Format
Models
By backstopping the financing for a 10-gigawatt data center it doesn't own, for a customer that can't borrow on its own, Nvidia has shifted from selling chips to underwriting the entire AI infrastructure stack.
◆ Lena Park
Trust & Security
The EU just gave the AI industry a 16-month compliance reprieve — not because companies were ready, but because the enforcement infrastructure wasn't.
◆ Heath Callahan
Models
The restricted frontier model's autonomous cryptanalysis of a NIST post-quantum candidate and AES-128 demonstrates a capability shift where AI discovery now outpaces human verification, raising urgent questions about safety testing regimes.
◆ Lena Park
Trust & Security
The first billion-dollar acquisition in non-human identity security validates a governance gap that 92% of CISOs say they cannot close with existing tools.
◆ Heath Callahan
Trust & Security
Discovery volume is doubling year over year. Actual exploitation is not keeping pace. The NVD is overwhelmed, exploitation windows have collapsed to hours, and the industry is scrambling to adapt.
◆ Heath Callahan
Models
By committing 63% of its total capital to a single cloud provider, RSI is testing whether automated self-improvement can replace human-led R&D — and redefining what an AI lab even is.
◆ Lena Park
Models
The HF breach forced OpenAI's CEO to reverse his position on development speed – but his prescription for industry self-regulation is the mirror image of Amodei's mandated testing framework, splitting the industry's two most powerful voices on how to govern frontier AI.
◆ Lena Park
Money & Markets
Over 680 patent families from IBM make Circle the leading U.S. blockchain patent holder. But the Open USD consortium's yield pass-through model is a different class of problem.
◆ Nolan Pratt
Agents at Home
Three class-action lawsuits target AI faceprint collection from doorbell cameras — and the consent gap means every delivery worker, neighbor, and stranger gets scanned without opting in.
◆ Mila Cohen
Agents at Work
41% of software orgs say they have MCP in production. The data behind that number tells a different story.
◆ Dana Ellison
