DoorDash agrees to acquire Instacart for about $17 billion
The deal would expand DoorDash's grocery delivery reach and strengthen its position against Amazon and Walmart.
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Thursday
Anthropic's second-quarter revenue hits 2.5 times its 2025 total
Its IPO filing also reveals hundreds of billions of dollars in computing deals, a spending scale investors will watch.
Read storyDeepSeek and Moonshot AI trained models on OpenAI's Astra outputs
The reported use of a rival lab's outputs comes as Anthropic cracks down on Chinese labs extracting capabilities from its models.
Read storyChatGPT Pro and Business get up to $500 monthly in API credits
Eligible subscribers can use the credits to build apps and agents on OpenAI's developer platform.
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Wednesday
Microsoft Cloud revenue tops $63 billion with 30% growth
The accelerating growth signals strong customer demand as companies build the infrastructure for AI agents.
Read storyGoogle says AI now speeds up its own model training
If Sundar Pichai's expectation of faster progress over the next year holds, new Google models and launches could arrive more quickly.
Read storyAnthropic has about 11,900 business customers spending $100,000 yearly
OpenAI is pushing cheaper models to win these large accounts, which makes Anthropic's lead harder to challenge.
Read storyUS Justice Department probes Nvidia's Hugging Face acquisition
The inquiry asks how the deal would affect competition, which could shape how AI software and chip markets develop.
Read storyGemini 4 Carbon leads cybersecurity benchmarks at launch
Google says the model leads several benchmarks, and its first rollout goes to a small group of security teams.
Read storyClaude for Legal adds ready-made artifacts for contract review
The gallery lets teams share the same legal workflows across the business, starting from a built-in example.
Read storyOpenAI plans to buy Google's AI chips, challenging Nvidia
OpenAI is a longtime Nvidia customer, so the move would test Nvidia's hold on AI chip demand.
Read storyOpenAI claims faster method for a core computer science problem
If confirmed, the claim would challenge a basic assumption about how hard a common class of logic problems is to solve.
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