News
Notes on AI models, hardware and the business around them, published regularly, in English and Spanish.
LLM Models
- Google introduces Gemini 4 Argon for long, complex professional work
- GPT-6.1 Sol: near-Astra work at a fifth of the price
- Anthropic ships Sonnet 5.5: a faster, cheaper work partner, with its first cyber safeguards
- How SMBs actually adopt LLMs (without the hype)
- Mistral models power Firefox's AI browsing assistant
- SEA-LION v4.8 targets Southeast Asian languages with Nemotron-based open models
- What RAG is and when you don't need it
- GPT-6 Astra arrives: ceiling-level benchmarks, a cyber catch, and a price
- Z.ai ships GLM-5.3 open-weight: same base as GLM-5.2, bigger post-training
- Ox Alpha mystery ends: Z.ai is behind the stealth model that climbed OpenRouter
- Terence Tao tells mathematicians to stop debating AI capability and ask what math is for
- OpenAI's Ultrafast mode pushes GPT-5.6 Sol to 14x speed in a preview
- Gemini app reaches 1 billion monthly users, matching ChatGPT's June milestone
- Meta opens the weights on Muse Glimmer, a 30B model for running agents on consumer hardware
- Alibaba's Qwen-CUA drives software from screenshots alone
- xAI open sources the Grok-1 base model, training code stays closed
- Google's first open-weights family: Gemma 7B and 2B
- Claude 3 in three tiers: Haiku, Sonnet and Opus
Business & Economics
- OpenAI reportedly raising $30B at a $1.4T valuation as a bridge to its IPO
- Anthropic's IPO prospectus pairs explosive growth with its own risk warnings
- Anthropic signs an $11.6 billion cloud deal with Akamai, and gets warrants to keep spending
- OpenAI puts sponsored agents inside ChatGPT ads
- Music publishers sue Anthropic over how Claude was trained
- Anthropic signs a six-year, $45 billion compute deal with Nscale
- Nvidia reportedly agrees to buy Hugging Face for $12.9B
- Ramp data: OpenAI is closing the gap with Anthropic among US businesses
- Anthropic's annualized revenue passes $65B, up from $47B two months earlier
- Stripe reportedly finalizes deal to buy OpenRouter, the AI model gateway, for over $7B
- Databricks raised $5 billion at a $190 billion valuation, five times what it planned
- Anthropic is putting watermarks in Claude-generated text to meet EU rules
- After eight years at OpenAI, Brad Lightcap is out
- Amazon completes its $4B bet on Anthropic
- European Parliament adopts the AI Act, 523 to 46
- Musk sues OpenAI over the 2015 promise
Hardware
- Buy a GPU or rent the tokens? The hardware question behind every AI project
- Nvidia builds a hardware-enforced security guard for AI agents
- Oracle's force majeure notice on New Mexico's Project Jupiter
- Google puts a private memory vault in the cloud for cross-device AI
- Nvidia puts $3.5B into MediaTek so custom AI chips stay on its rack
- Apple ships new Mac mini and Mac Studio months early, chasing enterprise AI demand
- Amazon triples its Nvidia GPU order and folds Nvidia's models and robots into AWS
- OpenAI posts first Jalapeño benchmarks: ahead of Blackwell on tokens per user
- M4 Pro draws 0.47 watts while running open-source LLMs, a new benchmark says
- Groq raises $350M at a $3.5B valuation to scale its Nvidia-powered cloud
- Anthropic confirms it is building an in-house team to design its own AI chip
- Nvidia's B200 lands at GTC: Blackwell is built for inference
- Nvidia wraps AI models in ready-to-run microservices
- Nvidia writes its CUDA translation ban into the installer
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