Microsoft made $10bn from OpenAI last quarter, 11% of its revenue
Microsoft recorded $10bn of revenue from its business with OpenAI in the three months to September, about 11% of its total revenue. Microsoft disclosed the amount in its quarterly…
Where was my invite to the — wait, what? Airbnb had a gala?
Airbnb’s nonprofit held its inaugural gala on Wednesday in Los Angeles, and the internet had one reaction — the *what* gala?
Meta quietly launches an AI fashion app called Style Sketch
The app connects to Instagram to build a virtual closet from photos you’ve already shared, or lets you add items manually by snapping a photo, recording a quick video, or uploadin…
Baseten’s joey-1 makes AI decisions for a penny per million tokens
Baseten released joey-1, a 2B open-weights “decision model” that returns an answer and a probability rather than text. It costs $0.01 per million tokens and answers in about 20ms,…
Canada joins Nvidia in backing Cohere’s record C$7bn Series E
Cohere has completed the first close of its Series E round, which it aims to grow to as much as C$7bn. The Toronto AI company says that would value it at C$35.7bn. The Government …
Marvell nears a deal to buy Nvidia-backed Lumentum, Bloomberg reports
Chipmaker Marvell Technology is in advanced talks to buy Lumentum, which makes the lasers that move data between AI chips. Marvell would likely pay in shares, and the companies co…
FuriosaAI raises $620m at a $2.9bn valuation for its Nvidia rival chips
FuriosaAI, a Seoul-based maker of AI inference chips, has raised $620m in a Series D round. The round values it at about $2.9bn. South Korea’s National Growth Fund put in $280m, m…
OpenAI rewrites its AI rulebook around five core values
OpenAI has reorganised its Model Spec, the public rulebook for its AI, around five values led by faithfulness to human intent. It adds guidance on context and human agency, drops …
Aircall co-founder Olivier Pailhès returns as CEO to push AI voice agents
Olivier Pailhès, who co-founded Aircall in Paris in 2014, has returned as its chief executive. He replaces Scott Chancellor and takes over a business phone company that now sells …
Deepgram buys Pipecat maker Daily and keeps the voice AI framework open
Voice AI company Deepgram is buying Daily, the maker of Pipecat, an open-source framework for building voice agents. Pipecat will stay open source and free under its existing BSD …
Granola crunches up a dictation feature to compete with Wispr
Uno reverse! After Wispr added meeting notes to its dictation app, Granola is adding dictation to its meeting notetaker. The voice AI wars are getting interesting.
Canada adds C$2.5M to help 25 more Prairie firms adopt AI with Amii
Amii, the Alberta Machine Intelligence Institute, will work with 25 more small businesses in Alberta, Saskatchewan and Manitoba after federal agency PrairiesCan added C$2.5M. Tota…
Serval raises $150m at $3bn valuation to replace ServiceNow with AI agents
Serval has raised $150m in a Series C round led by Sequoia, valuing the San Francisco company at $3bn. That is three times the $1bn valuation it reached in December, when it raise…
Alphabet’s AI commitments pass $1tn, its quarterly filing shows
Alphabet’s quarterly filing, published on Thursday, puts its future payments for computing, energy and data centres at more than $1tn. These Alphabet commitments do not appear on …
Alphabet shares fall 12% after Google says AI Mode searches earn less
By 9:35am in New York on Thursday, Alphabet had lost $511bn in market value, Julia Love and Davey Alba reported for Bloomberg. The shares were down more than 12%. It was the compa…
Solink raises over $100M to turn security cameras into business data
Solink raised more than $100M led by Vertu Capital, with Goldman Sachs Alternatives, Golub Growth and Comcast Ventures joining. Its AI turns existing cameras in shops, restaurants…
The X ticker is free as Musk weighs a SpaceX-Tesla merger
No US stock trades under X since Nippon Steel bought US Steel last year. With SpaceX and Tesla exploring a merger, investors say Musk could claim the symbol, though he has not sai…
U.S. investigated Chinese spy plot aimed at Nvidia CEO
A top executive of a Singapore AI cloud company that was accused of illegally selling Nvidia chips to China could also have been a Chinese spy, sources have told the New York Time…
Apple’s touchscreen MacBook Pro keeps macOS familiar, Bloomberg finds
Bloomberg’s Chris Welch tried Apple’s first touchscreen MacBook Pro and found Apple took a measured approach, adding touch without reshaping macOS. Gestures felt smooth, but the t…
ServiceNow shares fall a record 25% after its bookings outlook misses
ServiceNow shares fell as much as 25% to $112.37 after markets opened in New York on Thursday. It was the biggest intraday drop since the company went public in 2012, Brody Ford r…
Leak exposes 41,000 Homeland Security staff, including ICE and CBP agents
Records on more than 41,000 employees and contractors of the US Department of Homeland Security (DHS) are now online. They include names, email addresses, phone numbers, job title…
Ex-Palantir execs launch Dream with $17M from a16z to build AI world models for construction
rained on 100 million square feet of building permits, dream wants to disrupt Autodesk with AI.
SuperMe raises $20M for its network of AI expert profiles
SuperMe is a network of AI profiles built from the knowledge of real-life experts. When you ask a question, the platform determines which experts are best suited to answer and cre…
Google’s Gemini 4 Carbon tops AI rankings, but only cyber defenders get it
Google has released Gemini 4 Carbon, its newest frontier AI model, to a small group of cyber defenders. It arrives two weeks after Gemini 4 Argon reached paying users. Koray Kavuk…