GUEST INTERVIEWS
- Lisa Su on AMD's Helios launch, the Anthropic partnership, and why heterogeneous compute wins
- Seth Cohen of Mavria: nuclear waste is an asset, not a liability — and governors are fighting to host it
- AMP's Anjney Midha: only 15% of US AI compute is actually being utilized — that's a national security crisis
- Ideogram CEO on building AI image generation for enterprise design and on-prem data sovereignty
- Odyssey's Oliver Cameron on world models as the missing layer beneath LLMs
NEWS
- Cognition acquires Poke maker Interxion in surprise deal, beating out Apple and OpenAI as rumored buyers
- DeepSeek CEO reveals 85% inference margins, $1B API revenue, and 10-month GPU payback in rare investor call
- OpenAI raises data center spending projection to $750B through 2030, announces $20B Project Camilla in Georgia
- Google Cloud surges 82% YoY as Alphabet posts record $119.8B quarter — but negative cash flow raises AI capex alarms
- AMD and Anthropic sign $5B AI infrastructure deal for up to 6 gigawatts of MI450 deployment