💸 Anthropic lines up mega pact with Microsoft and Nvidia
Anthropic says it will commit a hefty $30B to Azure compute, running on Nvidia systems. Spend-to-scale move or moonshot… maybe both.
In parallel, Nvidia plans to invest up to $10B in Anthropic, with Microsoft adding up to $5B - a circular handshake where everyone pays everyone.
The Claude maker gets more fuel, Microsoft gets workloads, Nvidia gets demand. Neat, slightly dizzying.
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🤖 Google rolls out Gemini 3 - leaning hard into agentic workflows
Google pitched Gemini 3 as smarter tools for devs and search, plus building blocks for agents. Less demo glitter, more do-the-thing plumbing.
There’s talk of new search experiences and APIs that quietly stitch tasks together. Like a Swiss watch - just louder.
Small step or big leap? Depends on how quickly builders adopt it.
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💼 Intuit inks $100M deal to plug OpenAI into finance tools
TurboTax and QuickBooks parent Intuit is buying access to OpenAI models for new product features. Not flashy, but very, very practical.
Think smarter categorization, guidance, maybe agenty nudges that save you from that weird receipt from two months ago.
It’s enterprise AI’s favorite tempo right now - incremental wins that add up.
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🗣️ Pichai cautions on AI hype - and the bubble chatter
Alphabet’s CEO warned that no firm is immune if an AI bubble pops. Grim, but honestly, refreshing to hear said out loud.
He also stressed not to blindly trust model outputs. Feels obvious - until you’ve been burned by a too-confident chatbot.
Sober vibes amid the gold rush; a necessary splash of cold water.
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🧩 US poised to OK chip sales to Saudi AI venture Humain
Washington is preparing to approve advanced chip sales to Humain, a Saudi-backed AI effort. Geopolitics meets GPUs, again.
It signals tighter gating, not a total lockout - calibrated control rather than a brick wall.
Expect supply chains and alliances to keep doing this awkward tango.
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🏛️ Trump warns against AI overregulation - wants one federal rulebook
The pitch is simple enough - avoid a patchwork of state laws, keep innovation moving.
Critics will say that’s code for looser rules; supporters will say clarity beats chaos. Both can be true, awkwardly.
Either way, policy is sprinting to catch tech’s pace.
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