It’s funny how many tech leaders want government to get out of their way, until, oh right, they need government services to keep things running smoothly. The government shutdown could have big impacts throughout tech, from cybersecurity to artificial intelligence. Anthropic and OpenAI continue to battle tooth and nail with new AI models. Ain’t competition ...

That’s a crazy-seeming investment of $100 billion by Nvidia into OpenAI, its customer, but it’s in stages and you gotta put all that GPU money somewhere, so I guess, why not your customers? Well, reasons, but enterprise use of artificial intelligence sure isn’t slowing down yet, so AI startups aren’t slowing down either. Indeed, OpenAI ...

In a seminal announcement for the chip industry, Nvidia made a $5 billion investment in Intel Thursday. The plan for today’s and yesterday’s tech stars is to create joint CPU-GPU chips for both data centers and personal computers that combine Nvidia’s graphics processing units with Intel’s x86 central processing units, along with Nvidia’s fast NVLink ...

Cybersecurity is already the No. 1 challenge facing most enterprises, and now artificial intelligence is providing both potent new tools to battle attackers and making it easier for those attackers as well. CrowdStrike Holdings Inc. is aiming to leverage AI to give enterprises and their security operations centers more and better services so they can stay ...

With its latest earnings — more accurately, its almost unbelievable cloud backlog — Oracle suddenly catapulted itself into the top ranks of hyperscaler cloud providers. One big reason for that backlog: a stunning $300 billion deal to provide OpenAI with compute in that Project Stargate deal over the next five years. As a result of ...

The money gusher for marquee AI companies (and others) kept, well, gushing this week, led by Anthropic raising $13 billion at a $183 valuation. Mistral reportedly is raising at a $14 billion valuation, and OpenAI bought Statsig for $1.1 billion. That’s in addition to big rounds by AI agent startup Sierra, AI search hopeful You.com, AI inference software ...

In the most-watched tech event this week, Nvidia came up (a bit) short on earnings, but it still offered a pretty darn good growth projections. Thing is, they didn’t include any possible sales to China, which don’t seem out of the question at some point. No surprise that investors mostly gave it a pass, the ...

Are we finally reaching peak AI? Always hard to say, but investors are worried: U.S. tech stocks slid after Altman warned of a bubble, an MIT study raised doubts about how much AI is actually producing returns, and Meta was reportedly looking at cutting some AI spending, or at least freezing hiring for now. (Though it apparently ...

Intel CEO Lip-Bu Tan is getting put through a ringer, isn’t he? First Trump says he should be fired, then he praises him to the skies, then he apparently wants the government to buy a stake in the company — though given it’s Trump, that’s far from certain. Don’t miss Dave Vellante’s Breaking Analysis this ...

AI continues to suck all the air and the dollars out of the room, with a flurry of new models and new fundings this week. It’s still a breakneck race in AI, as OpenAI, Anthropic and Google all released new models and agents. In particular, OpenAI debuted its GPT-5 flagship model, which combines the reasoning ...