IndustryOpenAI’s Jalapeño chip gives it an early edge in AI infrastructureOpenAI has introduced a custom inference chip called Jalapeño, signaling a shift in the AI race from purely model performance to infrastructure optimization.2 min read
IndustryPortfolio Checklist episode: Iran–US deal's effects on oil trade and signs of an AI rally fadingThe latest Portfolio Checklist podcast, released Friday, examines what could slow the normalization of oil flows after the Iran–United States agreement and draws lessons from the four-month crisis, with insights from Pletser Tamás of OTP Alapkezelő.3 min read
IndustryThe economic impact of artificial intelligence will first be visible in usage patternsAccording to the report, the economic impact of artificial intelligence will be measurable in employment and productivity in the longer term, but it will first appear where AI is doing the most work.1 min read
IndustryImproving the study of Claude's economic impact with hourly sampling and surveysThe economic impact of the AI named Claude is being developed further to keep pace with rapid AI progress; relying on hourly sampling and surveys, researchers analyze usage rhythms, products created with Claude, and changes in AI perception.1 min read
IndustryAnthropic launches Claude Corps fellowship to place 1,000 AI-trained fellows with US nonprofitsAnthropic announced Claude Corps, a national fellowship that will train 1,000 early-career workers to use Claude in nonprofit settings, place them full‑time for 12 months at organizations across the United States, and fund the program with an initial $150 million.4 min read
IndustryAnthropic Opens Seoul Office, Forms Partnerships Across South Korea’s AI EcosystemAnthropic has opened an office in Seoul and announced partnerships with South Korean government, academic, enterprise and startup organizations to expand deployment and research of its Claude models.4 min read
IndustryAI Expansion Forces Changes to Power Grids WorldwideRapid growth in AI-related data centers is increasing electricity demand faster than some grids can adapt, prompting developers to build their own power and storage.2 min read
IndustryCompanies from OpenAI to SpaceX build custom AI chips to reduce reliance on NvidiaSeveral major technology companies, including OpenAI, Google, Apple and SpaceX, are developing their own AI inference chips to lower dependency on Nvidia.2 min read
IndustryAI Agents Could Become the New Retail Front DoorA McKinsey report argues that AI agents could mediate $3–5 trillion of global consumer commerce by 2030, shifting competition from marketing and packaging to how easily retailers expose machine-readable data.2 min read
IndustryRising memory costs from AI demand push up device prices — Apple and Microsoft raise pricesLarge investments in AI infrastructure are increasing demand for memory and storage components, driving up prices for consumer devices.3 min read
IndustrySharp Drop on Kospi Triggers 20-Minute Trading Halt as Chip Stocks PlungeThe Kospi index plunged nearly 9% on Friday, prompting an automated 20-minute trading suspension after a wave of selling concentrated in chipmakers.2 min read
IndustryU.S. universities rapidly expand undergraduate AI majors, minors and concentrationsAt least 1,000 undergraduate AI programs now exist across nearly 584 U.S.3 min read
