Investors sour on Big Tech's $740 billion AI infrastructure spend
Alphabet, Amazon and Meta reported negative free cash flow as chip stocks and the Nasdaq sold off Friday.
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- Mentions · 7d5
- Mentions · 30d87
- All mentions178
- First seenAug 12, 2026
- Last mentioned2h ago
Timeline
178 articles · newest firstEx-DeepMind researcher proposes AlphaGo-style ledger against hallucinations
Metis Reasoning’s white paper is only a research program, with no working system, benchmarks, or model comparisons.
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Anthropic files S-1 to list on Nasdaq under ticker ANT
The filing reports $16.3 billion in H1 2026 revenue, an 85% gross margin, and disputed cash and burn totals.
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Tinfoil replaces OVMF with about 300 lines of assembly
The company moved enclave boot measurement out of a million-line C firmware so an untrusted host cannot load arbitrary guest code.
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Meta plans up to $95 billion in stock sales to fund AI buildout
About $22.5 billion would come from Class A stock, $12.5 billion from depositary shares, and $60 billion from later Class C sales.
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Altman says advanced AI will escape sandboxes and require alignment
He also claims models already find hardware flaws, while the FTC is investigating agent incidents at OpenAI and Anthropic.
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Modal reports a $750 million Series D at a $16 billion valuation
The CEO says run rate passed $1 billion and sandboxes are roughly a third of revenue after nearly three billion were spun up.
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OpenAI, Anthropic, and Nvidia post record lobbying quarters
Nvidia spent $2.2 million, Anthropic $2.1 million, and OpenAI $1.5 million from July through September.
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Perplexity and NVIDIA researchers introduce JOLT learning method
The available page is a cookie notice, so the method's results and release status are not shown.
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West Virginia chestnut grove sits inside planned AI data center
Nscale’s 2,250-acre Monarch campus, with named clients including Anthropic, Nvidia and Microsoft, covers a historic nursery.
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Anthropic shops draft bill that could block risky AI models
Evaluators would have 72 hours to notify Commerce, which must ask a D.C. judge before a release can be halted.
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SF Compute CEO discusses a market for programmable GPU clusters
Evan Conrad says SF Compute now operates much of a cloud so traded GPU contracts settle as usable compute.
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VC Amulya Vishwanath says physical AI is still in a LEGO era
Techable Ventures’ founder told Equity that robotics still needs basic parts before a ChatGPT-like moment.
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DHS bans DeepSeek technology across US federal civilian agencies
Agencies must remove existing DeepSeek products and cannot buy new ones, including affiliated and third-party implementations.
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Microsoft launches Guardian Agents to monitor enterprise AI agents
Hayete Gallot says frontier models cannot be trusted because they are unpredictable, not malicious.
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CoreWeave bonds slip into distressed territory amid AI debt fears
Shares fell more than 20 percent, and the company reported more than $35 billion of debt.
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Model co-generates video and 3D motion for arbitrary rigs
Cross-attention links a skeleton motion model to a pretrained video model, trained on nearly 200K pairs.
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Stripe agrees to acquire AI router OpenRouter
The New York Times puts the price at $7.5 billion, nearly six times a Series B valuation of about $1.3 billion.
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RTX Spark Ignites Global Celebration as New Windows PCs Arrive
NVIDIA RTX Spark Windows laptops with Blackwell GPUs and up to 128GB memory are now on sale from $2,399.
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[AINews] High Taste Testers Ep. 1
AINews covers Meta’s Muse Spark Open and Reflection Beam 1.0 alongside Gemini, Anthropic, and OpenAI updates.
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Physical AI is more than robots, says the Nvidia veteran now investing in it
NVIDIA veteran Amulya Vishwanath says physical AI spans materials and medicine, not just robots.
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A Nvidia insider-turned-VC on why robotics hasn’t hit its ChatGPT moment, yet
A former NVIDIA robotics lead says robotics is still pre-ChatGPT and is investing via Techable VC.
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Elorian’s first AI model wants to reason with images, not just about them
Elorian released Glimpse, a research-preview model that revisits images mid-reasoning through a visual scratch space.
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A week with RTX Spark: everything we’ve learned using Nvidia’s new laptops
The Verge tested Nvidia's Arm RTX Spark N1X laptops for local AI, apps, and gaming.
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Geoffrey Hinton: 'We're creating alien beings. I'm willing to choose humans'
Geoffrey Hinton warns AI could cause extinction and disputes Jensen Huang’s rejection of those risks.
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Scaling Indic Pretraining: 2.8 Trillion Tokens and an Open Data Generation Pipeline
NVIDIA describes scaling Indic pretraining to 2.8 trillion tokens with an open data pipeline.
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NVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model
NVIDIA released Nemotron 3.5 Super VL, a 120-billion-parameter open multimodal agent model activating 12 billion parameters.
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Anthropic is letting METR researchers look under the hood with employee-level access
Anthropic grants METR researchers employee-level access to independently assess its models and safety practices.
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Open From Data Center to Desktop: NVIDIA Expands Nemotron Family With Highest Efficiency Super VL and Bolt Models
NVIDIA released open Nemotron 3.5 Super VL, a 120B agent model, plus Bolt edge models.
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How Windows is being optimized for Nvidia’s RTX Spark laptops
Microsoft tuned Windows on Arm for Nvidia RTX Spark laptops, including local AI agents and Prism emulation.
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ServiceNow gives AI agents a passport, and limits on what they can do
ServiceNow launched AI Passport, a runtime credential that limits what enterprise AI agents and MCP servers may do.
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Dial Up the Cloud: NVIDIA DLSS 4.5 Controls Arrive on GeForce NOW
NVIDIA brought DLSS 4.5 graphics controls to GeForce NOW and added new cloud games including Enshrouded 1.0.
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NVIDIA Expands Advanced Technology Access for Europe’s Scientific Community Through Open Learning Resources, Collaborations and Compute
NVIDIA pledged open models, training, and compute to Europe's AI-in-science initiative.
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TechCrunch Disrupt 2026: Day 2
TechCrunch Disrupt 2026 Day 2 in San Francisco is an AI and startup agenda with ticket promotions.
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Nvidia's Jensen Huang pledges $2 billion for Europe, $250 million in compute for UK safety labs
Nvidia pledges $2 billion for Europe and $250 million in compute for UK AI safety labs.
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Liquid AI Releases LFM2.5-24B-A2B: A 2B-Active MoE for On-Device Agents
Liquid AI released LFM2.5-24B-A2B, an open 24B MoE with 2.45B active parameters for local agents.
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Open models have real benefits. Do they outweigh the risks?
MIT Technology Review weighs open-model benefits against misuse risks highlighted by Anthropic.
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OCP Global Summit: Amid Ecosystem Adoption, NVIDIA Opens Vera Rubin Architecture to Help Scale AI Factories Worldwide
NVIDIA opened Vera Rubin rack and compute tray designs via OCP and released open-source DSX AI Factory software to standardize AI infrastructure.
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Your AI agent is only as safe as the packages it downloads
Op-ed says AI agent escapes and malicious packages all moved through the software supply chain.
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48 hours to TechCrunch Disrupt 2026 — hear directly from the people building what’s next
TechCrunch is promoting tickets for Disrupt 2026 at Moscone West on October 13-15.
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Related CVEs
by mentions- CVE-2026-47483<1%8.2NVIDIA DCGM Exporter for all platforms contains a vulnerability in the /debug/pprof endpoints, where an attacker could cause uncontrolled resource consumption…
- Improper Authentication in NVIDIA Infrastructure Controller for Linux
- OS Command Injection in NVIDIA Infrastructure Controller for Linux
- Missing Authentication in NVIDIA Infrastructure Controller for Linux
- Behavioral Workflow Flaw in NVIDIA Infrastructure Controller for Linux
- Path Manipulation Flaw in NVIDIA Infrastructure Controller for Linux Could Enable RCE
- Authenticated SQL Injection in NVIDIA Infrastructure Controller for Linux
- XML Injection in NVIDIA Infrastructure Controller for Linux (One of 14 Flaws)
- Uncontrolled Resource Consumption DoS in NVIDIA Infrastructure Controller for Linux
- Information Disclosure via Uncleared Debug Info in NVIDIA Controller for Linux
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