OpenAI's first custom inference chip beat Blackwell-class systems on efficiency, and analysts now call it a direct threat to Nvidia's inference margins - the fastest-growing part of the business that reports earnings tonight.

Z.ai has confirmed the anonymous coding model topping OpenRouter is a new GLM, shipped GLM-5.3-Flash at $0.15 per million input tokens against an independent intelligence score of 57, and says Ox Alpha's weights follow tonight - a checkpoint anyone can then test for the safety behaviour the preview hid.

Internal documents show Meta planned to shrink many teams by up to 60% under the codename Project OT and hand the work to small groups supervising virtual AI workers - Zuckerberg killed the November wave on the evening of 19 May, hours before the first round, after the agents underperformed, investors objected to the budget and staff who believed keystroke logging was training their replacements revolted.