The global artificial intelligence boom is creating a growing conflict over one of the most important resources in modern computing: memory. As technology companies expand data centers to support increasingly powerful AI systems, demand for Dynamic Random-Access Memory (DRAM) is placing pressure on supply chains that also serve personal computers, smartphones, gaming consoles and other consumer devices. Against this backdrop, OpenAI CEO Sam Altman has raised a contentious question about how...

Artificial intelligence is moving into a new phase in which the central question is no longer whether an AI system can answer a prompt, but whether it can understand what deserves attention, take action across software, and continue working without constant human supervision. Anthropic’s Claude Duet represents a significant step in that direction. Introduced as a research-preview application for professionals and small-business owners, Claude Duet is designed to behave less like a...

The race to build artificial intelligence infrastructure is entering a capital-intensive new phase, as specialized cloud providers seek billions of dollars to expand computing capacity for increasingly demanding AI workloads. Lambda, an Nvidia-backed AI cloud company, is reportedly pursuing up to $4 billion in fresh funding at a $14.5 billion pre-money valuation, with investment firms Coatue Management and Blackstone leading the proposed round. The financing could represent Lambda’s final...