Companies, products, and big moves
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The edge is the story today: new silicon built for agents, an OS safety suite that runs its models on the device, and a fresh open model betting on spatial reasoning — all landing within hours of each other. MediaTek launched the Dimensity 9600 Pro, a TSMC 2nm flagship whose headline
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Google has given every one of its engineers access to Anthropic's Claude Opus 5 inside Antigravity, its agent-first development platform, according to Business Insider's report on Tuesday, sourced to two employees. A Google spokesperson said "Gemini remains our primary and foundational model for internal
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Rivals keep trading places today: Google opens its doors to Anthropic's best coding model, a Chinese lab sweeps the voice leaderboards, and SemiAnalysis maps where a robot's brain should live. Google has given staff across the company access to Anthropic's Claude Opus 5 for
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Euclyd, an Eindhoven chip startup founded in 2024, closed a Series A of more than €200 million (about $231 million) co-led by Samsung, Somerset Capital Partners, the EQT-managed Scaleup Europe Fund and Innovation Industries, the company announced on September 15. Rounding out the syndicate are EIFO, imec.xpand,
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Tokyo's NAND maker is shopping for US capital at an awkward moment — the stock is down more than half from its peak, and the market's memory trade has turned. Kioxia is weighing a US share sale of $10 billion or more, targeting an American Depositary Receipt
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The AI slowdown fight is drowning out a quieter story: some of the labs' biggest enterprise customers are starting to walk back. And a former president just told Democrats to make AI safety their opening wedge. Palantir, Nvidia and Booz Allen Hamilton are prepared to restrict or drop frontier
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A rival model is now living inside Microsoft's own productivity suite, consumer GPUs are being vacuumed up by AI builders, and a former Apple researcher raised $50 million to make AI avatars stop staring at you blankly. Microsoft has added Grok as a model option in Copilot for
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The market spent Monday repricing the AI buildout after Dario Amodei's call to pace the frontier. The people who actually write the compute cheques spent the same day saying the number has not moved. Broadcom CEO Hock Tan said the slowdown debate has not touched his AI revenue
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Two hardware stories on the same day from opposite directions: OpenAI quietly bought the camera brain it doesn't have, while Apple put a price tag on the camera brain it does. OpenAI has reportedly bought Glass Imaging, the startup whose neural image processing software already ships in Honor
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Monday's news ran from the inside of the AI rack to the inside of the White House — a networking challenger that says the GPUs are not the bottleneck, a private Altman-Trump meeting that surfaced the same day the two split publicly on slowing down, and a mathematician&
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While Washington argued about whether to slow frontier AI down, the labs spent Monday doing the opposite of slowing commercially: packaging agents for industries that had been told their compliance rules made them off-limits. Anthropic released Claude for Financial Advisors, a suite of connectors and workflow skills built around
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Monday afternoon's money went into the least glamorous part of the AI stack — the part with a regulator attached. Stockholm's Tandem Health landed Europe's biggest clinical-AI round to date, Waymo opened its doors in Las Vegas, and Akuity made the case that agents