Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.   OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a…

Read More
OpenAI faces investigation from state attorneys general

OpenAI faces investigation from state attorneys general

A coalition of state attorneys general has reportedly opened an investigation into OpenAI. The company was served with a subpoena from New York’s attorney general on Friday, according to The Wall Street Journal. That subpoena sought documents related to a broad range of topics including the company’s advertising, user engagement and retention, model sycophancy, handling…

Read More
SpaceX, Anthropic, and OpenAI’s hot IPO summer

SpaceX, Anthropic, and OpenAI’s hot IPO summer

The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for…

Read More
Can tech companies learn to love cheaper AI models? 

Can tech companies learn to love cheaper AI models? 

The AI boom has been built on a basic assumption: bigger models are more powerful, and the most powerful models win. Now, the industry is about to learn what happens if that assumption starts to break.   Mounting costs have already pressured users to give smaller and cheaper models a second look. This cost-conscious model-shopping is new and it’s unclear how it will affect the industry, but the impact is…

Read More