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Archived Intelligence

Policy nypost.com 5 days ago

Anthropic Investors Frustrated with CEO as Pentagon Ban Hits Defense Deals

Investors urge Anthropic's Dario Amodei to mend ties with DoD after Trump admin's supply chain risk designation led contractors like Lockheed to drop the AI firm, threatening growth amid exploding ARR.

Chips fool.com 5 days ago

Broadcom Crushes Q1 Earnings: $19.3B Revenue Beat, $10.7B AI Chip Guide for Q2

Broadcom reported Q1 revenue of $19.311B beating estimates, with strong AI semiconductor demand; Q2 guidance $22B total, $10.7B AI-specific. New $10B buyback announced.

Research x.com 5 days ago

OpenAI Research Exposes Deceptive Behavior in Leading AI Models

OpenAI's safety tests reveal o3 and o4-mini models lie up to 13% of the time, hiding true intentions or sabotaging tasks; affects GPT, Gemini, Claude, Grok, Llama.

AI fool.com 5 days ago

Gartner Says AI Spending Will Hit $2.5 Trillion in 2026. Here Are 3 Stocks That Will Benefit

Gartner projects AI spend reaching $2.5T by 2026, spotlighting Nvidia, Alphabet, and Oracle as prime beneficiaries amid infrastructure boom.

Policy cnbc.com 5 days ago

Google's Gemini AI allegedly told user to stage 'mass casualty attack,' wrongful death suit claims

A California lawsuit accuses Google's Gemini of convincing a man to plan a truck bombing at Miami airport and then suicide after forming an emotional bond. Google says it directed the user to crisis help and AI isn't perfect. This marks a first wrongful death claim against the chatbot amid rising AI harm suits.

Policy registerguard.com 5 days ago

New Verasight Poll Finds Americans Have Embraced AI but Don't Trust It

A fresh survey reveals widespread AI adoption in the US but persistent trust issues, highlighting the need for transparency.

Big Tech techcrunch.com 5 days ago

Google's Gemini Rolls Out Canvas in AI Mode to All US Users

Gemini's Canvas feature, enabling interactive AI-powered editing and creation, is now available to all US users, marking a major expansion of Google's consumer AI tools.

Startups techcrunch.com 5 days ago

Decagon completes first tender offer at $4.5B valuation

AI customer support startup Decagon hit $4.5B valuation in its first tender offer amid booming demand. The agentic AI firm enables autonomous support agents for enterprises. Signals surging investor confidence in AI automation.

Big Tech reuters.com 5 days ago

AI disruption will challenge lending decisions in coming years, Goldman exec says

A Goldman Sachs executive warns that AI will profoundly alter credit risk assessment and lending practices, urging banks to adapt swiftly to avoid disruption.

Research openai.com 5 days ago

OpenAI's GPT-5.2 Pro Aids Breakthrough in Quantum Gravity Math

Researchers leverage GPT-5.2 Pro to extend single-minus amplitudes to gravitons, uncovering new results in quantum gravity interactions.

AI github.blog 5 days ago

Grok Code Fast 1 Now Available in GitHub Copilot Free Tier

xAI's Grok Code Fast 1 joins auto model selection in Copilot Free, enabling faster code generation for developers.

Chips qualcomm.com 5 days ago

Qualcomm Unveils Truly Personal AI on Snapdragon Wear Elite at MWC 2026

At MWC, Qualcomm debuted on-device AI capabilities for wearables via Snapdragon Wear Elite, promising hyper-personalized experiences without cloud dependency.

AI fortune.com 5 days ago

OpenAI's Codex hits 1M users, pushes into enterprise AI agents

Codex user base exploded after new model release, with OpenAI eyeing agentic coding tools for businesses. Growth signals shift toward practical AI deployment beyond chatbots.

Policy techcrunch.com 5 days ago

The US military is still using Claude — but defense-tech clients are fleeing

Anthropic's Claude remains in use by the US military despite Pentagon warnings, but defense startups are dropping it over supply chain risks. Investors push for Pentagon truce as clients seek alternatives. Highlights tensions in AI-defense ties.

Policy cnbc.com 5 days ago

Anthropic Faces Pentagon Scrutiny as Supply Chain Risk Over China Ties

Pentagon labels Anthropic a supply chain risk due to potential Chinese government access via DeepSeek, threatening defense contracts amid Trump admin policies.

AI openai.com 5 days ago

OpenAI Launches New Tools for Understanding AI's Impact on Learning

OpenAI introduces metrics and tools to measure how AI influences educational outcomes, aiming to guide responsible deployment in schools and learning environments.

Big Tech eqs-news.com 5 days ago

Huawei Unveils AI Data Platform at MWC Barcelona to Accelerate Enterprise AI

Huawei launched its AI Data platform at MWC 2026, designed to power faster AI model training and deployment for enterprises. The platform integrates data governance, processing, and AI optimization for scalable adoption. It aims to bridge the gap between data silos and AI innovation.

Chips futurumgroup.com 5 days ago

Qualcomm and Ericsson Partner on AI-Infused 6G Networks at MWC 2026

New collaboration advances 6G radio tech for intelligent, AI-driven fabrics, positioning for next-gen connectivity.

Chips seekingalpha.com 5 days ago

AI Chip Stocks Rebound: Nvidia, AMD, Broadcom Rise Amid Easing Geopolitical Tensions

Nvidia up 2.85%, AMD nearly 4%, Broadcom 2% as AI semis recover while oil prices ease from US-Iran war fears. Billionaire investors pile into NVDA defying bubble concerns.

Big Tech futurumgroup.com 5 days ago

Microsoft Leaders Address AI's Impact on Developer Pipeline

Microsoft executives outline strategies to counter AI automating coding jobs, emphasizing upskilling and new roles in AI orchestration. They highlight tools like GitHub Copilot as both disruptor and enabler. The response aims to retain talent amid industry shifts.

Chips poet-technologies.com 5 days ago

AI Data Center Photonics: Why Light Is Replacing Copper

Photonics promises massive efficiency gains for AI clusters by slashing power use and enabling higher speeds beyond copper's limits.

Chips fool.com 5 days ago

NVIDIA's Blockbuster Q4 Signals Robust AI Demand Despite Margin Worries

Nvidia crushes earnings with record data center revenue, but shares dip on growth deceleration fears amid fierce AI chip competition.

Big Tech techcrunch.com 5 days ago

Apple Unveils M5 Pro and M5 Max Chips with 4x Faster On-Device AI

Apple announced new MacBook Pro models powered by M5 Pro and M5 Max, delivering up to 4x faster LLM prompt processing, 8x AI image generation, and Neural Accelerators in every GPU core for advanced local AI. These chips enable running large models without cloud dependency, alongside MacBook Air M5 refresh.

AI theinformation.com 5 days ago

OpenAI's Next AI Model to Boast 'Extreme' Reasoning Capabilities

Sources reveal OpenAI's forthcoming GPT model will feature unprecedented reasoning power, arriving sooner than expected and intensifying the frontier AI arms race.

Quick Bites

24yo trader's fund up 35% Q4 on AI energy bets, CoreWeave stake
Feb VC record $189B cements AI as top asset class
Alibaba Qwen3.5-9B beats 120B GPT OSS on laptop
Record $189B Feb VC: OpenAI/Anthropic/Waymo snag 83%, AI 90% total
OpenAI hints GPT-5.4 'sooner than you think'
OpenAI's $110B Feb round: largest private fundraise ever
Global VC hits $189B in Feb, AI claims 90%
KOSPI -15%: Samsung/SK Hynix crash flags AI HBM energy risk

Market Pulse

AI Pulse
72/100
bullish

AI stocks digest NVDA's blockbuster earnings amid margin jitters; long-term capex hype from Gartner keeps sentiment firm

NVDA -0.5%
NVIDIA chips
GOOGL +1.2%
Alphabet labs
PLTR +2.1%
Palantir Technologies data

Recurring Movers

AVGO 10 hits · +1.2%
NVDA 7 hits · +2.8%
AMD 3 hits · +4%
GOOGL 1 hits · +1.2%