Companies, products, and big moves
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Two fleet stories, one shape: a very large commitment signed this week for vehicles that do not exist yet, and a distribution loophole that lets anyone put AI music on a real artist's page. Bolt signed an initial agreement with Lucid to put at least 25,000 Level
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India's chip ambitions and America's AI buildout met in the same room today — and two US equipment makers put real money behind capacity that does not exist yet. Applied Materials will invest $5 billion in India over the next decade under a plan it calls India
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Two of China's biggest tech names tied their office stacks together today, and the way they did it is the story: not a cloud deal, but a private install inside Ant's own network. Ant Group has adopted Alibaba's Qianwen Office as the agent base
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Amazon did not place an order for backup generators this week. It took an option on its supplier's shares, vesting only as the generators get bought. That instrument, not the grid connection, is the story of the AI buildout's next phase. The filing landed Wednesday evening
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Musk spent the All-In Summit this week sitting in a trailer next to his biggest data center, saying out loud what the capital markets have been pricing for months. Then Browser Use open-sourced an agent that deletes the screenshot step entirely. Asked why Tesla and SpaceX are still
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The power bill is now the AI buildout's real bottleneck — and the industry just answered it with the same move it makes on safety: a voluntary alliance. Emerald AI, Google and Nvidia launched the AI Energy Management Alliance on Wednesday with 18 launch partners, including Anthropic and utilities
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Two checks into the day and the money is talking again: one agent startup raising in Shanghai, one a month old in London — and Washington is putting the lab bosses at the head table. Manus is set to close a $500 million round at a $4 billion valuation — its first
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The machine is the easy part. Today's news is about who the AI is wired into — a workplace, a broadcast regulator, and a loop of startups selling the tools to automate AI research itself. Snap will ship its Specs augmented-reality glasses this fall at $2,195 with
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Huawei put dates and part numbers on its AI chip roadmap for the first time on Thursday. In the same hour, two labs published work that shrinks the machine a 35B model needs and shows what coding agents can build when nobody hands them a strategy. Huawei's rotating
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Synopsys used its Shanghai developer conference to answer the question every EDA customer is now asking: when agents do the engineering work, what exactly are you buying? Also today: Singapore's digital minister says AI will need aviation-style safeguards. Synopsys chief executive Sassine Ghazi told the company'
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The compute buildout just got its largest chip-backed loan yet — and the collateral is silicon only one company's software can use. A consortium of 10 banks is providing a $22 billion loan to Crux AI, the cloud venture Blackstone and Alphabet formed in May, to buy Google&
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A Berlin AI platform spends millions to un-Americanise its corporate structure, and a Chinese bank takes first place on the LLM routing leaderboard. Langdock, the Berlin-based enterprise AI platform used by roughly 13,000 organisations, has moved its legal parent company from the US back to Germany, converting