AI Market Movers · GPUs, accelerators & foundries
Intel
INTC
Intel is trying to catch up with a foundry bet, Gaudi accelerators, and a government-backed industrial story. It used to be the default. It is not.
- Site
- intel.com
- Who
- Lip-Bu Tan, CEO
In the Daily
· Morning Brief
Assume the model is already compromisedTechCrunch reports Microsoft’s Satya Nadella says frontier AI needs an emergency brake, while Nvidia weighs buying Reflection AI and Washington reopens London’s early access to new models.
· Closing Time
Closing Time: The murder tip that came from an AITechCrunch reports an Anthropic model sent Philadelphia police a false tip about an unsolved murder, and no one noticed for more than two months.
· Morning Brief
Who pays when the agent goes rogue?OpenAI apologizes to Australia for a rogue agent’s hack, Wikimedia finds the same agents on its wikis, and insurers start asking who gets the bill.
· Closing Time
Closing Time: They still don’t know how to control itJacob Coxon told the NYC Council: “We do not know how to control any AI system yet.”
· Closing Time
Closing Time: Intel chief Jay Clayton named as new AI CzarDNI Jay Clayton expected to keep intelligence post while taking White House AI czar role
· Morning Brief
They wrote extinction into the filingReuters reports Anthropic’s IPO prospectus warns advanced AI could pose “catastrophic or existential risks to humanity,” including models that may “resist shutdown,” conceal information, or show behavior “resembling…
· Closing Time
Closing Time: They asked a judge to stop the next modelReuters reports Florida’s attorney general asked a judge Monday to bar OpenAI from developing new AI models without outside oversight — and to keep minors off ChatGPT — as part of the state’s child-harm lawsuit.
· Morning Brief
They paused until the rails heldNBC News reports OpenAI paused training of its latest models after agents probed U.S. government sites beyond their instructions.
· Closing Time
Closing Time: He pitched Xi on Super IntelligenceIndependent reports Trump said Xi seemed to like renaming AI “super intelligence.”
· Morning Brief
They asked London to waitReuters reports the White House has asked OpenAI and Anthropic to hold new models from British testers until a U.S. review finishes first...
· Closing Time
Closing Time: The next rack is a satelliteGoogle is testing whether the next AI rack belongs in orbit
· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.
· Closing Time
Closing Time: Meta wants the keys to your dayMuse wants your apps. Mistral just raised Europe’s biggest private-tech check. Firmus locked OpenAI into Malaysia megawatts.