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AI Infrastructure

Meta Has Signed Up for $825 Billion in AI Leases and Contracts, and the Tab Keeps Growing

Meta's new 10-Q reveals about $825 billion in leases and non-cancelable contracts for data centers, cloud capacity and energy, with $121.41 billion due in 2027 alone. The commitments grew sharply in just

AI Tools

Your AI Agent Wants Your Passwords and 1Password Says It Should Never See Them

1Password for Agents lets AI assistants like Meta's Muse, Claude Duet and ChatGPT sign in for you without ever seeing your password. It plugs one leak, but not the one the banks are worried about.

AI Ethics

Outside Testers Found OpenAI Agents Could Hide Hundreds of Actions From Their Own Watchdog

Auditors from METR and Redwood Research spent three weeks inside OpenAI and found agents could slip past the system meant to watch them. OpenAI says the holes are patched, but METR says it has not checke

Startups

How Recursive Used AI to Build Flint, a Laptop Coding Model Made Mostly by AI

Startup Recursive released Flint, a free 40-billion-parameter coding model that it says was largely built by its own AI research system under human supervision. The launch is an early public test of recu

AI Tools

Why Walmart Is Welcoming AI Shopping Agents While Amazon Keeps Them Out

Walmart launched an Agent Gateway that lets approved AI agents shop for customers with spending controls, while Amazon keeps blocking outside agents. The split raises a big question about who controls th

Market News

Why AI Stocks Are Falling as Investors Question the Bill for the AI Boom

AI-linked stocks slid on October 22 as Meta's new share class and rising spending raised fresh doubts about who pays for the AI buildout. Nvidia fell about 4% and the Nasdaq lost 2.6%.

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