Artificial Intelligence

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Nvidia rival Etched doubles its value to $10.3B in seven months

Etched has a simple pitch. Nvidia builds chips that do everything. Etched builds chips that do one thing, inference, and claims to do it far better. On Thursday the bet got a lot more money behind it. The startup raised $300 million in a Series C round that values it at $10.3 billion. Sequoia led […]

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Apple’s privacy policy reveals an AI shopping assistant is coming to the Apple Store app

Apple is preparing to add an AI-powered shopping assistant to the Apple Store app, according to a privacy policy update spotted by MacRumors. The updated document describes a “Virtual Shopping Assistant” that collects account information, device identifiers, carrier information, chat data, and optionally location data to personalise responses. The feature is not live yet. Apple […]

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Cambridge built a planet-scale AI model, and skipped Nvidia to do it

The AI industry runs on Nvidia. A team at the University of Cambridge has just shown it does not have to. They have built a planetary-scale foundation model for the Earth, and every chip that trained and ran it came from AMD. The model is called TESSERA, and its idea is borrowed from large language […]

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Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.

Alphabet had $811 billion in contracted future spending commitments at the end of June, up nearly $500 billion from just three months earlier. The figure, disclosed separately from capital expenditure in a quarterly filing, represents purchases Google has already committed to under supply agreements and open purchase orders. Roughly $200.7 billion of the total is […]

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Nvidia’s open-source simulator trains surgical robots in under two minutes

The hard part of medical robotics is not the robot. It is the practice. A surgical system needs thousands of attempts to learn a delicate task, and you cannot run those on real patients. Nvidia thinks the answer is to let the robot rehearse inside a simulated body, millions of times over. The company has […]

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Inside the data centres powering AI: gold racks, demented noise, and 40 diesel generators

AI can seem like magic, a voice from a phone, an answer from nowhere. Step inside the buildings that make it, and the magic evaporates. What is left is noise, heat, metal, and an enormous appetite for power. Axios’s Amy Harder toured a test server hall run by Digital Realty in Ashburn, Virginia, the heart […]

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Google’s Gemini delay exposes a deeper problem: employee morale

Google is losing a race it once led, and the problem may be its own people. Six current and former DeepMind employees told Axios that low morale is slowing the lab’s model releases, Axios reported. The immediate symptom is Gemini 3.5 Pro. Google’s most powerful model is months behind, according to Bloomberg. Google did ship […]

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Mark Zuckerberg launches an AI-optimism campaign, and a jab at the doomers

The AI industry has a mood problem, and Mark Zuckerberg thinks he can sell the cure. On Thursday, Meta’s chief executive posted a sunny vision of the AI future, and wrapped it in a marketing campaign. In a Facebook post, Zuckerberg said Meta “has always believed in giving people the power to share, connect, and […]

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Jensen Huang calls the AI jobs panic ‘complete nonsense’, and takes aim at his peers

Jensen Huang has heard the warnings. He is not buying them. The Nvidia chief runs the world’s most valuable company on the back of the AI boom. So when he calls the darkest predictions about that boom “complete nonsense,” it is worth asking whether he is right, or just talking his book. In a wide-ranging […]

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Apple is overhauling every Mac, and finally adding a touchscreen

Apple spent years insisting the Mac would never get a touchscreen. That is about to change. The company is planning an overhaul of its entire Mac line, and the most striking new model is a MacBook you can prod with a finger. The refresh spans this autumn and next year, and covers roughly 11 machines, […]

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