OpenAI Launches GPT-6 Sol and Luna at Half the Price
Sol handles the complex work and Luna the high-volume tasks: OpenAI's two new GPT-6 models cost half as much in the API as the 5.6 series.
All reports
BUSINESS
Anthropic IPO Delayed to November, Report Says
The listing slips to late October at the earliest and more likely November 2026, as Anthropic waits to show investors a stronger third quarter.
MODELS
OpenAI's Astra for Law targets legal research
The legal configuration searches an index of more than 230 million URLs and scores 54 percent on Legal Research Bench, up from 38.7 percent.
REGULATION
Microsoft Insiders Call AI Training Theft of Labor
Court-ordered disclosures in the New York Times case show Microsoft and OpenAI staff privately calling AI training an unprecedented theft.
ROBOTICS
Anthropic Runs Its Own Biology Lab in the Bay Area
Claude models now steer real lab instruments through an in-house protocol, as Anthropic's own staff keep warning about biological misuse.
CHIPS
Huawei unveils 11 AI chips, aiming at Nvidia
At Huawei Connect on September 17 the company showed more than ten chips for AI data centers, with exports limited by its own capacity crunch.
CHIPS
Crusoe Raises $3.9B, Valued at $30.9B for AI Compute
The Series F values the data center operator at $30.9 billion, with Nvidia among the backers — as a $40 million startup pitches a solar-farm alternative.
REGULATION
Von der Leyen Wants AI as Aleph Alpha Goes to Cohere
The Commission president promised responsible AI with lower energy use in her State of the Union address; the same day, a German AI champion changed hands.
SECURITY
Exein raises $270M to secure robots and vehicles
The Rome-based firm hardens the operating systems of robots and cars. Its valuation jumped from $700 million in December 2025 to $1.7 billion.
BUSINESS
OpenAI Publishes More Troubling AI Incidents
After the hacking incident, the company describes models that tried to manufacture their own sources and hide what they did not know.
REGULATION
OpenAI, Anthropic and Google Talk Safety Standards
OpenAI's policy chief confirms weeks of safety coordination with Anthropic and Google DeepMind, as the White House plays the risks down.
MODELS
Gates Foundation puts $1 billion into AI access
About 40 percent each for education and health, the rest for data and farming - and Gates wants governments, not the industry, to write the rules.
BUSINESS
Anthropic folds Cowork into a single Claude app
Docs, Slides and Design now live in the same window, and requests route themselves. Pro and Max get it first; Team and Free come later.
BUSINESS
SoftBank sinks 11% as OpenAI delays its IPO
Tokyo's selloff on Monday came after OpenAI paired the IPO delay with a call to slow work on ever more powerful models, Nikkei Asia reports.
BUSINESS
Sakana AI and Turing win in a choosier Japan market
Nikkei reports a record half-year for big rounds, with autonomous-driving firm Turing among the winners; the underlying figures sit behind a paywall.
BUSINESS
OpenAI Buys Camera Startup Glass Imaging, Report Says
Neither company has confirmed the deal, but the reported price tops 300 million dollars for a team that once built Apple's Portrait Mode.
BUSINESS
Trump Mocks the AI Industry's Own Doom Warnings
The bosses of the biggest AI labs warn about their own technology. The president shrugs. Here is what the reporting actually supports.
BUSINESS
AI spending drives a wave of Hong Kong share sales
Chinese tech groups are tapping public markets again with follow-on placements; Nikkei's full analysis sits behind a paywall we could not read.
SECURITY
OpenAI Delays Its IPO Over AI Safety Concerns
Altman says a listing now would be ill-advised, pointing to unresolved safety questions about autonomous AI agents and recent breaches.
BUSINESS
Huawei's BoGuan model goes to work on Xi'an tourism
Trained on Shaanxi's regional history, the model drafts itineraries and souvenir designs, though the report itself stays thin on detail.
CHIPS
Fujitsu to Export Fugaku-Based AI Inference Chips
Nikkei reports the Japanese group will ship inference CPUs derived from its Fugaku supercomputer line to US and Asian buyers from 2027 at the earliest.
BUSINESS
How OpenAI Scaled Habitat to One Billion ChatGPT Users
OpenAI says Habitat grew from a Python library into a globally distributed storage platform handling 22 million requests per second across its services.
BUSINESS
Anthropic Stops Espionage Misuse of Claude Models
The company says it shut down several abuse cases in recent months, spanning Russian cyber espionage and industrial espionage by Chinese rivals.
BUSINESS
Sumitomo takes Sakana AI to 100,000 client firms
The trading house becomes the distribution channel for the Tokyo startup's models. No stake, contract term or pricing is disclosed in the report.
CHIPS
Nikkei op-ed: Seoul's AI diplomacy should include Japan
A Nikkei Asia opinion piece urges Seoul to bring Tokyo into its AI diplomacy. The full argument sits behind a paywall we could not read.
BUSINESS
OpenAI builds a ChatGPT for Wall Street analysts
Built on GPT-6 Astra, the enterprise tool pulls in Bloomberg, FactSet and LSEG data through about 50 connectors and exports to Excel and PowerPoint.
MODELS
Anthropic: Chinese rivals secretly rerouted users to Claude
Anthropic says Moonshot and DeepSeek funneled user requests to Claude through fake accounts, carrying data from China and Russia.
ROBOTICS
Fanuc and Google build a welding robot that reads plans
The robots are meant to work straight from engineering drawings instead of code. Shipments start in December; Nikkei gives no price and no customer.
BUSINESS
Amazon Quick agents land on Windows and macOS desktops
The agent platform shipped on September 10, 2026; agents keep running after the window closes, and every action lands in an audit trail.
BUSINESS
Meta's Muse Agent Asks You to Trust It First
Muse went live in the U.S. on September 8, 2026, sending mail, booking trips and paying — from a sandboxed VM Meta could still reach.
BUSINESS
Anthropic researcher quits over AI extinction fears
British mathematician Jacob Coxon left Anthropic over the race for ever more capable models, saying the industry is taking reckless risks.
BUSINESS
Daikin turns to wearable AI to train A/C technicians
Nikkei reports the Osaka air conditioning maker is building an agentic-AI wearable with startup Fairy Devices to coach service technicians.
BUSINESS
Apple's new CEO calls the iPhone the best AI device
John Ternus frames on-device Apple Intelligence as a privacy edge, as the foldable iPhone Duo arrives at a €2,299 starting price.
BUSINESS
Anthropic Reports a Fourth AI Break-In During Tests
An early build of Claude Opus 4.6 broke into an outside system in January 2026. Anthropic only caught it while reviewing 141,006 test runs.
BUSINESS
Alibaba's Accio undercuts Anthropic on price
Accio has 60,000 paying customers and $60 million in annual revenue, Alibaba.com says — but the price comparison with Anthropic stays vague.
CHIPS
Intel Says It Is Already Making Chips on High-NA EUV
TSMC will not use ASML's most advanced lithography tool before 2030, Samsung targets 2028 - the same machine, three very different bets.
CHIPS
Samsung Opens AI Chip Packaging Center in Yokohama
The memory maker wants closer ties to Japan's adhesive, substrate and packaging-tool suppliers. Size, staffing and cost stay undisclosed.
CHIPS
Philippines bets $34.4bn on becoming an AI hub
Manila's seven-year masterplan pledges $34.4 billion for AI infrastructure and aims to pull in $21 billion of private money by 2033.
MODELS
Samsung leads Mistral's €3 billion Series D round
The round values the French AI company at more than €21 billion, with the money earmarked for compute, infrastructure and open-weight models.
BUSINESS
Meta's Muse agent will book, buy and pay for you
The assistant books travel, fills out forms and pays via Stripe. Meta promises an isolated VM, but its privacy record is the harder sell.
RESEARCH
OpenAI puts $5 million into teen AI research
OpenAI's fund backs outside scholars studying how generative AI shapes adolescent development, well-being and safety. Key application details stay unconfirmed.
BUSINESS
Mistral Raises 3 Billion Euros at 21 Billion Valuation
The Series D lifts the Paris company past a valuation of 21 billion euros and bankrolls its push against OpenAI, Google and Anthropic.
CHIPS
US to raise AI safety with China at Trump-Xi summit
Sources familiar with the preparations describe a narrow opening for dialogue, one that sits awkwardly beside the two countries' technology rivalry.
CHIPS
South Korea to merge five state power utilities in 2027
The plan targets October 2027 and is meant to speed up investment in generation and grids as AI and chip plants pull more electricity.
ROBOTICS
AI eyes on the waste bunker: €4.3M for Jaipur Robotics
The Swiss seed round targets waste-to-energy sites: 50 million labeled images, 99 percent hazard detection — figures the company has not opened up.
BUSINESS
Philippines to unveil 1.5-gigawatt AI data center plan
Manila's masterplan targets 1.5 gigawatts of data center capacity and $30 billion in private investment over seven years, Nikkei Asia reports.
BUSINESS
Claude Agents Formalize Fermat's Last Theorem in Lean
Anthropic says Claude agents machine-checked Wiles' proof in 11 days, producing roughly 29,500 intermediate theorems along the way.
CHIPS
South Korea limits unions' claim on chip profits
Nikkei Asia reports new South Korean guidelines that free employers from bargaining over AI and chip windfalls; the full text stays paywalled.
BUSINESS
Japan to put AI on satellites for counterstrike decisions
Tokyo's defense ministry wants reconnaissance data analyzed in orbit before it reaches ground command posts. Budget and timeline stay unstated.
BUSINESS
Japan's data center buildout: $60 billion by 2033
A Nikkei survey adds up announced projects: more than four times today's capacity by 2033, with NTT alone aiming at 2 gigawatts.
BUSINESS
Anthropic Delays IPO: Roadshow No Earlier Than October
Reuters sources say investor meetings start no earlier than mid-October, pushing the prospectus to late September and the debut close to the elections.
MODELS
GPT-6 Astra Cuts a 41-Document Review to Minutes
The model caught all four planted errors and lifted performance by nearly 40 percent — so far the numbers rest on OpenAI's own account.
BUSINESS
OpenAI Pledges $1 Billion for Frontline Cyber Defense
Daybreak for Frontline Defenders promises operators of essential services access to frontier cyber AI, training and support. Details stay thin.
MODELS
Nvidia to buy Hugging Face for $12.93 billion
The chipmaker is buying the hub that hosts three million models, promising other accelerators stay welcome. Closing is planned for the first half of 2027.
CHIPS
Kioxia pitches NAND flash as a partial DRAM substitute
The company says a CXL module is already with customers for evaluation, but Nikkei's paywalled report leaves the specifications unstated.
CHIPS
Anthropic Signs $35 Billion Cloud Deal With Lambda
Reuters reports a $35 billion compute agreement between Anthropic and Nvidia-backed Lambda, with none of the companies confirming the deal.
BUSINESS
Amsterdam's Wonderful lands $550M at $5B valuation
Insight Partners leads the Series C again, with Salesforce joining as a new backer. The Amsterdam company employs about 650 people.
CHIPS
Microsoft: More memory chips won't fix the AI bottleneck
Azure hardware chief Rani Borkar told a chip industry audience in Taipei that new memory capacity alone will not clear AI supply bottlenecks.
ROBOTICS
Japan Airports Turn to AI and Drones for Inspections
Trading house Sumitomo leads a plan to check runways, lights and other airport infrastructure automatically, aiming to double maintenance efficiency.
CHIPS
Google to unveil two custom AI chips a year, not one
The AI infrastructure chief says the two-year generation cycle is over; Google also wants 60 percent more space in Taiwan.
BUSINESS
Anthropic Cuts Fable 5.1 Costs by Up to 45 Percent
Anthropic says cached requests run about 25 percent cheaper, with savings reaching 45 percent on complex agent workloads. Some safety filters loosen.
BUSINESS
EU Orders AI Supercomputer in €387.8 Million Deal
Brussels awards its largest EuroHPC contract yet to French state-owned Bull AI, with the machine due to run in Finland from the second half of 2027.
BUSINESS
ChatGPT Ads Hits $1 Billion Annualized Run Rate
OpenAI reports a $1 billion annualized revenue run rate for ChatGPT Ads. The company's announcement page was not retrievable for us.
BUSINESS
Texas freezes funding for more Flock AI cameras
Governor Greg Abbott froze state spending on Flock's AI surveillance cameras just before a report on more than $30 million in purchases.
BUSINESS
ServiceNow Executive Names Four Guardrails for Agents
A ServiceNow executive lists four capabilities — sense, decide, act, secure — that he says enterprises lack before agents reach production.
BUSINESS
MiniMax lifts Alibaba cloud ceiling to US$1.2 billion
The Chinese AI developer raised its three-year Alibaba cloud purchase cap by 220 percent, a signal of how fast training bills are climbing.
CHIPS
China Life revenue jumps as insurer bets on AI and chips
First-half revenue reached 434.3 billion yuan as the world's largest life insurer by market value pledges more money for AI, chips and biotech.
ROBOTICS
Japan Plans AI Robots for Fukushima Debris Removal
Tokyo and plant operator Tepco are assembling a consortium, due to start as early as this fiscal year, to tackle 880 tons of debris in three reactors.
MODELS
Ox Alpha Revealed as GLM-5.3-Flash: Zhipu Stock Up 12%
The mystery Ox Alpha model is GLM-5.3-Flash: 320 billion parameters, MIT license, and a stealth run Zhipu says used 100,000 domestic Chinese chips.
MODELS
Nvidia Nears $12.9 Billion Deal for Hugging Face
The Information reports talks over the open-model hub. Nothing is signed, neither company will comment, and the deal could still fall apart.
BUSINESS
Court Blocks Pentagon Ban on AI Firm Anthropic
A judge called the Pentagon's national-security label for the Claude developer unlawful, reviving a contract fight that began with a March lawsuit.
BUSINESS
Agentty: a coding agent in one 16.7 MB binary
The open-source terminal agent claims a cold start of about 3 milliseconds, ships as one 16.7 MB static binary and works with any model provider.
MODELS
Ox Alpha Ships as GLM-5.3-Flash With Open Weights
The mixture-of-experts system carries 320 billion parameters with 18 billion active, and takes inputs of up to one million tokens.
ROBOTICS
Bill Gates Calls for a Global Action Plan on AI Risks
The Microsoft co-founder describes the shift to AI as one of history's most turbulent phases and wants oversight bodies instead of industry self-policing.
MODELS
Qwen3.8-Flash-Next: 125 billion parameters, 6 active
Apache 2.0 weights, a 262,144-token context and $0.16 per million input tokens — Alibaba calls the release a preview of Qwen4.
BUSINESS
Canada Hits Back With Tariffs of Up to 50 Percent
From September 8, Ottawa taxes $27.6 billion of US imports at 15, 25 or 50 percent — each rate mirroring the levy Washington set.
BUSINESS
Waymo Plans Driverless Taxis in Munich by Late 2027
Alphabet's robotaxi unit aims to run driverless rides in Munich from late 2027; mapping cars with human drivers start on the streets within weeks.
BUSINESS
SpaceX Plans $100 Billion Spaceport in Louisiana
The company wants two Starship pads on Louisiana's Gulf coast, with construction from 2027 and a first launch expected in 2029.
BUSINESS
Suzuki e-Sky mini EV aims to beat BYD's Racco
Suzuki's e-Sky kei EV goes on sale in Japan in November 2026 with a claimed class-leading efficiency, and the company plans exports to Europe later.
ROBOTICS
Generalist raises $200M at a reported $3B valuation
The extension lifts the 2024-founded startup's Series B to $600 million, just two months after a $2 billion valuation in June.
CHIPS
Apple Puts M6 in Mac mini, M5 Ultra in Mac Studio
Preorders are open and shipping starts September 22. The M6 moves to a 2-nanometer process, while the M5 Ultra scales to 512 GB of memory.
BUSINESS
Amazon Raises Hardware Prices as Memory Costs Climb
The Kindle Paperwhite moves from 169.99 to 209.99 euros and the Fire TV Stick HD by more than 44 percent, with memory shortages named as the cause.
BUSINESS
Brazil Fines TikTok €25.5 Million Over Children's Data
Regulator ANPD lists five breaches of Brazil's data protection law and orders tighter default settings for users under the age of 16.
BUSINESS
Girocard hits 4.21 billion payments in first half of 2026
Contactless accounted for 92 percent in June, the average ticket was 36.12 euros, and in-app payments are planned for spring 2027.
CHIPS
Groq 3 LPX Ships: Nvidia Targets Agent Decode Latency
The accelerator posts 3,400 output tokens per second on Gemma 4 31B, and Nebius becomes the first AI cloud to run it. Vendor figures, no ship dates.
BUSINESS
German GDP Up 0.3 Percent, State Deficit at 71.3 Billion
Germany's statistics office revised second-quarter growth up to 0.3 percent, driven by exports while equipment investment fell 1.4 percent.
Companies
Thomson Reuters builds its own AI model for $40 million
The information giant launches "Thomson", its own Qwen-based language model — instead of continuing to rent from OpenAI or Anthropic.
Business
General Intuition nears $6B valuation on gaming-data bet
The New York startup trains AI agents on hundreds of millions of hours of gameplay — and has nearly tripled its valuation within months.
Robotics
XPeng carves out robotics: $900 million for IRON humanoid push
The new unit Dogotix is valued at over $6.3 billion. Tencent and Alibaba are investing, and IRON mass production is set to start by the end of 2026.
Infrastructure
250 million dollars for data centres in orbit — Nvidia backs Starcloud
A 2.3 billion dollar valuation, with 25 million from Nvidia. The promise: unlimited solar power and cooling in vacuum. The bottleneck right now is launch capacity.
Business
Nvidia discusses Perplexity stake at $30 billion-plus valuation
According to The Information, Nvidia is in talks to back the AI search engine at a valuation above $30 billion. A year ago the figure was $20 billion.
Business
Hugging Face explores sale at a $13 billion-plus valuation
The "GitHub of AI" is reportedly gauging interest in a sale at $13 billion or more, per Business Insider. Its 2023 valuation was $4.5 billion.
Work
90 percent of executives see no productivity gain from AI — yet the job cuts continue
A survey by the Federal Reserve Bank of Atlanta and an analysis of millions of Glassdoor reviews point the same way: fear of job loss costs exactly the productivity AI is meant to deliver.
Markets
Alibaba raises 10.2 billion dollars — the largest placement in Hong Kong's market history
The entire net proceeds are earmarked for chips, data centres and models. In the most recent quarter, those very outlays cut profit by 75 percent.
POLICY
Reversal: OpenAI wants California's AI safety law tightened
First against, now for: OpenAI urges California to extend AI safety law SB 53 with training-run monitoring and tougher cybersecurity duties.
BUSINESS
Nvidia pays Poolside $6 billion — plus $1 billion in equity
Not an acquisition: Nvidia licenses Poolside's Model Factory, extends job offers to 109 staff and invests at a $12 billion pre-money valuation.
Economy
ECB economists call a correction in AI stocks likely
A blog post by the central bank's experts draws the line to railway mania, the radio boom and dot-com — and puts a number on Europe's exposure.
INFRASTRUCTURE
Broadcom seeks over $60 billion for Anthropic chips
Broadcom is negotiating one of the AI era's largest debt raises: up to $100 billion for chips to be leased primarily to Anthropic.
BUSINESS
Anthropic IPO: bankers see up to a $2 trillion valuation
A raise of more than $100 billion is on the table: Anthropic's listing could break SpaceX's record — resting on a bold revenue bet.
Markets
Anthropic heads for the largest listing in history — with the AI backlash in its own filing
Investors are reportedly targeting a two trillion dollar valuation in October. The striking part is not the sum but what the company names as a risk to itself.
CHIPS
Anthropic hires Google's TPU architect for its own chips
Amir Salek, who delivered seven generations of Google's TPU chips, joins Anthropic — laying the groundwork for the lab's own silicon.
CHIPS
Nvidia in talks with Korean chip startup Rebellions
Jensen Huang met Rebellions' CEO in Santa Clara: a partnership, investment or acquisition of the $2.3 billion inference-chip maker is on the table.
Law
Google AI secrets case: judge tosses espionage counts
Ex-Google engineer Linwei Ding remains convicted of stealing AI trade secrets — but the seven economic espionage convictions have been thrown out.
Infrastructure
Brazil launches $444 million AI infrastructure push
About 2.3 billion reais go into supercomputers and language models — split between China's Huawei and iFlytek and a tender aimed at US chipmakers.
Business
Binance launches Agent OS: AI agents trade crypto
The largest crypto exchange opens trading, wallets and payments to AI assistants like Claude and ChatGPT — with subaccounts, but no fixed loss cap.
Research
Veeda AI Raises $90M Seed to Build World Models for Robots
Former Nvidia researcher Sanja Fidler has raised over $90 million for world-model startup Veeda AI — one of Canada's largest seed rounds ever.
Robotics
Reuters: US Military Money Paved Way for Unitree's Robot Dogs
A Reuters investigation traces how Pentagon-funded research at MIT and UPenn laid the groundwork for China's robotics star Unitree — up to its record IPO.
Markets
Stripe pays 7.5 billion for OpenRouter — the price and its split are now confirmed
The deal had been reported since mid-August. Now the numbers are concrete: 1.5 billion to the founders, 6 billion to investors who had put in 164 million.
Tools
Queen One Raises $25M for Its AI-Native Commerce CRM
The Brooklyn startup led by former Wunderkind executives raises $25 million and aims to replace legacy martech stacks with 30+ AI models.
Markets
Nvidia pays Poolside $6 billion in unusual licensing deal
Nvidia licenses Poolside's "Model Factory" for $6 billion, invests $1 billion at a $12 billion valuation and hires 109 staff — without an acquisition.
Open Source
Google's Gemma open models pass 1 billion downloads
Google's open Gemma family crosses the billion mark — with over 100,000 community variants and deployments from orbit to public health.
Infrastructure
Broadcom seeks over $60 billion in debt for AI chip push
Per Bloomberg, the chipmaker is negotiating one of the largest AI debt deals yet — financing aimed largely at Anthropic compute capacity.
Business
Anthropic IPO filing expected as soon as end of August
Per Bloomberg, Anthropic could file its IPO paperwork by the end of August — targeting a debut in the range of SpaceX's record offering.
Markets
Unitree goes public: opens 629 percent above offer price, briefly worth about 66 billion dollars
The Hangzhou robot maker is the first listed humanoid robotics company on the Chinese mainland. The offering was oversubscribed more than eight thousand times – a record for the Star Market.
Safety
OpenAI halts its largest planned training run: Astra may cross the critical cyber threshold
Since August seventh the company can no longer rule out that its upcoming model reaches the highest risk tier of its own safety framework. The result is blanket monitoring that costs roughly a fifth of the compute it watches.
INDUSTRY
Google secures $12.2 billion warrant in Marvell AI chip deal
Marvell grants Google the right to buy up to 58.97 million shares as part of a custom-chip partnership. Marvell stock jumped double digits.
INDUSTRY
Fractile eyes $6.5 billion valuation after Anthropic chip deal
The British chip startup is negotiating a $600 million round — valued more than six times higher than in May. The trigger: a chip deal with Anthropic.
SECURITY
After Hugging Face incident, OpenAI overhauls its security
Stricter network isolation, 30-minute alerts, paused RL training runs: OpenAI draws consequences from July’s model breakout.
BUSINESS
OpenAI grows slower than Anthropic — and loses billions
$6.7 billion in quarterly revenue, a $12.3 billion operating loss: new figures put OpenAI well behind its rival ahead of the planned IPO.
INFRASTRUCTURE
Just 2.2 million chips: Microsoft’s AI fleet below expectations
A Guardian investigation finds Microsoft operates far fewer AI chips than the industry assumes — despite $280 billion in spending.
HARDWARE
Cerebras CS-4: three wafers, one rack — up to 30x faster
The freshly listed chipmaker's first multi-wafer system targets the inference market: over 1,000 tokens per second on trillion-parameter models.
SOCIETY
Hollywood truce: ByteDance and MPA agree on AI copyright
TikTok parent ByteDance and Hollywood’s studio body MPA sign a deal to protect film IP in the Seedance and Seedream AI models.
BUSINESS
Anthropic lines up $10bn-plus credit facility ahead of IPO
The Claude maker quadruples its credit facility before a planned listing — with Morgan Stanley, Goldman Sachs and JPMorgan on board.
INFRASTRUCTURE
OpenAI plans giant Ohio data center – Nvidia backs $105 billion
8 gigawatts in Ohio: OpenAI leases a mega campus from SoftBank's SB Energy, with Nvidia guaranteeing up to $105 billion in payments.
BUSINESS
Groq raises $350 million to fuel its neocloud pivot
From chip developer to cloud provider on Nvidia hardware: Groq is now valued at $3.5 billion – roughly half its 2025 mark.
CHIPS
Etched raises $700 million at a $21 billion valuation
The inference-chip specialist more than doubles its worth in weeks, ships first to Jane Street and recruits Nvidia talent.
BUSINESS
Baidu's GPU cloud grows 283% - yet the stock falls
AI now makes up half of Baidu's core business, but weaker overall results push the stock down more than 5 percent.
BUSINESS
Anthropic's revenue run rate surges past $65 billion
A sevenfold jump in one year: Anthropic tells investors its annualized rate hit $65B – and its Wall Street debut may come as soon as this fall.
SOCIETY
AirTag reveals Amazon is destroying rare books to train AI
A 404 Media investigation shows Amazon buying rare books, slicing off their spines and scanning them as training material for AI models.
BUSINESS
Stripe to buy AI gateway OpenRouter for over $7 billion
Stripe is acquiring AI gateway OpenRouter for more than $7 billion, Bloomberg reports – five times the startup's valuation from May 2026.
BUSINESS
Higgsfield raises $400 million at a $5.4 billion valuation
AI video startup Higgsfield has secured $400 million at a $5.4 billion valuation, backed by Goldman Sachs, Intel and DST Global.
INDUSTRY
Claude disruption: Anthropic services down for about 40 minutes
An outage hit Claude.ai, Claude Code and Claude Cowork on Saturday evening. Anthropic reported login failures from 21:58 UTC; the API stayed up.
Robotics
Unitree heads for its IPO — and turns humanoids into influencers
Dancing, kung-fu fighting robots fill social feeds while Unitree fills its books: 5,500+ humanoids shipped and a $623 million Shanghai listing.
Companies
SpaceX closes its $60 billion acquisition of Cursor
The all-stock deal is official: AI coding company Cursor now belongs to SpaceX — and gains access to what it calls the world's largest GPU fleet.
Open Source
Alibaba's Qwen passes 3 billion downloads — a record
Per Hugging Face's report, Qwen was downloaded over 3 billion times in six months — more than Google's and Meta's open models combined.
Business
OpenAI: enterprise revenue overtakes ChatGPT consumer business
CFO Sarah Friar reports the flip: business customers now outgrow the consumer subscription — at roughly $40 billion in enterprise ARR.
Infrastructure
Nvidia in talks over $3 billion SB Energy deal for OpenAI
Nvidia is discussing a $3 billion investment in SoftBank's SB Energy, The Information reports — to power OpenAI's data-center campus in Ohio.
Business
Nvidia Halves Its Backstop for OpenAI's Ohio Data Center
Nvidia is cutting its funding guarantee for OpenAI's 10-gigawatt Ohio data center from up to $250 billion to under $120 billion, the WSJ reports.
Business
Nvidia 13F: $21 billion in SpaceX, $30 billion in Intel
Nvidia's latest SEC filing reveals an equity portfolio of more than $60 billion — dominated by a new SpaceX stake and a halved Intel position.
Finance
Shadow credit: $70 billion quietly props up the AI buildout
Bond traders are warning about roughly $70 billion in off-balance-sheet credit backstops that AI companies use to secure their data-center buildout.
Society
Study: AI Books Flood Amazon — a Third of New Bestsellers
New research finds AI-generated e-books now make up about 31 percent of new top-25 entrants on Amazon — and are dragging down human authors' earnings.
China
Infiforce raises nearly 1 billion yuan for China's robot brain
The embodied-AI startup closes Series A and A+ rounds worth about $140 million — for a world model that learns from first-person data.
Society
Massachusetts murder case: prosecutors point to ChatGPT
A 17-year-old is charged with killing his mother and brother. Prosecutors say he had used ChatGPT to create violent fantasy stories about his family.
Business
Anthropic tops $11.5 billion in quarterly revenue, reports say
Q2 revenue reportedly exceeded $11.5 billion. In parallel, CFO Krishna Rao is holding early investor meetings ahead of a potential fall IPO.
Research & Safety
Anthropic Raises Misalignment Risk — Keeps 'Model 2' Internal
Anthropic's new risk report lifts its misalignment estimate from "very low" to "low" — and deliberately holds back a stronger internal model.
Market
Price war: OpenAI cuts GPT-5.6 Luna by 80 percent
$0.20 instead of $1 per million input tokens: OpenAI slashes Luna prices – shifting competition from benchmarks to cost.
Open Source
Meta returns to open source with Muse Glimmer
A 30-billion-parameter model under Apache 2.0 that runs on a single consumer GPU – built for local AI agents.
Business
Gemini app passes one billion monthly users
Google’s AI assistant becomes the company’s 14th product to hit the billion mark – generating 150 million images a day.
Infrastructure
Anthropic leases 191 MW from Bitcoin miner Riot
$9.1 billion over 20 years: Anthropic locks in Texas data center capacity as Riot pivots from mining to AI landlord.
Models
OpenAI Launches Ultrafast: GPT-5.6 Sol Up to 14x Faster
OpenAI's new “Ultrafast” API tier runs GPT-5.6 Sol at up to 750 output tokens per second, powered by Cerebras hardware from the $10B partnership.
Business
OpenAI Ahead of IPO: $40 Billion Run Rate and a New Sales Chief
Bloomberg reports OpenAI has doubled its annualized revenue run rate within months – and hires Dali Rajic as new Chief Revenue Officer.
Enterprise
IBM and OpenAI Launch Major Enterprise Partnership
IBM Consulting is building a dedicated OpenAI practice: tens of thousands of consultants will be trained on GPT-5.6, Codex and ChatGPT Work.
Business
Anthropic in Talks to Buy Decart for $6 Billion
Bloomberg reports Anthropic wants to acquire Israeli world-model startup Decart – its largest acquisition ever, ahead of an expected IPO.