Anthropic announced Claude for Healthcare five days after OpenAI's rival launch. Both entered a market that has already buried Microsoft HealthVault and Google Health. The question is whether AI models can succeed where human engineers kept failing
Within 72 hours of publishing its AI adoption report, Microsoft's messaging saturated LinkedIn. The coordination wasn't secret—it was architectural. When you own the platform, distribution is just moving furniture between rooms.
Google unveiled the Universal Commerce Protocol at NRF, with Shopify, Walmart, and twenty other partners. The "open standard" routes AI shopping through Google's surfaces. Merchants trade customer relationships for visibility.
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Nvidia commits $100 billion to fund OpenAI's expansion—money that flows right back to Nvidia through chip purchases. Smart strategy or dangerous circular financing? Analysts split on whether it's brilliant or bubble territory.
Apple's internal 'Veritas' chatbot reveals the company's struggle to catch up in AI. While competitors ship live products, Cupertino tests internally for a March 2026 Siri launch that could determine its AI future.
Anthropic hits $5B revenue run-rate and 300K enterprise customers, racing to build global infrastructure as Microsoft, Google embed AI everywhere. The pure-play bet faces a closing window: can independent AI survive when every cloud platform becomes a competitor?
Meta launches Vibes—an all-AI video feed—just as rivals crack down on synthetic content. Users aren't buying it, partnerships reveal internal gaps, and the timing suggests competitive desperation over consumer demand.
OpenAI's new benchmark claims GPT-5 matches human experts 40% of the time on real work tasks—a 3x jump in 15 months. But the test reveals as much about what AI can't measure as what it can. The productivity promise meets measurement reality.
Microsoft integrates Claude AI into Office alongside OpenAI, marking first major diversification from its $13B partner. The move signals model commoditization while preserving strategic alliances—enterprises gain choice, vendors hedge bets.
Alibaba promises to exceed its $53B AI spending target while burning $2.6B quarterly—and investors love it. The launch of trillion-parameter Qwen3-Max signals China's bid to control the entire AI stack, profits be damned.
OpenAI's $400B bet scales to nuclear-reactor power levels across 5 new US sites. The infrastructure sprint promises 25,000 jobs but delivers automated facilities requiring minimal staff—while environmental costs remain unspoken.
Alibaba releases open-source AI that speaks back while Nvidia and OpenAI plan $100B closed infrastructure. Enterprise choice between free control and premium APIs reshapes multimodal AI landscape as geopolitical competition intensifies.
Nvidia invests $100B in OpenAI for 10GW AI infrastructure—but OpenAI will spend that money buying Nvidia's chips. The circular deal creates unprecedented financial interdependence while raising questions about AI market concentration.
OpenAI contracts Apple's key suppliers Luxshare and Goertek to build AI-native devices, while poaching 24+ hardware employees this year. The move bypasses smartphone platforms entirely, targeting late 2026 launch for ambient AI interfaces.
Google drops paywalls for Gemini in Chrome, transforming the world's dominant browser from exploration tool into AI assistant. The shift from searching to delegating reshapes how billions discover information online.
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