Latest publications

OpenAI Closes Sora Six Months After Launch, Ends Disney Partnership
OpenAI is shutting down the Sora video service just six months after launching the standalone application, while simultaneously terminating its partnership with Disney, which was built around the product.

US Court Questions Ban on Anthropic AI Use by Federal Agencies
An American court challenged the US government's ban on federal agencies using Anthropic's AI tools, while the company warns of potential billion-dollar losses.

SK Hynix Prepares US Listing to Boost Memory Output for AI Market
South Korean chipmaker SK Hynix has filed a confidential application for ADR listing in the US, aiming to raise capital for expanding HBM and other memory chips amid the AI boom.

China bans Manus co-founders from leaving country amid Meta startup deal
Chinese authorities have banned two Manus co-founders from leaving the country while investigating whether the sale of the AI startup to Meta violated foreign investment rules.

Kuaishou Boosts Revenue amid Generative AI Monetization and Kling Platform Growth
Kuaishou reported 12% quarterly revenue growth: generative AI, advertising tools, and the Kling platform began making notable contributions to sales and profit.

Granola raises $125M at $1.5B valuation in AI note-taking market
Granola, whose AI note-taking service is gaining popularity among Silicon Valley employees, raises $125M from Index Ventures at a $1.5B startup valuation.

Periodic Labs Discusses Funding Round at ~$7B Valuation Following Ex-OpenAI Startup Launch
AI startup Periodic Labs, founded by former OpenAI and DeepMind employees, is in talks to raise hundreds of millions of dollars at a ~$7 billion valuation.

Kleiner Perkins Raises $3.5 Billion for AI Startup Bets and Portfolio Support
Venture capital fund Kleiner Perkins raised $3.5 billion to invest in new AI startups and support existing portfolio companies in autonomy, transportation, services, and space.

Pony AI and Uber Begin Robotaxi Tests in Croatia, Expanding Partnership to Europe
Pony AI and Uber have begun testing autonomous vehicles in Zagreb — marking the first expansion of their partnership into Europe following Middle East projects and a significant signal for the autonomous transportation m

Alphabet, Amazon, Meta and Microsoft push combined AI spending plans to $725 billion in 2026
Four largest U.S. tech companies are ready to spend up to $725 billion on capital expenditures in 2026 — primarily on data centers, chips and AI infrastructure.

Pony.ai reports first profitable quarter and plans robotaxi expansion to over 20 cities
Pony.ai reported its first quarterly profit driven by investment income while simultaneously announcing plans to deploy a fleet of 3,000+ robotaxis across over 20 cities by 2026.

US House Strengthens Protection of Nvidia AI Chips Against Leaks to China
A US House committee advanced legislation that would force AI chip manufacturers, including Nvidia, to tighter controls on supplies and prevent their leaks to China.

Amsterdam court bans xAI and Grok from creating nude images without consent
An Amsterdam court has banned xAI from generating and distributing nude images of people in the Netherlands without permission, intensifying pressure on controversial AI features.

Apple will open Siri for Claude and Gemini in iOS 27, turning iPhone into an AI platform
Apple is preparing the largest strategic shift in Siri's history: in iOS 27, the assistant will be able to forward requests to third-party AI services like Claude and Gemini directly from iPhone's interface.

Google simplified transition to Gemini by adding chat history import from ChatGPT and Claude
Google added a tool to Gemini for transferring chat history and context from other AI services to lower the barrier for users switching from ChatGPT and Claude.

White House calls on US antitrust agencies to be more cautious in AI market intervention
A senior White House official believes the AI market remains competitive and overly strict antitrust pressure could harm its development.

Anthropic Considers IPO as Early as October Amid Race with OpenAI
Anthropic, creator of Claude, is considering going public as early as October 2026, a move that could strengthen its position in the race with OpenAI for capital and scale.

Apple Issues Rare Bonuses to iPhone Designers to Keep Them from OpenAI
Apple has begun issuing rare monetary bonuses to iPhone designers following the departure of part of its team to AI startups, including OpenAI, which are developing their own devices.

Anthropic Halts Trump Administration's Ban on Its AI for Government Agencies Through Court
A court temporarily blocked the Trump administration's ban on Anthropic AI use in government agencies, giving the company a reprieve in a dispute that could cost it billions in lost revenue.

Bloomberg Tech: How AI Changes the Battlefield and Launches an Autonomous Weapons Race
Bloomberg Tech: Asia shows how AI transforms war into a competition of algorithms, sensors, and autonomous systems, while intensifying debates over control, accountability, and the risk of errors.

Microsoft leases 900 MW data center originally prepared for Oracle and OpenAI
Microsoft leases a 900 MW data center project originally prepared for Oracle and OpenAI, intensifying competition for AI infrastructure

Meta to finance seven gas power plants for Hyperion data center in Louisiana
Meta is ready to pay for the construction of seven gas power plants for Hyperion in Louisiana — one of the clearest signals of how the AI boom is running into energy constraints.

Apple Prepares Siri to Work with Third-Party AI Assistants and Shifts iPhone Strategy
Apple wants to open Siri to external AI assistants, transforming the iPhone from a single-assistant device into a platform where users can choose the best AI for their task.

Physical Intelligence discusses $1 billion round at valuation over $11 billion
Physical Intelligence startup, created by AI scientists and former Google DeepMind researchers, discusses a $1 billion round at a valuation exceeding $11 billion including previously raised funds.

Zac Kass, former OpenAI top executive: AI will create many market winners
Zac Kass believes the AI market is still at an early stage, but companies that quickly integrate the technology into their products and processes could become among the main winners.

Goldman Sachs accelerates AI agent deployment and transforms developer work
Marco Ardenti from Goldman Sachs described how the bank is transitioning from internal AI tools to agentic platforms, reshaping engineer workflows while addressing data and compliance challenges.

Goldman Sachs transitions to a new phase of artificial intelligence: Marco Ardenti on agents
Goldman Sachs discusses a new stage of AI implementation: after internal tools, the bank evaluates agent platforms and their real value for developers and corporate teams.

Forterro CEO calls fears around AI in software industry exaggerated
Forterro CEO Dean Forbes believes that fears around AI in development and corporate software are overblown, and for industrial vendors this technological wave creates new growth opportunities.

OpenAI hasn't yet turned ChatGPT into a new App Store: developers complain
Six months after launching mini-apps in ChatGPT, OpenAI already has hundreds of integrations, but developers complain about weak functionality, poor visibility, and inconvenient tools.

Biren Technology More Than Tripled Revenue Amid China's AI Chip Demand
Biren Technology more than tripled annual revenue driven by surging demand for AI chips in China, where companies are increasingly building local computing infrastructure.