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Industry

Company news, mergers, market trends, and business developments

18 articles

Search is becoming a conversation, and Google just went first at scale
Analysis

Search is becoming a conversation, and Google just went first at scale

Google's expansion of Search Live to more than 200 countries this week is easy to frame as a product update. A voice feature got wider availability. But zoom out and the move looks more significant: it is the first time any company has deployed conversational, multimodal search at truly global scale.

1d ago7 min
OpenAI kills Sora as compute costs force a strategic retreat
Products

OpenAI kills Sora as compute costs force a strategic retreat

OpenAI is discontinuing Sora, its AI video generation platform, just six months after the standalone app launched.

3d ago6 min
Cursor publishes Composer 2 technical report, formally crediting Kimi K2.5 as base model
Products

Cursor publishes Composer 2 technical report, formally crediting Kimi K2.5 as base model

Cursor released a technical report on March 24 detailing how Composer 2 was trained, formally crediting Moonshot AI's Kimi K2.5 as the base model for the first time in an official document.

3d ago3 min
Cursor's new coding model was built on top of Kimi K2.5, a Chinese open-source base
Industry

Cursor's new coding model was built on top of Kimi K2.5, a Chinese open-source base

A developer discovered that Cursor's Composer 2 model was built on top of Kimi K2.5, an open-source model from Beijing-based Moonshot AI, a detail Cursor had not mentioned anywhere in its announcement.

4d ago4 min
Musk sets March 21 for Tesla's Terafab chip factory
Industry

Musk sets March 21 for Tesla's Terafab chip factory

Elon Musk set a March 21 date for what may well be one of the most ambitious semiconductor ventures ever attempted by a company outside the established chipmaking industry

March 16, 20267 min
Anthropic commits $100 million to new Claude Partner Network for enterprise adoption
Industry

Anthropic commits $100 million to new Claude Partner Network for enterprise adoption

Anthropic announced on March 12 that it is investing $100 million in 2026 to launch the Claude Partner Network, a program designed to help consulting firms, professional services companies, and AI specialists deploy Claude across enterprise customers.

March 15, 20265 min
OpenAI shares Pentagon contract language
Policy & Ethics

OpenAI shares Pentagon contract language

OpenAI published excerpts of its agreement with the Department of Defense on Saturday morning. The language is more detailed than expected, yet more ambiguous than it first appears.

February 28, 20267 min
OpenAI strikes Pentagon deal hours after Anthropic blacklisted — with seemingly the same terms Anthropic was punished for requesting
Policy & Ethics

OpenAI strikes Pentagon deal hours after Anthropic blacklisted — with seemingly the same terms Anthropic was punished for requesting

OpenAI CEO Sam Altman announced a deal to deploy AI on the Pentagon's classified network just hours after the administration blacklisted Anthropic for requesting the same restrictions OpenAI says it secured.

February 28, 202611 min
Amazon invests $50 billion in OpenAI as part of $110 billion funding round
Industry

Amazon invests $50 billion in OpenAI as part of $110 billion funding round

OpenAI announced $110 billion in new investment at a $730 billion pre-money valuation, anchored by $50 billion from Amazon, $30 billion from SoftBank, and $30 billion from NVIDIA. The Amazon commitment comes with a broad strategic partnership covering cloud infrastructure, custom silicon, and enterprise AI distribution.

February 27, 20269 min
The Pentagon wants Claude without guardrails. Anthropic said no. Here's where it stands
Policy & Ethics

The Pentagon wants Claude without guardrails. Anthropic said no. Here's where it stands

The U.S. Department of War gave Anthropic a Friday deadline to remove AI safety guardrails from Claude or face contract cancellation, a supply chain risk designation, and invocation of the Defense Production Act. Anthropic refused.

February 27, 202613 min
Meta signs $60 billion AMD chip deal, gaining a 10% stake in NVIDIA's biggest rival
Industry

Meta signs $60 billion AMD chip deal, gaining a 10% stake in NVIDIA's biggest rival

Meta and AMD announced a five-year, approximately $60 billion agreement to deploy up to six gigawatts of AMD Instinct GPUs, with Meta gaining the option to acquire roughly 10% of AMD through performance-based warrants.

February 27, 20268 min
NVIDIA posts record $68.1 billion quarter, but Wall Street wants more
Industry

NVIDIA posts record $68.1 billion quarter, but Wall Street wants more

NVIDIA reported record quarterly revenue of $68.1 billion, up 73% year-over-year, but shares fell 5.5% as investors questioned the sustainability of the AI infrastructure cycle.

February 27, 20269 min
Meta signs multiyear deal for NVIDIA GPUs
Industry

Meta signs multiyear deal for NVIDIA GPUs

Meta and NVIDIA announced a multiyear strategic partnership deploying millions of Blackwell and Rubin GPUs, standalone Grace CPUs, and Spectrum-X networking across Meta's hyperscale data centers.

February 18, 20264 min
Speed, the rising product feature in AI
Industry

Speed, the rising product feature in AI

Developments in early 2026 show a change in how AI companies compete. Response speed appears to be moving from a background engineering concern to a visible product differentiator.

February 15, 20265 min
OpenAI begins testing ads in ChatGPT, turning "Go" into the budget tier while Plus stays ad-free
Industry

OpenAI begins testing ads in ChatGPT, turning "Go" into the budget tier while Plus stays ad-free

OpenAI said on Feb. 9, 2026 that it is beginning a U.S. test of ads in ChatGPT, positioning ads as a way to support broader access while keeping answers independent.

February 9, 20264 min
The Cowork selloff: how an Anthropic plugin update rattled software stocks
Industry

The Cowork selloff: how an Anthropic plugin update rattled software stocks

A product update billed as a modest expansion triggered the worst week for enterprise software in years, then markets snapped back. Here's what actually happened, and what it means.

February 8, 20265 min
Goldman Sachs is building AI agents with Anthropic for accounting and compliance
Industry

Goldman Sachs is building AI agents with Anthropic for accounting and compliance

Goldman Sachs has been working with Anthropic for the past six months to co-develop autonomous AI agents for back-off...

February 6, 20264 min
OpenAI shares how its internal data agent works
Industry

OpenAI shares how its internal data agent works

A look at OpenAI’s in-house data agent, including how it uses context, access controls, and evals to support internal analytics.

January 29, 20263 min