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14 entries tagged Anthropic · 13 wires · 1 term.
OpenAI published internal data on June 25 showing Codex at 85% of employee output tokens and 137x growth in non-developer use. The agent stack just became the default interface.
Google built computer use into Gemini 3.5 Flash, scoring 78.4 on OSWorld behind GPT-5.5 and Opus 4.8. The model now sees and operates your screen.
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first in-house inference chip, design to tape-out in nine months, with gigawatt-scale deployment by end of 2026. The frontier lab is building its own foundation.
Google shipped Gemini 2.5 Pro with Deep Think and a 2M-token window on June 22. Claude Fable 5 remains offline under a government export ban. The accessible frontier shifted.
Nobel laureate John Jumper left Google DeepMind after nine years to join Anthropic on Friday. The biology AI frontier picked its lab.
OpenAI ships Daybreak for the security pipeline, Anthropic launches Claude for Small Business with QuickBooks built in, and open-source OpenHuman builds a local Memory Tree. Three tools, one pattern.
OpenAI launched GPT-Realtime-2 plus voice translation and transcription. Same week, AI moved inside Excel, Word, and Acrobat. The tools are reshaping us.
OpenAI took ChatGPT ads to five new countries and opened a self-serve manager with CPC bidding. The free AI tool is now an ad-supported consumer product.
Anthropic closes a $1.5B enterprise JV with Blackstone and Goldman Sachs; OpenAI finalizes a $10B vehicle backed by 19 investors, same day. Two labs, one playbook, zero coincidence.
Cerebras prices 28M shares at $115-$125, targeting a $26.6B valuation on $510M revenue. Pentagon AI contracts freeze out Anthropic. Microsoft Agent 365 goes GA.
Anthropic is closing a $50B round at a ~$900B valuation in two weeks, leapfrogging OpenAI's $852B. The frontier labs are now pricing each other.
Google unveils eighth-gen TPU 8t/8i chips and the Gemini Enterprise Agent Platform at Cloud Next 2026, backed by a $750M partner fund. OpenAI, Tencent, Anthropic, and NEC round out a week of consolidation moves.
SpaceX locks a $60 billion option on Cursor with 200,000-GPU Colossus compute access. GPT-5.5 surfaces briefly in OpenAI Codex. Anthropic's Claude Design erases $700 million from Figma's market cap in 48 hours.