Gary Marcus warns OpenAI’s IPO could drag Nvidia, Oracle, and CoreWeave down with it
Gary Marcus has spent years warning that the AI industry is building on shaky foundations. Now he sees a specific chain of dominoes: if OpenAI’s IPO underperforms, the fallout will not stop at one company. “Their values rely to a significant degree on the expectation that OpenAI will have an immense demand for chips and […]<br /> This story continues at The Next Web [...]
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Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026
Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly.The Nvidia CEO unveiled the Agent Toolkit, [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure
Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]
Oracle converges the AI data stack to give enterprise agents a single version of truth
Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a lakehous [...]
Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two co [...]
OpenAI deploys Cerebras chips for 15x faster code generation in first major move beyond Nvidia
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Gary Marcus calls the belief in LLM understanding one of "the most profound illusions of our time"
LLM hype critic Gary Marcus argues in a conversation with chess grandmaster Garry Kasparov that large language models only create the appearance of understanding, not genuine intelligence.<br /> [...]
OpenAI upgrades ChatGPT with interactive learning tools as lawsuits and Pentagon backlash mount
OpenAI on Monday launched a set of interactive visual tools inside ChatGPT that let users manipulate mathematical and scientific formulas in real time — a genuinely impressive education feature that [...]