Jensen Huang: “Each gigawatt is about $50 billion. It’s the most expensive factory in the world. But that one $50 billion factory also generates $300 billion to $400 billion in intelligence. The production value is incredible.”
OpenAI is reportedly in talks to lease a proposed 10GW AI data center campus in Ohio that could cost over $500B to build.
$NVDA would supply the hardware and provide financial guarantees while OpenAI would operate the site under a 20-year lease
🚨 Google pays Apple $20 billion a year. Apple now pays Google $1 billion a year.
They are supposed to be rivals. So why are they paying each other?
The $20 billion keeps Google the default search on your iPhone, a deal a US court ruled illegal last year and that is still running. The $1 billion is new. It is what Apple agreed to pay to put Google's Gemini behind the rebuilt Siri.
What Apple got for that billion is bigger than a license. Apple took Google's full model into its own buildings and trained its own version off it. It now owns a copy of Google's intelligence it can keep improving without asking. For you, Siri stops being the assistant everyone mocked and starts answering like the chatbots you actually use.
Google's name shows up nowhere in any of it. The old ChatGPT version popped up on screen and asked before sending your data. This one does not. You will talk to Google's AI every day and your phone will just call it Siri.
Apple says your data never reaches Google. The simple requests stay on your phone, the heavy ones run on machines Apple controls. Whether you trust that is the real question, since the model handling your request was built by the company that makes most of its money watching what you do online.
Apple spent 15 years telling you it builds everything itself so no one else can touch your life. The smartest part of your iPhone now belongs to Google.
Source: Bloomberg, The Information, CNBC. Financial terms are from reporting, not confirmed by Apple.
BREAKING: Anthropic is expected to release Claude Mythos tomorrow, the same model it said was too dangerous to make public.
A "Mythos 1" tag was briefly spotted inside the Claude Code UI last week before being pulled, signaling a public release is imminent.
In a restricted preview, Mythos found 271 vulnerabilities in Firefox alone, including a 15-year-old bug in Mozilla's HTML engine and a 20 year old flaw in its XML processor that years of human auditing had completely missed.
Mozilla went from patching 21 security issues per month to 423 in a single month.
When Mythos was first leaked in March:
CrowdStrike fell -7%
Palo Alto fell -6%
Zscaler fell -4.5%
Okta and Netskope fell -7%
Tenable crashed -9%
Cloudflare fell -13%
Thomson Reuters fell -19%
RELX fell -15%
LegalZoom crashed -20%.
The S&P 500 Software and Services Index fell 2.6% in a single session and is now down 12% since January.
🚨BREAKING: Jensen Huang just DECLINED Sen. Warren's invite to testify Thursday
>Sen. Warren: You must testify under oath about NVIDIA's China sales
>Jensen Huang: NO