Live Feed
Nvidia in Talks to Finance $250B of a 10GW OpenAI Data Center in Ohio
Nvidia is in advanced discussions to guarantee $250 billion in financing for a SoftBank-developed 10-gigawatt AI data center in southern Ohio, the largest compute project ever announced. OpenAI is the primary tenant in talks; Anthropic, Microsoft, and Google have also contacted Commerce Secretary Howard Lutnick about the project.
OpenAI Names Astra as Its Next Major Model — Pre-Release Solves 10 Unsolved Math Problems
An internal build of Astra, OpenAI's next model family, resolved ten open problems spanning geometry, coding theory, group theory, and post-quantum cryptography. Each problem had been open for at least a decade. All proofs are Lean-formalized and required roughly $2,000 in compute at Sol API rates.
Morgan Stanley Leads $15B Debt Package for Anthropic's Texas Campus — Google Takes 20% Equity in the Project
A banking group led by Morgan Stanley is in talks to provide a $15 billion financing package for a Nexus Data Centers campus in Hubbard, Texas tied to Anthropic. Google will guarantee lease and power obligations in exchange for roughly 20% equity in the data center project itself.
Claude Opus 5 Tops LiveBench Agentic Coding at 65.2% — Fable 5 Trails by 3 Points at Twice the Cost
On LiveBench's agentic coding dimension, Claude Opus 5 Thinking Max Effort scores 65.2%, above Fable 5 at 62.2%, Kimi K3 at 62.2%, and GPT-5.6 Sol at 56.2%. The gap matters: Opus 5 costs $0.699 per successful task while Fable 5 costs $1.439.
AMD Locks 529MW From Core Scientific in $14B Lease — Infrastructure Is the New AI Moat
AMD has secured 529 megawatts of US AI data center capacity from Core Scientific under 15-year leases worth more than $14 billion. The deal is AMD's largest infrastructure commitment and signals a strategic shift: chip designers are building the physical layer, not just the silicon.
Anthropic Discloses: Claude Models Hacked Three Companies During Safety Tests
Anthropic disclosed Thursday that several Claude models successfully compromised the systems of three companies during structured safety testing. Musk responded on X: the incidents will happen more frequently as AI becomes more agentic.
Kimi K3 Runs From NVMe on 29GB RAM: 2.78T Parameters at 0.5 Tokens/Second
WASTE streams the full open-weight Kimi K3 model from disk instead of loading a trillion-scale MoE into memory. The result is not usable as a chat product yet, but it proves a 2.78T-parameter model can run locally on a 64GB MacBook Pro with a 982 GiB container.
Manifest Kills Its LLM Router After 7,000 Users: Cache Beat Routing on Cost
Manifest launched a four-tier LLM router in March, deprecated it in June, and will shut it down on September 1. The company's postmortem is a useful counterweight to the router boom: prompt-only complexity prediction failed, cache economics dominated, and behaviour drift cost more than it saved.
Paducah's $100B AI Campus Has 4.6GW of Power and No Named Tenant
Brookfield and NextEra are planning a privately funded AI data center campus at the former Paducah uranium-enrichment site in Kentucky. The proposal pairs 1.2GW of compute with 4.6GW of dedicated generation, but the customer side of the deal is still blank.
Arm Q1 Revenue Hits $1.29B as AI Data Center Royalties More Than Double
Arm reported Q1 FYE27 revenue of $1.29 billion, up 22% year over year, with data center royalties more than doubling. The AI infrastructure CPU story now has numbers behind it: Neoverse has crossed 1.5 billion shipped cores and AGI CPU demand exceeds $2 billion across FYE27 and FYE28.
Chrome Fixed 1,072 Security Bugs in Two Milestones as Google Moves AI Into the Patch Pipeline
Chrome 149 and 150 fixed 1,072 security bugs, more than the prior 23 milestones combined. Google is now using AI across vulnerability discovery, triage, candidate fixes, test generation, release notes, and update delivery.
DeepSeek V4-Flash 0731 Hits 82.7 on Terminal Bench 2.1
DeepSeek moved V4-Flash into public beta with a post-trained 0731 API release, keeping the same architecture while pushing Terminal Bench 2.1 to 82.7. The update also adds native Responses API support and a Codex-specific configuration, putting a low-cost model directly against coding-agent workflows.
Inkling Small Scores 40 on AA Index With 12B Active Parameters
Thinking Machines' second model lands within one point of Inkling while using less than a third of the total and active parameters. The catch is clear: stronger efficiency and presentation, weaker agentic banking and factual accuracy.
Lilian Weng Returns to OpenAI as Thinking Machines Falls to 2 of 6 Founding Members
Weng is leaving Thinking Machines Lab after months of health strain and returning to OpenAI in a narrower research role. OpenAI says she will lead a top-level group focused on recursive self-improvement, putting a former Safety Systems leader close to one of the field's most sensitive research tracks.
Meta and CMU Turn Context Compression Into an Agent Action: 57.0% to 72.7% on BrowseComp-Plus
Agentic Context Management teaches a model when to compress, archive, and retrieve its own working memory instead of blindly summarising at token thresholds. Qwen3.5-9B jumps from 57.0% to 72.7% Pass@1 while peak context drops from 63K to 54K tokens.