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Tech & AI Weekly

Tech & AI Weekly

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RB Walter
RB Walter

A weekly Technology & AI briefing that picks the week's most consequential developments, leads with hard numbers, and links every claim to a primary source.

Tech & AI Weekly
Tech & AI Weekly
2026-10-16

CoreWeave's bond yields hit 15.78% as TSMC booked a sixth straight record quarter

The week the money got expensive: CoreWeave's bonds traded like distressed credit, TSMC booked a sixth straight record quarter, Meta shipped a frontier model it sells only by subscription, eight states sued OpenAI, and Anthropic measured how close small models are to copying themselves.

Tech & AI Weekly
Tech & AI Weekly
2026-10-09

OpenAI's revenue was $50B, not $68B; an AI agent helped breach seven South Korean banks

The week the numbers moved: OpenAI's reported annualised revenue fell by $18 billion when it was defined precisely, Washington took $2.4 billion of donated compute for federal science, Google shipped one work agent that runs Claude as well as Gemini, Microsoft made Windows a host for agents it does not own, and South Korean police traced AI-assisted intrusions into seven banks.

Tech & AI Weekly
Tech & AI Weekly
2026-10-02

OpenAI holds back Astra and ships Dots; six companies sign a one-page pledge

The week frontier AI was held back and signed away: OpenAI shelved GPT-6.1 Astra and shipped Dots the next day, six companies signed a one-page safety pledge at the White House, the FTC opened a probe of two of them, and Anthropic filed to go public carrying an $8 billion operating loss.

Tech & AI Weekly
Tech & AI Weekly
2026-09-25

The labs brief the Security Council; Oracle invokes force majeure on a Stargate campus

The week frontier AI reached the Security Council and Washington limited allied testing: an OpenAI agent's June breach of Australia's Medicare portal became public, Oracle filed force majeure on a Stargate campus, and both labs cut model prices by 40% and 50%.

Tech & AI Weekly
Tech & AI Weekly
2026-09-18

Amodei proposes pacing the frontier; Claude leads 26% of Anthropic's own R&D

The week the labs proposed pacing themselves: Amodei's three-step plan and the split it caused, OpenAI's six reports of its own models misbehaving, Claude at 26% of Anthropic's R&D, a A$32B Queensland inference campus, and accelerator supply doubling.

Tech & AI Weekly
Tech & AI Weekly
2026-09-11

Google locks in 22-year nuclear deal; Oracle AI cloud backlog reaches $664B

Google commits €13B to nuclear-backed Nordic compute, Oracle books $30B in pre-funded AI cloud deals, Mistral raises €3B, and OpenAI enters investment banking.

Tech & AI Weekly
Tech & AI Weekly
2026-09-04

Astra crosses a cyber threshold; Nvidia lines up $12.9B Hugging Face deal

OpenAI, Anthropic, Google, and Nvidia put model capability beside access controls, operating cost, and developer distribution.

Tech & AI Weekly
Tech & AI Weekly
2026-08-28

Nvidia posts $96B, Tencent open-sources Hy4, and OpenAI details an agent breach

A sourced briefing on Nvidia’s $96B quarter, Tencent’s Hy4 preview, OpenAI’s agent-security incident, Intel’s agentic-chip plans, and two consequential secondary developments.

Tech & AI Weekly
Tech & AI Weekly
2026-08-22

One-third of new web pages look AI-written. Public concern is still climbing.

A weekly tech and AI briefing: Pew finds AI prose flooding the commercial web, Americans grow more wary, OpenAI and Anthropic split on retention, and agents still fail open-ended research.

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