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Mistral AI makes its first acquisition: Buys Paris-based cloud startup Koyeb to bolster AI infrastructure

French AI powerhouse Mistral AI, valued at $13.8 billion, has acquired serverless cloud platform Koyeb in its first-ever deal. The move aims to accelerate Mistral's compute offerings and build a full-stack European AI stack, with Koyeb's 16 engineers joining in March.

Why it matters: Major AI labs are vertically integrating to control the full AI stack, challenging US hyperscalers and boosting Europe's AI sovereignty.
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Intelligence Stream

Big Tech

Anthropic CEO Dario Amodei admits struggles balancing safety and commercial pressure

In a new interview, Anthropic's CEO reveals internal challenges in navigating AI safety commitments amid fierce competition from OpenAI.

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Policy

Stanford HAI tackles AI sovereignty's definitional dilemma

Stanford's Human-Centered AI institute explores the fuzzy definition of AI sovereignty, crucial for global policy amid US-China tensions.

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Startups

Meridian closes $17M seed round for agentic AI in financial modeling

AI startup Meridian raised $17M to develop agentic AI tools for financial modeling and analysis. The funding will accelerate product development amid booming demand for AI in finance.

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Big Tech

Goldman Sachs flags software stocks with 'moats' against AI disruption

Goldman highlights Snowflake, MongoDB and others as buy-rated with defenses vs AI eating software jobs.

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AI

Anthropic releases Claude Sonnet 4.6, the new default for free and pro users

Claude Sonnet 4.6 offers major upgrades in coding, computer use, long-context reasoning, agent planning, knowledge work, and design, with a 1M token context window in beta. It approaches Opus-level performance at a more accessible price and is now the default model for Claude chatbot and Cowork tool.

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AI

SOCi announces 2026 SOCi100: Top enterprise brands in local and AI search

SOCi revealed its annual SOCi100 list highlighting the most visible enterprise brands in local search powered by AI.

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Research

AI inference evolves into a critical memory management challenge

TechCrunch explores how optimizing memory is key to running efficient large AI models at scale.

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Cloud

Wiz named Leader in Forrester Wave for Cloud Native Application Protection

Security firm Wiz tops Forrester's CNAPP report, highlighting its role in AI-era cloud security amid rising threats.

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Startups

Upstart unveils Cash Line, AI-powered always-on credit for millions

AI lending platform Upstart launched Cash Line, offering instant credit access via app, expanding its marketplace amid growing AI fintech adoption.

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Policy

EU launches privacy probe into Musk's Grok over sexualized deepfake images

Ireland's data watchdog is investigating xAI's Grok chatbot for allegedly enabling harmful deepfake generation, raising alarms on AI safety regulations.

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Startups

Render raises $100M at $1.5B valuation amid AI app boom

Cloud platform Render secures funding from top VCs, fueled by 100%+ revenue growth and adoption by AI developers including OpenAI's Codex.

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Startups

17 US-based AI companies raise $100M+ in 2026 YTD

TechCrunch lists 17 US AI startups securing massive funding early in the year, signaling continued investor frenzy despite market jitters.

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Chips

Applied Materials Q1 results boosted by surging AI demand

Semicon equipment giant reports strong outlook driven by AI chip production ramps.

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Startups

Dataro Raises $14.28M Series A for AI-Native Fundraising Platform

Dataro, an AI fundraising intelligence tool for charities, raised $14.28M to scale its platform optimizing donor outreach and campaigns.

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Chips

AI giants hoard memory chips, driving prices to hyperinflation

Hyperscalers are snapping up HBM and resources, inflating prices and straining supply for AI infrastructure buildout.

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Startups

India's Emergent hits $100M ARR in 8 months with vibe-coding AI

Emergent, an AI coding startup, claims explosive growth to $100M ARR and launches mobile app amid India's AI boom.

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AI

Moonshot AI releases open-weight Kimi K2.5 with vision and agent swarm

Moonshot AI open-sourced Kimi K2.5, a multimodal model trained on 15T tokens, featuring SOTA visual coding and autonomous agent swarms.

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Big Tech

Infosys partners with Anthropic to build enterprise-grade AI agents

Infosys integrates Anthropic's Claude models into its Topaz platform to create autonomous AI agents for complex workflows in banking, telecom, and manufacturing sectors.

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Big Tech

Figma partners with Anthropic on AI coding tools integrating Claude

Figma and Anthropic announced a partnership to integrate Claude Code into Figma's design platform, enabling AI-powered coding for designers. This comes amid software stock selloffs due to AI disruption fears.

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Big Tech

Palo Alto Networks to acquire Koi for agentic AI security

Palo Alto announces intent to buy Koi, enhancing security for AI agents amid rising autonomous system risks.

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Big Tech

Big Tech plans $650B AI capex spend amid sustainability fears

Major tech firms are set to invest $650 billion in AI infrastructure this year, sparking debates on returns and cash flow risks.

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Startups

BridgeWise acquires Context Analytics to pioneer wealth-native AI intelligence

Financial AI leader BridgeWise buys Chicago-based Context Analytics to create end-to-end AI for wealth management.

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Startups

Mysterious AI startup quietly becomes one of Europe's most valuable

Fortune highlights an unnamed AI firm reaching unicorn-plus status stealthily through innovative image editing models.

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Startups

Temporal raises $300M in Andreessen Horowitz-led round for AI agents

Workflow orchestration startup Temporal secured $300M at a high valuation, betting on the AI agent boom. The funding underscores investor enthusiasm for agentic AI infrastructure.

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AI

Designli releases 2026 report on AI reshaping SaaS development

New research shows SaaS founders leveraging AI for faster decision-making, operations, and product validation amid booming demand.

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Big Tech

Gemini Is Ready to Let Google Search Retire

Google's Gemini has matured enough to potentially replace traditional search, amid new model developments like GLM-5.

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Cloud

CoreWeave launches ARENA for AI production readiness

CoreWeave introduces ARENA, a production-scale lab to test and optimize AI models at scale.

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Startups

EPAM Expands AI-Native Agency Empathy Lab in North America

EPAM grows its AI agency to help CMOs accelerate AI-enabled business transformation.

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Big Tech

Meta patents AI to simulate deceased users' social media activity

Meta granted a patent for an AI system that uses past data to post, message, and video call from deceased or absent users' accounts, sparking ethics debates.

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Big Tech

Top fund warns software firms face 'existential threat' from AI

A leading asset manager highlights how rapid AI growth threatens most software companies' survival.

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Research

These are China's new AI models that have just been released ahead of the Lunar New Year

Alibaba's Qwen3.5 offers multimodal understanding in 200 languages with 5x faster agents; ByteDance's Doubao 2.0 matches GPT/Gemini on reasoning; SeeDance 2.0 for advanced video gen; Zhipu GLM-5 open-source agentic model on Huawei chips.

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Big Tech

Adani pledges $100B for AI data centers in India

Adani Group announced a massive $100B investment in AI data centers as India positions itself as a global AI hub amid Western constraints.

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Big Tech

US stock futures slip amid persistent AI disruption and capex fears

Markets dip on concerns over Big Tech AI spending sustainability and valuation resets.

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Big Tech

Big tech's 'red flag' moment: AI capex so great hyperscalers go cash flow negative

Evercore warns massive AI spending could turn hyperscalers cash flow negative, sparking valuation reset fears amid $660B projected 2026 capex.

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Big Tech

Dan Ives calls AI-driven software selloff 'most disconnected trade ever'

Wedbush analyst argues market overreacting to AI disruption fears in software sector.

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Big Tech

Ericsson launches AI-ready radios, antennas, and AI RAN software

Ahead of MWC 2026, Ericsson introduced new hardware and software optimized for AI workloads in telecom networks.

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Startups

Datavault AI updates revenue estimates up 30% to $38-40M

AI data company Datavault boosted its revenue guidance amid strong demand.

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Policy

Pentagon goes to war with Anthropic over AI safeguards and military use restrictions

The US Defense Department threatens to label Anthropic a 'supply chain risk' and cut ties unless Claude allows 'all lawful purposes' including potential weapons and surveillance, clashing with Anthropic's ethical guardrails.

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Startups

monday.com expands AI capabilities in work platform

monday.com reinforces its AI-first platform with new features for enhanced productivity, amid growing enterprise AI adoption.

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Policy

DoD eyes Anthropic as 'supply chain risk' amid Pentagon tensions

Department of Defense may label Anthropic a national security risk, escalating debates over military AI use.

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Chips

Tower Semiconductor enables DWDM lasers for AI datacenters with Scintil Photonics

Tower and Scintil announce availability of hybrid integrated lasers meeting DWDM requirements for high-demand AI networking.

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Policy

AI-powered lobbying defeats California air pollution rules

An AI platform generated 20,000 emails that helped kill a proposal to phase out gas appliances in Southern California.

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Startups

AI-driven InsurTech MEA secures $50M from SEP

Middle East insurtech lands growth funding to expand AI-powered insurance solutions.

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Big Tech

Major health insurers turn to AI amid financial pinch, eroding provider trust

UnitedHealth and others ramp AI use for cost-cutting, investing billions, but doctors fear it undermines care quality and relationships.

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Policy

Gartner: Global AI regulations to fuel billion-dollar governance platforms market

Rising AI regulations worldwide will drive a billion-dollar market for AI governance platforms by 2030, as unmanaged risks escalate costs.

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Big Tech

Former NPR host sues Google for using his voice in AI product

David Greene accuses Google of patterning an AI voice after his without permission in a new lawsuit.

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AI

Cohere launches Tiny Aya family of open multilingual models

Cohere Labs unveiled 3.35B parameter open-weight models supporting 70+ languages, running offline on laptops with regional variants for Africa, South Asia, and more; launched at India AI Summit.

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AI

ByteDance adds safeguards to Seedance 2.0 AI video tool amid IP concerns

ByteDance pledged enhanced safeguards for its Seedance 2.0 AI video generator following backlash and threats over Hollywood IP infringement.

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Big Tech

Unilever and Google Cloud Partner to Pioneer Next Generation of Consumer Goods Technologies

Unilever entered a landmark five-year deal with Google Cloud to deploy AI agents and advanced tech across its global brands, focusing on agentic commerce and innovation.

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Big Tech

India's Adani Group plans $100B investment in AI-ready data centers by 2035

Adani Group announced a massive $100 billion investment to build hyperscale, green-powered data centers optimized for AI over the next decade.

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Big Tech

Stock Market Today: Futures Slide on AI Disruption Fears

Dow, S&P 500, Nasdaq futures fall into shortened week amid AI disruption concerns in focus. Tech-heavy indices pressured by valuation worries.

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AI

This doctor is training AI to do her job - and it's a booming business

AI experts are cashing in by training models for specialized fields like medicine, turning expertise into scalable AI trainers amid talent shortage.

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Policy

India targets $200B data center investments for AI ambitions

Government pushes massive infra buildout to position India as global AI hub amid ongoing AI Impact Summit.

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Big Tech

Wall Street pauses after AI shock week as megacaps dip

Magnificent Seven stocks including Nvidia and Microsoft fell amid AI disruption and capex concerns.

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Big Tech

India targets $200B data center investments to build AI hub

Technology Minister Ashwini Vaishnaw pushes for massive data center funding to position India as a global AI leader.

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Big Tech

CIO warns of AI's energy wake-up call amid surging datacenter demand

Article highlights exploding energy needs from AI, urging CIOs to consider sustainability in AI deployments.

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Big Tech

Goldman Sachs successfully deploys Anthropic AI systems

Goldman Sachs reports strong results from integrating Anthropic's models into operations.

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Big Tech

Mark Cuban dismisses fears of AI wiping out software jobs

Billionaire Mark Cuban argues AI won't eliminate roles at 33M US tech companies, urging adaptation over panic.

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Big Tech

Travel tech firms debate Chief AI Officer vs CTO roles amid AI surge

Expedia, Airbnb, and others reshape C-suites as AI drives philosophical divides in leadership.

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Chips

Assessing Microchip Technology Valuation After Fresh Analyst Optimism And New Edge AI Moves

Microchip (MCHP) surges on analyst upgrades tied to edge AI expansions and automotive integrations, boosting valuation outlook.

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Policy

Accountability era dawns for AI as execs face budget cuts without ROI

71% of CIOs warn AI budgets may be slashed by mid-2026 if targets unmet; new audits loom.

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AI

AI poised to revolutionize education if governments and tech collaborate

Former EU Commission head and edtech exec call for joint efforts to harness AI for learning transformation.

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Big Tech

US Stocks Today: Big Tech Faces Valuation Reset as AI Spending Scrutiny Rises

Big tech stocks lose billions as fears mount over excessive AI spending and potential disruptions. Investors question the ROI on massive datacenter investments fueling the AI boom.

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Policy

Report dismisses AI climate fixes as greenwashing hype

A new report criticizes tech firms' claims that generative AI will solve climate issues, noting most references are to traditional ML, not energy-intensive LLMs.

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Big Tech

Infosys and Anthropic partner to accelerate enterprise AI adoption

Infosys collaborates with Anthropic to integrate Claude AI into solutions for telecom, finance, and other sectors, aiming to unlock generative AI value.

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Big Tech

AI Is Magnifying Google and Meta's Edge in Ads

AI enhancements are boosting Google and Meta's ad dominance, with tools improving targeting and performance amid shifting market dynamics.

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Policy

PM Modi at India AI Impact Summit Day 2: AI must benefit every citizen

Modi calls for inclusive AI during live updates from Delhi summit, amid ongoing global leader discussions on ethical deployment.

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Big Tech

Roundup: Trillion-dollar Wall Street crash sounds alarm over AI mob mentality

Xinhua reports on market jitters from trillion-dollar Big Tech losses tied to AI spending fears and mob mentality.

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AI

Alibaba's Qwen3.5 pushes agentic AI with multimodal MoE outperforming GPT-5.2

Alibaba launched Qwen3.5 series, a multimodal mixture-of-experts model claiming superiority in agent tasks and benchmarks over leading Western models.

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AI

Hackers Mass-Prompt Google's Gemini to Steal LLM Data

Attackers hit Gemini with 100k+ prompts to clone or extract data, raising alarms for all AI companies on model theft risks.

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Policy

India AI Impact Summit: Scaling AI for 1B+ users, not just billion-dollar firms

Event highlights India's push for inclusive AI adoption beyond elite enterprises.

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AI

The rise of China's coordinated AI power

CGTN highlights China's rapid AI iteration with models like Seedance 2.0 and GLM-5, positioning it as a coordinated powerhouse in global AI race.

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AI

Alibaba Unveils Major AI Model Upgrade Ahead of DeepSeek Release

Alibaba launched Qwen3.5 ahead of rival DeepSeek's next model, emphasizing agentic features and efficiency. The move sharpens China's lead in rapid AI iterations.

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Policy

OpenAI quietly drops 'safely' from mission statement amid ethics scrutiny

OpenAI updated its charter, removing emphasis on 'safely' building AGI, sparking debates on shifting priorities as agent tech advances.

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AI

Fujitsu automates entire software development lifecycle with new AI-Driven Software Development Platform

Fujitsu launched an AI platform powered by Takane LLM and agentic AI that automates software dev from requirements to testing. It will overhaul 67 medical/gov products by FY2026, slashing modification time from 3 person-months to 4 hours in PoC.

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Big Tech

Wall Street futures climb amid AI disruption fears in shortened week

Dow, S&P, Nasdaq futures rise as markets eye AI spending shake-up across sectors.

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AI

German studio claims 100% AI movie rivals $200M Hollywood blockbusters

A German team unveils full AI-generated film made in one day, boasting Hollywood-level quality and sparking production revolution talks.

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AI

ChatGPT is getting a Lockdown Mode for enhanced privacy

OpenAI is rolling out Lockdown Mode in ChatGPT, which prevents conversation data from being used for model training and adds stricter privacy controls amid growing user concerns.

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AI

Global AI race heats up as China's Alibaba launches next-generation Qwen3.5 AI model

Alibaba unveiled Qwen3.5, a new open AI model with major performance and cost improvements targeting agentic tasks. The release intensifies competition amid a flurry of Chinese AI advancements.

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Big Tech

Big Tech Loses $1.3 Trillion in 2026 as AI Spending Fears Trigger Selloff

Microsoft, Amazon, Nvidia and others shed massive market value amid investor worries over ballooning AI capex and disruption risks.

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AI

ByteDance faces Hollywood backlash over AI video tool Seedance 2.0

ByteDance's new video-generation model Seedance 2.0 draws ire from Hollywood over potential IP infringement, sparking debates on AI content creation ethics.

Added yesterday
AI

Amtelco releases Ellie AI-powered intelligent virtual agent

Amtelco unveiled Ellie, an IVA platform for contact centers with advanced conversational AI and enterprise scalability.

Added yesterday
Research

Liquid Transformers enable infinite context windows without memory explosion

New research demonstrates 'Liquid Transformers' handling unlimited sequence lengths linearly, revolutionizing long-context AI applications.

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AI

ByteDance pledges restrictions on AI video tool after Disney IP threat

ByteDance will curb IP usage in its Seed2.0 AI video generator following warnings from Disney over Hollywood-style outputs. The model, praised for cinematic quality, highlights growing tensions in AI content generation.

Added today
AI

Alibaba releases multimodal Qwen3.5 mixture of experts model

Alibaba unveiled Qwen3.5-397B-A17B, a 397B param MoE multimodal model (17B active) supporting 262k tokens, 210+ languages, images; tops GPT-5.2/Claude 4.5 Opus on IFBench, HMMT.

Added yesterday
Policy

India hosts high-stakes AI summit in New Delhi with global leaders

India is hosting a major AI summit featuring PM Modi, Macron, and Lula, aiming to shape global AI rules and showcase its ambitions amid rising geopolitical tensions.

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Big Tech

Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6

Alibaba's Qwen3.5 processes 8x faster than predecessors, boosting agentic AI at lower costs ahead of earnings.

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Research

New AI model could cut the costs of developing protein drugs

MIT researchers created a large language model that generates targeted protein binders for drug development, potentially reducing costs by enabling precise structure prediction without extensive lab work.

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Chips

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

Semis up 1.5% weekly avg but NVDA dips on spending jitters; TSMC, AMAT rally on AI fab demand.

Added yesterday
Policy

AI minister seeks new investments in Germany, Saudi Arabia, India

Canada's AI Minister is touring Germany, Saudi Arabia, and India to secure investments amid global AI infrastructure race.

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Big Tech

OpenAI hires OpenClaw creator Peter Steinberger to build next-gen agents

Sam Altman announced Peter Steinberger, the solo dev behind viral open-source agent OpenClaw, is joining OpenAI to drive personal AI agents. This acqui-hire signals OpenAI's aggressive push into real-world autonomous systems beyond chatbots.

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AI

How AI Could Shape Future Olympics

AI poised to revolutionize Olympic judging, athlete training, and broadcasting, but raises fairness and privacy concerns.

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Big Tech

A stock market doom loop is hitting everything that touches AI

AI hype is turning to fear as Big Tech's $600B+ 2026 capex on datacenters triggers valuation selloffs, creating a doom loop for software and infra stocks reliant on AI spend.

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AI

BharatGen launches Param 2: Smaller models for real-world Indian use cases

BharatGen CEO argues most business/gov use cases don't need trillion-param models, unveiling Param 2 optimized for India-specific tasks. Emphasizes practical AI over frontier scale.

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Big Tech

Human AI Co-Innovation Summit launches in Paris

Paris summit advances AI from pilots to production at enterprise scale, highlighting bottlenecks beyond model capability amid accelerating deployments.

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Startups

Blackstone leads $1.2B funding in AI platform Neysa ahead of India AI Summit

Blackstone invests $1.2 billion in Indian AI startup Neysa, fueling infrastructure ahead of the India AI Impact Summit 2026.

Added yesterday
Chips

AI Boom Fuels DRAM Shortage and Price Surge

AI datacenters consuming 70% of 2026 memory production, driving DRAM prices sky-high despite new fabs; shortage to linger into 2027.

Added yesterday
Policy

Pentagon Threatens to Cut Anthropic Over AI Safeguards Dispute

US Defense Dept. eyes terminating $200M deal with Anthropic unless Claude enables military uses like weapons dev and intel; ethics clash escalates.

Added yesterday
Big Tech

Tesla becomes Wall Street's most controversial AI stock pick for 2026

Analysts split on Tesla's AI potential via robotaxis, with Wolfe calling 2026 catalyst-rich despite valuation debates.

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Big Tech

Raytheon uses AI to speed up inspections, boosting efficiency

RTX deploys AI tools to automate manual inspections, generating reports for human review and accelerating workflows.

Added yesterday

Quick Bites

Claude Sonnet 4.6: 1M context beta, human-level spreadsheets/web forms
Mistral integrates Koyeb into Mistral Compute for serverless AI scaling.
AI hyperscalers hoarding HBM chips, prices skyrocket to hyperinflation
Ring-2.5-1T: Hybrid linear trillion-param model, gold IMO/CMO with 70% fewer tokens
Meta's AI patent enables 'eternal' social media ghosts via LLM mimicry
Ling-2.5-1T: 1T params (63B active), 29T pretrain, 1M ctx, SOTA tool use & alignment
Ring-2.5-1T: Gold on IMO 2025 (35/42), CMO 2025 (105/126) w/ hybrid linear attention
Ring-2.5-1T: First hybrid linear trillion-param model, IMO 2025 Gold (35/42)
Qwen3.5-397B-A17B: Alibaba MoE crushes IFBench, rivals GPT-5.2 agents at 1/6 cost
Model tsunami: Sonnet 5, GPT 5.3, DeepSeek V4 next week

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