DeepSeek pauses its second fundraising round after founder’s leaked investor comments go viral
Artificial Intelligence
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Nvidia is pouring $1 billion into South Korea’s AI infrastructure through Naver and SK Group
Artificial Intelligence
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ARTIFICIAL INTELLIGENCE
Roku raises streaming device prices by up to 60 percent as the memory shortage reaches the living room
The Streaming Stick 4K jumps from $50 to $80, the Ultra from $100 to $150, and a company executive blamed shortages in memory and other components caused by the AI boom
ANTHROPIC
Google has promised to pay $44bn of rent on buildings it will never own
Google has promised to cover up to $44bn of rent on data centres it does not own, if the tenants stop paying. Nine months ago that promise was worth $6.5bn. The guarantee is how Google sells chips against Nvidia, and it is the clearest measure yet of an AI build-out being financed by moving risk off the books rather than putting money down. Three more giants report earnings this week.
ARTIFICIAL INTELLIGENCE
Nadella won’t call it a bubble. He’ll only say how it ends badly.
Asked on CNN whether we are in an AI bubble, Satya Nadella did not deny it. He set a condition instead: unless AI produces broad, economy-wide growth, "we're not going to have this movie end well." That was Sunday. The same weekend, his own executives told Business Insider Microsoft is so short of compute that Copilot is served before Azure customers, even as cloud sales quotas rise 30%. Earnings land on Wednesday.
ARTIFICIAL INTELLIGENCE
What OpenAI will show the White House this week
The OpenAI CEO will push for speedy approval of a system powerful enough to crack an 80-year-old conjecture, run coordinated agent swarms, and breach another company's infrastructure unprompted
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