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AI NewsGoogle and Intel deepen AI infrastructure partnership

Google and Intel deepen AI infrastructure partnership

1:48 AM IST · April 10, 2026

Google and Intel deepen AI infrastructure partnership

Google and Intel announced an expanded multiyear partnership on Thursday for Google Cloud to continue utilizing Intel AI infrastructure and to keep developing processors together. Google Cloud will use Intel’s Xeon processors, including Intel’s latest Xeon 6 chips, for AI, cloud, and inference tasks. The company has used Intel’s various Xeon processors for decades. The companies will also expand the co-development of custom infrastructure processing units (IPUs), which help accelerate and manage data center tasks by offloading them from CPUs. This chip development partnership, which started in 2021, will focus on custom ASIC-based IPUs. Intel declined to share any information regarding pricing for the deal. This expansion comes as the industry is hungry for CPUs. While GPUs are used for developing and training AI models, CPUs are crucial for running AI models and within general AI infrastructure. “AI is reshaping how infrastructure is built and scaled,” Intel chief executive Lip-Bu Tan said in acompany press release. “Scaling AI requires more than accelerators — it requires balanced systems. CPUs and IPUs are central to delivering the performance, efficiency and flexibility modern AI workloads demand.” More companies have been turning their focus to CPUs in recent months as there is a growing shortage for the chips. SoftBank-ownedArm Holdings recently announced the Arm AGI CPU, the first chip that the semiconductor giant has produced itself, amid a worldwide crunch for CPUs.

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Cognition CEO denies report that SpaceX tried to acquire the startup

Cognition CEO denies report that SpaceX tried to acquire the startup

Elon Musk’s SpaceX attempted to acquire AI coding startup Cognition as it works to catch up to OpenAI, Anthropic, and Google in the AI race,Bloomberg reported Wednesday, citing sources familiar with the matter. Cognition CEO Scott Wu disputed the report soon after it published, writing on X that the story was inaccurate and that Cognition “is not for sale,” adding that the two companies haven’t been in talks. The report comes a few days after SpaceX’s$60 billion acquisitionof Cursor, another AI coding startup, whose dealclosedlast week. SpaceX acquired Musk’s AI company, xAI, earlier this year. It then went public in ablockbuster IPO inJune, with its market capitalization rising to nearly $2.3 trillion at its peak. SpaceX has sold investors on its AI ambitions, which include eventually buildingdata centers in space. But the xAI business remains relatively early-stage and has fallen behind competitors. It’s also had to contend with its chatbot Grok’s penchant for controversy, including last year’s“MechaHitler”incident and this year’snonconsensual sexual imagery scandals, as it tries to win over enterprise customers. Last week,Musk told SpaceX’s employeesthat in about “four or five years, AI will be 99% of the value” of the company, but achieving that feat will require SpaceX to pull in much more revenue from AI. AI-assisted coding has emerged as one of the clearest ways to monetize the technology. Anthropic’s meteoric growth, fueled in large part by Claude Code, is proof of that. Bringing Cursor into the fold was part of that equation, and the companies were already working together before the acquisition closed. This month, Cursor and SpaceX jointly released Grok 4.6, a new model that scores higher on benchmarks for coding and complex multi-step agentic tasks. Adding Cognition and its coding agent Devin — along with an enterprise customer base that includes Mercedes-Benz, Citi, and Goldman Sachs — would have given SpaceX another way to deepen its push into AI coding and compete for enterprise customers. Bloomberg reports that the deal talks are no longer active, but that the companies are still discussing working together — potentially with Cognition using SpaceX’s computing capacity, which the company isselling to other AI playerslike Anthropic until it needs that capacity for itself. Wu didn’t address this specific claim in his denial. Cognition remains one of the largest independent AI software coding startups that hasn’t yet been gobbled up by a major AI model maker. The company in late May raised a$1 billion roundat a $25 billion post-money valuation, and Bloomberg reports it’s now in early talks for a new round of funding at a$40 billion valuation. Cognition made headlines last year when it acquired the remaining assets of competitor Windsurf afterGoogle DeepMind acqui-hiredthe startup’s CEO and top research in a $2.4 billion deal for talent and licensing rights. After the merger,Cognition laid off 30 employeesand offered buyouts to the remaining 200 Windsurf employees. Those who decided to stay faced strict operational expectations, like a more than 80-hour workweek and six days in the office. That sort of wartime work ethic wouldn’t be out of place in a Musk company. Musk has said he works up to 120 hours a week and often sleeps on office or factory floors. SpaceX and Cognition did not respond to requests for comment.

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OpenAI seeks to one-up Anthropic with new customer privacy protections

OpenAI seeks to one-up Anthropic with new customer privacy protections

As AI models have become more powerful, the potential for those models to be misused has grown — as has a clamor for safety guardrails that can stop such abuse from happening. AI companies must now walk a delicate tight rope between respecting their enterprise customers’ privacy while also watching usage for possible issues. Sensing an opportunity to one-up its rival Anthropic, OpenAI just announced a privacy-centric safety approach to monitoring for misuse. The companyis previewinga new service to select customers that it calls Private Safety Processing. This is an automated system that watches for potential abuse while simultaneously retaining none of the customer’s data. This system clearly runs counter to Anthropic’srecently announceddata-retention policy. The policy, which has aggravated some customers, enables the AI lab to keep user data (all of their sessions — and the conversations therein) for a period of 30 days, when it comes to “covered models.” Those models include all Mythos-class models and “future models with similar capabilities,” the company says. This policy, which was announced in July, was designed for the purposes of safety, allowing the lab to sift and analyze potential impropriety. However, ithas deeply concernedsome enterprises that handle large amounts of sensitive data and don’t want it harbored (or inspected) by the AI lab. OpenAI — like most other AI companies — already afford customers a relative level of privacy by adhering to a policy known as Zero Data Retention. ZDR uses agents within the OpenAI API to monitor for abuse on a per session basis. In this way, customer data isn’t retained by the company but companies are still able to scan for bad activity without the need for human intervention. It’s worth noting that Anthropic also largely abides by ZDR — except when it comes to “covered models,” like Fable. OpenAI says that Private Safety Processing is a new technology that widens ZDR’s scope. It describes it as a form of long-horizon safety monitoring that assesses the inputs and outputs of multiple conversations — not just one. Again, the monitoring is conducted by an agent, which, if triggered, catches interactions and analyzes them across sessions for signs of potential misuse. The new tech helps OpenAI detect malicious use of AI that takes place over multiple sessions, a spokesperson told TechCrunch. A bad actor — hypothetically someone trying to engineer malware for a cyberattack — may spread out their requests to avoid detection. Private Safety Processing can analyze those multiple conversations for signs of abuse without human review of a user’s conversations. In the case where the system is triggered, it may send a “narrowly defined signal” to OpenAI that warns of a specific type of activity, the company says. Based on that signal, OpenAI can then decide whether “enforcement is necessary,” it says. If so, OpenAI will reach out to the customer for more context or to work with them on the issue and a customer may choose to share data with OpenAI at their discretion, the spokesperson said. By contrast, Anthropic notes that human review of customer data can occur, but only “through a controlled access path” that involves “a small set of approved reviewers.” Every one of those review sessions is “recorded in a tamper-proof log that reviewers cannot suppress or modify,” the company says. The corporate competition between OpenAI and Anthropic is tense at the moment, with both companies looking for any opportunity to gain an advantage on the other. Arecent reportshowed that OpenAI’s Q2 grew more slowly than Anthropic. Anthropic’s annualized revenue run rateis now reportedly $65 billion. Anthropic investors have said itcould IPO at $2 trillion, while OpenAIis also working on its IPO.

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Stripe didn’t really buy OpenRouter because of the ‘singularity’

Stripe didn’t really buy OpenRouter because of the ‘singularity’

Stripeconfirmedon Wednesday that it was buying OpenRouter. While the company didn’t disclose the deal price, sources told the New York Times that it paid $7.5 billion. That’s a huge step up from OpenRouter’s$1.3 billion valuation in May. To put that price in context, the founders alone will reportedly receive $1.5 billion from the sale — more than the startup’s entire valuation just three months ago. Investors will get the remaining $6 billion, according to the NYT. Stripe reportedly had to outbid others interested in the fast-growing startup,including Databricks. But the question is: what does a payments giant want with a startup that routes prompts between different AI models? The short and funny answer, according to a leaked letter from Stripe’s founders to its investors about the deal, is: the singularity. “It’s a fuzzy and perhaps already overworked term but we decided that January 1 marked the beginning of the singularity and we’ve been operating on that basis,” they wrote in the letter,published by Eric Newcomer, and verified by TechCrunch. The singularity is supposed to mean the point at which humans and the tech we’ve created merge to become a new species. This is obviously a tongue-and-cheek reference (as Patrick Collison admitted whenusing the term it at his company’sconference in April). We’re fairly certain Stripe’s founders, the brothers Patrick and John Collison, don’t think humanity started turning into The Borg eight months ago. But they have referred to the economic uptick that AI is bringing to Stripe. With AI, more companies are being launched and more of them are using Stripe’s offerings. Stripe says that 88% of the Forbes AI 50 are using its products, including OpenAI and Anthropic, as do100% of Brex’s fastest-growing startups.No one knows how AI and agents will change the economy of the future, but everyone is certain it will change it dramatically. That still doesn’t explain why Stripe wants a company mostly known for helping developers manage their model usage. Stripe’s founders acknowledged that their customer bases overlap. “OpenRouter is exceptionally useful for any developer and Stripe is one of the world’s largest developer platforms,” the founders write in their letter. No doubt that just using OpenRouter internally will probably offer significant benefits to Stripe and make it easier to roll out future model-agnostic agentic offerings, too. It seems as if OpenRouter will continue to operate independently after the deal closes in a few weeks, or so the startup promised inits own blog post, saying that its “product, mission, and current commitments remain unchanged.” Still, until now, most of Stripe’s large acquisitions have been related to helping people collect and manage incoming cash. Buying OpenRouter looks like a move to other side of the ledger, too: expense management, beginning with AI expenses. This acquisition “is Stripe’s deliberate attempt to embed itself into the middle of capital flows in the AI era,” said PitchBook’s research analyst Franco Granda. It’s joining an unusual assortment of companies also entering token expense management. Databricks developed its ownAI gateway.Rippling just launched one focused onemployee AI spend and ROI. Ramp just launched one,also for AI expense management. And the list goes on. For Stripe, buying the granddaddy of popular AI gateways for developers gives it insight into how coders are using AI. But it also gains a lever on AI demand itself. OpenRouter will grant it “some degree of power over suppliers such as the frontier labs themselves, as well as hyperscalers and neoclouds,” Granda said. It may not be the Borg, but payments plus token expense management and a model router? That’s a lot of power.

6 hours ago

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Meet the startup helping Wall Street put a price on AI compute

Meet the startup helping Wall Street put a price on AI compute

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 The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes. Silicon Data just closed a $30 million Series A to change that. The startup aims to become the reference price for GPU rental and an index that a Wall Street futures contract would settle against. The company plans to launch its compute futures tradingon the CME October 5th, pending regulatory approval.On this episode of TechCrunch’sEquitypodcast, Rebecca Bellan is joined bySteve Hou, head of research at Silicon Data, to discuss the health of the AI buildout, and why the data is telling a different story than the doom and gloom headlines about depreciating chips andstalleddata centers. Subscribe to Equity onYouTube,Apple Podcasts,Overcast,Spotifyand all the casts. You also can follow Equity onXandThreads, at @EquityPod.

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