Companies
Anthropic Eyes $900B Valuation
Anthropic seeks $900B valuation while OpenAI restructures Microsoft partnership, as enterprise AI companies like Netomi and…
Category: Companies
Funding, deals, leadership shifts, and strategy from the companies building the AI stack.
OpenAI
Anthropic Eyes $900B Valuation as AI Funding Hits New Heights
Anthropic is pursuing a $900 billion valuation that would surpass OpenAI, while legal AI startup Legora…
OpenAI
AI Reasoning Models Drive 3x Cost Increases
AI reasoning models are driving compute costs up 200-300% through inference scaling techniques that generate hidden…
Google
SenseTime Releases U1 Image Model as Trump Admin Expands AI
SenseTime released its U1 image model with direct visual processing capabilities, while the Trump administration expanded…
Google
Image AI Models Drive 6.5x More App Downloads Than Text
Image AI models are driving 6.5x more mobile app downloads than text updates, with Google Gemini…
OpenAI
OpenAI Ends Microsoft Exclusivity as SoftBank Plans $100B AI IPO
OpenAI and Microsoft ended their exclusive partnership, allowing OpenAI to work with competing cloud providers while…
Companies
Big Tech AI Spending Hits $1 Trillion by 2027
Big Tech companies are projected to spend over $1 trillion on AI by 2027, with markets…
OpenAI
AI Reasoning Models Drive 10x Cost Increases with Test-Time
AI reasoning models are driving 10x cost increases through test-time compute, generating thousands of hidden reasoning…
Companies
Circle Jumps 16% as Clarity Act Preserves Stablecoin Rewards
Circle's stock jumped 16% after Congress preserved stablecoin rewards in the Clarity Act, avoiding restrictions that…
NVIDIA
NVIDIA CEO Jensen Huang Says China Market Share Now Zero
NVIDIA CEO Jensen Huang confirmed the company now has zero market share in China due to…
Google
Google DeepMind Workers Unionize Over Military AI Contracts
Google DeepMind employees in London voted to unionize with 98% support, opposing the company's military AI…
OpenAI
Poolside Launches Laguna XS.2 Open Source AI Model for Coding
Poolside launched two open source Laguna AI models optimized for coding workflows, offering autonomous programming capabilities…