Google метит в iPhone, а Anthropic пугает финансистов: итоги большой недели AI

While everyone was discussing holidays, Silicon Valley decided that rest is for the weak. Sundar Pichai officially confirmed what had been whispered for months: Google will become the primary cloud provider for Apple and will help create the next generation of models for iPhone based on Gemini technologies. This is not just another partnership, it's an acknowledgment that even Apple alone cannot keep up with the pace of the race.

If we used to guess whose intelligence would settle in your pocket, the answer now seems obvious. Google is buying itself the most expensive ticket to the future, using Apple devices as the main distribution channel for its technologies. But while the giants are negotiating, Anthropic strikes a blow to traditional fintech.

The release of Claude Opus 4.6 caused a local earthquake on the stock exchange. The new model learned to analyze financial reports, regulatory documents, and market data so effectively that shares of analytical company FactSet plummeted 10% immediately after the announcement.

Opus now knows how to plan complex tasks in advance, correct its own errors during execution, and work with enormous code bases. This is no longer just an assistant for writing emails, but a full-fledged digital employee that does in seconds the work that took people days. It seems the era of "just chatbots" has ended, and the era of autonomous agents has begun.

Industry appetites are growing in proportion to capabilities. Andy Jassy from Amazon announced that the company will invest an insane $200 billion in data centers, custom chips, and robotics just in 2026. To give you a sense of scale: this is more than the GDP of many developed countries.

Elon Musk is not sitting on the sidelines either — his SpaceX has filed an application to launch a million satellites to create an orbital data cloud. Musk plans to create a network of data centers right in space to provide computational power for advanced AI models. It seems space for servers on Earth is already running out, and the battle for intelligence is literally moving into orbit.

Even those who spent years trying to build electric cars are now looking towards embodied AI. Jia Yueting, the long-suffering founder of Faraday Future, unveiled his first humanoid robot. After eight years of living in debt and attempting to launch mass production of cars, he decided that robots are a more promising path to save his company.

The irony is that while his cars barely make it to customers, robots could become his last real chance to return to the big game. At the same time in China, Jack Ma personally inspects the Qwen team at Alibaba, emphasizing that the company is throwing all its forces into AI direction before the holidays. What does all this mean for us?

We are moving from the stage of "hype" to the stage of total economic restructuring. When Amazon spends hundreds of billions on hardware, and Anthropic's neural network changes the market capitalization of public companies with just its release, it becomes clear: the rules of the game have changed. The entire world is turning into one big neural network, where Google clouds power Apple devices, and Musk's satellites provide their connectivity.

The time has come when the question is not whether AI will replace you, but whose infrastructure will control your workday. Key point: The line between software and the physical world has been completely blurred. If you thought AI was just a toy for generating text, look at FactSet's stock chart and Amazon's investment budget.

Can humanity afford such appetites for computational power?