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The companies, models, people and topics in our stories, and how often each comes up.

47
stories published
579
facts checked, each with its own address
117
sources opened, from 54 publishers
143
topics we watch
When 7 days 30 days Everything
Type All CompaniesModelsProductsTopicsPlaces
Money and compute
All sections Models and releases0Agents and apps0Research0Money and compute47Laws and rulings0Safety and security0AI at work0

Stories per week

Click a week to see its days
12 to 18 Oct 2
  • Money and compute2
19 to 25 Oct 13
  • Money and compute13
26 Oct to 1 Nov 11
  • Money and compute11
2 to 8 Nov 10
  • Money and compute10
9 Nov to today 11
  • Money and compute11
  • Money and compute

Counts cover only the stories we published, not all AI news. Small numbers can mislead.

Most in the news

stories naming each, 30 days
  1. 1NvidiaCompany13
  2. 2GoogleCompany10
  3. 3AnthropicCompany9
  4. 4OpenAICompany7
  5. 5ClaudeModel6
  6. 6AMDCompany5
  7. 7NasdaqOrganisation4
  8. 8AI bubbleTopic3
  9. 9AmazonCompany3
  10. 10DatacentreTopic3
The whole list →
  1. 11Vera RubinProduct3
  2. 12Acquisitions2
  3. 13Alphabet2
  4. 14Claude CodeProduct2
  5. 15CodexProduct2
  6. 16DatacentresTopic2
  7. 17GeminiModel2
  8. 18IPOTopic2
  9. 19MetaCompany2
  10. 20SpaceXCompany2
  11. 21TPU2
  12. 22USPlace2
  13. 23acceleratorsTopic1
  14. 24AISLECompany1
  15. 25AlibabaCompany1
  16. 26ApolloCompany1
  17. 27AttestationTopic1
  18. 28AzureProduct1
  19. 29BBC NewsOrganisation1
  20. 30Bg2 PodOther1
  21. 31Big TechnologyOrganisation1
  22. 32BlackwellProduct1
  23. 33capexTopic1
  24. 34CBS NewsOrganisation1
  25. 35CerebrasCompany1
  26. 36Character.AIProduct1
  27. 37ChatGPT Enterprise1
  28. 38China1
  29. 39chips1
  30. 40Claude CoworkProduct1
  31. 41Claude EnterpriseProduct1
  32. 42Claude for GovernmentProduct1
  33. 43Claude UltraProduct1
  34. 44CNBCOrganisation1
  35. 45CohereCompany1
  36. 46compute commitmentsTopic1
  37. 47ComputexOther1
  38. 48Confidential computingTopic1
  39. 49Corporate governanceTopic1
  40. 50CursorProduct1
  41. 51CybersecurityTopic1
  42. 52Data centres1
  43. 53Digital sovereigntyTopic1
  44. 54DisneyCompany1
  45. 55Export controlsTopic1
  46. 56FedRAMPOrganisation1
  47. 57FINRAOrganisation1
  48. 58Georgia PowerCompany1
  49. 59Google Distributed CloudProduct1
  50. 60Grid ProtectorsProduct1

The register

reference pages we keep checked
On the move · 143 topicsWhat is changing stateOperators disclosing agents acting outside sanction; Frontier models behind gated programmes; Frontier risk disclosures.On the move → CompareTwo models or two companies, side by sidePrices, context windows and benchmarks, every cell linked to where it was checked.Compare → Companies · 90Anthropic, OpenAI, Google, Nvidia…What each makes, what it says, every story we ran on it.Companies → PeopleSam Altman, Dario Amodei, Clément Delangue…Roles, and what they have said, quoted exactly.People → Terms · 21What are AI Overviews? Who is OpenAI?The names and words that keep coming up, in plain words.Terms →

Illustration library · 104

All illustrations →
Illustration: A bench-top testing stand with a flat metal plate on a tray beside it; its green dial gauge stands for the single performance score the export rules measure.What the US AI chip export rules measureIllustration: A steel vault wall with a sealed door and a small hatch; a green tag rests in the hatch tray, standing for the payment token that replaces the card number.How payment tokens let an AI agent pay without seeing your cardIllustration: A white payment terminal with a front sensor panel; a small green tag slides from its side tray, standing for the token that replaces card details.ChatGPT Wallet: agents pay with a token, not your card

Sections

Stories, newest first

Sunday 15 November

Money and computeGoogle and Nvidia would each buy about $10.0 billion of Anthropic stock

Saturday 14 November

Money and computeMenlo Ventures estimates 2026 enterprise AI coding spend at $34.0 billion
Money and computeCerebras data centers are behind schedule, with credits and cancellation rights, CEO says

Friday 13 November

Money and computeNebius expects $40-45 billion of capital spending in 2027, according to its letter to shareholders.
Money and computeJensen Huang resigns as Nvidia CEO; CFO Colette Kress is interim chief executive

Thursday 12 November

Money and computeOpenAI listed ChatGPT Enterprise in AWS Marketplace on 9 Nov; eligible spend counts toward AWS commitments

Wednesday 11 November

Money and computeAlibaba said it plans to list data center chip unit T-Head in Hong Kong, with no assurance it will happen
Money and computeAnthropic starts its IPO roadshow at an expected $70.00 to $78.00 a share

Tuesday 10 November

Money and computeHow confidential computing protects data in use, and what falls outside it
Show 38 more

Monday 9 November

Money and computeNvidia, Rebellions and SK Telecom plan a Korean inference system, with R200 systems expected in 2028.
Money and computeNvidia's board opens an investigation after reports a foreign intelligence effort targeted Huang

Sunday 8 November

Money and computeMarvell agrees to buy Lumentum at a $115 billion implied enterprise value

Saturday 7 November

Money and computeWhat a market correction is, and the reasons offered for the AI fall
Money and computeSell-off does not signal an AI bubble burst, stockbrokers.com's Inskip says
Money and computeTech fall points to a correction, not a major downtrend, ICMA's Parker argues

Friday 6 November

Money and computeYour AI vendor's incorporation and size decide whether its accounts are public
Money and computeAnthropic's filing shows $974m operating income in June, a $567m loss in September

Thursday 5 November

Money and computeAMD agreed in September to buy spatial-intelligence lab World Labs for about $8.2 billion in stock
Money and computeAMD values its pending Taalas inference-chip purchase at about $2.9 billion

Tuesday 3 November

Money and computeOpenAI launches Grid Protectors, aiming for future campuses to reduce power demand when the grid is strained
Money and computeAnthropic's amended S-1 reports a $567 million operating loss, blaming short-term compute

Sunday 1 November

Money and computeWhat a revenue backlog counts, and what Alphabet's figure leaves out
Money and computeAmazon's release shows AWS sales up 39% to $46.0 billion last quarter
Money and computeGoogle Cloud revenue rises 103% to $30.7 billion, Alphabet reports
Money and computeAnthropic renames Max 20x as Claude Ultra; unverified accounts get a temporary limit

Saturday 31 October

Money and computeGemini 4 Argon used almost 25 trillion tokens in 72 hours, Pichai says

Friday 30 October

Money and computeOracle says Nvidia Vera Rubin NVL72 racks are generally available, price not given
Money and computeMeta prices $25bn stock sale as Nvidia and AMD cite Muse AI agents

Wednesday 28 October

Money and computeAnthropic offers governments 40% off Claude through a new GSA agreement

Tuesday 27 October

Money and computeAnthropic's S-1 lists compute commitments it must generally pay whatever its revenue
Money and computeSpaceX commits to about $40bn GPU lease with Apollo-managed lessor
Money and computeAnthropic files S-1 for Nasdaq IPO, reporting $16.3bn half-year revenue

Saturday 24 October

Money and computeAltman tells Stanford OpenAI is betting on robots that build data centres
Money and computeNvidia chief Jensen Huang says a gigawatt of data centre costs about $50bn

Friday 23 October

Money and computeOpenAI will bring its models and Codex to Google Cloud

Thursday 22 October

Money and computeMicrosoft lets Azure customers keep root encryption keys outside Azure
Money and computeNvidia names six supply-chain partners to expand chip manufacturing capacity
Money and computeNvidia announced an OpenShell reference architecture for AI agents at GTC Berlin and named European cloud partners.

Wednesday 21 October

Money and computeGoogle Public Sector says Nvidia Blackwell B300 GPUs are generally available on Google Distributed Cloud.
Money and computeGoogle made TorchTPU, its native PyTorch stack for TPUs, open source on GitHub, co-developed with Meta's PyTorch team.
Money and computeSpaceX reports $14.6 billion third-quarter revenue and a profit
Money and computeGoogle chief Pichai says frontier compute is non-negotiable

Monday 19 October

Money and computeCohere says it has a proposed agreement to acquire the security company AISLE.
Money and computeDisney agreed to hire most of Character's staff, filing says
Money and computeAnthropic says it will commit 5% of its shares to a new Public Benefit Fund.

Sunday 18 October

Money and computeHuang tells Fridman he favours being selective on export controls

Saturday 17 October

Money and computeHuang says Nvidia is probably running about 40% of cloud providers' capex

And 7 more.

59stories published
673facts checked
139sources opened, from 64 publishers
143topics we watch

Stories per week

1 21 Sep to 27 Sep

21 Sep to 27 Sep · 1 story

  • Money and compute1
4 28 Sep to 4 Oct

28 Sep to 4 Oct · 4 stories

  • Money and compute4
5 5 Oct to 11 Oct

5 Oct to 11 Oct · 5 stories

  • Money and compute5
4 12 Oct to 18 Oct

12 Oct to 18 Oct · 4 stories

  • Money and compute4
13 19 Oct to 25 Oct

19 Oct to 25 Oct · 13 stories

  • Money and compute13
11 26 Oct to 1 Nov

26 Oct to 1 Nov · 11 stories

  • Money and compute11
10 2 Nov to 8 Nov

2 Nov to 8 Nov · 10 stories

  • Money and compute10
11 9 Nov to today

9 Nov to today · 11 stories

  • Money and compute11
  • Money and compute

Counts cover only the stories we published, not all AI news. Small numbers can mislead.

Most in the news

Stories that name each one.

Stories newest first

And 19 more.