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Sources: Microsoft plans to expand its data center capacity from 12 GW today to 38+ GW by 2032, with about a third of the 38 GW centered on AI-specific chips (Bloomberg)

Sources: Microsoft plans to expand its data center...

1 month ago 14 Add to circle

Adobe reports Q3 revenue up 13% YoY to $6.76B, vs. $6.7B est., AI-first annual recurring revenue up 150% YoY, and forecasts Q4 revenue slightly below estimates (Anzar Mehraj/Reuters)

Adobe reports Q3 revenue up 13% YoY to $6.76B, vs....

1 month ago 14 Add to circle

California Gov. Gavin Newsom signs bills restricting "addictive" social media features for under-16s and limiting minors' interactions with chatbots (Colin Lecher/CalMatters)

California Gov. Gavin Newsom signs bills restricti...

1 month ago 17 Add to circle

California Gov. Gavin Newsom signs bills restricting "addictive" social media features for under-16s and limiting minors' interactions with chatbots (Colin Lecher/CalMatters)

California Gov. Gavin Newsom signs bills restricti...

1 month ago 19 Add to circle

Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours (Jordan Novet/CNBC)

Oracle reports Q1 revenue up 30% YoY to $19.35B, v...

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Sources: Altera is preparing to confidentially file for an IPO in the coming weeks; the offering could raise over $2B, with a listing as early as this year (Reuters)

Sources: Altera is preparing to confidentially fil...

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ID verification service IDScan confirms that a data breach involved the theft of driver's licenses from its systems after hackers offered 153M licenses for sale (Zack Whittaker/TechCrunch)

ID verification service IDScan confirms that a dat...

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OpenAI says it will pause new $200/month ChatGPT Pro subscriptions amid "unprecedented" Astra demand; existing accounts, other plans, and API are unaffected (Tibo/@thsottiaux)

OpenAI says it will pause new $200/month ChatGPT P...

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Universal Music Group partners with ElevenLabs to launch a new AI-powered platform that will let users create song remixes, mashups, and more from its catalog (Emma Roth/The Verge)

Universal Music Group partners with ElevenLabs to ...

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OpenAI unveils ChatGPT for Financial Services, a version of ChatGPT Work made with "design partners" Morgan Stanley and Evercore to research like an analyst (CNBC)

OpenAI unveils ChatGPT for Financial Services, a v...

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Anthropic details distillation efforts by Chinese companies, like Moonshot and DeepSeek, sending user queries to Claude via "transfer stations" outside China (Wall Street Journal)

Anthropic details distillation efforts by Chinese ...

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Anthropic says it disrupted several potential plots this year by scientists using its models for research that could have helped develop biological weapons (Dustin Volz/New York Times)

Anthropic says it disrupted several potential plot...

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Anthropic publishes a threat intelligence report on how it disrupted efforts to misuse Claude for cyberattacks, influence operations, surveillance, and more (Anthropic)

Anthropic publishes a threat intelligence report o...

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Sources: PIF is considering combining EA with Savvy Games to better coordinate its gaming assets, but not before Savvy closes its $6B Moonton acquisition (Bloomberg)

Sources: PIF is considering combining EA with Savv...

1 month ago 20 Add to circle

Interview with mathematician Tristan Buckmaster on being drawn into the OpenAI-Anthropic fight; OpenAI says it made progress on another Millennium Prize problem (Kenneth Chang/New York Times)

Interview with mathematician Tristan Buckmaster on...

1 month ago 24 Add to circle

Sources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs (Grace Kay/The Information)

Sources: SpaceX shifts its data center strategy to...

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Maven Robotics, whose wheeled robots travel up to 10 mph and lift up to 30kg using two arms, emerges from stealth after raising $100M (Tim Fernholz/TechCrunch)

Maven Robotics, whose wheeled robots travel up to ...

1 month ago 19 Add to circle

TAR, which builds off-grid power systems for data centers, raised a $120M Series A led by Spark Capital at a ~$1B valuation (Mark Chediak/Bloomberg)

TAR, which builds off-grid power systems for data ...

1 month ago 10 Add to circle