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Monday 9 March 2026
OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues
OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...
Friday 6 March 2026
Nvidia's LPU push could reshape inference economics as OpenAI signals major buy
Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing...
Thursday 5 March 2026
Anthropic reportedly reopens Pentagon AI talks after blacklist threat

Negotiations between AI startup Anthropic and the US Department of Defense have resumed after talks collapsed last week, while a leaked...

Thursday 5 March 2026
OpenAI is reportedly developing a GitHub alternative, raising questions for the AI industry
OpenAI is developing an alternative to GitHub, Microsoft's popular code repository that lets software engineers store, share, and collaborate on computer code, according to The...
Thursday 5 March 2026
Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...
Thursday 5 March 2026
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
Wednesday 4 March 2026
AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...
Wednesday 4 March 2026
Anthropic's federal ban signals a new era of ideological friction between Silicon Valley and Washington
The federal government has initiated a comprehensive internal ban on Anthropic, citing national security concerns after the startup refused to remove safety guardrails for military...
Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Military AI ethics conflict persists as Pentagon cuts ties with Anthropic, OpenAI secures classified AI deal
A high-stakes dispute between the US Department of War and AI company Anthropic has reshaped the emerging market for military AI, ending a major government partnership and clearing...
Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Sunday 1 March 2026
OpenAI–Pentagon deal highlights deeper conflict over who controls AI safeguards
A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist,...
Sunday 1 March 2026
OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification
OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly...
Thursday 26 February 2026
The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor
A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored...
Thursday 26 February 2026
Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...