Frontier Pulse — AI Intelligence

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BREAKING MOVES

The stories reshaping the board right now.

The biggest headlines worth reading first, stripped down to what changed and why it matters.

BREAKING

Firmus, the ‘Southgate’ AI data center builder backed by Nvidia, hits $5.5B valuation

NVIDIAYesterday 6:46 PM

TechCrunch AIApr 7, 6:46 PM

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Full Summary

Firmus, the ‘Southgate’ AI data center builder backed by Nvidia, hits $5.5B valuation Nvidia-backed Asia AI data center provider Firmus has now raised $1.35 billion in six months. Infrastructure updates matter because AI momentum depends on who can actually train and serve models at scale.

Why It Matters

Infrastructure updates matter because AI momentum depends on who can actually train and serve models at scale.

Coverage Tags

FundingInfrastructureData Centers

🔴 CriticalHigh

Related Companies

NVIDIA

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BREAKING

Show HN: Frontend-VisualQA — give coding agents eyes to verify their own UI work

OpenAI AnthropicYesterday 5:06 PM

Hacker News AIApr 7, 5:06 PM

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Full Summary

Show HN: Frontend-VisualQA — give coding agents eyes to verify their own UI work Coding agents today are blind. Commercial partnerships matter because they convert technical progress into distribution, customers, and revenue signal.

Why It Matters

Commercial partnerships matter because they convert technical progress into distribution, customers, and revenue signal.

Coverage Tags

PartnershipFundingResearchPolicy & RegulationGPT-5AgentsAPIPricingBenchmarks

🔴 CriticalHigh

Related Companies

OpenAI Anthropic

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BREAKING

Suno and major music labels reportedly clash over AI music sharing

Yesterday 4:21 PM

The Verge AIApr 7, 4:21 PM

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Full Summary

Suno and major music labels reportedly clash over AI music sharing The AI-powered musicmaker Suno is struggling to reach licensing deals with Universal Music Group and Sony Music Entertainment. Commercial partnerships matter because they convert technical progress into distribution, customers, and revenue signal.

Why It Matters

Commercial partnerships matter because they convert technical progress into distribution, customers, and revenue signal.

Coverage Tags

PartnershipInfrastructureFinance

🔴 CriticalHigh

Related Companies

Read original source View full article

AI RACE LEADERBOARD

Who's gaining ground

The companies whose momentum scores are climbing — and what's driving it.

Rank	Company	Momentum Score	7-Day Trend	Key Driver
01	OpenAI	+18.4	↑↑	Additional data center capacity reinforces OpenAI's ability to scale frontier demand.
02	Anthropic	+14.7	↑↑	Claude 4.6 Opus keeps Anthropic in the top tier of current model launches.
03	Google DeepMind	+11.2	↑↑	Gemini benchmark wins help narrative momentum even before market share shifts.
04	xAI	+9.8	↑↑	Grok 5 beta is xAI's strongest bid yet to be treated as a serious frontier lab.
05	DeepSeek	+8.3	↑↑	DeepSeek R2 reignites the open-weight reasoning debate with strong developer attention.
06	Meta AI	+6.1	↑	Llama 5 400B keeps Meta central to the open-weight conversation.
07	NVIDIA	+4.3	↑	Actual Blackwell Ultra shipments are one of the strongest possible infrastructure signals.
08	Mistral	+1.9	↑	Mistral Large 3 is a needed proof point that the company can keep shipping for enterprise buyers.
09	Microsoft AI	-2.1	↓	Copilot churn reporting hits directly at Microsoft's AI monetization story.
10	Amazon AWS AI	-4.6	↓↓	Price pressure weakens the view that AWS can lean on cloud scale alone.

#1OpenAI

Additional data center capacity reinforces OpenAI's ability to scale frontier demand.

+18.4

↑↑

Additional data center capacity reinforces OpenAI's ability to scale frontier demand.Full details →

#2Anthropic

Claude 4.6 Opus keeps Anthropic in the top tier of current model launches.

+14.7

↑↑

Claude 4.6 Opus keeps Anthropic in the top tier of current model launches.Full details →

#3Google DeepMind

Gemini benchmark wins help narrative momentum even before market share shifts.

+11.2

↑↑

Gemini benchmark wins help narrative momentum even before market share shifts.Full details →

#4xAI

Grok 5 beta is xAI's strongest bid yet to be treated as a serious frontier lab.

+9.8

↑↑

Grok 5 beta is xAI's strongest bid yet to be treated as a serious frontier lab.Full details →

#5DeepSeek

DeepSeek R2 reignites the open-weight reasoning debate with strong developer attention.

+8.3

↑↑

DeepSeek R2 reignites the open-weight reasoning debate with strong developer attention.Full details →

#6Meta AI

Llama 5 400B keeps Meta central to the open-weight conversation.

+6.1

↑

Llama 5 400B keeps Meta central to the open-weight conversation.Full details →

#7NVIDIA

Actual Blackwell Ultra shipments are one of the strongest possible infrastructure signals.

+4.3

↑

Actual Blackwell Ultra shipments are one of the strongest possible infrastructure signals.Full details →

#8Mistral

Mistral Large 3 is a needed proof point that the company can keep shipping for enterprise buyers.

+1.9

↑

Mistral Large 3 is a needed proof point that the company can keep shipping for enterprise buyers.Full details →

#9Microsoft AI

Copilot churn reporting hits directly at Microsoft's AI monetization story.

-2.1

↓

Copilot churn reporting hits directly at Microsoft's AI monetization story.Full details →

#10Amazon AWS AI

Price pressure weakens the view that AWS can lean on cloud scale alone.

-4.6

↓↓

Price pressure weakens the view that AWS can lean on cloud scale alone.Full details →

Full leaderboard →

Track the AI race in real time.

Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra

Meta Pauses Work With Mercor After Data Breach Puts AI Industry Secrets at Risk

OpenAI executive shuffle includes new role for COO Brad Lightcap to lead ‘special projects’

OpenClaw gives users yet another reason to be freaked out about security

Anthropic buys biotech startup Coefficient Bio in $400M deal: Reports

The stories reshaping the board right now.

Firmus, the ‘Southgate’ AI data center builder backed by Nvidia, hits $5.5B valuation

Show HN: Frontend-VisualQA — give coding agents eyes to verify their own UI work

Who's gaining ground

Momentum patterns worth watching

Biggest leaderboard gap

Accelerating momentum

Momentum cooling

The companies making the sharpest moves

OpenAI

Amazon AWS AI

Anthropic

New models, products, and platform updates worth tracking

Claude 4.6 Opus

Gemini 3.0 Ultra

GPT-5 Limited Preview

Mistral Large 3

Grok 5

Blackwell Ultra

A live view of the moments shaping the AI race

Interactive Timeline

Anthropic debuts preview of powerful new AI model Mythos in new cybersecurity initiative

A fast, readable summary of the ten stories that mattered most today.

Track the AI race in real time.

The stories reshaping the board right now.

Who's gaining ground

Momentum patterns worth watching

Biggest leaderboard gap

Accelerating momentum

Momentum cooling

The companies making the sharpest moves

OpenAI

Amazon AWS AI

Anthropic

New models, products, and platform updates worth tracking

Claude 4.6 Opus

Gemini 3.0 Ultra

GPT-5 Limited Preview

Mistral Large 3

Grok 5

Blackwell Ultra

A live view of the moments shaping the AI race

Interactive Timeline

Anthropic debuts preview of powerful new AI model Mythos in new cybersecurity initiative

The themes driving the conversation

A fast, readable summary of the ten stories that mattered most today.

Stay on top of the AI race