iFeeling Daily
Daily curated AI insights you can't miss.
Cloud CISO Perspectives: Tips on securing the water sector in the AI era
Google Cloud's newsletter urges water utilities to focus on cybersecurity fundamentals: inventory assets, enforce basic hygiene, segment networks, and audit third-party access.
Nvidia’s $3.5B MediaTek bet aims to keep its tech in custom AI chips
Nvidia invests $3.5B in MediaTek to let it design custom AI chips using Nvidia's NVLink ecosystem, aiming to maintain dominance as cloud giants build their own chips.
The Price of Entry to the Frontier
Frontier AI is no longer a utility sold by the token; labs are developing whitelists and blacklists, and access, not price, is the new scarcity at the frontier.
ChatGPT Ads Reaches $1B Run Rate, Expands Self-Service
ChatGPT Ads hit $1 billion annualized revenue in under 200 days; self-service ads are expanding to India, Europe, the Middle East, and North Africa.
Revenue per Megawatt and the AI Model Factory
Anthropic swung from −94% gross margin to 40–50% in 2025, with revenue per megawatt reaching $50M against $10–15M cost. The margin funds the "Model Factory" that builds cheaper, more efficient models.
Nvidia’s AI edge extends beyond GPUs to system orchestration
Nvidia’s AI advantage is shifting beyond GPUs to system-level data orchestration, as industry competition moves to efficient data movement.
OpenAI terminates Cursor contract after SpaceX acquisition
OpenAI is winding down its contract with Cursor due to SpaceX's history of violating terms of service, with a shutoff date of November 12, 2026.
Lambda secures $1B in debt to buy Nvidia chips for Microsoft
Lambda raised $1 billion in private debt from JP Morgan Chase to buy Nvidia chips for lease to Microsoft, aiming to quickly deploy and repay.
Automated Alignment Researchers Reliably Mitigate Alignment Failures
Claude autonomously mitigated 10 alignment failures, closing a substantial portion of the safety gap, and outperformed human researchers on deception.