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Anthropic Adds ant apply to Manage Claude API Resources as CodeGPT-6 Astra Hits 99.9% on ARC-AGI-3, but Scores 62.7% in a Shar...Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With...Microsoft Releases MAI-Transcribe-2 at 10 Cents an HourxAI Opens Grok Bot to Enterprises With Controls for Autonomous...Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Human...Anthropic Adds ant apply to Manage Claude API Resources as CodeGPT-6 Astra Hits 99.9% on ARC-AGI-3, but Scores 62.7% in a Shar...Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With...Microsoft Releases MAI-Transcribe-2 at 10 Cents an HourxAI Opens Grok Bot to Enterprises With Controls for Autonomous...Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Human...

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Showing 1-18 of 20Results matching "Alpha"

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Yesterday

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EarningsBusiness

Microsoft Will Publish Azure’s Quarterly Revenue as It Consolidates Segments

The new figure gives Azure a clearer quarterly measure, but it arrives under a narrower definition and alongside less profitability detail for Microsoft’s former business lines. Microsoft will begin publishing quarterly Azure revenue in dollars, giving its cloud platform a direct financial measure for the first time. Microsoft’s 44% to 45% range is its fiscal first-quarter constant-currency growth guidance for Azure.

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EarningsBusiness

Nvidia Rises 4% as Dell’s Results Reinforce AI Server Demand

Dell’s stronger results gave investors a new read on demand for Nvidia-based AI server racks. Broadcom’s earnings later Wednesday will test a different question: whether it can raise its AI semiconductor outlook while Alphabet broadens its chip supplier base. Nvidia shares rose 4% after Dell beat quarterly revenue and earnings expectations and lifted its fiscal 2027 earnings guidance by more than 40%.

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Earlier this week

2 stories
FundingStartups

Smack’s $61M Funds Wrist AI for Disconnected Operators, With a Prototype Targeted Within a Year

The new detail behind Smack’s August financing is an attempt to carry command context, policy constraints and operational data to operators who cannot count on a live connection. Smack Technologies is targeting a working Alpha prototype within a year: a wrist-worn display meant to give military operators operational data and decision support when connectivity is scarce.

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Platform shiftInfrastructure

McKinsey Sees $7 Trillion Data-Center Buildout by 2030, Raising the Stakes for Power Gear

The forecast is an estimate, not committed spending. But rising orders, backlogs and liquid-cooling deployments show why electrical distribution and thermal management are becoming central to the AI infrastructure race. Recent results from Schneider Electric, Vertiv and Eaton show strong demand across power distribution, cooling and electrical equipment.

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Last week

11 stories
LaunchProducts

Apple Launches AI-Powered Siri as Third-Party AI Fees Head Toward $1B

The new assistant gives Apple a first-party AI product, while estimated fees from subscriptions to outside AI apps already point to a separate services opportunity. Cook has identified iCloud+ as a possible future route for more capable Siri models. Apple has launched its AI-powered Siri, creating a first-party AI product alongside a business that already benefits from outside models.

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LaunchStartups

Jeff Dean Leaves Google to Build Discovery Loop, a Science AI Startup Backed by Radical Ventures

The new public-benefit company has an unusually experienced founding team and support from both Radical Ventures and Alphabet. Its central technical question is still unanswered: what system will turn the ambition to automate research into a usable product? Jeff Dean has left Google to co-found Discovery Loop, a new AI company with Sanjay Ghemawat, Quoc Le and Oriol Vinyals.

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LawsuitBusiness

Sony and Warner Sue Anthropic Founders Over Claude Data, Seeking Up to $150,000 Per Work

The publishers’ case reaches beyond Claude’s alleged lyric outputs to the route by which copyrighted material entered Anthropic’s systems—and seeks records that could tie those decisions to its co-founders. The complaint seeks up to $150,000 for each work allegedly infringed willfully, placing Anthropic ’s data pipeline—and the founders’ alleged involvement —at the center of the dispute.

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LaunchProducts

Apple’s iOS 27 Nears September Release With Siri AI, but EU Access Is Limited

The coming update would move Apple’s AI from isolated features into search, automation and editing workflows—while a regulatory dispute leaves some of its headline tools unavailable in the European Union. Apple is expected to ship iOS 27 in mid-September, bringing Siri AI deeper into the iPhone’s search, recommendations and automation features. Its usefulness will depend on context.

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LaunchModels

Midjourney Opens V8.2 Image-Editing Tests With Up to Four References

The test brings instruction-led edits, canvas expansion, and multi-image generation into one workflow, while Midjourney asks users to identify failures and help reshape the interface. Midjourney has begun broader testing of its first V8.2 image-editing model, giving users one place to alter an image with written instructions, use as many as four image references, and change or extend portions of a canvas.

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Platform shiftBusiness

Google DeepMind Shifts Daily Control as Its EMEA Hiring Share Falls to 18.6%

Google has separated DeepMind’s strategic science leadership from its daily management as rivals attract more of the specialized researchers needed to build frontier models. Google DeepMind’s daily operations are now in Koray Kavukcuoglu’s hands, while Demis Hassabis moves into chairman and Alphabet chief scientist roles. Sanjay Ghemawat, Oriol Vinyals and Quoc Le are joining him.

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LaunchModels

Z.ai Says 100,000 Chinese Chips Serve GLM-5.3-Flash; Shares Rise More Than 8%

The low-cost model is a test of whether China-made hardware can support a public AI service at scale, but Z.ai has not named the chipmakers behind the system. Z.ai says its new GLM-5.3-Flash model is handling every online request on 100,000 China-made chips, putting a public model service on wholly domestic hardware at substantial claimed scale. Its Hong Kong-listed shares rose more than 8% after the launch.

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LaunchModels

Google Puts Gemini 3.5 Transcribe in Preview With Live and Recorded-Audio APIs

The release turns speech recognition into a Gemini product layer for developers and Google surfaces, but a product-specific price remains unavailable for teams weighing production use. Google has released Gemini 3.5 Transcribe in public preview, giving developers separate APIs for real-time voice interaction and recorded-audio processing. But Google’s pricing page does not list a price for Gemini 3.5 Transcribe.

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Enterprise adoptionInfrastructure

Rezolve Says Google Cloud Selected Its Database for 100TB Deployment; Terms Unclear

The stated assignment is a concrete data-validation job inside Google Cloud Web3, but the release leaves the deployment’s financial weight impossible to gauge. Rezolve AI says Google Cloud selected its distributed database for blockchain-data indexing and pipelines, beginning with about 100 terabytes of historical data across 10 networks. Alphabet shares were essentially flat in that Wednesday session.

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LaunchModels

Thomson Reuters Puts Its First Legal AI Model Into CoCounsel Document Review

Thomson Reuters will use its new legal model for specialized tasks while retaining third-party frontier models elsewhere in CoCounsel. Its performance claims have not yet received extensive independent validation. Thomson Reuters has launched Thomson, its first proprietary large language model, and made it the default engine for Tabular Analysis, the document-review capability in its CoCounsel Legal AI assistant.

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August 2026

2 stories
ResearchInfrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned. UBS projects hyperscaler capital expenditures will total about $4.1 trillion from 2026 through 2028, a spending wave that would put annual outlays at $1.619 trillion by the final year.

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