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AI
- SOPHiA GENETICS Taps the Market With a 424B5 — And Reserves 'Broad Discretion' Over the Proceeds
- The Labor Department Wants to Modernize the Data That Powers America's Career Tools — and AI Is the Reason It Has To
- The Government Just Asked How to Stop AI Agents From Being Hijacked — Inside NIST's RFI on Agentic Security
- Commerce Wants to Ship the Entire 'American AI Stack' Abroad — and It's Recruiting Industry Consortia to Do It
- The FDA Wants to Put AI Inside the Riskiest Part of Drug Development — and It's Asking the Industry How
- NIST Just Renamed Its AI Safety Consortium — The Word It Dropped Tells You Where AI Policy Is Headed
- A New Presidential Order Tries to Square AI Innovation With Security — Here's What the Federal Register Actually Recorded
- By the Numbers: NVIDIA's Revenue More Than Tripled in Two Years, Per Its Own 10-K
- Capex Watch: NVIDIA's R&D Bill Hit $18.5 Billion as Revenue Tripled
- NVIDIA's Latest Quarter: $81.6 Billion in a Single Three-Month Period
- Capex Watch: Meta's Property-and-Equipment Spend Hit $69.7 Billion in 2025
- Capex Watch: Meta's Q1 Spend Jumped to $19 Billion — and It Was Already Doubling
- Risk Factor of the Week: Meta Now Frames AI as Already Lifting Monetization
- Risk Factor of the Week: Alphabet Keeps Telling Investors Its Infrastructure Bill Is Rising
- The Accounting Tell: How Alphabet Has Repeatedly Re-Estimated Its Servers' Useful Lives
- AMD's Data Center Segment Doubled — and Its Proxy Says Why
- Where AMD's AI Story Started: A $6.5 Billion Data-Center Year
- Amazon Keeps Telling Shareholders It Builds Its Own AI Chips
- How Microsoft Defines Azure in Its Filings: 'Cloud and AI Consumption-Based Services'
- The Call: When a Vendor Sells 'AI Agents,' the Patents Tell You What It's Actually Shipping
- Risk Factor of the Week: The Quiet Concentration of Foundational Attention IP
- The IP Behind the Context-Window Pricing War: Why 'Integrated Memory' Patents Track the Token Bill
- Capex Watch: The Cooling Patents Behind the AI Data-Center Bill Nobody Lines Out
- The IP Behind the Chip Spec Sheet: Why an AI-Accelerator 'Performance Modeling' Patent Is a Buyer's Tool
- Risk Factor of the Week: What Quantization Patents Reveal About 'Lower AI Cost' Claims
- The IP Behind the Merchant-Silicon Fight: Intel's Sparse Matrix-Multiply Patent and the Accelerator Margin War
- The IP Behind Amazon's Quiet Chip Bet: A Processing-Element-Array Patent and the Cloud-Margin Question
- Segment Report: Mixture-of-Experts Patents and Microsoft's 'Capacity-Constrained' Refrain
- The IP Behind Custom Silicon: Inside the Systolic-Array Patent From Google's TPU Architects
- The IP Behind the Enterprise-AI Pitch: Retrieval-Augmented Generation, From Patent to Product Line
- The IP Behind the Inference Bill: Why the KV-Cache Patents Matter to the AI Income Statement
- The Call: Microsoft's 2025 LLM Unit-Test Grant Behind the 'AI Writes Your Tests' Pitch
- The IP Behind AI in Finance: Capital One's 2025 LLM-Summarization Grant
- Risk Factor of the Week: Microsoft's 2025 Prompt-Signing Grant and the Injection Threat
- The Call: Dropbox's 2025 Contextual-LLM Grant and the 'AI on Your Files' Pitch
- The IP Behind Multi-Model Strategies: Oracle's 2025 LLM-Aggregator Filing
- The IP Behind Serving Huge Models: Baidu's 2025 Mixture-of-Experts Implementation Filing
- The IP Behind Continued Sparse Scaling: Google's 2024 Mixture-of-Experts Grant
- Risk Factor of the Week: Intuit's 2024 Generative-AI Supervisory-Systems Grant
- The Call: Microsoft's 2024 Multi-Turn Generative-AI Grant Behind the Copilot Pitch
- The IP Behind Efficient MoE Serving: Microsoft's 2024 Sparse-Encoding Filing
- Capex Watch: Intel's 2024 MoE Resource-Deployment IP and the Serving-Cost Question
- Segment Report: Baidu's 2024 Multi-Gate MoE Grant and the Recommendation-Revenue Engine
- The IP Behind Trustworthy AI Features: Intuit's 2024 Confidence-Generation Grant
- The IP Behind Cheaper Edge Inference: Amazon's 2023 GPU-Optimization Grant
- The IP Behind Sparse Scaling: Google's Foundational Mixture-of-Experts Grant
- The IP Behind Cheaper Big Models: Microsoft's 2023 Sparsified-MoE Filing
- The IP Behind Multilingual AI: Google's 2023 Conditional Masked Language Model Grant
- The Call: Salesforce's 2023 Intent-Inference Grant Behind the 'AI Predicts Customers' Pitch
- The IP Behind Smarter Compute Scheduling: NVIDIA's 2023 RL-for-Contraction Filing
- The IP Behind Distributed Inference: IBM's 2023 Sequential-Model Grant
- The IP Behind Cheaper Language Models: Microsoft's 2022 Efficient-Transformer Grant
- The Call: The 2022 Code-Transformer IP Behind the 'AI Coding' Revenue Pitch
- The IP Behind Enterprise Search: IBM's 2022 Metadata-Aware Transformer Filing
- Capex Watch: NVIDIA's Tensor-Core Matrix IP and the Utilization Question
- The IP Behind Ultra-Low-Bit Inference: Intel's 2022 Quantization Filing
- Risk Factor of the Week: Apple's 2022 'Attention-Free Transformer' and the On-Device AI Bet
- The Call: Microsoft's 2021 Reinforcement-Training Filing Behind the AI-Platform Pitch
- The IP Behind Automated Tuning: NVIDIA's 2021 Training-Strategy-Search Grant
- Risk Factor of the Week: Microsoft's 2021 Adversarial-Training Filing as a Robustness Tell
- The IP Behind Training Throughput: Intel's 2021 Optimized-Training Grant
- The IP Behind Faster Training: DeepMind's 2021 Task-Selection Grant
- Capex Watch: The 2021 Fabric-Attached-Memory IP Behind the AI Memory Wall
- Microsoft's 2020 Residual-Quantization Filing and the Azure AI Cost Story
- Segment Report: Samsung's 2020 Quantization IP and the On-Device AI Cost Line
- Amazon's 2020 Quantized Multiply-Add Grant and the Real Cost of Inference
- The IP Behind Cheaper Reinforcement Learning: An IBM 2020 Compute-Cost Grant
- Risk Factor of the Week: The Translation-Attention IP That Predates the LLM Boom
- The IP Behind NVIDIA's Inference Lead: A 2020 Grant on Sparse Convolution Hardware
- Filing of the Week: Alphabet's 2019 Annual Report Flags the Ethical and Legal Risks of Its Own AI
- Reading Alphabet's Q3 2020 10-Q: AI Products Get Their Own Profitability Caveat
- Filing of the Week: Alphabet's 2020 Annual Report Says ML Is Now Driving 'Many of Our Latest Innovations'
- AMD's 2020 Annual Report Plants Its Data-Center Accelerator Flag with the MI100
- 'The Power of AI': How Alphabet's 2021 10-K Made Artificial Intelligence a Headline, Not a Footnote
- AMD's 2021 10-K Names the MI200 — and Says It's Built for AI and Machine Learning
- The $18.8 Billion AI Tell in Microsoft's December 2022 10-Q
- NVIDIA's 2023 Proxy Quietly Marks the H100 Ramp as a Year's Achievement
- NVIDIA's Compute GPU Grew 497% — Read the Exact Line in the Q1 FY2025 10-Q
- AMD's 2023 10-K Puts the MI300 on the Record as Its AI Data-Center GPU
- NVIDIA's 2025 10-K Defines the AI Data Center as a Single Giant Computer
- Meta's 2024 10-K Centers Artificial Intelligence Across Its Work
AI Business
- Applied Digital Upsizes Its Revolver to $430M and Lifts a Preferred Commitment to $2B in One 8-K
- Spin AI Files S-1 to Register a $100,000 Best-Efforts Offering at $0.01 a Share
- Verses AI 8-K: President and COO Resigns Citing Non-Payment of Earned Wages as Company Says It Will Discontinue AI R&D
- Getty Images Files 8-K Disclosing a Multi-Year Display Agreement to Put Its Licensed Content Inside ChatGPT
Artificial Intelligence
- This Week's AI Filings Have No Owner: Read the Pub Drop and AI IP Looks Horizontal, Not Concentrated
- What 'MD&A' Is in a 10-K — and What Item 303 Requires AI Companies to Explain
- What 'Remaining Performance Obligations' (RPO) Disclose About an AI Company's Backlog
- What 'Purchase Obligations' Are in a 10-K — and Why AI Compute Commitments Live There
- What a 'Non-GAAP' Financial Measure Is — and the Reconciliation the SEC Requires
- What 10-K 'Risk Factors' Are — and How AI Companies Disclose AI Risk Under Item 105
- Form 8-K Item 2.02: Why an AI Company's Earnings Release Is 'Furnished,' Not 'Filed'
- What a 'Reportable Segment' Is — and Why NVIDIA's Data Center Revenue Isn't a Separate One
- What 'Capital Expenditures' Mean in an AI Company's 10-K — and Where to Find Them
- Read Microsoft's New Filings and You See a Company Optimizing the Cost of Running AI, Not Just Building It
- Intel's New Applications Point at Cheaper, Provable AI Inference
- Qualcomm's Week of Grants Lands on the Mechanics of Running AI on the Device
- Microsoft's Newly Published Applications Point at the Cost and Safety of Running AI
- NVIDIA's Latest Grants Wrap Around the Matrix-Math Layer Beneath AI Compute
- Amazon's Applications Point Toward AI Agents Tuning Its Own Cloud
- Microsoft's March 31 Grants Cover the Job of Running AI, Not Building It
- Intel's New Applications Point Two Ways at the AI Power Wall
- NVIDIA's Week of Grants Lands Squarely on Data-Center Plumbing, Not GPUs
- Bank of America's Newly Published Applications Point Toward Generative AI in the Core of the Bank
- IBM's Mid-April Grants Map Coverage on the Governed, Auditable Side of Enterprise AI
- AMD's Newly Published Applications Point Below the Accelerator — Toward the Memory Subsystem Feeding It
- Microsoft's Late-April Grants Map Coverage on the Plumbing of AI — From Datacenter Cooling to the Agents That Run It
- Oracle's End-April Applications Point to Agentic AI Pointed at Its Healthcare Data
- Intel's End-April Grants Map Coverage on the Stacked, Cooled Memory AI Compute Runs On
- AT&T's Early-May Applications Point to AI Moving Into the Network's Control Loop
- NVIDIA's Early-May Grants Map Coverage Above the Chip — the Software That Schedules the GPU
- Microsoft's New Filings Point Generative AI at the Meeting You Missed and the Molecule You Haven't Made
- Amazon's May Grants Map a Claim on the Unglamorous Plumbing of Running Large Language Models
- Bank of America's Latest Patent Filings Read Like a Plan to Put AI Agents Between You and Your Money
- IBM's May Grant Run Lands on the Memory Devices That Do the AI Math
- OpenAI's First Published Patents Are About Silicon, Not Software
- Intel's Late-May Grants Lock In the Multiplication AI Runs On
- Microsoft's New Applications Keep Circling the Cost of Running the Model
- NVIDIA's Newest Grants Reach Past the Chip Into the Cooling Plant
- Where NVIDIA's R&D Is Quietly Heading: Read the Perception Filings, Not the GPU Headlines
- Groq Patents How to Stack Its Inference Chips — and What the Filing Extends
- Duos Technologies Raises Up to $55M at $9.50 a Share to Fund Its AI Edge Buildout - and Discloses $5.03 of Dilution
- The Backfire Thesis: A Study Argues U.S. Chip Controls Pushed China Toward Open AI
- An Audit Is Not a Benchmark: A Case for Watching Deployed AI as It Drifts
- When LLMs Pick Products, Incumbent Brands Win 100% of the Time — Until a Rival Edges the Rating
- Executive Order 14409 Reframes AI Policy as Industrial Dominance, Not Guardrails
- FDA Puts Self-Updating Radiology AI in Class II, With a Catch Called the PCCP
- GSA Floats a Procurement Clause to Govern Data Inside the LLMs the Government Buys