Chip and server suppliers fall hardest in the rout
Chip, server, and power-equipment suppliers to the AI boom fell far harder than the cloud giants funding it, as the selloff erased about $2.5 trillion in US market value. They now carry most of the risk, since a slowdown in data-center construction hits their growth before the big spenders feel it. — finlaws.substack.com
Facebook faces Cuban's AI deepfake scam accusation
Cuban accuses Facebook of knowingly running AI deepfake scam ads that defraud older users. Internal company documents tied about $16 billion of 2024 revenue to ads pushing scams and prohibited products. — finance.yahoo.com
Pangram launches state-of-the-art AI detectors
Pangram's new models identify AI-generated images and videos with state-of-the-art accuracy, beating the next-best video detector by 29 points on a benchmark where humans are barely better than random. The release also adds browser extension and API support. — pangram.com
Closed AI models dominate the price-performance frontier
Open-weight AI models are the best buy at only 3% of price points, down sharply from mid-year, as closed labs reclaimed the value frontier with cheaper and stronger releases. — village.dev
AI doubles the pace of Anthropic's progress
Anthropic's model capabilities now improve at roughly twice their historical rate, and AI-assisted research drives most of that acceleration. The absence of visible bottlenecks raises the risk of even faster progress ahead. — metr.org