Anthropic Makes Its IPO Case as OpenAI Rushes Its Own Silicon
The question came up in the first minutes of the meeting, and Daniela Amodei did not flinch. When will the billions spent on AI models produce returns? Anthropic’s president, pitching…
Alphabet Raises $85 Billion to Feed Google’s AI Buildout
The announcement on June 1 was the largest equity raise Alphabet has ever attempted. Two days later, after the underwritten portion was oversubscribed, the company upsized it. Bloomberg reported the…
Apple Opens Messages to an AI Agent and Puts Its Glasses On
The startup is called Poke, and it has done something no other company has managed: get an AI agent approved to run on Apple’s Messages for Business platform. The approval,…
Microsoft and NVIDIA Draft a Standard for AI Agents
At Microsoft’s Build conference, the two companies did not just announce products. They announced a division of labor. NVIDIA will supply the acceleration layer — the GPUs and the software…
Meta’s Data Centers Get a Tent Upgrade
The satellite images show what look like enormous white structures rising outside New Albany, Ohio. City permits identify them as rapid deployment structures, which is Meta’s polite term for what…
Jensen Huang Called to Testify as NVIDIA’s Roadmap Accelerates
The invitation arrived from Elizabeth Warren’s office, and it puts NVIDIA’s chief executive in a position he has spent years avoiding: answering for his company’s sales in China, under oath,…
TSMC’s Capacity Ceiling Hands ASML Europe’s Crown
The words came out of Taiwan Semiconductor Manufacturing Co. in a form the industry rarely hears: an admission of limits. Asked how much more demand the world’s most important foundry…
Morgan Stanley Opens Its Wealth Machine to AI Agents
The memo, when it came, was short and the implications were long. Morgan Stanley told its wealth management division that AI agents would be introduced into client outreach — the…
Microsoft and OpenAI, Once Allies, Now Rivals
Mustafa Suleyman, the executive Microsoft put in charge of its artificial intelligence business, has a simple message for the company’s employees, partners and competitors: Microsoft no longer needs OpenAI. “We…
Alphabet Raises $85 Billion to Fund Google’s AI Push
Alphabet has raised $85 billion for its Google AI business through the largest debt and financing package in the company’s history, a sum larger than the valuation of most AI…