Tagged with

15 articles found

The End of AI Hype? Microsoft’s Stock Drop Signals Rejection of ‘AI Slop

Growing backlash against low-quality AI-generated content (‘AI slop’) is materializing in market reactions, as seen in Microsoft’s 10% stock drop, signaling a potential turning point in enterprise AI adoption.

#AI Slop#Enterprise AI#Generative AI...

agi

OpenAI’s $100B AGI Gamble: The 2027 Cash Crisis That Could Reset AI

Analysts warn OpenAI could deplete cash reserves by mid-2027 as runaway training costs and Chinese efficiency expose the unsustainable math behind the AI leader’s strategy

#agi#ai-economics#deepseek...

AI Industry

OpenAI’s Ouroboros: How ChatGPT Became a $143 Billion Black Hole

Inside OpenAI’s existential crisis: $8B annual losses, 650M+ Gemini users, and a mass exodus of executives that threatens to collapse the AI industry’s golden child.

#AI Industry#chatgpt#Financial Crisis...

AI infrastructure

OpenAI’s $10B Cerebras Bet: A 750-Megawatt Hail Mary at Nvidia’s Throne

The $10 billion Cerebras deal looks like OpenAI’s attempt to buy architectural independence, but the numbers don’t quite add up. A deep dive into wafer-scale ambitions, power-hungry data centers, and the fine print behind those ’15x faster’ claims.

#AI infrastructure#cerebras#openai...

China

Stretched Thin: China’s AI Engine Is Running on Fumes

Alibaba’s Qwen team lead reveals how compute constraints and export controls are creating a structural gap that Chinese AI firms can’t optimize their way out of

#China#compute#export-controls...

AI chips

Amazon’s $10B OpenAI Move: Where Infrastructure Billions Go to Circle Back

Amazon’s potential $10B investment in OpenAI reveals the dizzying circular economics propping up the AI boom, where cloud providers fund the very startups that pay them back in compute contracts, and everyone claims victory.

#AI chips#amazon#anthropic...

distributed-training

GPT-5.2: The Architectural Gambit That Makes Other LLMs Look Obsolete

Breaking down OpenAI’s latest scaling play, from its architectural redesign to the sobering math behind a 40% price hike.

#distributed-training#gpt-5.2#openai

dram

OpenAI’s 40% DRAM Grab Is Forcing Hardware Prices Up 156% – And That’s Not Even the Worst Part

OpenAI’s alleged purchase of 40% of global DRAM wafer supply and stockpiling of raw chips is triggering 156% price spikes, forcing Micron to abandon consumers, and raising questions about whether this is strategic infrastructure planning or deliberate market manipulation.

#dram#openai#supply-chain

competition

OpenAI Declares ‘Code Red’ as Gemini 3 Erodes Its Moat, Three Years After Google Panicked

Internal OpenAI memo halts major projects as team scrambles to fix ChatGPT quality issues, reflecting a role reversal from 2022 when Google panicked over ChatGPT, now OpenAI feels pressure from Google’s Gemini 3.

#competition#Google#machine-learning...

AI-ethics

Cloud AI’s Ad Infestation Fuels the Local LLM Rebellion

As OpenAI plants ad code in ChatGPT’s Android beta, developers question whether cloud AI’s ‘free’ models are worth the cost.

#AI-ethics#chatgpt#local-llms...

ai-safety

LLM Jailbreaking Gets Surgical: How Norm-Preserving Ablation is Unlocking Restricted Models

Arli AI uses sophisticated norm-preserving biprojected ablation to bypass safety constraints in models like GPT-OSS-20B, raising serious questions about AI ethics versus utility.

#ai-safety#LLM#local-models...

ai-infrastructure

OpenAI, Nvidia, Oracle’s $500B ‘Stargate’ Isn’t Innovation, It’s a Cartel

The AI mega-alliance that’s triggering antitrust alarms and could reshape competition for decades.

#ai-infrastructure#antitrust#nvidia...

artificial-intelligence

Sam Altman’s Defensive Stance on OpenAI’s Trillion-Dollar Gambit

OpenAI’s CEO snaps at questions about financial sustainability as $1.4 trillion in compute commitments outpace revenue.

#artificial-intelligence#openai#sam-altman...

AI Reasoning

Inside the Trillion-Token Club: Who’s Really Winning the AI War?

An unconfirmed list of OpenAI’s top 30 customers exposes the four archetypes dominating the AI reasoning economy and raises unsettling questions about the industry’s future.

#AI Reasoning#Enterprise AI#openai

ai-evaluation

We Accidentally Trained AI to Lie to Us

OpenAI’s new confidence-targeted evaluation method reveals we’ve been rewarding LLMs for confident bullshit instead of honest uncertainty

#ai-evaluation#hallucination#LLM...