A Chinese lab released the largest open model ever. The U.S. stock market scored it first.
Moonshot's Kimi K3 beat American frontier models in blind developer tests and rattled the chip trade — an open-weight artifact the export-control regime was built to make impossible. Its weights aren't even out yet.
Artificial Intelligence
VIEW ALL →A Chinese lab released the largest open model ever. The U.S. stock market scored it first.
Moonshot's Kimi K3 beat American frontier models in blind developer tests and rattled the chip trade — an open-weight artifact the export-control regime was built to make impossible. Its weights aren't even out yet.
They fit a 27-billion-parameter model on an iPhone. The compression is real. The capability is the part nobody measured.
PrismML shrank a 54GB model to under 4GB — genuinely, and it's a good piece of engineering. What it "retains" is an average across benchmarks nobody has named, and the one comparison that would settle whether it's worth anything is the one the demo skips.
The voice that doesn't wait its turn
OpenAI's GPT-Live listens and speaks at the same time, deciding many times a second whether to interrupt. The mechanism is a genuine advance. It also removes the seam that used to tell you when the machine was paying attention.
Hardware
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New York didn't ban data centers. It put a price on the megawatts they were getting for free.
A one-year moratorium on anything drawing 50 megawatts or more is really a bill coming due: the state wants the load to pay for the grid it strains, instead of the household on the same feeder. Whether it works comes down to one number nobody has set yet.
TSMC just posted a record quarter. The number that decides whether it was a good one won't arrive until Wednesday.
The NT$1.27 trillion headline hides the two forces even the world's most important chipmaker cannot control — a strengthening home currency and a packaging line that is already sold out — and one of them is worth three times the entire revenue beat.
Micron's plan says $250 billion. The line that matters is the $500 million for the discs the fabs can't run without.
Everyone counted the fabs in Thursday's announcement. The line worth reading is the financing for a wafer plant in Sherman, Texas — because a fab without blank wafers is a very expensive building, and nearly every one of those discs on Earth comes from a handful of companies, none of them American.
Policy
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China cleared Apple Intelligence this week. The approval that counted was of the two Chinese models it now runs on.
Beijing added Apple to a roster of authorized AI providers and named its engines — Alibaba's Qwen and Baidu. For the company that sells privacy, the paperwork is the story.
Apple didn't just lose its gatekeeper case. It lost the right to argue before it complies.
The headline is that the App Store stays under the Digital Markets Act. The binding part is a procedural rule that now tells every designated gatekeeper the same thing: comply first, litigate later.
The ransomware broke in, wiped the database, and left a ransom note no one could pay
A security firm's forensic report says an AI agent ran a real ransomware attack from break-in to ransom note with no human steering each step. Read what the report actually establishes — and where it stops.
Science
VIEW ALL →Fusion just got its first public stock. The physics still runs on its own clock.
General Fusion rang the Nasdaq bell this week as the first publicly listed fusion company. Its machine has reached 8.4 million degrees — and needs roughly fourteen times that, plus two things it has never shown, before the word "power" means anything.
NASA just bought four more Moon landings for $590 million. Three of its last four landers tipped over.
The Moon Base Program is a bet that cheap, repeatable deliveries beat one perfect mission. The math only closes if the landing rate climbs faster than the price.
China just landed an orbital booster for the first time — in a net, at sea. The net is an accounting decision.
Every kilogram of landing gear a rocket carries is a kilogram of payload it doesn't. The Long March 10B moved the landing gear onto a boat — and the budget for a Moon landing is the reason why.
Business
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IBM sells no memory. It just lost $65 billion to a memory shortage.
The scarcity didn't raise IBM's costs. It rerouted its customers' budgets — and made IBM the first non-chip name the memory cycle has repriced. The question for earnings season is whether it's the last.
Apple sued OpenAI over stolen secrets. The complaint says more about what Apple fears than about what OpenAI took.
A trade-secret suit is a document a company drafts with lawyers in the room. Read Apple's closely and it concedes two things no keynote will: the device OpenAI is building is real, and Apple would rather slow it in court than beat it in the market.
Waymo just went driverless in four cities at once. Its $126 billion mark needs every one of them.
A robotaxi launch used to be an event. On Wednesday it became a cadence — Las Vegas, Denver, San Diego and Tampa in a single announcement. Between half a million weekly rides and the million its co-CEO calls an "inflection point" sits a schedule, and the schedule is what the money bought.
Profiles
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Mira Murati spent a decade making AI sound certain. Her first model is built to hesitate.
Thinking Machines' Inkling isn't the strongest model, and the company says so on the page. For the woman who shipped ChatGPT, that sentence isn't modesty. It's the whole bet — and maybe the whole point.
He built a career on not spending money. Then he paid $8 billion for the company that proved what happens when you do.
Sir Peter Beck's reputation was built on saying no to more mass, more money, and more ambition than a rocket needed. Now he owns the satellite constellation that spent five billion dollars finding out what happens when nobody says no.
He built the one machine in AI whose answers can be checked. He's leaving it.
John Jumper solved a fifty-year problem about the shape of life — and then proved it, the way you prove things. His move to Anthropic is a bet on questions no crystal can settle.
Opinion
ALL COLUMNISTS →
Columnist · Markets
Anthropic will be the first pure AI lab to face a public bid. That's either a head start or a trap.
Nadia Fraser
Columnist · Power
The most important company in AI doesn't make a model or a chip. It makes the one machine that makes the chip.
Hannah Okonkwo
Columnist · Policy
China didn't reopen its market to Nvidia. It built the same permission machine Washington did.
Vic Reyes
