AI & ML
Sakana Fugu Launches as a Hedge Against LLM Vendor Lock-In
Sakana AI shipped Fugu, an orchestration model that routes tasks across a swappable pool of frontier LLMs. Early reaction skews skeptical. Here's what holds up.
Nvidia's $25B Debt Raise: Smart Optimization or Bubble Signal?
Nvidia is raising $25B in debt while sitting on $50B cash and $119B in annual free cash flow. The real story isn't the balance sheet, it's what AI infrastructure spending now requires.
Microsoft Open Sources Agent Safety Tools: What CTOs Should Do Now
Microsoft just open sourced AI safety tooling for agent development. The real question for platform leads: does this lock you in or buy you runway?
OVHcloud Targets 200M Euro Frontier LLM Build on Jupiter
OVHcloud says a frontier model project that cost 1 billion euros is now doable for 150-200 million. The math behind that 80% collapse is the real story.
Dice Ships MCP Server: ChatGPT Can Now Hunt Tech Jobs
Dice just shipped an MCP server that lets ChatGPT and Claude query its job database in plain English. The interesting part is what it signals for everyone else.
QumulusAI Signs $124M in Blackwell Inference Deals
QumulusAI booked $124M in three-year Blackwell contracts centered on inference, not training. The metric that matters now is utilization, not GPU count.
Oracle's $23.7B Cash Burn Is the Real AI Story
Oracle's Q4 beat the Street and RPO ballooned to $638 billion, but free cash flow turned negative $23.7 billion. The AI infrastructure trade has a price tag.