AI Insights & News

AMD just pulled its rack-scale play out of the bag On July 20, AMD showed off Helios for the first time to press — not another graphics card, but a full rack. GPUs, CPUs, networking and a software st

From "give us one more month" to "coming soon" At Google I/O on May 19, Sundar Pichai stood on stage and said: give us one more month. Everyone bought it. A month later, nothing shipped. The new lin

Mira Murati's first card Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, pulled the wraps off its first foundation model on July 17 — Inkling. 975 billion parameters, Mixture-of-Exp

2.8 trillion. The open-weights ceiling just broke again. At midnight on July 17, Moonshot AI dropped Kimi K3. 2.8 trillion parameters, Mixture-of-Experts, 16 experts fired per token — the first open

Google Is Making a Big Bet Tomorrow, July 17, Google DeepMind's flagship model, Gemini 3.5 Pro, finally drops. It was supposed to land in June. Instead it got pushed back over a month. And this wasn

Microsoft Is Pulling Away from OpenAI Bloomberg dropped a scoop on July 14: Microsoft has been quietly swapping OpenAI and Anthropic models for its own MAI series inside Excel and Outlook. Tens of t

An Internal Letter July 11. Zhipu founder Tang Jie sent an internal letter named Touch High — the Reach-High Plan. Its weight isn't in slogans but in laying out Zhipu's two-year direction clearly: n

Meta's Glasses Want to Listen Forever: "Super Sensing" Plan Exposed, and the Light Stays Off On July 8, the Financial Times dropped a bombshell. Meta is internally prototyping AI smart glasses coden

Meituan open-sources 1.6T model: trained entirely on domestic chips, zero NVIDIA July 2, Meituan open-sourced LongCat-2.0. 1.6T parameter MoE, 59.5 on SWE-bench Pro, pricing at $0.038 per millio

Meta just did something big: its first paid API is live, and the open-weights path is shifting July 9, Meta released Muse Spark 1.1. The specs alone aren't shocking — 1M token context, agentic c