Mistral strikes hundreds-of-millions-euro partnership with Saudi Arabia's HUMAIN
The deal bundles infrastructure, model development, and local deployment. First priorities are cybersecurity, voice, and an Arabic-language model.
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Business
Funding, M&A, earnings, talent moves and regulation
NVIDIA in talks to invest in Perplexity at $30 billion-plus valuation
Perplexity's revenue triples, valuation jumps over 50% in a year as it discusses an equity investment with NVIDIA
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Inside Sakana AI — The $2.7 Billion Tokyo Company Built by a Transformer Co-Author
Founded by a Goldman Sachs trader, a Transformer co-author, and a diplomat. Here's the full story — from evolutionary algorithms and self-improvement research to Fugu, Marlin, and contracts with banks and Japan's defense ministry.
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Sakana AI signs demonstration deal with Japan's defense ministry for intelligence analysis AI
Second defense contract after March's command-and-control deal, this time targeting intelligence analyst work
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Courts Separate AI Training from Illegal Acquisition of Copyrighted Books
Behind Anthropic's $1.5 billion settlement lies the real question: training is fine, stealing isn't
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Chinese gray market sells Anthropic Claude tokens at 10% of list price
'Transfer station' proxies that defeat even selfie verification are undermining regional blocks and identity checks
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US drafts letter telling allies to pick a side in US-China AI rivalry
State Department draft reportedly warns "to be part of everything is to be part of nothing" — countries in China's initiative would be shut out of Pax Silica
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NVIDIA invests in power infrastructure startup Cloverleaf
Hundreds of millions go into a company that bridges utilities and data centers, marking NVIDIA's second such bet this week after SB Energy
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OpenAI Reverses Course, Now Pushes to Strengthen California AI Safety Law It Once Opposed
Before SB 53 passed, OpenAI opposed it — now the company wants mandatory monitoring of frontier models added in
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Founders are pulling all-nighters to keep up with AI agents running 24/7
Startup founders are cutting their sleep short trying to keep pace with AI agents that never stop working
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From ElevenLabs Onward, "Number + Labs" Names Keep Popping Up
A personal research project mapped out companies, projects, and sites that pair numbers zero through 99 with the word "labs"
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Inherent's 27B Model Faraday Outperforms Anthropic and OpenAI
A London startup founded by Google DeepMind alumni beat frontier models at a paper-replication task using a much smaller model
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NVIDIA pays startup Poolside $6 billion to license its AI model
The deal is neither an acquisition nor an acqui-hire, yet it hands NVIDIA 109 employees and Poolside's model-building system
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Anthropic Revises Enterprise Data Retention Policy, Moves Storage to Customer Cloud
The 30-day retention requirement stays, but storage location shifts from Anthropic's servers to customers' own cloud
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Starcloud raises additional $250M for orbital data centers
Valuation jumps to $2.3 billion... securing capital to weather SpaceX rocket supply crunch
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Meta Becomes a Major Spender on Microsoft Azure AI, Hundreds of Millions a Year
Benchmarks its own models against OpenAI's while quietly building a competing service
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AI Industry Missed Data Center Backlash, Not Extinction Risk
Bloomberg's Odd Lots examines the reality of anti-data center sentiment through on-the-ground reporting in Wisconsin and Michigan
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OpenAI Cuts Off Multiple Cybersecurity Researchers Due to Access Error
Numerous researchers report losing access to Daybreak Blue, a special vulnerability-reporting program; OpenAI attributes it to a technical glitch
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Grok Lite spews unintelligible responses for days
xAI called it a temporary generation error and advised users to start new chats
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Power Consolidates Around Greg Brockman Amid OpenAI Executive Exodus
As Fidji Simo, Brad Lightcap and Dane Dresser depart in succession, President Brockman takes over the entire product and "scaling" divisions
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OpenAI Closes In on Anthropic Again in Enterprise Spending Share
Anthropic held the lead from May's reversal through July in Ramp data, but OpenAI is growing faster heading into Q3
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35% of Web Pages Published Since ChatGPT Show Signs of AI Authorship
Pew Research analyzes 500,000 Common Crawl pages — .com domains show AI authorship rate 10x higher than .edu or .gov
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Binance lets AI agents trade automatically, leaves risk limits to users
New Agent OS connects to ChatGPT, Claude, and Cursor; sub-account withdrawals are blocked by default
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Factory Commits $100M to Partner Network, Pushes to Scale Software Factories
Two new tracks—strategists and engineers—for consulting and SI partners, first cohort launching this quarter
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