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OpenAI CEO Sam Altman. Photo by Heather Diehl/Getty Images

Altman Describes Three Endgames for AI, Including One Where a Single Firm ‘Melts Everyone Else’s GPUs’

By Stephanie Palazzolo and Amir Efrati · Oct 19, 2026 4:47pm PDT

OpenAI CEO Sam Altman last week told employees about three proposals the industry has discussed for how to safely develop AI, a stark framing that comes just as the Trump administration sets up its first system for policing “superintelligence” developers like OpenAI. One path involved developing an international organization, similar to the... OpenAI CEO Sam Altman last week told employees about three proposals the industry has discussed...

Liang Wenfeng, founder and CEO of DeepSeek. Photo by AP

How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia

By Qianer Liu and Juro Osawa · Oct 19, 2026 9:00am PDT

DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two people familiar with the matter said, in a collaboration that could help China build frontier AI models without Nvidia’s technology. The relationship goes beyond the kinds of conversations companies have with chip suppliers about their semiconductor... DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two...

Photo by Chris Goodney/Getty Images

Pentagon’s Emil Michael Vows Export Controls if AI Labs Don’t Cooperate With Government

By Leo Schwartz and Amir Efrati · Oct 19, 2026 6:00am PDT · 1 comment

Emil Michael, a senior Department of Defense official and member of President Trump’s “super intelligence” task force, vowed in an interview to use a range of executive tools including export controls to check the behavior of AI companies if they don’t cooperate with the government, while comparing frontier labs calling for more regulation to... Emil Michael, a senior Department of Defense official and member of President Trump’s “super...

A rendering of DayOne's offices in Singapore. Image courtesy of DayOne

Singapore’s DayOne Pushes Ahead With Data Center IPO Tied to TikTok

By Claudia Chong and Juro Osawa · Oct 16, 2026 9:00am PDT

A rendering of DayOne's offices in Singapore. Image courtesy of DayOne

Singapore’s DayOne Pushes Ahead With Data Center IPO Tied to TikTok

By Claudia Chong and Juro Osawa · Oct 16, 2026 9:00am PDT

DayOne Data Centers, a Singapore-based data center operator gearing up for a multibillion-dollar initial public offering in New York, is little known to most U.S. investors. But its business is built on a much better known company: ByteDance. The TikTok parent company accounts for nearly 70% of DayOne’s revenue, according to two people with... DayOne Data Centers, a Singapore-based data center operator gearing up for a multibillion-dollar...

Art by Mike Sullivan

Apple’s Antitrust Settlement Talks Spur Worries Among Developers

By Aaron Tilley · Oct 16, 2026 6:00am PDT · 1 comment

As the U.S. Department of Justice negotiates a settlement of its antitrust lawsuit against Apple, app developers are fretting that any deal won’t go far enough in curbing what they see as Apple’s anticompetitive behavior, according to people familiar with the talks. Several developers, including PayPal and Epic Games, have discussed their... As the U.S. Department of Justice negotiates a settlement of its antitrust lawsuit against Apple,...

Art by Clark Miller; Nano Banana

Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training

By Grace Kay · Oct 15, 2026 6:00am PDT

In the weeks before SpaceX’s AI unit in August introduced Grok Bot, its version of a personal AI agent, engineers at Cursor discovered a potential problem. Cursor, the AI coding startup SpaceX was then in the process of acquiring, was developing Grok Bot, and as part of that process, employees across Cursor were using the tool extensively for... In the weeks before SpaceX’s AI unit in August introduced Grok Bot, its version of a personal AI...

Art by Clark Miller

OpenAI Eyes Acquisition That Could Boost Cybersecurity Business

By Valida Pau and Amir Efrati · Oct 13, 2026 3:07pm PDT · 1 comment

OpenAI, which is trying to develop a substantial cybersecurity business, is in early talks to buy Trail of Bits, a firm that finds and fixes vulnerabilities in open-source software, according to people familiar with the matter. The size of the potential deal couldn’t be learned. OpenAI has sometimes paid in the low hundreds of millions of... OpenAI, which is trying to develop a substantial cybersecurity business, is in early talks to buy...

Microsoft CEO Satya Nadella, right, with Nvidia CEO Jensen Huang last week. Photo via Getty

Microsoft Cloud President Asks Leaders to Find 20% Cost Cuts

By Kevin McLaughlin and Aaron Holmes · Oct 13, 2026 2:42pm PDT · 1 comment

Microsoft CEO Satya Nadella, right, with Nvidia CEO Jensen Huang last week. Photo via Getty

Microsoft Cloud President Asks Leaders to Find 20% Cost Cuts

By Kevin McLaughlin and Aaron Holmes · Oct 13, 2026 2:42pm PDT · 1 comment

Microsoft has discussed making significant cost reductions in its Azure cloud-server-rental unit, according to a person with direct knowledge of the situation. Girish Bablani, president of Azure, in recent weeks told senior leaders in his group, which has about 11,500 employees, to come up with ideas to reduce costs at least 20%, though it isn’t... Microsoft has discussed making significant cost reductions in its Azure cloud-server-rental unit,...

Art by Mike Sullivan

OpenAI Scrambles to Fix Safety Issues Before Shipping Its Next Flagship Model

By Stephanie Palazzolo, Aaron Holmes and Amir Efrati · Oct 13, 2026 12:51pm PDT

OpenAI is grappling with fallout from its use of a controversial innovation in AI design as it works to get its next unreleased model to a place where leaders believe they can safely release it. The model design, known as loop transformers or recurrent depth, can make it harder to monitor the way the AI “thinks,” or how it reasons and processes... OpenAI is grappling with fallout from its use of a controversial innovation in AI design as it...

From left, Michael Kratsios, Howard Lutnick, Donald Trump and Susie Wiles. Photos via Getty Images; art by Mike Sullivan

Trump Administration Plans to Move AI Testing Agency Officials to White House

By Leo Schwartz · Oct 12, 2026 11:36am PDT

The small agency within the Commerce Department tasked with testing new AI models appears to be getting a refresh. In September, the Trump administration began the process of restructuring the Center for Advancing Innovation and Standards for Super Intelligence so that three of its senior officials report directly to the White House, according... The small agency within the Commerce Department tasked with testing new AI models appears to be...

Art by Mike Sullivan

Andreessen Horowitz, General Catalyst Race to Secure the Chips Their Startups Need

By Julia Hornstein, Dakin Campbell and Phoebe Liu · Oct 12, 2026 10:42am PDT

As startups scramble to get access to AI servers, more venture capital firms are finding ways to secure compute on their behalf. Andreessen Horowitz, which two years ago set up a cluster of 20,000 graphics processing units for its startups, is in talks to expand its offering, potentially via two data center companies it has backed, according to... As startups scramble to get access to AI servers, more venture capital firms are finding ways to...

Charles Lamanna. Screenshot via YouTube/ Microsoft Developer; art by Mike Sullivan

How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella

By Aaron Holmes · Oct 12, 2026 6:01am PDT · 1 comment

Charles Lamanna. Screenshot via YouTube/ Microsoft Developer; art by Mike Sullivan

How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella

By Aaron Holmes · Oct 12, 2026 6:01am PDT · 1 comment

In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint. In response, Charles Lamanna, then a Microsoft president and rising star within the giant firm, went to CEO Satya Nadella with a bold proposal: Microsoft needed to consider... In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot,...

Photo via Getty

Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership

By Phoebe Liu and Valida Pau · Oct 8, 2026 4:24pm PDT

Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims to compete with Nvidia, according to three people with knowledge of the deal. The planned investment is part of Nvidia’s effort to make its technology compatible with rival chip designers and bring them into its dominant hardware ecosystem, even as it... Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims...

Art by Mike Sullivan

How Amazon Rewired Its Data Centers After Mississippi Power Warning

By Catherine Perloff · Oct 8, 2026 7:33am PDT

Earlier this year, officials at Mississippi electric utility Entergy had some worrisome news for Amazon: It was going to have to start kicking the company’s Mississippi-based data centers off the grid during peak times to ensure it could support other customers, according to two people with knowledge of the situation. Amazon’s cloud unit, Amazon... Earlier this year, officials at Mississippi electric utility Entergy had some worrisome news for...

Art by Clark Miller; Getty Images

Ex-Trump AI Adviser Sriram Krishnan Targets Raising a $500 Million Venture Fund

By Leo Schwartz · Oct 7, 2026 12:08pm PDT

Sriram Krishnan, a key AI adviser to President Donald Trump who left the White House in June, is raising an AI-focused venture fund, according to three people familiar with the matter. The fund will target raising around $500 million to invest in growth- and later-stage companies, the people said. Before joining the Trump administration,... Sriram Krishnan, a key AI adviser to President Donald Trump who left the White House in June, is...

Jensen Huang, CEO of Nvidia. Photo by Daniel Heuer/Getty Images

Where Nvidia’s $100 Billion Dealmaking Juggernaut Will Go Next

By Valida Pau and Phoebe Liu · Oct 7, 2026 6:00am PDT

Jensen Huang, CEO of Nvidia. Photo by Daniel Heuer/Getty Images

Where Nvidia’s $100 Billion Dealmaking Juggernaut Will Go Next

By Valida Pau and Phoebe Liu · Oct 7, 2026 6:00am PDT

This July, Nvidia caught wind of a looming takeover of OpenRouter, a three-year-old startup that had emerged as a popular marketplace for AI models, including many cheaper open-source ones. Databricks and Stripe had already been talking to the startup about a potential sale. Nvidia was late to the party. The chipmaker’s CEO, Jensen Huang, wanted... This July, Nvidia caught wind of a looming takeover of OpenRouter, a three-year-old startup that...

Bing Guan/Getty Images.

Why the SaaSpocalypse Isn’t Over For Workday

By Laura Bratton and Anita Ramaswamy · Oct 6, 2026 6:00am PDT · 2 comments

AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to store key information about employees and financial transactions. But it is putting potential constraints on their growth. Already, some Workday customers are using so-called AI agents from Anthropic, Microsoft and other providers to pull data from... AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to...

Art by Clark Miller; Getty Images.

Microsoft Slashes Internal Claude Spending by a Third

By Aaron Holmes, Jyoti Mann and Kevin McLaughlin · Oct 5, 2026 11:14am PDT · 4 comments

Meta Platforms and Microsoft, two of Anthropic’s biggest corporate customers, are working to cut their employees’ use of Claude, a challenge for the AI firm’s efforts to sustain its explosive growth. Microsoft executives earlier this year projected that the company was on track to spend at least $1 billion on its own internal use of Anthropic’s... Meta Platforms and Microsoft, two of Anthropic’s biggest corporate customers, are working to cut...

Nvidia CEO Jensen Huang via Getty. Art by Mike Sullivan.

How Jensen Huang’s Son-in-Law Became One of His Most Trusted Executives

By Phoebe Liu · Oct 5, 2026 6:00am PDT · 1 comment

A little over a week ago, Madison Huang, a rising star at Nvidia and the daughter of its CEO, celebrated her wedding in Hawaii. Her husband? Nico Caprez, a former pro ski racer whom Madison helped recruit to Nvidia two and a half years ago. And he’s not just any employee. Caprez, 35, has quickly become one of its most important executives and... A little over a week ago, Madison Huang, a rising star at Nvidia and the daughter of its CEO,...

Art by Mike Sullivan.

OpenAI Hires Top Trump AI Official to Work on National Security

By Leo Schwartz · Oct 2, 2026 12:00pm PDT

Art by Mike Sullivan.

OpenAI Hires Top Trump AI Official to Work on National Security

By Leo Schwartz · Oct 2, 2026 12:00pm PDT

OpenAI is continuing to fill out its leadership bench with former Trump administration officials. Thomas Lind, who previously led AI policy at the Office of the National Cyber Director, joined OpenAI this week, an OpenAI spokesperson confirmed. ONCD is a key office within the White House that played a leading role in putting together a June... OpenAI is continuing to fill out its leadership bench with former Trump administration officials....