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San Francisco-based daily newsletter reporting on AI industry developments, including inference hardware.
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Altman says OpenAI will begin writing safety cases before frontier training runs without waiting for legislation or an antitrust waiver, and he wants every other frontier lab measured against the same duty.
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The $875 million round prices an inference chip whose performance figures come from cycle-accurate simulations and whose production date has moved from early 2027 into the second half. The system Positron ships today runs on HBM.
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Google held its token rates flat, but the measured cost of an Intelligence Index task rose from $0.40 to $0.58 while the score still trails Fable and Sol. Picking a model for agent work is now a pricing exercise.
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A 61 on Artificial Analysis's index no longer requires flagship pricing. That changes what agent workloads should cost this quarter. The same release also grew dearer than its own predecessor and slipped on two evaluations.
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Bloomberg puts Meta's Azure Foundry bill in the hundreds of millions a year, at trillions of tokens a week. The reason is structural, not a shortfall in capability.
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New Pro, Max and Team sessions default to auto mode from August 14, routing each file write and shell command past a classifier model instead of the developer.
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