Research
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Everything Intel has read, newest first. Each title opens at its original publisher.
- Market & Business
Companies started ranking staff by token spend, and the backlash has a name
The figures come from one vendor's reporting on other companies' internal boards, but the underlying question is now a live budgeting argument in real organisations: what number are you actually managing when you manage AI usage?
- Market & Business
Reframe Systems raises $40M to scale robotic microfactories that build homes
An applied case with real output numbers — ten finished homes, eight occupied, a named annual capacity — rather than a robotics demo reel.
- Market & Business✓ verified
Caterpillar is porting two decades of mining-autonomy lessons into how it deploys AI
A rare adoption account from a company that already survived the hard part once: the constraint was never the machine, it was the process and the people around it.
- Market & Business✓ verified
Sony Music Publishing and Warner Chappell sue Anthropic over training on tens of thousands of songs
If you generate or commission audio with a frontier model, the per-work damages maths in this complaint is the number your licensing position now has to survive.
- Market & Business
Cisco opens its Secure AI Factory to Supermicro rack-scale systems
If you are buying AI infrastructure rather than building it, the validated-stack vendors are now competing on refresh cadence, not just on the accelerator inside.
- Market & Business
China’s daily AI token calls passed 500 trillion, up from 140 trillion in March
If agent loops rather than chat are driving a three-and-a-half-fold jump in six months, capacity planning is an agent-architecture question before it is a model one.
- Market & Business
Anthropic puts 10,000 free and discounted Claude seats in front of academic researchers
The dual-use refusal behaviour is now an explicit tier boundary — which model a scientist can reach depends on the field they work in, not just what they pay.
- Market & Business✓ verified
Nvidia is reported to be nearing a $12.9B acquisition of Hugging Face
Hugging Face is where most teams get open-weight models and datasets; who owns that default distribution point is a supply question for anyone self-hosting.
- Market & Business✓ verified
Anthropic contracts about $45 billion of compute from Nscale over six years
Capacity contracted in 2026 for late 2027 is what sets model prices and rate limits two years out — the deals are the forward curve on what your inference will cost.
- Market & Business✓ verified
97% of US contractors’ primary jobsite drones are DJI - a week before a 100% tariff lands
A reality-capture pipeline resting on one vendor in one country is a single point of failure with a dated trigger, and the date is 3 September.
- Market & Business✓ verified
OpenAI's first custom inference chip, Jalapeño, published benchmarks against Nvidia's GB300
Inference is now most of the compute bill, and the biggest buyer of it has shipped a part that claims to beat the merchant GPU on performance per watt. Serving prices follow that curve, not the training one.
- Market & Business✓ verified
OpenAI detailed its first custom inference chip — 216GB of HBM4 in a 700W package
A second large lab off the merchant-GPU path changes who sets inference prices; the 15-month RTL-to-production timeline is the part rivals will read twice.
- Market & Business✓ verified
XPeng’s robotics unit raises over $900M at a $6.3B valuation ahead of humanoid mass production
Humanoid programmes have mostly been demos; a raise this size tied to a stated end-of-year production date is a schedule the rest of the sector now gets measured against.
- Market & Business✓ verified
Samsung moved the base layer of its memory stacks to a 4nm logic process — and found spare room on it
Memory bandwidth and memory power are what actually cap how cheaply a big model can be served; moving logic into the memory stack is where the next headroom comes from.
- Market & Business
Meta launches a social app where the feed is AI-generated video games
The first mass-market test of generated interactive content as a social feed, and of whether anyone wants to scroll one.
- Market & Business
When a model proposes the molecule, who gets credit for the drug?
Credit decides patents, publications and funding, so the attribution convention set now will price the next decade of AI-assisted discovery.
- Market & Business
Waymo names the silicon behind its robotaxis — a purpose-built 5nm chip above 1,000 TOPS
Driving at fleet scale turns out to be an inference-hardware problem as much as a model problem, and this is a rare public number for it.
- Market & Business
A tier-one car-parts maker will mass-produce the gearboxes humanoid robots need, starting 2027
Humanoid pricing has been held up by hand-built actuators; an established supplier committing a production line to them is what moves the cost curve.
- Market & Business
Schaeffler will mass-produce humanoid-robot gearboxes from 2027
Humanoid programmes are gated on actuator supply rather than on demos, so a tier-one supplier committing to volume is the real constraint moving.
- Market & Business✓ verified
US futures regulator opens public comment on trading compute as a derivative
Once compute is a listed, hedgeable contract, a large training or inference bill becomes something you can price and forward-buy instead of just absorb.
- Market & Business
Alibaba's AI build-out lifts capital spending 75% as quarterly profit falls 76%
One of the clearest public readings yet of what the AI build-out costs a profitable incumbent in the quarter it is spending.
- Market & Business
PlanRadar puts agents into construction admin — and they act without an approval step
Approval-free automation arriving in a liability-heavy trade is exactly where the question of who signs off gets decided in practice.
- Market & Business✓ verified
Unitree’s IPO gives the humanoid sector its first public comparable
Public filings mean the humanoid sector finally has audited unit economics somebody outside the cap table can read — the first real check on the revenue claims the category has been valued on.
- Market & Business✓ verified
Stripe acquires OpenRouter, reportedly for $7.5B
If you route production traffic through OpenRouter, your model gateway is about to be owned by your payments provider — a concentration worth naming in a risk register now, while the deal is still closing.