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.
Anthropic says DeepSeek, Moonshot, and MiniMax used 24,000 fake accounts to extract AI capabilities from Claude, violating terms of service and regional restrictions.
OpenAI partners with BCG, McKinsey, Accenture, and Capgemini to deploy Frontier, a platform for AI coworkers, across enterprises, combining technology with strategy and workflow redesign.
Alphabet, Amazon, Meta, and Microsoft are expected to spend $650 billion on AI infrastructure in 2026, up from $410 billion in 2025, highlighting rapid scaling amid compute demand.
Guide Labs launched Steerling-8B, an 8-billion parameter LLM with interpretable architecture that allows every token to be traced back to its training data.
Spotify is rolling out its AI-powered Prompted Playlists to Premium users in the U.K., Ireland, Australia, and Sweden, allowing personalized playlists from natural-language prompts.
Particle has launched AI-powered Podcast Clips, enabling users to access relevant audio excerpts from podcasts alongside related news stories.
A former Citigroup executive says commercially available humanoid robots can now deliver a return on investment in under 10 weeks, potentially accelerating enterprise automation.