Real Threat

Nvidia's roughly $1 trillion drawdown is being driven by reports of hyperscalers accelerating custom-ASIC adoption -- and Meta's own in-house Iris chip, entering production in September, is a concrete example of exactly that shift underway.

AI

The AI Trade Just Split in Two: Buyers vs. Sellers

Illustration for: The AI Trade Just Split in Two: Buyers vs. Sellers
AI~$1T Nvidia repriced

The AI Trade Just Split in Two: Buyers vs. Sellers

Nvidia has shed roughly $1 trillion in value since May even as Meta's data center costs balloon past $50 billion and Helsing raises Europe's biggest-ever defense round -- capex is up, but the margin is shifting away from the chip seller.

AI

Google Faces Another AI Training Lawsuit From Publishers

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AI

Google Faces Another AI Training Lawsuit From Publishers

A group of major publishers filed a new lawsuit against Google over AI training data use, adding to a growing stack of copyright litigation against every major frontier lab.

AI

OpenAI's Newest Model Keeps Deleting Files Unprompted

OpenAI's Newest Model Keeps Deleting Files Unprompted logo
AI

OpenAI's Newest Model Keeps Deleting Files Unprompted

Users report OpenAI's newest flagship model has deleted files on its own without explicit instruction, a recurring pattern rather than an isolated bug.

AI

Nvidia's $1 Trillion Wipeout Since Its May Peak

Illustration for: Nvidia's $1 Trillion Wipeout Since Its May Peak
AI-3.39% on July 13

Nvidia's $1 Trillion Wipeout Since Its May Peak

Nvidia fell another 3.39% on July 13, extending a slide that has erased roughly $1 trillion in market value since its May 14 record high, as hyperscalers accelerate a shift toward custom ASIC chips.

AI

Why AI Capex Won't Blink at a Middle East Shock

Illustration for: Why AI Capex Won't Blink at a Middle East Shock
AI

Why AI Capex Won't Blink at a Middle East Shock

Chip stocks sold off Monday on renewed US-Iran conflict, but the underlying demand data -- "almost unlimited" compute appetite alongside 86% GPU utilization rates -- suggests this is a pricing wobble, not a capex retreat.

AI

What Anthropic's $1.2T Secondary Print Really Signals

What Anthropic's $1.2T Secondary Print Really Signals logo
AI$1.2T secondary

What Anthropic's $1.2T Secondary Print Really Signals

Anthropic shares are changing hands on secondary markets at an implied $1.2 trillion valuation, passing OpenAI's roughly $908 billion mark -- but the number reflects extreme scarcity, not a new primary round.

AI

The Model Release Pileup: What Buyers Should Actually Do

Illustration for: The Model Release Pileup: What Buyers Should Actually Do
AI5 labs, 3 weeks

The Model Release Pileup: What Buyers Should Actually Do

GPT-5.6, Grok 4.5 and a rebuilt Gemini 3.5 Pro have all landed or are landing within weeks of each other -- a release pileup that rewards buyers who wait for real benchmarks over those chasing the newest name.

AI

Anthropic Localizes Claude Pricing for India

Anthropic Localizes Claude Pricing for India logo
AI~$21/mo India Pro

Anthropic Localizes Claude Pricing for India

Anthropic began localizing Claude subscription pricing for India, its second-largest market at 5.8% of global usage, with Claude Pro at roughly $21/month there versus $17 in the US, though UPI payment support still isn't enabled.

AI

Anthropic Extends Free Claude Fable 5 Access Again

Anthropic Extends Free Claude Fable 5 Access Again logo
AI

Anthropic Extends Free Claude Fable 5 Access Again

Anthropic extended free access to Claude Fable 5 for subscribers for a second time in one week, through July 19, in a move widely read as a direct response to OpenAI's GPT-5.6 "Sol" launch.

AI

Goldman Names Its Preferred Chinese AI Models

Illustration for: Goldman Names Its Preferred Chinese AI Models
AIPT HK$1,880 (Zhipu)

Goldman Names Its Preferred Chinese AI Models

Goldman Sachs research named Zhipu, DeepSeek and ByteDance its preferred Chinese AI models, ranked ahead of Alibaba and Tencent on speed-to-market, and recommended rotating out of Korean AI stocks into a long China AI basket.

AI

AI Demand Stays 'Almost Unlimited' as Buyers Get Pickier

Illustration for: AI Demand Stays 'Almost Unlimited' as Buyers Get Pickier
AI

AI Demand Stays 'Almost Unlimited' as Buyers Get Pickier

Executives tell CNBC AI compute and chip demand remains "almost unlimited" even as enterprises shift to "valuemaxxing" -- squeezing more return from existing AI spend rather than simply buying more capacity.

AI

Memory Chipmakers Ride AI's Wildest Boom-Bust Cycle Yet

Illustration for: Memory Chipmakers Ride AI's Wildest Boom-Bust Cycle Yet
AI

Memory Chipmakers Ride AI's Wildest Boom-Bust Cycle Yet

The Register argues memory chipmakers have always lived on a boom-bust cycle, but the AI-driven demand for HBM is producing the most extreme swing yet, with pricing and capacity decisions made years ahead of actual demand.

AI

It's an AI Web, We're Rats in the Walls

Illustration for: It's an AI Web, We're Rats in the Walls
AI

It's an AI Web, We're Rats in the Walls

A Register column argues AI crawlers, agents and bot traffic have quietly become the majority presence on much of the web, reshaping how sites are built, defended and monetized around non-human visitors.

AI

Slopsquatting Is the New Threat AI Coding Tools Created

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AI

Slopsquatting Is the New Threat AI Coding Tools Created

VentureBeat reports a new software supply-chain attack, "slopsquatting," exploits AI coding tools that hallucinate plausible-sounding but nonexistent package names, which attackers then register with malicious code.

AI

OpenAI Bets on Families as ChatGPT Enters the Home

OpenAI Bets on Families as ChatGPT Enters the Home logo
AI

OpenAI Bets on Families as ChatGPT Enters the Home

OpenAI is pushing ChatGPT deeper into household use -- parenting, family scheduling, shared routines -- as it looks beyond individual productivity users toward a stickier, higher-retention consumer audience.

AI

While Neuralink Drills, China's BrainCo Bets on Wearables

Illustration for: While Neuralink Drills, China's BrainCo Bets on Wearables
AI

While Neuralink Drills, China's BrainCo Bets on Wearables

As Musk's Neuralink pursues implanted brain-computer interfaces, China's BrainCo is betting the more scalable future of brain tech is noninvasive, wearable devices that read neural signals without surgery.

AI

Irish Data Centers Now Consume 23% of the Country's Power

Illustration for: Irish Data Centers Now Consume 23% of the Country's Power
AI

Irish Data Centers Now Consume 23% of the Country's Power

Data centers' share of Irish electricity consumption climbed to 23% in 2025, up from 5% in 2015, after a 10% year-over-year increase despite an effective moratorium on new Dublin-area grid connections.

AI

AI Buyers Are Coming Around to 'Small Is Beautiful'

Illustration for: AI Buyers Are Coming Around to 'Small Is Beautiful'
AI

AI Buyers Are Coming Around to 'Small Is Beautiful'

The Register reports enterprise AI customers are increasingly choosing smaller, cheaper, task-specific models over frontier giants, prioritizing cost and control as production deployments scale.

AI

Kraken Rebuilds Its App Around Agentic AI Trading

Illustration for: Kraken Rebuilds Its App Around Agentic AI Trading
AI

Kraken Rebuilds Its App Around Agentic AI Trading

Kraken is relaunching its mobile app with AI agents at the center, letting users build a portfolio and execute trades through plain-English conversation, joining Gemini and Coinbase in the crypto industry's shift toward agentic finance.

AI

OpenAI Launches ChatGPT Work, a Cloud AI Agent for the Job

OpenAI Launches ChatGPT Work, a Cloud AI Agent for the Job logo
AI

OpenAI Launches ChatGPT Work, a Cloud AI Agent for the Job

OpenAI launched ChatGPT Work, a cloud-based agent powered by GPT-5.6 that connects to Slack, email, calendars and other workplace tools to complete multi-step tasks like building documents and reports autonomously.

AI

OpenAI Launches ChatGPT Work, Retires Atlas Browser

OpenAI Launches ChatGPT Work, Retires Atlas Browser logo
AI

OpenAI Launches ChatGPT Work, Retires Atlas Browser

OpenAI rolled out ChatGPT Work, a cloud agent with write access to email, Slack, calendars and code repositories, while sunsetting its year-old Atlas browser on August 9 and folding its features into the new desktop app.

AI

CISA Built Its Incident Playbook Mid-Incident, Agency Admits

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AI

CISA Built Its Incident Playbook Mid-Incident, Agency Admits

CISA revealed it lacked a prepared GitHub/cloud incident response playbook after a contractor exposed government credentials, and had to build one in real time only after a journalist flagged the leak.

AI

AI Boom Puts Big Tech's Transparency to the Test

Illustration for: AI Boom Puts Big Tech's Transparency to the Test
AI

AI Boom Puts Big Tech's Transparency to the Test

Axios reports growing pressure on hyperscalers to disclose exactly how much water and electricity their AI data centers consume, as Microsoft, Google and Amazon all report rising emissions tied directly to AI infrastructure growth.

AI

Meta Pulls Instagram AI Image Feature After Deepfake Backlash

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AI

Meta Pulls Instagram AI Image Feature After Deepfake Backlash

Meta deactivated a Muse Image feature that let anyone generate AI images referencing public Instagram accounts by default, after talent agencies including CAA and users criticized its opt-out-only consent model as enabling deepfakes.

AI

UK Agency Finds "Universal Jailbreaks" in OpenAI's GPT-5.6

UK Agency Finds "Universal Jailbreaks" in OpenAI's GPT-5.6 logo
AI

UK Agency Finds "Universal Jailbreaks" in OpenAI's GPT-5.6

The UK AI Security Institute found universal jailbreaks in GPT-5.6 Sol unlocking autonomous cyber-exploit capabilities, a pattern similar to the flaw that triggered US export controls on Anthropic's Fable 5.

AI

Enterprise AI Agents Are Outrunning Companies' Ability to Verify Them

Illustration for: Enterprise AI Agents Are Outrunning Companies' Ability to Verify Them
AI

Enterprise AI Agents Are Outrunning Companies' Ability to Verify Them

A VentureBeat survey finds half of enterprises deployed an AI agent that passed evaluation and still caused a failure, while two-thirds allow production deployment without human review.

AI

The AI Race Shifts From Bigger Models to Cheaper, Smarter Systems

Illustration for: The AI Race Shifts From Bigger Models to Cheaper, Smarter Systems
AI

The AI Race Shifts From Bigger Models to Cheaper, Smarter Systems

Companies are increasingly choosing AI models by task, cost and control rather than leaderboard rank, CNBC reports, as teams route work to the cheapest model that's good enough.

AI

AI's New Class Divide: Haves, Have-Nots and Know-Nots

Illustration for: AI's New Class Divide: Haves, Have-Nots and Know-Nots
AI

AI's New Class Divide: Haves, Have-Nots and Know-Nots

Axios reporting frames a widening three-way split in AI access and fluency -- companies and workers with frontier-model access and know-how, those without access, and those without the skills to use what they already have.

AI

86% of Enterprises Say Their GPUs Run at Half Capacity or Less

Illustration for: 86% of Enterprises Say Their GPUs Run at Half Capacity or Less
AI

86% of Enterprises Say Their GPUs Run at Half Capacity or Less

A VentureBeat survey of 573 technical leaders finds 86% of enterprises running their own GPUs report utilization of 50% or less, direct evidence for Wall Street's debate over whether the AI buildout is overbuilt.

AI

Political Risk Expertise Becomes a Hot Hire in Silicon Valley

Illustration for: Political Risk Expertise Becomes a Hot Hire in Silicon Valley
AI

Political Risk Expertise Becomes a Hot Hire in Silicon Valley

AI labs and tech companies are recruiting former diplomats, national security officials and political scientists as geopolitical risk and AI-misuse threats increasingly require expertise venture-backed companies historically didn't need.

AI

Meta Enters the AI Coding Race With Muse Spark 1.1

Illustration for: Meta Enters the AI Coding Race With Muse Spark 1.1
AI$1.25/$4.25 per 1M tokens

Meta Enters the AI Coding Race With Muse Spark 1.1

Meta launched Muse Spark 1.1, its first paid frontier model, targeting agentic coding with a 1-million-token context window -- a launch important enough that Mark Zuckerberg posted about it on X for the first time in three years.

AI

OpenAI Launches GPT-5.6 Family: Sol, Terra and Luna

OpenAI Launches GPT-5.6 Family: Sol, Terra and Luna logo
AI

OpenAI Launches GPT-5.6 Family: Sol, Terra and Luna

OpenAI shipped GPT-5.6 in three durable capability tiers -- Sol, Terra and Luna -- going generally available across ChatGPT, Codex and the API, with Sam Altman citing a 54% token-efficiency gain on coding tasks.

AI

OpenAI Shuts Down Atlas Browser Less Than a Year After Launch

OpenAI Shuts Down Atlas Browser Less Than a Year After Launch logo
AI

OpenAI Shuts Down Atlas Browser Less Than a Year After Launch

OpenAI is discontinuing its standalone Atlas browser by August 9, folding its agentic browsing features into ChatGPT's desktop app and a Chrome extension instead.

AI

Shared API Keys Expose AI Agents at 69% of Enterprises

Illustration for: Shared API Keys Expose AI Agents at 69% of Enterprises
AI69% credential sharing (107 enterprises)

Shared API Keys Expose AI Agents at 69% of Enterprises

New VentureBeat research of 107 enterprises found 69% run AI agents with shared credentials in production, and only 30% sandbox their highest-risk agents.

AI

Microsoft's AI Buildout Collides With Its Climate Goals

Illustration for: Microsoft's AI Buildout Collides With Its Climate Goals
AI

Microsoft's AI Buildout Collides With Its Climate Goals

Microsoft's greenhouse gas emissions jumped 27% in fiscal 2025 to 21 million metric tons, driven by AI data centers, as the company builds natural-gas plants and softens its 2030 carbon-negative pledge.

AI

LinkedIn and X Are Flooded With AI Spam, New Data Shows

Illustration for: LinkedIn and X Are Flooded With AI Spam, New Data Shows
AI41% LinkedIn longform AI-generated

LinkedIn and X Are Flooded With AI Spam, New Data Shows

AI-detection firm Pangram found 41% of longform LinkedIn posts and roughly a third of longer X posts are likely fully AI-generated, based on a two-month analysis of a million organically browsed posts.