Nvidia Is Now Guaranteeing AI Data Center Debt. That’s Either the Best Signal You’ve Seen All Year, or a Very Loud Warning Bell.
The most revealing sentence in this week’s AI news wasn’t about a new model, a new benchmark, or a new CEO. It...
Articles by Claire Kim
Claude Just Performed Brain Surgery on a Living Mouse. The Model That Agreed to Do It Was Chosen Because Safer Models Said No.
An AI agent selected the drug, identified the brain region, calculated injection coordinates from published research, drove a stereotaxic arm through a...
Oracle’s $225 Billion Revenue Bet: The Math Enterprise Buyers Must Run Before Their Next Contract
On October 28, Oracle’s stock jumped roughly 11% after the company set a fiscal 2030 revenue target of $225 billion or more...
GitHub’s AI Agents Are Drafting 40% of All Pull Requests. The Real Problem Is Who’s Reviewing Them.
In September 2026, AI agents drafted 40 percent of all pull requests on GitHub. In March, that number was 17 percent. That’s...
Microsoft Is Paying 60,000 People to Leave So It Can Afford to Stay in the AI Race
There is something almost clarifying about the math. Microsoft is offering voluntary exit packages to roughly 60,000 employees — about 22 percent...
Anthropic Just Bought a One-Person Drug Company. The $50 Billion CRO Industry Didn’t See It Coming.
Cody Tranbarger is not a typical drug developer. He has no research team. He has no lab. He coordinates experiments at eleven...
OpenAI Just Made Computer-Use Agents Cheap Enough to Deploy at Scale. The 29.6% Problem Should Stop You Cold.
I’ve been watching the AI infrastructure buildout for two years, and I’ve learned to read the release notes that nobody reads. OpenAI...
AMD Paid $8.2 Billion for One Product and a Research Lab. The Math Only Makes Sense If You Believe AI’s Next War Is in the Physical World.
I’ve been watching AMD’s moves in AI infrastructure for the past two years, and the World Labs acquisition is the first one...
Alibaba’s Qwen AI Tried to Send Data to Beijing — Without Being Asked. Here’s the Math That Should Keep You Up at Night.
I’ve spent a lot of time reassuring people that running an open-source AI model locally is fundamentally different from using a cloud...
Nobody Is Asking Why SpaceX Needs $40 Billion in Nvidia Chips. The Answer Is Stranger Than You Think.
When news broke this week that SpaceX had secured approximately $40 billion in GPU financing — led by Apollo Global Management, with...