AI
Models, chips and the companies betting on them — the artificial-intelligence stories moving fastest today.

Memory chips are now more expensive to make than compute chips on a per-area basis — AI demand drives DRAM die value past leading-edge silicon
DRAM makers may potentially get more money for their wafers than TSMC gets for its N3 wafers.

OpenAI and Anthropic scramble for smaller data centers as massive gigawatt projects lag — 20-30 MW facilities to provide capacity as mega structures undergo construction
OpenAI and Anthropic are seeking to secure immediate capacity, through smaller data center deals, to meet current demand, despite spending billions on massive deals elsewhere.
GOV.UK founder warns AI gold rush could leave Britain locked in
Mike Bracken says the dash to adopt sovereign AI risks giving more control to a handful of tech suppliers

Apple challenges OpenAI’s forensic analysis in trade secrets case, seeks access to hardware R&D
Apple has asked the court overseeing its lawsuit against OpenAI and other defendants to let its own experts review forensic images used in the case, while also seeking documents related to parts of OpenAI’s hardware…

OpenAI Calls for US to Lead Global AI Standards. Will China Be Okay With That?
United States should lead global AI safety cooperation, OpenAI argues.
Anthropic-linked CVEs pile up, attackers mostly shrug
Of 225 flaws found by Glasswing and tracked by VulnCheck researcher, just one has confirmed exploitation in the wild

Trump’s Attempt to Rename AI Misunderstands the MAGA Faithful
No better way to reach your base than by insisting that they are inferior.
Perpetual underdog AMD nips at Nvidia's heels as it joins the $1T club
Fueled by the AI boom, the House of Zen's rise isn't just Instinct - Lisa Su is riding high on some Epyc design chops too

OpenAI forms math advisory group as its AI resolves more than 100 open problems
The group won't be given leeway to slow down or redirect OpenAI's ongoing mathematical research.

Treasury Secretary Says OpenAI Managers Are to Blame for Hugging Face Breach, Not AI Agents
So should we start holding OpenAI accountable for it or are we waiting for something?

Meta’s Muse is outpacing ChatGPT’s early mobile launch
Meta’s new AI agent Muse has racked up more downloads and daily active users in the U.S. and Canada than ChatGPT did over the same period after its mobile debut, according to new estimates from Appfigures.
Treasury chief says AI bosses, not their bots, will carry the can for criminal acts
'Humans are responsible, not the AI,' argues Scott Bessent as he calls out OpenAI agents' hack of Hugging Face

Google confirms Gemini models hacked three companies in May 2026
A third-party cybersecurity firm accidentally gave experimental Gemini models access to the Internet.

With Tabby, a former accountant is using AI to make accountants obsolete
Tabby is designed to be a real-time bookkeeping interface, handling clients’ paperwork as it gives them up-to-the-minute data on their business’s profit and loss.
AI can't outprompt a shortage of power, water, and land
Forrester predicts operators will face tariffs, grid commitments, and tougher community scrutiny

Trump rejects AI slowdown calls, launches "AI Force" instead
The president offered few details on what his proposed new AI Force would do.

Google’s $899 Googlebook is a bet that you’ll buy a new laptop for Gemini
Google’s AI-native Googlebook ties Gemini to the cursor, dictation, widgets, and other parts of the desktop experience.

Huawei shelves global AI chip rollout as China's own demand outstrips supply — 15,488-chip Atlas clusters leverage optical networking to counter Nvidia, scales to 120 EFLOPS
Huawei says it will not offer its latest AI hardware outside of China citing lack of capacity to serve domestic demand.
Schneider says hotter coolant can make AI datacenters less thirsty
Modeling suggests liquid-cooled designs can halve water consumption, though the company has skin in the game

M5 Ultra Mac Studio reviews: local AI powerhouse
In addition to the new M6 Mac mini ( 9to5Mac review ), early impressions of the most powerful Mac Studio are out ahead of tomorrow’s release as well. Here’s what reviewers are saying about the upgraded M5 Ultra Mac…

President Trump has announced plans for new 'AI Force' and 'AI Czar' amid growing AI safety concerns — new unit will 'cherish' AI and not 'stifle' it, Trump clarifies, while dismissing safety warnings as hoaxes
President Trump says he will create an AI Force and appoint a new AI czar while prioritizing rapid U.S. AI development and competition with China.

TypeSafe AI's Jev offers an alternative to LLMs that claims to be 193x faster and 445x cheaper — System One type model is bespoke for probabilistic decision-making
Last week saw the debut of TypeSafe AI's Jev, its first "System One" model. Rather than chatting with users like conventional LLMs, it's strictly designed for statement evaluation and decision-making, for programming…

OpenAI projections point to a massive $278 billion cash burn through 2030 that exceeds the national budgets of Indonesia and Norway — $856 billion compute tab outpaces tenfold revenue surge
OpenAI reportedly expects to spend $278 billion more money than it generates between 2026 and 2030 due to aggressive spending on compute capacity and adjacent infrastructure.
American datacenters might be getting dirtier, but at least they'll be efficient
US power emissions restrictions are being wiped out, but hey – datacenters running Nvidia kit are getting better at extracting ever bit of compute they can from a megawatt, for what it's worth

AI-controlled robot arms attempted harmful tasks 97% of the time; experiments included stabbing a baby doll, mixing chemicals — OpenAI and Anthropic models try mixing bleach and stabbing dolls without jailbreaks
“Frontier robot policies,” the policies for models turning what a robot sees into what it does, “reliably carry out harmful instructions,” according to a Sept. 18 report by Robocurve.
Salesforce wants to charge for AI outcomes, but first it needs to figure out how
Seats, Flex Credits, and all-you-can-eat contracts make for an 'anxiety-filled architecture'

Is the AI industry really ready to slow down?
On Equity, we debated whether AI executives are serious about wanting to slow down.

Anthropic, OpenAI, SpaceXAI, and Google face antitrust lawsuit for agreeing to slow AI development — plaintiffs say plan has been in motion for months before, calls agreement ‘self-serving’
A proposed class action lawsuit has been lodged against the four big AI tech companies after they agreed to slow AI development for safety reasons. The lead counsel on the lawsuit says that 'AI will quickly spin out of…

Microsoft patents system to freeze games and inject ads during downtimes — watching commercials earns ad-free playtime credits
This patent uses the game engine and machine learning to determine the best time to serve an ad.

Kash Patel says that AI use at the FBI has 'increased by 605%' since he became director — claims that every major tech player is 'embedded' in the agency
FBI Director Kash Patel stated in an interview that he's responsible for a "605% increase" in the bureau's usage of AI. The problem is that it's hard to pin down what the figure refers to.

Autonomous NATO strike drone uses Nvidia Jetson Orin Nano to independently pick and bomb targets — Swedish startup's attack drones run small AI model, require no human input and zero external comms
Drones built with small, non-frontier computer-vision models autonomously identified and attacked targets in a recent demo.

Jensen Huang says there is '0% chance' AI destroys the world by 2030 — 'We should go as fast as we can, irrespective of anyone else,' dismisses Anthropic doom warnings and rejects new regulations
Chief executive of Nvidia claims that fears that AI will destroy humanity in the coming years are unsubstantiated as safety mechanisms can preserve that.
AI boom could leave an e-waste trail that wraps 6 times around Earth
Report says estimates focused on GPUs miss the mountains of power, cooling, and networking gear destined for scrap

Gemini app for macOS adding send and read iMessage integration
Google’s latest update to the Gemini app for macOS readies local iMessage integration. This follows the app coming to Windows last week. more…
Anthropic decides to support OpenAI's markdown instructions spec
Devs cheer relief from compatibility headache
Microsoft agentically ports Copilot runtime to Rust for $120K
The Rust compiler remains unperturbed by the antics of the LLM

AI hallucination of Chinese nuclear components almost led to US military attack
But the military's overall use of AI seems to be accelerating.
Compsci grads facing recession-like job prospects thanks to AI
Slinging coffee and waiting tables ain't just for liberal arts grads any more, say Census Bureau economists

FAA tees up $875M AI tool to help manage air traffic congestion
FAA plans for AI tool to help manage DC air traffic before a nationwide rollout.
Claude Code revamps projects so you can work and pay in parallel
Running multiple Claude sessions at once means less waiting around to hit your usage limit

Meta’s new Muse AI agent app overtakes ChatGPT as top iPhone app
Meta’s new Muse AI agent app has taken the top spot on the free iPhone charts for the U.S. App Store, displacing OpenAI’s ChatGPT from the first place. more…

US government website used Chinese model the FBI called "malicious"
The Federal Register website briefly used an open source Chinese AI search tool.
Researchers used Claude to hack OpenAI employees' ChatGPT accounts
Agentic exploits for the win (again)
FBI: Fake cop and government impersonation scams cost victims $1.6B
AI, fake uniforms, and mock offices help crooks sell the con
KDE turns 30 and someone's brought an AI-native desktop proposal
Akademy talk imagines Plasma assembling itself around a personal model of each user
The ideal database for AI agents doesn't exist yet, says Percona CEO
Iterative workloads caught vendors off guard, but requirements for a clean-slate solution remain unclear