Strategy
175 analyses
Hours before the midnight cutoff on the Pacific Coast, Anthropic extended included access for five days and limited usage to 50% of the weekly quota. The more expensive model in the catalog continues to face capacity issues.
DeepSeek and GLM 5.2 are available at a fraction of the cost of American frontiers and attract corporations that pay per token. CNBC presents the chart that OpenAI and Anthropic preferred not to see published.
Commission of 44 seats co-chaired by Marc Benioff and Paul Kagame installs CEOs of Nvidia, Amazon, Microsoft, Anthropic, and Cohere alongside heads of state, holding its first meeting on the 8th at the same Palexpo as the UN Dialogue.
An internal memo revealed by The Information on July 2 imposes a cap of $200 per week on AI tools for each Tesla employee, with the exception of products from xAI, Musk's own company.
A report published on July 1 by George Brocklehurst, Vice President at Gartner, estimates that 20% of global enterprise SaaS spending will be exposed to what the consultancy calls agentic arbitrage.
The Information and Bloomberg revealed on July 2 that Anthropic wants to use Samsung's 2-nanometer process to design its first custom silicon. The era of chipless labs is ending.
Consulting firm and provider join forces to offer managed services on the ServiceNow AI Platform with an automated migration solution from legacy GRC incumbents; the direct target is Archer, MetricStream, and OneTrust in large regulated enterprises.
From Acrisure with 2,250 layoffs in May to the plan for 1,000 positions from Munich Re Ergo by 2030, the insurance sector shows two grammars of restructuring with AI; the RAISE US coalition is a sign, not a solution.
The Department of Commerce lifted export controls after 18 days; Anthropic reactivates Fable 5 with a classifier that, according to the company, blocks over 99% of the jailbreak attempts described in the Amazon report.
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.