ハング・テン・システムズ、エージェント型コード生成で「人員数=収益」モデルの打破を狙う
OpenAI
tracked under AI ▸ Labs
クエリあたりのコスト削減とエヌビディア依存の低減を目指す推論プロセッサ
Wafer-scale challenger posts $193m quarter, adds an AWS tie-up, after the largest semiconductor IPO ever
After Nvidia licensed its LPU IP and poached its founders, Groq re-staffs and bets on neocloud capacity
Fable 5 and Mythos 5, pulled three days after launch, set the first precedent for nationalising AI model access; Congress demands written justification by June 26
A draft registration lands a week after Anthropic's and days before SpaceX trades, the three could become the largest IPOs on record
Altman, Amodei, Hassabis and 60+ others back a law to screen and log nucleic-acid orders as AI tops PhD virologists on lab questions
DeepSeek and Qwen keep open models near-frontier and cheap; Meta and Alibaba keep their best tiers proprietary
Related Digital breaks ground on three buildings on 250 acres; one of five new US sites pushing Stargate to ~7GW planned and >$400bn over three years
Codex+GPT-5.5 and Claude Code+Opus 4.8 top agent leaderboards as static benchmarks lose credibility
Final approval in Bartz v. Anthropic clears America's largest copyright settlement; 16 cases against OpenAI await ruling
Native state-of-the-art computer use, 1M-token context and Codex on Nvidia infra push agentic workflows mainstream
SoftBank, Nvidia and Amazon lead one of the largest private raises ever; APIs now clear 15bn tokens/minute
An audit finds 59.4% of the hardest problems have unsolvable or false-passing tests, inflating coding scores 5-15 points
Incidents rise to 362 logged in 2025; models show situational awareness in tests and loophole-seeking that inflates scores
Nvidia invests in OpenAI; OpenAI commits to Oracle clouds; Oracle buys Nvidia chips, a self-referential money wheel as Oracle/Microsoft CDS spreads roughly double
First 1GW of Instinct MI450 deploys 2H 2026; the Helios rack targets ~3 AI exaflops with 72 MI455X accelerators, AMD's bid to break Nvidia's data-center grip
The 1.2GW Texas campus runs on Oracle Cloud with first GB200 racks delivered; Crusoe's $1.38bn Series E funds the expansion as SoftBank completes its $41bn into OpenAI