Artificial Intelligence on Pulse — Page 5

Claude Cowork Finally Remembers What You Told It

Anthropic updated Claude Cowork to retain context across chat sessions, fixing a core usability gap where the app previously forgot prior instructions and project context between conversations.

Humanoid Robots Break Sprint Records, Some Catch Fire

At Beijing's second World Humanoid Robot Games, a robot ran the 100 meters in 9.32 seconds, faster than Usain Bolt's human world record, while other competing robots tripped, crashed and in some cases caught fire during events.

Nvidia's Hyperscaler Dependence Faces Big Earnings Test

Nvidia reports earnings this week with data center revenue expected near $86.3 billion, roughly 94% of total revenue, as hyperscalers funding that demand see free cash flow squeezed by their own AI capex.

IBM Unveils Chip That Runs Arm and Z Code on One Core

IBM announced a mainframe processor that natively executes both Arm and its own z/Architecture instructions within the same core, switching between them in nanoseconds.

Perplexity, Nvidia Launch Local AI Agent, Zero Tokens

Perplexity and Nvidia launched Portable Computer, a fully local version of Perplexity's agent platform running on RTX GPUs or Nvidia's DGX Spark, eliminating per-token API costs for users who can supply their own hardware.

Amodei's AI Safety Pitch Has an Airline Industry Problem

A Fortune analysis argues Anthropic's Dario Amodei faces the same marketing-versus-safety tension the airline industry spent decades resolving, as trust has to come from behavior, not messaging.

Aug 24, 2026TRACE'S TAKE

OpenAI Bans Russian Accounts Tied to Fake Think Tank

OpenAI banned a cluster of Russia-linked ChatGPT accounts used to run a covert influence campaign built around a fake think tank, the International Burke Institute, that falsely claimed academics like Francis Fukuyama as experts.

1M+ People Clicked LinkedIn's 'AI Slop' Button in Weeks

More than one million people clicked LinkedIn's new 'seems like AI slop' reporting button within its first two weeks, and posts flagged as copy-pasted AI writing are now seeing roughly 40% fewer views.

Aug 24, 2026BY THE NUMBERS

McKinsey: Enterprise AI ROI Still Lags Adoption Hype

McKinsey's 2026 State of AI survey of 1,719 leaders found just 37% attribute any EBIT impact to AI, flat from 2025, while only 6% qualify as 'AI high performers' -- even as AI spending keeps climbing.

AI Is Making Critical Infrastructure Easier to Attack

AI-enabled attacks on critical infrastructure have caused only limited real-world disruption so far, but officials warn AI-generated exploit scripts are actively targeting operational-technology devices.

BlackBerry's QNX Bets Big on Robotics Beyond Cars

BlackBerry CEO John Giamatteo said robotics is now one of QNX's fastest-growing businesses as the automotive-software unit expands into industrial automation, warehouse robots and medical devices.

Hugging Face Is Reportedly in Talks to Be Acquired for $13B

Hugging Face is reportedly working with banks to evaluate acquisition bids at a valuation of $13 billion or more, nearly triple the $4.5 billion mark it carried at its last funding round in 2023.

Alabama Opens Probe Into OpenAI Over Hugging Face Hack

Alabama's attorney general has opened an investigation into OpenAI's data-security practices after a breach at Hugging Face exposed information tied to OpenAI-linked repositories and integrations.

OpenAI Is Building an AI Agent for Everything

OpenAI's desktop app is expanding agent access across inbox, Slack, phone and productivity tools, and its $20-a-month ChatGPT Work tier brings Codex-based task automation to non-engineers.

Meta Preps 'Hatch' AI Agent Platform Launch

Meta plans to launch an AI agent platform called Hatch within the coming weeks, entering a category OpenAI, Anthropic and Salesforce are all racing to own.

Musk Tells Cursor Team: 'Grok Is Falling Behind'

In his first address to Cursor's team since the company entered its orbit, Elon Musk warned staff that Grok is losing ground in coding AI and pushed for tighter integration with xAI.

Nvidia Weighs Perplexity Investment Above $30B

AI$30B+ valuation

Nvidia Weighs Perplexity Investment Above $30B

Nvidia has discussed investing in Perplexity at a valuation above $30 billion and separately considered a technology licensing arrangement with the AI search company.

Nvidia to Raise Flagship AI Chip Prices 17%

Server makers say Nvidia is raising prices on its flagship AI accelerators by roughly 17%, pushing higher component costs through to buyers rather than absorbing them.

The Gaps in Nvidia's $500B Financing Pitch

AI$500B

The Gaps in Nvidia's $500B Financing Pitch

A closer look at Nvidia's $500 billion financing pitch finds the sources of capital behind the headline figure are considerably less settled than the number implies.

Aug 24, 2026FOLLOW-UP

OpenAI Names Dali Rajic Chief Revenue Officer

OpenAI has installed Dali Rajic as chief revenue officer, adding a career enterprise-sales operator to a company still converting consumer scale into enterprise contracts.

Nvidia Announces New Vera CPU, Groq LPX Rack Customers

Nvidia has announced new customers for its Vera CPU and Groq-derived LPX inference racks, the first named commercial evidence behind its roughly $20 billion inference bet.

Anthropic's Slack Agent Can Now Jump In Unprompted

Anthropic's Claude Tag update lets its Slack agent read an entire conversation thread and contribute without being explicitly summoned.

Jensen Huang's Manic Moves Keep Markets Guessing

A profile of Nvidia CEO Jensen Huang's rapid-fire dealmaking -- investments, licensing talks, customer announcements, price hikes -- all in a single week captures the pace at which Nvidia is now operating.

Aug 24, 2026TRACE'S TAKE

First Groq LPU Benchmarks Test Nvidia's $20B Bet

AI$20B

First Groq LPU Benchmarks Test Nvidia's $20B Bet

Early benchmarks for Nvidia's Groq-derived LPU inference hardware are out, alongside new customer announcements for its Vera CPU and Groq LPX racks.

Goldman Partner Warns of AI Eroding Bankers' Reasoning

A Goldman Sachs partner has warned publicly that heavy reliance on AI tools risks eroding junior bankers' underlying reasoning and judgment skills, not just their task speed.

Aug 23, 2026TRACE'S TAKE

Aug 23, 2026BY THE NUMBERS

AI Is Hitting Entry-Level Jobs Hardest, Stanford Finds

A Stanford study finds AI adoption is disproportionately reducing entry-level hiring and employment relative to more senior roles, a concentrated effect rather than a broad labor-market decline.

Instinct's Powerful AI Assistant Raises Privacy Concerns

Instinct's ambient AI assistant, which reads across a user's apps and messages to act proactively, is drawing privacy and security concerns over how much personal data it continuously accesses.

Aug 23, 2026DEEP DIVE

Nvidia Manager Linked to AI Server Smuggling Scheme

A senior Nvidia manager has been linked to a Supermicro-connected scheme smuggling AI servers into China, circumventing export controls on advanced accelerators.

Aug 23, 2026DEEP DIVE

Anthropic Hires Google's TPU Founder for Custom Chip Push

Anthropic has hired Amir Salek, who founded and ran Google's custom TPU chip program until 2022, as it lays the groundwork for its own semiconductor effort to reduce dependence on third-party AI compute.

Aug 22, 2026DEEP DIVE

Nvidia's Cloverleaf Deal Is Patching AI Bubble Cracks

Nvidia's new partnership with data-center developer Cloverleaf is the latest example of Nvidia using its own balance sheet to prop up the infrastructure ecosystem its chip sales depend on, The Register argues -- and I largely agree.

Aug 22, 2026TRACE'S TAKE

Ormat's 60-Year Geothermal Pivot to Powering AI

Ormat Technologies, a geothermal power company operating for six decades, is repositioning around supplying dedicated, always-on power to AI data centers, joining nuclear and gas peakers courting hyperscaler demand.

Aug 22, 2026DEEP DIVE

How Vertiv Became Wall Street's AI Infrastructure Darling

Vertiv, an 80-year-old cooling and power company turned around by veteran CEO Dave Cote, has become one of the market's favored AI infrastructure stocks as data-center power and thermal management became a real bottleneck.

Aug 22, 2026DEEP DIVE

Nvidia Explores Deal With $2.3B Korean Chip Rival

Nvidia is in early talks to invest in, partner with, or possibly acquire Rebellions, a $2.3B South Korean AI inference-chip startup, after CEO Jensen Huang met its founder at Nvidia's Santa Clara headquarters this week.

Anthropic Opens Its Hacker-Grade AI to More Defenders

Anthropic deployed Claude Mythos 5, a cyber-capable model previously limited to vetted defenders, inside Claude Security for enterprise customers, alongside a new $35M fund to patch open-source vulnerabilities.

Slack Wants AI Coding Out of the Terminal

Slack is building features to bring AI coding agents into group chat channels rather than leaving them confined to the terminal, aiming to make agentic coding a shared, visible team activity instead of a solo developer workflow.

Brazil Commits $444M to AI, Hedges US and China

Brazil announced roughly $444M in AI investment including a $251M supercomputer built with China's Huawei and iFlytek, explicitly hedging between US and Chinese technology as it builds domestic AI capacity.

Why TSMC's Looming Price Hike Matters More Than Samsung's

TSMC is reportedly planning to raise prices across all its chip nodes by up to 10% starting January 2027, following Samsung's 10-15% hikes on 4nm and 5nm chips since July -- and TSMC controls more than 70% of global foundry revenue.

The AI Price War Hiding Inside Gemini's $0.75 Flash Pricing

Gemini 3.7 Flash is priced at $0.75/$3.75 per million tokens through the end of 2026, doubling on January 1, 2027 -- a preview pricing strategy that's pulling Grok 4.6 and every mid-tier model into a race on cost per token, not just benchmarks.

What Anthropic's In-House Chip Team Really Signals

Anthropic has confirmed a custom-silicon team to co-design inference chips for Claude, hiring engineers at $320K-$485K and exploring Samsung as a manufacturing partner, while keeping its multi-chip deals with AWS, Google and Nvidia intact.

Apple Music Will Start Labeling AI-Generated Songs

Apple Music will add visible 'Made With AI' labels to songs materially generated using AI later this year, relying on labels and distributors to apply the tags themselves.

AI$6B licensing + $1B raise

Poolside Strikes $6B Nvidia Deal, Raises $1B at $12B

Poolside Strikes $6B Nvidia Deal, Raises $1B at $12B

AI coding-model startup Poolside struck a $6B licensing deal with Nvidia for its model-development software and separately raised $1B for the remaining company at a $12B valuation, Newcomer reports.

ChatGPT Can Now Read and Send Your iMessages

OpenAI launched a ChatGPT plugin for Apple Messages that reads, summarizes and sends texts on a user's behalf, running locally on Apple silicon Macs and processing messages only on specific request.

Google Gives Publishers a 'Preferred Sources' Button

Google launched a Preferred Sources feature letting readers flag favorite publishers for more visibility across Search, Discover and News, as AI Overviews continue eroding referral traffic industry-wide.

One in Five Enterprises Can't Stop a Runaway AI Agent

A new survey found roughly one in five enterprises lack real-time controls to halt an AI agent's spending once it starts executing autonomous purchasing or provisioning decisions, a gap growing as agentic deployments scale.

Claude Designed Working Protein Binders in a Lab Test

Anthropic says Claude generated functional protein binders for 14 of 15 biological targets in a lab test run with Adaptyv Bio and Twist Bioscience, beating typical industry hit rates by roughly 2x.

AI Data Startup Micro1 Hits $500M Run Rate

Micro1, a startup supplying human-generated training data and evaluation work for AI labs, reached a $500M gross annualized run rate as demand for high-quality training data keeps climbing alongside frontier model spending.

Thomson Reuters Rebuilds CoCounsel as a Legal AI Agent

Thomson Reuters launched a rebuilt, fully agentic version of CoCounsel Legal built on Anthropic's Claude Agent SDK, adding a brief-writing tool and document review across up to 10,000 files at once.

Meta Becomes One of Microsoft's Top AI Customers

Meta spends hundreds of millions of dollars a year and consumes trillions of tokens weekly through Microsoft's Azure AI Foundry, making it one of Microsoft's largest AI customers despite building competing models.

Alibaba Targets $10B AI ARR Even as Profit Falls 75%

Alibaba CEO Eddie Wu says AI-related annualized revenue is on pace to hit $10B by September, even as a 75% jump in AI capital spending drove a 75% drop in quarterly net income and sent US shares down about 5%.

Micron CEO: AI Broke the Memory Industry's Boom-Bust Cycle

Micron CEO Sanjay Mehrotra says AI demand has structurally changed memory economics, with data-center customers wanting 50% more supply than Micron can commit, as the company's $50B Boise, Idaho buildout adds more than 17,000 regional jobs.

OpenAI Closes Gap With Anthropic in Business Spending

Ramp data on 70,000+ US businesses shows OpenAI closing the enterprise spending gap with Anthropic, while OpenAI simultaneously launched a zero-data-retention safety system aimed directly at Anthropic's business customers.

AT&T Shifts to Open-Source Models to Cut Anthropic Bills

AT&T, which processes 45 billion AI tokens daily, is expanding open-weight model usage from 25% to as much as 80% of its AI operations through a custom routing gateway, cutting costs 80-90% versus proprietary models on some workloads.

Nvidia Plots China Chip Comeback as Export Loophole Persists

The Information reported Nvidia plans to ship a China-compliant AI chip by year-end, which Nvidia denied same-day, while Chinese firms separately access banned Nvidia chips through Southeast Asian data centers.

OpenAI's New Safety Tool Flags Abuse Without Reading Prompts

OpenAI is testing Private Safety Processing with early enterprise customers including Microsoft and Databricks, a system that flags misuse patterns across sessions while preserving zero-data-retention for eligible API customers.

GLM-5.3 Hits the API at $1.40/$4.40 Per Million Tokens

Z.ai priced its new GLM-5.3 model identically to GLM-5.2 at $1.40 per million input tokens and $4.40 per million output tokens, undercutting Grok, Kimi, Claude Opus and GPT on a simple blended-cost comparison.

Is AI-Native Services the Next SaaS? I'm Not Convinced Yet

Investor Jake Saper convened a New York summit to promote AI-Native Services (AINS) -- startups that hire domain professionals and pair them with AI engineers to sell outcomes, not software -- as the next major venture category.

Aug 19, 2026TRACE'S TAKE

Google Bundles Gemini Study Tools, Free AI Pro for Students

Google launched interactive study visuals in Search and a new Gemini student hub, plus a free year of Google AI Pro for eligible US college students, in a direct push against ChatGPT's lead among students.

Samsung Hikes Advanced Chip Prices Up to 15% on AI Demand

AIUp to 15% price hike

Samsung Hikes Advanced Chip Prices Up to 15% on AI Demand

Samsung raised prices on 4nm and 5nm contract chipmaking by 10-15% as AI demand outstrips capacity and TSMC's leading-edge output stays pre-sold through 2027.

OpenAI Blinks First in AI Safety Standoff With Anthropic

OpenAI told Axios it is slowing the release of its Astra model over cybersecurity risk and Sam Altman flagged signs of "misalignment," while Anthropic says its own safeguards mean no pause is needed -- a public role reversal between the two labs as both prepare for expected IPOs.