Payments fintech Stripe is considering a whole or partial acquisition of struggling rival PayPal, according to Bloomberg. A Stripe spokesperson declined to comment on any expressions of interest the company may have made for all or parts of PayPal. The publicly-listed PayPal has a market ... Read more ›
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Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI software to access and use data stored in enterprise apps, including DocuSign, LegalZoom and Salesforce. Given the recent market jitters about the disruptive impact of AI on these software firms, you’d think the news would have depressed stocks even more.Instead, stocks recovered a bit. Figma shares, for instance, were up 10%, while ServiceNow inched up... Read more ›
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Puncturing the buzz over AI agents such as Anthropic’s Claude Code and the open-source project OpenClaw is the prospect that these agents could get tricked into revealing sensitive information such as a person’s banking information. In a sign of those concerns, Anthropic earlier this year singled out rogue agents as a topic of focus for its research fellows. Anthropic’s staff proposed that the fellows train an agent to misbehave in... Read more ›
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Amazon said it plans to invest $12 billion in data center campuses in Louisiana, to support AI and cloud computing. Amazon said it would take steps to ensure it pays all of the power costs associated with the data center, and is working with the electric utility in the region, Southwestern ... Read more ›
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Many AI researchers believe AI models that listen and speak to people are trailing text-based models in capabilities and performance. That gap is even bigger when you look at audio models for languages other than English, especially outside the Western hemisphere.That could be a big issue for companies like OpenAI that are aggressively trying to expand internationally with personal AI devices controlled through voice. (As to why it’s so important... Read more ›
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TurboTax- and Quickbooks-maker Intuit announced a partnership with Anthropic on Tuesday to bring custom AI agents to businesses and consumers on Intuit’s service beginning this spring. The news sent Intuit shares up as much as 5% in pre-market trading. So far this year, Intuit stock has fallen ... Read more ›
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Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked CEO Yamini Rangan a question that was on the mind of practically everyone who follows the software business closely: How did HubSpot plan to respond to clients who use agents to pull their data out of HubSpot’s customer management software and analyze it with AI from other software providers? “We will monitor it, we... Read more ›
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Meta Platforms and AMD have struck a partnership that would see Meta deploy six gigawatts of AMD’s chips over multiple years, with the first deliveries beginning in the second half of this year, the companies announced Tuesday. Meta, which operates Facebook, Instagram and WhatsApp, will use AMD’ ... Read more ›
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Oracle shares were down 4.5% on Monday, after The Information reported that the cloud firm’s Stargate joint venture with OpenAI and SoftBank floundered after its flashy announcement at the White House in January 2025. Instead of the three companies pursuing a data center expansion together, ... Read more ›
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Anthropic CEO Dario Amodei is set to meet with Secretary of War Pete Hegseth on Tuesday, following weeks of negotiations between Anthropic and the Pentagon over whether Anthropic can put limits on the Pentagon’s use of its AI. Axios first reported on the meeting. The negotiations began after ... Read more ›
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Anthropic on Monday launched a share sale to current and former employees who had worked at Anthropic for at least twelve months, according to a person with knowledge of the share sale. The share sale is based on the company’s latest valuation of $380 billion, according to the same person. ... Read more ›
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IBM stock dropped 13% on Monday after Anthropic said that its Claude Code tool could be used to automate the modernization of legacy code. IBM mainframes, computers that process a large portion of the world’s financial transactions, run applications written in COBOL, a programming language ... Read more ›
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When does a frenemy become a mortal threat? That question should be top of mind for executives atop enterprise software firms, such as ServiceNow, Salesforce and Snowflake, each of which at various times has announced partnerships with OpenAI. And yet OpenAI seems to be doing everything it can to put at least some of these firms out of business. As we reported on Friday night, in a presentation to investors... Read more ›
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Cerebras Systems has again made a confidential filing for a U.S. public offering, according to people with knowledge of its plans. The designer of AI chips and systems has been meeting with prospective investors before a potential listing that could take place as soon as this April, they said. ... Read more ›
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The stablecoin launched by President Donald Trump’s family crypto company World Liberty Financial briefly lost its peg to the dollar on Monday, as the company said it faced a “coordinated attack” on its co-founders’ X accounts. The stablecoin, USD1, fell to as low as $0.994 on Monday morning, ... Read more ›
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Uber announced Monday that it agreed to acquire SpotHero, an app that enables drivers to reserve parking spaces at garages based on location. The Information first reported in December that Uber was considering an acquisition. Terms of the transaction weren’t disclosed. A deal with SpotHero ... Read more ›
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Shopify has started arranging for ads to promote its merchants to run in ChatGPT, the company told merchants, in an expansion of Shopify’s existing ad network. The e-commerce software firm buys ad space on various social media sites on behalf of its merchant clients, and charges merchants for ... Read more ›
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Anthropic accused Chinese model developers DeepSeek, Moonshot AI and MiniMax of using data from Anthropic’s Claude models to train and improve their own AI. The Chinese model developers created over 24,000 fraudulent accounts and generated over 16 million chats with Anthropic’s Claude model to ... Read more ›
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Elon Musk said Monday that SpaceX has been cutting prices for its Starlink satellite internet service to reach more customers. He made the comments in response to an article in The Information on the topic. SpaceX has introduced cheaper plans in the U.S. and other countries in recent months, has ... Read more ›
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Over the past year, the running joke in the data center industry—even inside OpenAI—has been that the $500 billion Stargate initiative was less of a master plan than a “vibe.”My reporting this weekend showed how little Stargate resembles the $500 billion effort touted at a White House event just over a year ago. Stargate now has no staff, nor does it have any obvious role in data center development. It... Read more ›
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01.05.2026 10:53
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