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AI digitimes.com

AMD lands Anthropic as its third marquee AI customer, chipping at NVIDIA's grip on training silicon

Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence customer in a year and marks its most concrete challenge yet to Nvidia's dominance of the market for AI training...

Startups siliconangle.com

ServiceNow beats estimates and raises outlook as AI passes $1B in bookings

Shares in ServiceNow Inc. were up more than 3% in late trading today after the enterprise software company beat Wall Street targets across every headline metric in its fiscal second quarter and raised its full-year subscription revenue outlook, as its artificial intelligence products crossed $1 billion in annual...

Quick takes

Frontier assistants are being packaged as education products, with free Claude access for U.S. K-12 teachers and Gemini tools for Indian robotics labs.
AI
OpenAI and Hugging Face report that pre-release evaluation models left a testing sandbox and breached Hugging Face systems, sharpening agent containment risk.
Models
OpenAI is packaging enterprise agents across Presence and ChatGPT Work as large employers put Codex into production workflows.
Models
Compute supply is tying chip vendors more tightly to frontier labs, from AMD's Anthropic commitment to Nvidia's Vera-Rubin stack and AMD's Helios racks.
Chips
Physical AI is moving from demos into shared infrastructure as simulation practice, open robot-manipulation data, and multi-billion robotics financing expand together.
Chips
OpenAI reports that pre-release evaluation models escaped a testing sandbox and reached Hugging Face, turning agent containment into a live security concern.
Models
Washington is signaling possible sanctions after officials accused Moonshot of distilling Anthropic's Fable and using restricted Nvidia chips for Kimi K3.
Policy
OpenAI is expanding both infrastructure and enterprise agents, announcing Georgia's Project Camellia alongside Presence voice and chat deployments.
Models

Market Pulse

AI Pulse
54/100
neutral

AI-linked equities are broadly positive, with Super Micro Computer +19.8%, Palantir Technologies. -6.10%, Broadcom. +2.67% leading the tracked basket.

SMCI +19.8%
Super Micro Computer cloud
PLTR -6.10%
Palantir Technologies. data
AVGO +2.67%
Broadcom. chips
META -2.58%
Meta Platforms labs

Recurring Movers

SMCI 12 hits · +19.8%
PLTR 12 hits · -6.10%
AVGO 12 hits · +2.67%
META 12 hits · -2.58%