My Blog

Aikido plans submerged 100-kilowatt demo data centers off Norway's coast, embedded in floating wind turbines, to solve AI's energy and land-use crises.10 min read

ElevenLabs closes a Sequoia-led $500 million Series D at $11 billion valuation, signaling voice AI's shift from novelty to critical enterprise infrastructure.10 min read

Despite Trump's ban, Claude remains in active Pentagon use with a 6-month winddown while defense tech clients flee to OpenAI and Google alternatives.10 min read

Anthropic releases Claude Opus 4 and Sonnet 4 with hybrid instant-and-extended thinking, setting new SWE-bench records at 72.5% and 72.7% respectively.11 min read

Boston Dynamics partners with Google DeepMind to integrate frontier AI into the next-generation Atlas humanoid robot, accelerating the physical AI revolution.10 min read

A UK trial shows AI data centers can operate without continuous peak power, challenging hyperscaler cost models and opening new paths for energy-efficient AI infrastructure.10 min read

xAI executes a $3 billion early bond redemption at premium to clean up its balance sheet ahead of the SpaceX IPO, funded from its $20B Series E raised in January 2026.10 min read

The US government is considering capping NVIDIA H200 chip exports at 75,000 per Chinese customer, a granular new approach to export controls as Alibaba and ByteDance seek 200,000+ units each.11 min read

The United Nations convenes its first International Scientific Panel on AI with 40 independent experts selected from 2,600 candidates, modeled after the IPCC climate science body.10 min read

SpaceX has confidentially filed for a $1.75 trillion IPO after absorbing xAI, targeting a $50 billion capital raise that would make it the largest public offering ever.11 min read

Under Secretary Emil Michael warns that Biden-era vendor restrictions on AI contracts threaten real-time combat planning, escalating the Anthropic ban into a full policy confrontation.10 min read

OpenAI adds explicit prohibition on domestic surveillance of US persons to its Pentagon contract after Sam Altman called the original deal 'opportunistic and sloppy.'11 min read

NVIDIA invests $2 billion each in Lumentum and Coherent, signaling that AI infrastructure's next bottleneck is connectivity — not compute — as optical interconnects become critical for data center scaling.11 min read

MiniMax posts $79M revenue with 159% year-over-year growth after its $614M Hong Kong IPO, with over 70% of revenue coming from outside China.10 min read