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Two deals. Two days. Two of the biggest names in AI writing checks to the same company. On Thursday, Meta committed an additional $21 billion to CoreWeave for AI cloud capacity through 2032. On Friday, Anthropic — the company behind Claude — signed a multiyear agreement to run its workloads on CoreWeave’s infrastructure. CoreWeave’s stock ripped past $103, and its total revenue backlog now exceeds $66.8 billion. For a company that started out mining Ethereum, that’s not a bad week. ...

Mark Zuckerberg spent $14.3 billion to hire the guy who trained everyone else’s AI. Now we get to see if it was worth it. Meta dropped Muse Spark this week — the first model from Superintelligence Labs, led by former Scale AI CEO Alexandr Wang. It’s proprietary. It’s consumer-focused. And it represents the most dramatic strategic pivot in Meta’s AI history: the company that championed open-source AI just went closed. ...

The company building the machines that might replace your job now has ideas about how to make that transition less painful. Whether you trust the fox to design the henhouse security system is another question entirely. OpenAI dropped a 13-page policy paper called “Industrial Policy for the Intelligence Age” proposing four-day work weeks with no pay cuts, a public wealth fund giving every American a stake in AI growth, and shifting the tax burden from labor to capital — including potential “robot taxes.” ...

A mystery model appears on the world’s top video generation benchmark. No name. No branding. No press release. It immediately vaults to #1, beating everything else by a decisive margin. The AI community spends days playing detective. Then Alibaba raises its hand. HappyHorse-1.0 — yes, that’s really what they called it — is now the best AI video generator on the planet. And Alibaba just gave it away for free. ...

There’s a new AI model that finds software vulnerabilities humans missed for decades — and its creators are so spooked by what it can do, they’re refusing to release it. Anthropic just unveiled a preview of Claude Mythos, their most powerful model yet. But instead of the usual launch playbook — benchmarks, API waitlists, developer hype — the announcement came wrapped in a warning. Mythos is so capable at finding and exploiting bugs that Anthropic formed an emergency coalition of tech giants to deploy it defensively before the bad guys build something similar. ...

There’s something deeply uncomfortable about the timing. OpenAI is barreling toward what could be the most anticipated tech IPO in a decade — a valuation north of $1 trillion, 900 million weekly users, the kind of numbers that make Wall Street salivate. And right in the middle of that momentum, Florida’s attorney general just dropped a bomb. On April 9th, Florida AG James Uthmeier announced a formal investigation into OpenAI and ChatGPT, citing concerns about child safety, national security, and the chatbot’s alleged role in a mass shooting at Florida State University. Subpoenas are coming. The stakes couldn’t be higher. ...

Mark Zuckerberg just played his most expensive hand yet. Meta unveiled Muse Spark, the first AI model from its Superintelligence Labs — the division built on a $14.3 billion Scale AI investment and a talent raid that cost hundreds of millions in individual engineer packages. After more than a year in the wilderness following the embarrassing Llama 4 launch, Meta says it’s back. But here’s the twist nobody expected: the company that championed open-source AI just went proprietary. ...

Remember when ChatGPT just answered your questions without trying to sell you anything? Those days are officially over — and OpenAI is counting on it to the tune of $100 billion. OpenAI has told investors it expects $2.5 billion in advertising revenue this year, scaling to $100 billion by 2030. That’s building an ad business in four years that took Google and Meta decades to create. This isn’t some side experiment. This is the company that kicked off the AI revolution fundamentally reshaping how the internet makes money. ...

Every few months someone claims AI is going to “accelerate science.” It usually means a marginally better protein fold. This week is different. This week, an AI system took a quantum algorithm that its own human authors had nearly thrown in the trash, rewrote it, and handed back a result that made the people who secure most of the internet publicly move up their doomsday clock by six years. If you read one AI story this week, make it this one. ...

The Nvidia Era Is Over — At Least in China DeepSeek’s next flagship model, V4, will run exclusively on Huawei Ascend chips. Not as a backup. Not as a proof of concept. As the entire inference stack. That’s not a press release talking point. That’s a tectonic shift. For years, China’s AI labs quietly depended on Nvidia silicon — H100s, A100s, whatever they could get their hands on through official channels or creative workarounds. That dependency is now ending, and it’s ending fast. ...