Google releases three new Gemini models — but no 3.5 Pro
Google released Gemini 3.6 Flash, 3.5 Flash-Lite, and Flash Cyber, but the continued absence of Gemini 3.5 Pro raises fresh questions about its AI strategy.
Databricks hits $188B valuation, extending its run as AI’s favorite second act
Databricks has remade its image into an AI company and has published research on the cost savings of open weight AI models for coding.
Anthropic, Blackstone bet the next trillion-dollar AI business is implementation, not models
Anthropic-backed Ode launches as AI labs bet that embedding forward-deployed engineers inside enterprises is the key to accelerating enterprise AI adoption.
Backed by $60M in funding, Oak steps out of stealth to fix the identity mess that AI agents are making worse
Cofounded by senior entrepreneur Shai Morag, Israeli identity management startup Oak is emerging out of stealth with $60 million in seed funding.
Reflection inks $1B compute deal with Nebius
Reflection AI has signed a $1 billion deal to access Nebius’s compute. Reflection was founded in 2024 and is developing open source AI technology.
The real AI race may no longer be at the frontier
Hugging Face CEO Clem Delangue says enterprises increasingly want open models, due to cost, accessibility, and ownership. Do frontier models still matter if most production AI ends up running on open models?
Satya Nadella has issued a shocking warning to companies using AI
Of all the debates raging about the potential downsides of AI, there is one worry causing the most hand-wringing among AI enthusiasts in Silicon Valley — that the giant AI labs that sell proprietary models are somehow acting like Trojan horses.
SK Hynix raises $26.5B in the biggest foreign IPO in US history, is urged to build new US fabs
The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build US factories.
Apple to produce Made in America wireless chips with Broadcom
Apple has signed a $30 billion+ multiyear deal with Broadcom to design and produce more than 15 billion U.S.-made custom wireless connectivity chips for Apple products.
Why the rise of open source AI isn’t hurting Anthropic … yet
Open source models’ success isn’t coming at the expense of frontier labs. Instead, they each seem to capture two phases of the same life cycle.