Nvidia moves to revenue-sharing with AI clouds — Nvidia will take a cut of some customers’ cloud revenues rather than selling hardware outright, while Meta plans a cloud business selling excess compute. Vendor economics shifting from capex sale to recurring share — directly relevant to the GaaS thesis. Semiconductor Engineering Korea’s $1.3T chip gamble — Samsung and SK Hynix outlined roughly $1.3 trillion in decade-long Korean fab and AI data centre investment, tied into a single state industrial plan. The largest sovereign concentration bet of the AI cycle. Semiconductor Engineering Continue reading Vendor economics shifting from capex sale to recurring share

Summarize #tesla #spacex #musk There’s growing speculation that Elon Musk will combine his two biggest companies. By Sana Pashankar, Carmen Arroyo, Dana Hull, Kara Carlson, Liana Baker, and Jordan Fitzgerald July 6, 2026 at 5:00 AM EDT Elon Musk and the Tesla fleet on the SpaceX Starship.Photo Illustration: Joel Arbaje/Bloomberg A decade ago, Elon Musk saw little reason for SpaceX and Tesla Inc. to merge, saying that the ties between the two companies were “really quite tenuous.” Fast forward to 2026 and the question seems to be when, rather than if, a combination will happen. Longtime SpaceX and Tesla investors … Continue reading Are SpaceX and Tesla Hurtling Toward a Merger?

Summarize Published: June 29, 2026 1.31pm BST AI is a factor in human well-being, whether harmful or helpful. Artificial intelligence is reshaping relationships by providing conversation and companionship, and reshaping how people work. For children, it is making toys interactive and data-driven, and it is mechanizing and perhaps dehumanizing healthcare. The speed and magnitude of these transformations is breathtaking. Effective leadership of the development, deployment and monitoring of AI requires addressing risks to people and the environment. It also calls for ensuring equity – fair access to AI’s benefits and fair mitigation of potential harm. Pope Leo XIV set this … Continue reading 8 principles from human ecology can help AI work for human well‑being

 Summarize ​ By Josh Wingrove and Rachel Metz June 26, 2026 at 7:02 PM EDT The Anthropic logo on a smartphone.Photographer: Gabby Jones/Bloomberg Anthropic PBC won US approval to restore some access to its powerful Mythos 5 artificial intelligence model, after resolving Trump administration concerns about the technology’s potential threats to national security. “Anthropic has worked with the US government to address risks associated with the Covered Models,” Commerce Secretary Howard Lutnickwrote to the company’s chief compute officer in a letter seen by Bloomberg News. “These efforts have yielded significant progress,” he wrote, saying that the model could be released to “certain trusted partners.” The … Continue reading Anthropic’s Mythos 5 AI Model Cleared by US for Wider Use

Anthropic is bringing its most powerful AI model to the general public for the first time, but it’s doing it with guardrails.  On Tuesday, the AI firm launched Claude Fable 5, the first publicly available version of its Mythos model. Anthropic says Fable 5 excels at software engineering, knowledge work, and vision, but it comes with hard safety limits. In high-risk areas like cybersecurity, biology, chemistry, and distillation, the model blocks responses and falls back to Claude Opus 4.8. Launched as a preview in April, Mythos was initially limited to a handful of partners due to cybersecurity concerns. Last week, Anthropic expanded … Continue reading TechCrunch background on Mythos/ Fable