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Explore the latest artificial intelligence news and research.
While Microsoft touts an AI run rate topping $37 billion annually, Bloomberg estimates that 65-70% of it traces back to OpenAI. That figure uses a different denominator than total company or Microsoft Cloud revenue—here's how to read dependency through the contracts and multi-model shift.
DeepSeek matched OpenAI's 80% price cut within hours, but couldn't withstand a surge to 7 trillion tokens per week and has now notified users of a "significant increase" in API pricing. A computing ceiling of roughly 20,000 GPUs exposes a structure in which the winner of a price war can turn into its loser.
Anthropic has publicly confirmed for the first time that it is building an in-house silicon team for Claude. Job postings point to design support including RTL generation and formal verification, but the use case and mass production timeline remain unannounced, and the existing multi-chip strategy continues.
The Open Secure AI Alliance's SAFE draft proposes a process running from immediate notification of AI incidents to public disclosure of remediation status within 90 days, establishing evidence preservation and an 8-layer review as common procedure.
KIOXIA is showcasing its CXL-compatible memory expansion module 'XL1' at FMS 2026. We break down the concept of placing low-latency XL-FLASH outside DRAM/HBM, and the plans for evaluation samples.
SanDisk posted record FY26 Q4 results with revenue of $8.965 billion (up 372% year-over-year) and a gross margin of 84.6%. Yet the stock dropped roughly 9%, putting the spotlight on the details of NBM, its multi-year fixed-price contract scheme.
Google DeepMind's Hassabis moves to the role of Alphabet Chief AI Scientist, while Dean (27 years at the company) departs simultaneously on August 5, 2026, to found Discovery Loop. This piece unpacks what's really going on behind the title upgrade and the investment-backed "soft independence" model of talent retention.
Meta has released Muse Code in beta, co-trained with Muse Spark 1.2 and a dedicated harness. While asynchronous agents and an append-only event log support long-running implementation work, enterprise usage terms and real-world performance on large repositories remain to be verified.
Shopify's earnings call, where Harley Finkelstein presented a 3x increase in AI-driven traffic and orders, also reveals a sharp deceleration in growth rate from 15x to 3x, and a conspicuous gap in disclosed absolute share. This piece unpacks what these numbers really mean and outlines the phased response Japanese e-commerce operators should take.
TIME embeds sponsor FAQs from brands like Ally into the Markdown version served to AI crawlers. We examine how this machine-facing delivery system differs from human-facing advertising, and why its impact on AI-generated answers remains unverified.
