Alphabet loses $500B in market value as AI-driven search fears rattle Wall Street
Alphabet's worst-ever trading day reflected investor concern that AI answer engines are eroding Google's core search business even as cloud revenue surged.
BBC · +7 outlets
DOJ reportedly probes Nvidia over $13B Hugging Face acquisition and sales practices
Antitrust scrutiny of Nvidia's plan to buy open-source platform Hugging Face adds regulatory risk to the company's expanding AI ecosystem.
The Decoder · +2 outlets
US investigated Chinese spy plot targeting Nvidia CEO Jensen Huang
Reports that an executive close to Huang may have been a Chinese informant widen concerns about espionage in the AI chip supply chain.
TechCrunch · +13 outlets
Anthropic's IPO filing discloses existential AI risk, setting a disclosure standard
Anthropic's S-1 dedicates roughly 100 pages to risk factors, a first for a major AI company heading toward public markets.
Bloomberg Law News · +14 outlets
Anthropic urges California to let courts block high-risk AI models
The proposal puts Anthropic at odds with OpenAI over who should have authority to pull dangerous models offline.
PYMNTS.com · +12 outlets
OpenAI doubles ChatGPT Pro usage limits after backlash over planned cut
OpenAI reversed a planned 50% reduction to Pro quotas and expanded limits across paid tiers amid intensifying competition with Anthropic.
The Decoder · +4 outlets
New York enacts ban on 'unsafe' chatbot behavior with children as states push AI rules
The New York law is part of a widening state-level effort to regulate AI systems that interact with minors.
Brooklyn Eagle · +1 outlets
Alphabet faces AI search problem in earnings as investors question Google's core business
Search revenue growth of 12% lagged expectations while cloud revenue more than doubled, feeding concern about AI cannibalizing Google's ad business.
The Decoder · +14 outlets
AWS will be a $1T business, Jassy says, as Amazon posts $42.4B cash burn
Amazon's heavy AI capital spending continued as its CEO projected trillion-dollar revenue for the cloud unit.
TechCrunch · +2 outlets
Nvidia to invest $1B in Naver, becoming its third-largest shareholder
The investment deepens Nvidia's ties to Korean AI and cloud infrastructure as it expands its global partner network.
매일경제 · +5 outlets
Mistral releases weights for trillion-parameter model targeting cybersecurity
Mistral's Large 4, trained entirely in Europe, gives organizations open-weight control over AI cyber defenses that closed models do not.
TechCrunch · +8 outlets
Chinese AI labs shift to targeting OpenAI's Astra after Anthropic tightens defenses
Reports of distillation attempts against OpenAI's top model highlight the cat-and-mouse dynamics of frontier AI access.
The Decoder · +4 outlets
Ottawa takes stake in Cohere as company opens $4.5B funding round
Canada's government investment in Cohere signals growing state backing for domestic AI champions.
Reuters · +1 outlets
Anthropic study finds experts adopt AI agent's random opinions as their own
The study raises questions about how much influence AI agents exert over human judgment in professional settings.
The Decoder · +2 outlets
OpenAI-backed Thrive Holdings to acquire ADT in $15.3B deal
The acquisition would bring AI capabilities to the home security business, extending OpenAI's commercial reach.
TechCrunch · +4 outlets
Nvidia's web of AI investments raises smart strategy versus bubble questions
Analysis of Nvidia's sprawling stake portfolio and the broader AI cash cycle questions whether the spending boom can sustain itself.
The Straits Times
Reddit shifts to logged-in experience as AI erodes search traffic
Reddit is rethinking its open-web roots to protect its audience and business as AI changes how people find information.
TechCrunch · +1 outlets
Pro-AI PACs retreat from the midterms as AI disillusionment grows
Political spending by AI-aligned groups is shrinking as voter sentiment on the technology sours ahead of the midterms.
Puck