Industry

Insights into the global AI industry — major companies, partnerships, funding, and technological impact across sectors.

Marina Lyubimova Marina Lyubimova Industry
2 months ago

AI-Led Cyberattack Exposed: Chinese Hackers Hijack Claude Code

Anthropic has stopped a Chinese state-backed cyber operation that used Claude Code's AI agents to break into companies, banks, manufacturers, and government systems worldwide.

Usman Salis Usman Salis Industry
2 months ago

Azure Growth Set to Surge to 54% by Late 2026

New projections indicate Microsoft's Azure cloud revenue will jump from around 40% growth today to 54% by late 2026, driven primarily by AI demand. However, emerging tax policies and regulatory scrutiny pose potential headwinds for the cloud industry.

Peter Smith Peter Smith Industry
2 months ago

Claude Code's WebFetch Goes Markdown-First, Cuts Token Usage 10×

Anthropic is upgrading Claude Code's WebFetch tool to automatically request Markdown from documentation sites. Bun has already implemented support, cutting token usage by nearly 10× for developers.

Saad Ullah Saad Ullah Industry
2 months ago

China Bans Foreign AI Chips from Government Data Centers

China is banning foreign AI chips from government-funded data centers, threatening Nvidia, AMD, and Intel's market access while pushing for complete tech independence in the AI sector.

Eseandre Mordi Eseandre Mordi Industry
2 months ago

OpenAI Fights Court Order to Release ChatGPT Conversations

OpenAI is challenging a federal court order demanding access to 20 million ChatGPT conversations for a copyright lawsuit filed by the New York Times. The company claims the request is excessive and puts user privacy at risk.

Peter Smith Peter Smith Industry
2 months ago

Baidu Unveils ERNIE 5.0 Ahead of Major AI Benchmark Leap

Baidu has announced ERNIE 5.0, a new omni-modal AI model showing impressive benchmark results across text, vision, audio, and image generation.

Peter Smith Peter Smith Industry
2 months ago

NVIDIA Blackwell Ultra Dominates AI Training Benchmarks

NVIDIA's Blackwell Ultra GPUs delivered record-breaking MLPerf Training v5.1 results, showing massive performance jumps across all benchmarks. This comes as potential tax policy changes threaten to increase costs for AI infrastructure operators.

Saad Ullah Saad Ullah Industry
2 months ago

J.P. Morgan Says AI-Semiconductor Boom Will Run Through 2027

An analysis of J.P. Morgan's latest semiconductor outlook showing that the AI-driven expansion is still in early stages and projected to continue through 2027, challenging fears of an impending bubble.

Saad Ullah Saad Ullah Industry
2 months ago

AI Update: GPT-5.1 Improves Instruction Accuracy

GPT-5.1 now follows instructions more accurately and respects custom formatting preferences, including the option to avoid em-dashes when specified.

Saad Ullah Saad Ullah Industry
2 months ago

Google Launches Private AI Compute for Secure Gemini Cloud

Google introduces Private AI Compute — a Gemini-powered framework that processes AI requests in the cloud while guaranteeing end-to-end privacy, making user data inaccessible even to Google itself.

Saad Ullah Saad Ullah Industry
2 months ago

ChatGPT Introduces Real-Time Group Chats

OpenAI is rolling out a Group Chat feature in ChatGPT that lets people work together in real time, share files, and create images directly inside the AI platform.

Usman Salis Usman Salis Industry
2 months ago

Cursor Launches New GPT-5 Codex Fast Models

Cursor has released two new GPT-5 Codex variants — FAST and High FAST — that code twice as fast but cost double, targeting developers who value speed over savings.

Usman Salis Usman Salis Industry
2 months ago

Anthropic to Invest $50B in U.S. AI Data Centers

Anthropic plans a $50 billion investment in custom AI data centers across the U.S., partnering with Fluidstack to create over 3,000 jobs and reduce dependency on Amazon and Google infrastructure.

Saad Ullah Saad Ullah Industry
2 months ago

OpenAI Retires GPT-4.1 as GPT-5 Becomes Default Model

OpenAI is phasing out GPT-4.1, making GPT-5 the default for ChatGPT Plus, Pro, and Team users—a change that's sparked pushback from loyal subscribers.

Peter Smith Peter Smith Industry
2 months ago

Tech Leaders See 2035 as AGI Turning Point

A decade-long timeline is emerging — but the agreement itself might say more about us than the tech.

Peter Smith Peter Smith Industry
2 months ago

Grok 4 Fast Challenges GPT-5 With Equal Power at 95% Lower Cost

A new AI model delivers GPT-5-level performance while slashing costs by up to 95% and running 150% faster, potentially reshaping the economics of enterprise AI deployment.

Saad Ullah Saad Ullah Industry
2 months ago

Anthropic Projects Profitability Ahead of OpenAI

How Claude's enterprise focus and lean infrastructure strategy could make Anthropic the first major AI lab to turn a profit

Eseandre Mordi Eseandre Mordi Industry
2 months ago

Anthropic Forecasts Lower AI Compute Costs Than OpenAI

A closer look at how Anthropic plans to compete with OpenAI through efficiency rather than scale

Saad Ullah Saad Ullah Industry
2 months ago

Anthropic Projects Lower Infrastructure Costs Than OpenAI

Anthropic believes it can run AI operations more cost-effectively than OpenAI. Internal projections show their server costs relative to revenue will drop significantly, potentially falling below OpenAI's as early as next year.

Eseandre Mordi Eseandre Mordi Industry
2 months ago

AMD Stock Outlook Climbs as AI Market Estimate Hits $850B

AMD is set to reveal a dramatically higher AI chip market forecast, boosting its outlook to as much as $850 billion by decade's end. If its massive OpenAI infrastructure deal pans out, analysts believe the company could hit $15–$18 earnings per share by 2030

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