Strategy
118 analyses
Anthropic releases Opus 4.8 and Haiku 4.5 in production on Azure running on NVIDIA GB300 chips. Availability kicks off in East US and West Europe; UK South and Asia will follow by mid-July.
The Big 4 are already reducing capacity in auditing as the BIS report on Sunday flags AI spending as a systemic risk. This combination alters the fee pressure equation that defines the revenue cycle for the segment.
The Samsung Group unveiled a decade-long plan of 1,000 trillion won for semiconductors, AI data centers, and factories in the southwest of South Korea, representing the largest investment commitment in South Korean corporate history.
OpenAI's first proprietary silicon, the Jalapeño, is an inference ASIC designed in nine months to run GPT-5.3-Codex-Spark, with initial deployment set for late 2026.
In a letter to the Senate Banking Committee, Anthropic states that operators linked to Alibaba's Qwen lab used 25,000 fake accounts to extract agentive capabilities from Claude between April and June.
OpenAI's first chip was designed to tape out in nine months and is set to run inference workloads by 2026, marking the fastest cycle ever seen in advanced ASICs, according to Hock Tan.
Launched on June 23, Claude Tag installs a persistent agent in Slack channels for Enterprise and Team customers. Internally, it already approves 65% of the code submitted by Anthropic's product team.
Announced on June 23 at Cannes, the deal positions Foundry as the backbone of Athena, Zeta Global's intelligence platform. The operation could generate over $100 million in new recurring revenue for Zeta.
Five days after Accenture cut its guidance and lost nearly 20% in a single trading session, Infosys and TCS hit five- and six-year lows. The shock exposes a new problem: AI is suppressing service before offshoring can respond.
The Kilby project will consume 2.7 GW in Reeves County, with off-grid natural gas generation from the Permian Basin. First delivery set for 2028, featuring turbines from GE Vernova.
The departure of Gemini co-leader to OpenAI and John Jumper to Anthropic led Alphabet to its worst daily decline in 13 months. Google paid $2.7 billion for Shazeer less than two years ago.
The creator of AlphaFold leaves Google after nine years. Anthropic has been building an AI operation for science, with its own labs and partnerships with the Allen Institute and Howard Hughes Medical Institute.