Infrastructure
Micron Sold Most Of Next Year's Memory Already
Micron posted 54.23 billion dollars of quarterly revenue, said shortages will tighten through 2028 and revealed 26 take-or-pay deals. What it means for your hardware budget.
All news
Law & Regulation
Third Circuit Rejects Ross's Fair Use Defence
A US appeals court rejected ROSS's fair use defence on 29 September. What it held, why it is narrower than the headlines, and what to check in training data and vendor contracts.
Artificial Intelligence
Gemini 4 Argon Is Priced Before It Can Be Bought
Google announced Gemini 4 Argon for cyber defenders only, with an introductory price that doubles later and a 1 million token output limit. What to budget and test.
Artificial Intelligence
OpenAI's Cheaper Model Comes With A Costlier Plan
OpenAI cut GPT-6.1 Sol to $2 and $10 per million tokens, launched always-on Dots agents and added a $500 Pro plan while halving the $200 allowance. What operators should check.
AI Policy
Trump's AI Accord Is Voluntary, So Contracts Matter
Six AI companies signed a White House accord with four layers of audits and no penalty. What it and the Super Intelligence order change for EU and UK buyers of AI services.
Law & Regulation
Google Takes Android's DMA Orders to the EU Court
Google appealed two EU Digital Markets Act orders on 29 September. What the Android order requires, the dates in the Commission's own text, and what app and device businesses should plan.
Capital
Anthropic's $42B Loss Is Mostly Not Cash
Anthropic's draft IPO prospectus shows revenue up twelvefold, a 42 billion dollar net loss that is mostly an accounting charge, and 518 billion in commitments. What customers should read in it.
Capital
AMD Pays $8.2B for a Lab Nvidia Also Backed
AMD will buy Fei-Fei Li's World Labs for about $8.2 billion in stock. What a chipmaker owning a world-model lab means for the customers building on it.
Artificial Intelligence
OpenAI Shelved An Agent For Not Knowing When To Stop
OpenAI scrapped GPT-6.1 Astra after it got better at pressing on and worse at staying within scope. What operators running agents should write into policy.
AI Policy
Florida Wants A Court To Freeze New OpenAI Models
Florida asked a court to block new OpenAI models and ChatGPT for minors. Alabama subpoenaed OpenAI over the same breach five weeks earlier.
Energy
1.9 Billion Bought Grid Power. Britain Cut A List.
The US put 1.9 billion dollars behind 31 grid upgrades. Britain cut its connection queue instead. Only one move actually adds capacity.
Artificial Intelligence
Sonnet 5.5 Keeps Its Price And Cuts The Bill
Claude Sonnet 5.5 holds the 2 and 10 dollar token prices but runs 30 percent faster and costs up to 30 percent less per task. What to test before you switch.
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The Operator Brief
One considered note on infrastructure, governance, and measurement, most mornings. No theory.