OpenAI argued that AI infrastructure is valuable not because of its scale, but because it enables more capable intelligence at a lower cost.

Lee argued that the Fed’s policy announcement itself could remove a layer of uncertainty that has weighed on markets in recent weeks.

During an interview with CNBC, Wolfe Research analyst Chris Caso expressed concern that this backstop strategy creates liabilities that leave him “less comfortable.”

According to a report by The Information, Moonshot is planning a significantly larger successor to its recently launched Kimi K3 model.

According to a report by The Information, a Chinese state-backed firm has started producing one of the semiconductor industry's most critical manufacturing tools and plans to deliver the systems to domestic chipmakers.

During an interview with CNBC, Eisman said it is questionable whether any frontier model developers have moats around their businesses.

Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.

The Genesis Mission brings together more than 15 federal agencies, combining research funding, scientific datasets, supercomputing resources, and AI infrastructure to accelerate scientific discovery.

During an interview with Axios, Huang downplayed fears regarding open-source AI models from China, instead saying that the concern should be regarding the campaign to ban them.