Stripe President John Collison forecasts rapid growth in AI-driven agentic commerce, highlighting stablecoins and scalable blockchains as key infrastructure.
MSCI introduces AI connectors enabling access to its data via MSCI ONE, ChatGPT, and Claude, debuting IndexAI Insights to deliver conversational index analytics powered by large language models.
Anthropic unveils a revised Responsible Scaling Policy with a Frontier Safety Roadmap, regular Risk Reports, and clearer separation between company commitments and industry recommendations.
Defense Secretary Pete Hegseth sets deadline for Anthropic to provide broad AI model access to the Pentagon, threatening supply chain risk designation or use of the Defense Production Act.
ŌURA unveils a proprietary large language model for women’s health, combining clinical research and biometric data to deliver personalized, privacy-first AI guidance through Oura Advisor.
Google is adding a new AI agent to its vibe-coding app Opal, enabling users to build mini apps that plan and execute tasks using text prompts.
Meta plans to buy up to $100 billion in AMD GPUs and CPUs, issuing performance-based warrants as it ramps AI data centers and diversifies compute infrastructure.
Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.
Amazon announces a $12 billion plan for Louisiana data centers, creating 540 jobs and funding water and power infrastructure to support AI-driven growth.
IBM shares post their steepest drop in over 25 years after Anthropic says its Claude Code AI tool can automate COBOL modernization on IBM mainframes.
Canva buys animation startup Cavalry and ad-performance firm Mango AI to enhance Affinity’s motion tools and expand its AI-powered marketing ecosystem.
As OpenAI nears a $100 billion round and Anthropic closes a $30 billion raise, overlapping investors are challenging traditional venture capital norms around exclusivity and loyalty.
Anthropic reveals industrial-scale campaigns by DeepSeek, Moonshot, and MiniMax to extract Claude’s capabilities via fraudulent accounts, highlighting national security and AI safety risks.
Cybersecurity shares drop as Anthropic debuts AI-powered code scanning tool, raising concerns over potential disruption of established security business models.
Dario Amodei will meet Defense Secretary Pete Hegseth to discuss the terms for using Anthropic’s AI models, amid tensions over military applications.