Jensen Huang’s departure blasts big hole in AI startup funding, VCs and founders say
Nvidia poured tens of billions into AI startups under Huang. Without him at the helm, founders and VCs are bracing for smaller checks and lower valuations.
Nov 14
Nov 13
[AINews] Jensen Huang resigns after 33 years leading NVIDIA
Colette Kress takes over as interim CEO. What happens to open source/American AI leadership?
Google faces calls for AI moratoriums in schools after Gemini pilot backlash
Families confront Google after teen’s lawsuit labels Gemini a “suicide coach.”
AI chatbots are recommending fake retail websites, study finds
Shoppers using AI chatbots to research products or find places to buy items could be directed to imposters and other risky websites, a new study found.
Nov 11
Google DeepMind just mathematically verified key parts of Signal
The four-week project hints that AI could make formal verification far more practical.
NVIDIA Expands Open Source Commitment With OpenShell Contribution and New AI Infrastructure
Kubernetes, the open source system that manages how applications run across thousands of AI factories, has become the foundation for AI, and the demands on it are only growing. To help meet them, NVIDIA is deepening its commitment to open source at KubeCon + CloudNativeCon, the flagship conference for the Kubernetes and cloud-native communities.
Google broadens its AI hardware portfolio with two new specialized chips
Google's new tensor processing units (TPUs) broaden its chip portfolio to more use cases: confidential model training and more memory capacity.
Nov 10
Anthropic kicks off IPO roadshow, offering shares at $70 to $78 and targeting a trillion-dollar valuation
Anthropic is kicking off its IPO roadshow, targeting a valuation of up to $1.02 trillion. Beyond the public offering of up to $64.4 billion, the company is securing $26 billion through a private placement with Google, Nvidia, Microsoft, and other major tech firms as anchor investors.
Anthropic sets IPO price range of $70 to $78 per share to reach an implied valuation of $1.404 trillion
The company could end up being worth a hefty $1.404 trillion if its shares list at the top of the price range, on a fully diluted basis.
Nov 9
Google ships four TPU variants in one year as it ramps up competition with Nvidia
Google is expanding its TPU 8 family with two specialized variants: the TPU 8tx keeps sensitive data encrypted even during processing, while the TPU 8i Max doubles compute power and memory by placing two chips on a single package. With nearly 100 external customers now on board, Google is increasingly positioning its in-house chips as an alternative to Nvidia's GPUs.
Nov 7
[AINews] Anthropic IPO: Whither Now?
ARC Prize tests Inkling 2 Small, and Thinking Machines explains how it caught early checkpoints bypassing guardrails.
Crusoe sells troubled Wyoming data center project to Google
The deal highlights the challenges of developing massive AI data centers.
All the latest updates on AI data centers
Massive new data centers are the physical foundation for tech companies’ hopes and dreams for AI. But the rush to expand warehouses full of energy-hungry servers has also kicked up fights across the world over their impact on power grids, utility bills, nearby communities, and the environment.
How a Blue Wave midterm might reshape the AI industry
Democrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry. The public voted on 41 data center-related ballot measures on Tuesday — in all but one, the majority voted to impose more restrictions on data center development.
Nov 6
Google: Schools can keep search while skipping Gemini, but AI search is non-negotiable
Google is technically offering schools more choice but not the choices anyone wants.
Nov 5
Apple slashes internal AI budgets, with deeper cuts still planned
Tech companies are cutting internal AI spending, and Apple is the latest to follow suit.
Anthropic reverses course and pays for news content for the first time
Anthropic signed its first licensing deal with a news publisher just ahead of the US midterm elections.
After midterm rout, OpenAI tries to win over communities it needs for AI expansion
OpenAI is responding to the clear vote by US voters against new data centers with voluntary commitments for future sites. The pledges only apply to facilities OpenAI operates itself, though, and a large share of its infrastructure is built by partners like Oracle. Voters rejected new data centers in 40 out of 41 local ballot measures.
Big Tech’s big AI buildout will not end until someone stops it
After four of the biggest competitors in the AI race held quarterly earnings calls late last month, two things are clear: Big Tech is not done spending record amounts on the AI data center buildout, and the AI data center buildout is not any closer to yielding its promised returns.
DuckDuckGo pitches itself to schools amid backlash over Google’s AI policy
DuckDuckGo is courting schools frustrated by Google's AI restrictions, pointing educators to its search engine and options to disable AI features.
Google faces backlash for plan that would turn off Search for schools that restrict AI
Politicians on the left, like NYC mayor Zohran Mamdani and former FTC chair Lina Khan, accused Google of acting as an unregulated monopoly.
Nov 4
Schools that turn off Google's AI will lose search too starting in 2027
Starting in 2027, Google plans to turn off AI features in its school products by default, letting schools decide what to enable. The catch: schools that block AI entirely on their devices will also lose access to Google Search, since the two systems are now too deeply intertwined to separate.
Google hasn’t figured out how to make AI pay like its search engine
Search queries are growing at their fastest rate in five years, Google parent Alphabet said in its earnings report last week. However, Google's Search revenue growth slowed to 12 percent year over year in the third quarter, down from roughly 17 percent in the previous quarter.
Google will let schools skip AI tools, but they have to give up search, too
Google will offer schools AI tools that purportedly don't give away the answers.
Google is entirely disabling Search in schools that don’t want AI
Google is completely turning off Search in schools that reject its AI features, the company told The New York Times.
OpenAI says ChatGPT is catching up to Google in search
In many circles, "Ask Chat" has replaced "Google it," and that's reflected in a new announcement from OpenAI: the volume of search queries run through ChatGPT now equals 20 percent of the volume run through Google. Adam Fry, OpenAI's consumer product lead for ChatGPT, made the announcement at a press event on Monday.
Google will let schools disable its AI tools, but not without sacrificing Search
Schools choosing to restrict AI altogether will no longer be able to access Google Search, as AI features are now integrated into the search engine.
Apple is all in on AI — its own and everyone else’s
Apple's latest earnings show how it's continuing to capitalize on the AI boom without busting its budget on the infrastructure spending consuming its competitors. Overall, Apple posted its best-ever fiscal year for revenue and earnings per share. iPhone and Mac sales continued to grow strongly in the fourth quarter.
Oct 31
[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?
It turns out you cannot have your cake AND eat it
The biggest names in AI are backing a new way to opt out of scraping
OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI, as reported earlier by Search Engine Roundtable. With this control, publishers can apply their AI training preferences across multiple AI companies, instead of setting them individually.
Cracks are emerging in the AI spending boom
Big Tech is pouring billions into AI infrastructure, but mounting debt, negative cash flow, and growing investor skepticism are raising questions about the sustainability of the AI spending boom.
Google's AI Mode doesn't drive traffic "for anybody," Reddit CEO Huffman warns the entire web
Reddit lost over one million Google search referrals per week in October, CEO Steve Huffman said. The stock dropped more than 25 percent despite strong earnings. Huffman blames Google's AI Overviews and AI Mode for driving zero traffic to external sites. Reddit now tests login barriers and wants to become a direct destination, less reliant on the open web.
Google’s satellite AI server transmits its first response to Earth
Google's AI chip-equipped satellite has generated its first response from space.
Google’s first data center satellite is online and writing poetry
The first TPU in space is running a Google DeepMind Gemma 4 model and writing cheesy poetry.
Oct 30
Google admits AI search makes less money, but it's fixing that with more ads
Google's negative cash flow balloons to -$9.06 billion, and stock price tumbles following Q3 earnings.
Oct 29
Anthropic is asking Wall Street to believe in AGI
Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1.
Google's AI search problem finally shows up in the earnings report, some investors believe
Google's stock dropped as much as ten percent after its quarterly earnings. Cloud revenue more than doubled to $30.7 billion, but search revenue grew just 12 percent, slower than expected. Google acknowledged that its fast-growing AI mode brings in less revenue than traditional search, and it is now expanding its AI mode ad program internationally.
Wiz’s CTO on PHP2Shell and the coming ‘vulnpocalypse’
The PHP scare may have faded from your feed, but the cleanup is far from over. Last week, two critical bugs in the open source language behind roughly 70% of websites left organizations scrambling to fix their systems, with some taking sites offline until the vulnerabilities could be patched.
Google expands AI Search ads globally as core ad growth slows
The announcement came alongside parent company Alphabet's third-quarter earnings report, which saw revenue grow 25% year over year to $127.6 billion.
Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion
Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.