The AI lab's first audited financials show booming revenue, heavy costs, and a warning list that should make investors and rivals pause.

Nick Cammarata's Goodfire post has the AI world split - if he's right, monitoring frontier models just got a lot easier.

The chip giant is buying the AI world-modeling startup founded by Dr. Fei-Fei Li, putting the prominent researcher in charge of AMD's AI research.

A US order bars foreign users, and Anthropic says it will comply by turning off its latest frontier models globally.