In the Loop AI

Nvidia's board is reportedly preparing to oust Jensen Huang after The New York Times reported a second affair, this time with an Nvidia executive who reported to him, on top of his alleged relationship with a suspected Chinese spy. Ejaaz walks through the evidence, from the halted Commerce probe to the $7.5 billion in chips that reached China through a network of fronts, asks who could replace...

Anthropic just released Claude Fable 5.2, the new number one AI model in the world, and its own system card says it isn't Anthropic's most powerful model. Ejaaz breaks down what Fable 5.2 can actually do, from protein design and robots to remote work, AAA games built in minutes, visuals made entirely of code, a business plan from one prompt and an operating system built by 1,000 agents, and why...

Nvidia CEO Jensen Huang has admitted to an affair with Alice Huang, a Megaspeed executive US intelligence believes was recruited by China's Ministry of State Security. Her alleged goal: get Jensen to lobby Washington to loosen export controls on AI chips. Ejaaz walks through how we got here, from a party in Taipei and a $2 billion GPU deal to a classified memo, Jensen's email to staff and the...

OpenAI has gone quiet while Anthropic takes the spotlight with its blockbuster IPO, and its flagship agent, Dots, landed with a shrug. Ejaaz digs into why. Under the hood, OpenAI has been cooking: ChatGPT now handles about a fifth of Google's search volume, it added 200 million weekly users in two months, and it just poached Claude Code's product lead and an early Anthropic growth hire within...

The stock market just lost $2 trillion in 40 minutes, and AI stocks took the worst of it. Intel is down more than half since October, AMD fell 17% in a day, and memory and cybersecurity names went red with them. Ejaaz breaks down why it happened (valuations, the ROI question and the midterm vote on data centers) and why he thinks the market is wrong: demand for AI is still climbing, with GPU...

On Tuesday, voters pushed back on AI data centers. Democrats won the House and the Senate, flipped governorships in Texas, Ohio and Georgia, and data-center restrictions passed in towns across the country. Goldman Sachs warns that 45% of planned US data-center capacity could be affected, and Texas alone is about a quarter of it. Ejaaz breaks down why an AI bull thinks the slowdown might actually...

Over the weekend, Elon Musk told a Grok Bot user that "the cost of serving Grok Bot was unsustainably high relative to revenue," and usage limits tightened for hundreds of thousands of paying users. Three days earlier he'd pointed out that Grok Bot has no free tier, and two weeks before that he said he'd never seen anything grow as fast. Ejaaz breaks down what's actually going on: SpaceX can rent...

Last week, Anthropic's S-1 showed a company that was finally making money. Today's amended filing adds the third quarter, and that profit is gone: revenue jumped to nearly $17 billion, up 47% in three months, but Anthropic swung to a $567 million operating loss, and it disclosed $895 billion in compute and infrastructure commitments, about $70 billion of it due in the next 12 months. Ejaaz breaks...

AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies reported record cloud revenue and promised to spend even more on AI next year. So is this the dot-com bubble all over again? Ejaaz walks through how the selloff started, why search and the...

Google now has the number one AI model in the world. Gemini 4 Carbon tops the Artificial Analysis Intelligence Index two weeks after Gemini 4 Argon, and Google Cloud revenue more than doubled to $30.7 billion. So why did Alphabet stock open down nearly 12%? Search, the business that pays for everything, grew just 12% and fell below half of Google's revenue for the first time as AI Mode answers...