Cursor Launches a New AI Agent Experience to Take On Claude Code and Codex
… He now goes to Claude Code because of the value of the subscription. …
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Unlocking human ambition to drive business growth with AI - The Official Microsoft Blog
… Built for environments where traditional tools were too complex and costly for most providers to operate efficiently, the solution automates more than 90% of incident response, reducing cost per incident and enabling 24/7 protection . …
Broadcom And Google Benefit Mightily From Anthropic’s Meteoric Growth
… If Nvidia AI systems and their datacenters – the indisputable Cadillac of AI training and inference – cost on the order $50 billion per gigawatt which is a number that Nvidia co-founder and chief executive officer Jensen Huang has used a number of times , it is reasonable to assume that TPU infrast… …
Microsoft Reduces OpenAI Dependency With In-House Frontier Models
… Microsoft formalized its position at the time as a roughly 27% stakeholder, valued at approximately $135 billion, up from a total investment of around $13.8 billion dating back to 2019. …
Former OpenAI Staffers Warn That xAI’s Poor Safety Record Could Complicate SpaceX’s IPO
… The letter cites reporting from The Washington Post that said xAI had just “two or three” people working on safety as of January. “A question investors should be wondering is if xAI stays at the frontier, how costly might it be to, in fact, manage these risks responsibly? …
You’re about to feel the AI money squeeze
… For now, that competition is benefiting end users. “It’s an arms race where you cannot let up at all because the switching cost is zero,” said Soham Mazumdar, cofounder and CEO of Wisdom AI, adding, “As a common man, I’m going to be the winner longer-term.” In the early days of AI, the bulk of comp… …
The global tech boom is over. American AI companies won
… This focus on cost doesn’t just change the kind of companies that get built, Ramkumar argued; it changes the way startups and the government itself market India’s value to the AI ecosystem. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… This has, perhaps predictably, resulted in political pressure. …
What is the AI compute crunch, and why are AI tools hitting usage limits?
… That works when the marginal cost per user is low—a Google Workspace power user doesn’t cost Google much more than a light user. With AI, it breaks. Using AI 10 times more heavily costs the provider roughly 10 times more money. …
Learning Velocity, Trust, and the Future of the AI PC at Work
… A sustained, company-wide reduction in skill longevity will pressure organizations to shorten the time between the initial debut of new capabilities and when employees can use the tool widely and safely. …