AI·
Hyperscalers are on track to spend $700B on AI infrastructure in 2026
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
AI
Artificial intelligence news, model releases, and lab announcements.
AI·
Anthropic just dropped its Claude Code workshop tapes. The playbook is better than the marketing.
Boris Cherny on Claude Code, Applied AI on prompting, Erik Schluntz on vibe coding in prod. Three Code with Claude tapes hit YouTube ahead of the 2026 conference.
AI·
OpenAI's models are on AWS Bedrock the day after Microsoft lost exclusivity
Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.
AI·
Disney built an AI leaderboard. One employee called Claude 460,000 times in nine days.
Leaked internal Disney screenshots show 4,800 product and tech staff burning 3.1 billion Claude tokens and 13.3 billion Cursor tokens across nine April workdays.
AI·
GitHub Copilot kills premium requests on June 1. Token billing arrives, fallback models do not.
On June 1 every Copilot plan switches to GitHub AI Credits priced per token. Code completions stay free. Fallback models and credit rollover do not.
AI·
Microsoft and OpenAI just rewrote their deal. Exclusivity is dead, and so is the AGI clause.
Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.
AI·
OpenAI just retired SWE-bench Verified. The headline coding benchmark of 2025 is officially saturated.
OpenAI says SWE-bench Verified is saturated and contaminated, and 60% of remaining problems are unsolvable. Here's what comes next, and why every coding leaderboard is suspect.
AI·
OpenAI's Privacy Filter is a 1.5B PII redactor that ships under Apache 2.0. Here's what it actually does.
OpenAI released Privacy Filter on April 22 as an open-weight on-device model for masking eight types of PII. F1 of 96%. Runs in a browser. Here's the catch.
AI·
An AI agent built a working RISC-V CPU from a 219-word prompt in 12 hours. Here's what it actually did.
Verkor's Design Conductor agent went from a 219-word spec to a tape-out-ready RISC-V core called VerCore in 12 hours. The catch: it's still a Celeron.
AI·
A Discord group guessed Anthropic's URL pattern and walked into Claude Mythos
Bloomberg reports a small group accessed Anthropic's locked-down Mythos model the same day it launched, using credentials from a third-party contractor and educated URL guessing.
AI·
DeepSeek V4 lands: 1.6T-param open MoE, 1M-token context, and SWE-bench within 0.2 of Opus 4.6
DeepSeek shipped V4-Pro and V4-Flash under MIT on April 24. V4-Pro hits 80.6% on SWE-bench Verified. V4-Flash is $0.14 in / $0.28 out.
AI·
Google is putting up to $40B into Anthropic. That's five days after Amazon's $5B.
Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.
AI·
Anthropic admits three Claude Code bugs quietly tanked quality for six weeks
Anthropic's April 23 postmortem names three bugs that degraded Claude Code between March 4 and April 20. Usage limits are being reset for every subscriber.
AI·
OpenAI shipped GPT-5.5 seven weeks after 5.4. API tokens now cost twice as much.
OpenAI released GPT-5.5 (codename Spud) on April 23. The API runs at $5/$30 per million tokens, double GPT-5.4, with Pro at $30/$180.
AI·
OpenAI's Workspace Agents kill Custom GPTs and take the fight straight to Claude Code
Workspace Agents for ChatGPT Business, Enterprise, Edu, plus Teachers launched April 22. Team-shared, cloud-run, Codex-powered. Free until May 6, then credit-based.
AI·
Worldcoin promoted a Bruno Mars partnership that doesn't exist. His team had to say so publicly.
Sam Altman's World pitched its 'Concert Kit' ticketing feature with a Bruno Mars partnership at its April 17 event. Live Nation told reporters no such deal exists.
AI·
GitHub Copilot paused new signups and kicked Opus out of Pro. Here's what actually changed.
GitHub froze Copilot Pro/Pro+/Student signups on April 20 and moved Claude Opus 4.7 behind the $39 Pro+ tier. Agent workflows broke the old math.
AI·
Amazon puts another $5B into Anthropic. Anthropic promises $100B back to AWS.
Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.