News & analysis, rated.
Breaking AI developments, in-depth guides, real-world case studies, and analysis — each one rated so you know what matters.
China's AI Leaders and Laggards Split Into Tradeable Pair
Bloomberg reports Chinese AI firms are diverging sharply in market performance, creating a winner-laggard dynamic that investors are now trading as a pair strategy. What defines the split and who is winning.
Microsoft sells OpenAI models in China as US restrictions tighten
Microsoft is distributing GPT-4 and other OpenAI models through a Chinese reseller, navigating export rules that bar direct US sales of advanced AI. What the partnership signals about US-China tech competition.
Meta's AI-for-Work Lead Exits as Company Restructures Product Team
Meta's head of product for enterprise AI is departing, signaling shifts in how the company is organizing its workplace AI strategy. What this means for Meta's AI roadmap and competing teams.
SK Hynix ships next-gen memory samples to Nvidia customers
SK Hynix began shipping samples of advanced memory chips to major Nvidia customers. The move signals intensifying competition in AI hardware supply chains.
JPMorgan blocks Claude access for Hong Kong staff over regulatory risk
JPMorgan has restricted Anthropic's Claude AI for employees in Hong Kong, citing regulatory uncertainty in the territory. The move signals how financial firms weigh compliance risk against AI adoption benefits.
Noam Shazeer leaves Google Gemini for OpenAI ahead of IPO
Noam Shazeer, co-lead of Google's Gemini project, is joining OpenAI as the company prepares for an initial public offering. The move signals talent churn at Google's AI division.
Small AI models may win by being cheaper, not smarter
Reuters reports the AI industry's profit math is shifting: smaller, cheaper models could dominate over massive ones. What this means for your infrastructure costs.
Doncasters targets $4.4B valuation in US aerospace IPO
Doncasters, a supplier of precision parts to Boeing and Airbus, is filing for a US public offering at a $4.4 billion valuation. The IPO reflects aerospace supply chain consolidation amid record aircraft orders.
Goldman Sachs hits $1 trillion M&A milestone in first half of 2024
Goldman Sachs processed $1 trillion in mergers and acquisitions during the first half of 2024, shattering previous dealmaking records. Here's what the surge signals about banking appetite and client confidence.
Databricks buys Panther Labs in cybersecurity expansion move
Databricks acquired Panther Labs to strengthen its data security offerings. The deal marks the company's push into enterprise compliance and threat detection.
Hacking group demands $25M from Novo Nordisk after major breach
A threat actor claims to have stolen data from Novo Nordisk and is demanding $25 million in ransom. The company has not confirmed the breach details or the legitimacy of the claim.
Your Change Plans Need AI Strategy Now, Reuters Says
Reuters Legal examines how generative AI reshapes organizational change management. Legal and ops teams must rethink playbooks before implementation begins.