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Colossus Has 770,000 GPUs and 1GW of Compute — Two Thirds of It Never Touches the Grid
An investigation into xAI's Colossus cluster finds three buildings across the Tennessee-Mississippi border, 770,000 GPUs, and a 1.2GW natural gas plant that xAI built itself to bypass the utility grid entirely.
AA-Briefcase Runtime Data: Claude Opus 4.8 Takes 23 Minutes Per Task, GPT-5.5 Takes 11
AA-Briefcase added time-per-task data, and the result is a procurement problem hiding inside a benchmark. Claude Opus 4.8 is the strongest available model, but GPT-5.5 xhigh finishes comparable long-horizon work in roughly half the time.
ByteDance Seedance 2.5 Breaks the 15-Second Ceiling: 30-Second Native AI Video, 50 References to Veo 3.1's 3
Seedance 2.5 generates a full 30 seconds in a single diffusion pass — no stitching — and accepts 50 multimodal reference inputs. ByteDance's enterprise video platform is at $2B ARR before the model even ships publicly in July.
Cursor Is Training a 1.5-Trillion-Parameter Model From Scratch on Colossus — First IDE Company to Own the Full Stack
At the Compile keynote on June 16, Cursor disclosed it is pre-training a 1.5T-parameter model from scratch on xAI's Colossus using 100,000+ GPUs — abandoning the Kimi K2.5 fine-tuning approach it used for every prior model. The model targets general-purpose frontier capability, not just coding.
Former Bitcoin Miner Signs $1.2B Deal to Convert Michigan Data Center for AI Compute
Hyperscale Data ($GPUS) will retrofit 60,000 sq ft of Bitcoin mining space at its Michigan campus into AI infrastructure for a California neocloud. The deal starts at 20 MW and scales to $3B if expansion options are exercised.
Meta Is the Only Major US Lab Without a Pre-Release AI Safety Deal
The Trump administration is pressing Meta to join a voluntary government review program for frontier AI models. OpenAI, Anthropic, Google, xAI, and Microsoft have all agreed. Meta has not.
NSA Loses Mythos Access After White House Export Order — Early Commercial Testers Keep Theirs
Parts of the NSA have lost access to Anthropic's Mythos 5 after Trump administration export restrictions took effect. Early commercial testers retained access through a preview carve-out. The split exposes a structural problem: the US intelligence community lost a tool mid-deployment with no clear timeline for return.
Google Bakes Computer Use Into Gemini 3.5 Flash — Browser, Mobile, and Desktop in One Model
Computer use is now a native capability in Gemini 3.5 Flash, not a separate model. Google says it delivers its best agentic computer use performance yet, adds enterprise injection-stop safeguards, and opens it through both the Gemini API and Enterprise Agent Platform.
OpenAI Ships Jalapeño: First Custom Inference Chip, 9-Month Tape-Out, Gigawatt Deployment Planned
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first purpose-built AI accelerator. Designed in nine months with help from OpenAI's own models, it targets inference workloads for ChatGPT, Codex, and the API — with early testing showing substantially better performance per watt than current SOTA.
42 State AGs Open a Sweeping Investigation Into OpenAI — Five Days After Its IPO Filing
A coalition of 42 state attorneys general has launched an investigation into OpenAI, with New York serving a subpoena covering advertising, user safety, minor and senior data, health data, and internal AI policies. The probe must be disclosed in OpenAI's S-1 and lands as the company prepares to list at an $852 billion valuation.
SpaceX Acquires Cursor for $60B in Stock — Anysphere Becomes the Coding Layer of the SpaceX AI Stack
SpaceX has agreed to buy Anysphere, parent of AI coding tool Cursor, for $60 billion in class A stock. The deal closes the loop on a strategy spanning xAI foundation models, Colossus training compute, and now the most-used AI-first IDE in professional software development.
Google Backs $3.2B Lake Mariner Data Center to Push TPUs as Nvidia Alternative — Mirroring Nvidia's Own Lock-In Playbook
Google is financing a $3.2 billion data center near Niagara Falls, New York, that will run exclusively on its custom TPU processors. TeraWulf supplies capacity, Fluidstack brokers it, and Anthropic is the end customer. The structure copies how Nvidia built its dominance by underwriting the infrastructure its chips run on.
Artificial Analysis Ships Speech-to-Speech Index: GPT-Realtime-2 Leads at 77.2%, Grok Voice Tops Two of Three Dimensions
Artificial Analysis launched a composite Speech-to-Speech benchmark covering Speech Reasoning, Conversational Dynamics, and Agentic Performance. GPT-Realtime-2 (High) leads the overall index at 77.2%, but Grok Voice Think Fast 1.0 tops both the reasoning and agentic dimensions and costs 27% less per hour.
OpenAI Retires SWE-bench Verified: 59% of Audited Tasks Have Broken Tests, Frontier Models All Saw the Answers
OpenAI found two critical flaws that make SWE-bench Verified unsuitable for frontier model evaluation: 59.4% of audited problems have test cases that reject functionally correct solutions, and every frontier model tested can reproduce the gold-patch fix verbatim, indicating contamination.
NVIDIA's $2B Coherent Investment Secures the Photonic Layer Wiring AI Factories Together
Coherent broke ground on an expanded Sherman, Texas facility to scale InP wafer production for AI data centers. NVIDIA invested $2B in the company in March — locking in a supply of the compound semiconductors that move data between GPU clusters at light speed.