Companies, products, and big moves
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Apple's offer to publishers isn't just another content deal — it breaks the template that defined the AI-news era. Instead of flat, guaranteed licensing fees of the kind OpenAI used to lock up News Corp and Axel Springer, Apple is proposing to pay publishers only when
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Thursday's biggest AI-business story is a private-market statement: Databricks closed another $5 billion round — this one at a $190 billion valuation — while Anthropic and Redwood Research shipped a benchmark index for the kind of reasoning that can't be empirically verified, and the White House
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Three stories this afternoon: Microsoft begins the long-promised Copilot consolidation, Writer ships a cheaper flagship agentic model, and CNBC gets inside SK Hynix's $720 billion bet that AI memory demand is permanent. Microsoft is finally combining its consumer Copilot and Microsoft 365 Copilot apps into a single
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The price war's last holdout just posted its new rate card. DeepSeek has turned its promised "significant" API increase into hard numbers — and, for the first time, into a peak/off-peak billing model that charges more than double for busy-hour inference. DeepSeek has finalized
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Spending data is questioning the core bet of the frontier labs — that each new, pricier model sells itself — while Morgan Stanley warns compute stays scarce for years and the milestones of automated AI research keep falling. Anthropic's most capable model is its slowest seller: Fable 5 accounted for
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Anthropic's agentic workspace just got a browser home: the Chrome extension that used to read pages for you can now run a full Cowork session in its side panel, skills and plugins included. Anthropic's Cowork agent now runs inside the Chrome extension's side panel,
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Lin Junyang, the researcher who built Alibaba's Qwen into one of the world's most-used open model families, came out of stealth early Wednesday with a company that has no product, no demo, and a $2 billion price tag. That gap is the story. Lin Junyang,
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The AI hardware story keeps moving down the stack. This week's data from Counterpoint Research shows the shift from training to inference is now reshaping the memory market — and NAND flash makers are posting record revenue because of it. Server-grade enterprise SSDs hit 48% of all NAND
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The AI buildout's memory shortage keeps hitting every tier of hardware — this time it is the workstation GPU on your desk, not the data center. Nvidia quietly raised its flagship Blackwell card to $16,000, and a new report shows the human cost behind robot training data in
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Lenovo's fiscal first quarter produced the strongest results in the company's history, and the composition of the numbers shows AI has stopped being a story the PC giant tells and become a line item that moves the entire business. Lenovo reported record fiscal Q1 revenue of
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China's autonomous-driving leader is taking its Robotaxi playbook to freight, with the fourth-generation driverless heavy truck now rolling off the production line and a concrete fleet target for the next three years. Pony.ai's fourth-generation L4 autonomous electric heavy truck has entered mass
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The legal-AI money race just escalated: Swedish startup Legora is reportedly raising at a valuation above $10 billion, and a new Berkeley benchmark argues the industry is measuring machine learning itself all wrong. Swedish legal-AI startup Legora is seeking fresh funding at a valuation above $10 billion — roughly