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Times of AI

Signals, investigations, and field notes on the AI economy.

Work Pricing

Nvidia Customers Told AI Server Prices Rise More Than 15% as Memory Soars

On August 22, 2026, Bloomberg reported that contract builders for Microsoft, Google, and Oracle have notified hyperscalers that servers with Nvidia AI chips—including Vera Rubin and Grace Blackwell—will cost more than 15% extra on many configurations shipping early next year, driven by DRAM/HBM. Nvidia did not comment; Reuters could not independently verify. Earnings are due August 26.

Tech Insights Reporter 4 min read

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Work

SpaceXAI Includes Grok Bot With SuperGrok Plus and Cursor Pro+

On August 21, 2026, SpaceXAI expanded Grok Bot from the August 11 Heavy/Ultra/Teams Premium beta to SuperGrok Plus, Cursor Pro+, Cursor Ultra, and all Cursor Teams plans. Enterprise remains on a waitlist. Same product line as the beta, new seat map.

Tech Insights Reporter 3 min read
Research

Anthropic Puts Mythos 5 in Claude Security and Launches a $35 Million Defender Fund

On August 21, 2026, Anthropic said Claude Security scans for Claude Enterprise now run on Claude Mythos 5—returning CWE category, confidence, severity, and a suggested patch without giving the user a Mythos prompt box—and launched the Defender Advantage Fund with $35 million in Claude credits for open-source vulnerability work. Cyber Verification Program expansion toward Mythos-class access is previewed.

Tech Insights Reporter 5 min read
Work

Nvidia Pays Poolside $6 Billion to License Model Factory and Hires 109 Engineers

On August 20, 2026, Newcomer published Poolside’s investor letter: Nvidia will pay $6 billion for a non-exclusive license to Model Factory, invest $1 billion at a $12 billion pre-money valuation, and offer jobs to 109 Laguna engineers. Founders stay; Poolside says it is not an acquisition. Bloomberg and The Information confirmed August 21.

Tech Insights Reporter 5 min read
Models

Gemma Passes One Billion Downloads; Google Opens Awesome Gemma

On August 20, 2026, Google DeepMind said the Gemma open-model family has surpassed one billion downloads, with developers publishing more than 100,000 Gemmaverse variants in two years. The same post launched the Awesome Gemma GitHub directory. Distinct from the Gemini app’s 1 billion monthly users on August 11.

Tech Insights Reporter 4 min read
Work

Anthropic Makes Computer Use, Skills API, and Files API Generally Available

On August 20, 2026, Anthropic moved computer use, the Skills API, and the Files API to general availability on the Claude Platform and added a browser-use tool that reads page structure, not just pixels. Computer use now supports multi-action turns and HIPAA-eligible workloads under Anthropic’s BAA; Files API gets automatic expiration, 5× rate limits, and 1 TB of org storage.

Tech Insights Reporter 5 min read

Top Stories

Policy

OpenAI Reverses Course and Asks California to Strengthen SB 53

On August 21, 2026, OpenAI Global Affairs posted on LinkedIn that California’s SB 53 “should be amended to expand safeguards,” including monitoring frontier models still in training or evaluation for incidents that bypass third-party security, and stronger cybersecurity across the model-development lifecycle. Politico same evening; TechCrunch Saturday. OpenAI previously opposed the 2025 transparency law.

4 min read
Models

DeepSeek Ships V4-Flash-Vision-Exp, a Multimodal API Sibling of V4-Flash

On August 21, 2026, DeepSeek’s API changelog launched experimental DeepSeek-V4-Flash-Vision-Exp (`deepseek-v4-flash-vision-exp`): JPEG/PNG/GIF/WebP via base64, URL, or Files API file_id, on Chat Completions, Anthropic-compatible Messages, and Responses. Text-agent scores match official V4-Flash; DeepSeek says multimodal-agent results jump toward Claude Opus 4.8. Distinct from the August 13 V4-Pro GA and price hike.

4 min read
Work

Grok 4.6 Lands in Google’s Enterprise Agent Platform Model Garden

On August 21, 2026, SpaceXAI made Grok 4.6 available on Google Enterprise Agent Platform via Model Garden at $2 / $0.50 cached / $6 per million tokens—the same list as Bedrock two days earlier—with a 500k context window and low through xhigh reasoning effort.

3 min read

Briefs

Short reads for fast context
Work

Marvell Grants Google a $12.2 Billion Stock Warrant Tied to Custom AI Chips

On August 19, 2026, Marvell disclosed an 8-K: Google received a warrant to buy up to 58.97 million Marvell shares at $206.58—about $12.18 billion if fully exercised, roughly 7% and fifth-largest holder—vesting against custom-chip purchases through fiscal 2033. Commercial terms were signed July 29; Wednesday is the securities disclosure.

5 min read
Work

Google Gives College Students a Free Year of Gemini AI Pro or Plus

On August 19, 2026, Google opened Back to School 2026: eligible U.S. college students get 12 months of Google AI Pro ($19.99/mo value) with 4× Gemini limits, Spark, 5 TB storage, and Health Premium; students in 140+ other markets get Google AI Plus. Redeem by December 31, 2026, with SheerID verification. A student hub, study notebooks, 3D visualizations, and Deep Research inside Gemini Live roll out to all Gemini app users the same day.

4 min read
Work

Grok 4.6 Arrives on Amazon Bedrock, a Week After Launch

On August 19, 2026, SpaceXAI made Grok 4.6 generally available on Amazon Bedrock at the same $2 / $0.50 cached / $6 per million tokens as the first-party API, with a 500k context window and low/medium/high/xhigh reasoning effort, in supported AWS Regions.

3 min read