Artificial Intelligence

Sam Altman promised Dario Amodei that two colleagues would not have authority over him. Then he made a quiet deal giving them exactly that power. Five years later, the fallout from that broken promise is the central fight in a $300 billion rivalry.

South Korea bet $165 million on a NVIDIA competitor through its government K-Nvidia initiative — and one of that company’s investors is SK Hynix, which supplies HBM memory to NVIDIA and is subject to US export controls on advanced chips to China.

Anthropic drew a line on autonomous weapons and sued the US government over it. Its new Texas data center runs on gas turbines, with financing arranged by Google — the same Google currently fighting that same government in court. That is the story.

AlphaGo beat Lee Sedol a decade ago. The playbook it proved — learn, scale, self-play — runs inside every frontier model today. The cost of that bet is the part nobody talks about.

One employee in a co-working space. But PixVerse — a Beijing-based, Alibaba-backed AI video company with 100M users — just planted a flag in Bellevue next to OpenAI and xAI, pitching V6 as an agentic rendering layer for US enterprises.

GPT writes, Claude reviews, and Microsoft watches the benchmark climb. The two-model critique loop is real — but the 13.8% DRACO gain measures a narrow task, not the full cost of running both.

Jensen Huang cited OpenClaw as evidence of AGI-level capabilities. What the coverage missed: OpenAI acquired OpenClaw five weeks earlier, on February 15, 2026.

Arm's CEO promised $15 billion in new chip revenue by 2031. The market is only pricing in $6 billion. That's a $9 billion vote of no confidence.

OpenAI announced three things. Retreated from three things. The pattern isn't failure — it's a deliberate pivot away from consumers.

This isn't venture capital. Seven banks just ran the same credit analysis they'd do for a factory — and concluded Mistral can pay back $830M.

The government used national security claims to force an AI company to weaken its safety restrictions. A judge just called that 'Orwellian.'