AI News

Latest updates from the world of artificial intelligence

HIGGSFIELD $5.4B $400M Series B • $700M run rate BITSMINDS.COM
Companies

Higgsfield Raises $400M at $5.4B, 4× Its Series A

The AI video startup says annualized revenue hit $700 million this month, up from $20 million a year ago. DST Global led the $400 million Series B, with Goldman Sachs Alternatives and Intel Capital joining.

PR Newswire

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ACQUIRED FOR $7B+ BITSMINDS.COM
Companies

Stripe Buys OpenRouter for $7B, 5× Its May Price

Bloomberg reports the payments company has finalized a deal for the AI gateway that routes 25 trillion tokens a week across 400-plus models — three months after OpenRouter raised at a $1.3 billion valuation.

TechCrunch

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BREAK EVEN $11.5B Q2 2026 REVENUE BITSMINDS.COM
Companies

Anthropic Posts Its First Operating Profit on $11.5B

Preliminary Q2 revenue came in above $11.5 billion — 14× a year ago — and Anthropic says it booked positive adjusted operating income for the first time since it was founded. The asterisk is on the word “adjusted”.

CNBC

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LOVABLE AT $13.3B BITSMINDS.COM
Companies

Lovable Raises $400M at $13.3B, ARR Nears $600M

The Stockholm vibe-coding company doubled its valuation in eight months on a revenue line that nearly tripled over the same stretch. At roughly 22 times forward revenue, it is one of the more defensible prices in AI coding — which says more about the comparison set than about Lovable.

TechCrunch

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$6B FOR DECART BITSMINDS.COM
Companies

Anthropic’s Biggest Deal Yet: $6B for Decart

Anthropic is in early talks to buy Israeli startup Decart for about $6 billion — roughly 50% above the valuation Decart set three months ago. The prize is not the video models everyone knows it for. It is the chip-efficiency software underneath them.

Fortune

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RIVER AI · $1.1B SEED ROUND · OPEN AI STACK BITSMINDS.COM
Companies

River AI Raises $1.1B Two Months After Leaving Stealth

General Catalyst and AMP PBC led a $1.1 billion first round into Igor Babuschkin’s nine-week-old startup, with Nvidia, AMD Ventures, Y Combinator and Temasek alongside. River sells an API for reinforcement-learning fine-tuning of open-weight models — a complex run in 15 to 20 minutes, it claims, at two to four times lower cost than closed alternatives.

TechCrunch

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WATERMARKED BITSMINDS.COM
Companies

Anthropic Watermarks Claude’s Text — Worldwide, Not Just EU

Text from every Claude model released after 2 August now carries an imperceptible watermark, and generated files ship with signed C2PA metadata. Article 50 of the EU AI Act forced it; Anthropic is applying it everywhere Claude is sold. The catch: a mark proves the text passed through Claude, not that Claude wrote it — and the tools to check one are not public yet.

TechCrunch

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Anthropic Gets the Data Centers. Someone Else Owns Them. Macquarie AM + GIC own the platform equity THESEUS INFRASTRUCTURE builds, operates, leases lease Anthropic anchor tenant No capital figure, no gigawatts, no sites, no timeline disclosed BITSMINDS.COM
Companies

Anthropic Gets New Data Centers It Won't Own

Macquarie Asset Management and GIC will own Theseus Infrastructure, a new platform created to build and lease data centers to Anthropic. Anthropic is the anchor tenant, not the owner — and no capital figure, site list or timeline was disclosed.

Macquarie Group

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ANTHROPIC · COMPUTE Claude's new landlord mines bitcoin 191 MW by June 2028 $9.1B base, 20-year term 96 MW first power, Dec 2027 ROCKDALE, TEXAS Riot Platforms · 20-year lease to June 2048 · tenant reported by Bloomberg, unconfirmed BITSMINDS.COM
Companies

Anthropic Leases 191 MW From a Bitcoin Miner for $9.1B

Riot Platforms signed a 20-year, 191-megawatt data-center lease worth $9.1 billion at its Rockdale, Texas campus. Riot did not name the tenant; Bloomberg reported it is Anthropic.

The Block

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INTEL · PROPOSED COMMON STOCK OFFERING $15,000,000,000 plus a 30-day underwriters’ option for $2.25B more Physical AI robotics and edge silicon Purpose-built silicon custom AI accelerators Packaging, wafers advanced packaging, foundry 2026 capex guidance raised to about $20B — and rising again in 2027 BITSMINDS.COM
Companies

Intel Seeks $15B in Stock to Fund Its AI Buildout

Intel proposed a $15 billion common stock offering, plus a $2.25 billion underwriters’ option, to fund capital spending on physical AI, purpose-built silicon, advanced packaging and external wafers.

Intel Newsroom

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AMD · TAALAS ACQUISITION · AUGUST 6, 2026 The weights move into the silicon TODAY: GPU PLUS MEMORY WEIGHTS COMPUTE Every token waits on the memory bus. TAALAS HC1: ETCHED IN No memory bus. Also no second model. TSMC 6nm · 815 mm² · 53 billion transistors · Llama 3.1 8B BITSMINDS.COM
Companies

AMD Buys Taalas to Etch AI Models Into Silicon

AMD has agreed to buy Toronto's Taalas, which hardcodes a model's weights into the chip itself. Its HC1 test part runs Llama 3.1 8B at roughly 17,000 tokens per second — and can never run anything else.

The Register

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DISCOVERY LOOP · AUGUST 5, 2026 Four names leave Google to close the loop ×1000 IN PARALLEL PROPOSE RUN EVALUATE ITERATE Jeff Dean Sanjay Ghemawat Quoc Le Oriol Vinyals DEAN AT GOOGLE 27 yrs STRUCTURE Public benefit BITSMINDS.COM
Companies

Jeff Dean Leaves Google to Automate Science Itself

After 27 years, Google’s chief scientist is leaving — with Sanjay Ghemawat, Quoc Le and Oriol Vinyals. Their startup, Discovery Loop, wants to run thousands of experiments in parallel and point the first ones at AI research itself.

TechCrunch

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U.S. DEPARTMENT OF JUSTICE — CIVIL RIGHTS DIVISION $3.2M CIVIL SETTLEMENT announced Tuesday 8th SUCH SETTLEMENT since the 2025 relaunch OpenAI OpCo LLC · Statsig Immigration and Nationality Act BITSMINDS.COM
Companies

OpenAI Pays $3.2M to Settle DOJ Hiring Bias Claims

The Justice Department says OpenAI and its Statsig subsidiary preferred workers on temporary employment visas over US applicants, violating the Immigration and Nationality Act. It is the eighth settlement since the Protecting U.S. Workers Initiative relaunched in 2025 — and the penalty breakdown, the conduct period, and any remedial terms were not disclosed.

Bloomberg

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LANDGERICHT MÜNCHEN I Case 42 O 763/25 · judgment of 31 July 2026 ORIGINAL WORK GENERATED OUTPUT MEMORISED AND REPRODUCED BITSMINDS.COM GEMA v SUNO · SIX WORKS IN SUIT
Companies

Suno Loses to GEMA: Europe's First AI Music Ruling

The Munich Regional Court held that Suno trained on protected songs without a licence, ordering it to stop, disclose the revenue and pay damages. The reasoning is the story: the EU text-and-data-mining exception does not cover a model that memorises what it was shown.

JUVE Patent

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The real one couldn’t get in.
Companies

Apple Capped Bug Reports Because AI Filled the Queue With Fake Ones — Then a Real macOS Flaw Couldn't Get In

An Italian startup says it found 50+ candidate macOS vulnerabilities in three weeks, including a privilege-escalation chain — and then couldn't file it, because Apple limits open submissions after a flood of AI-written reports describing bugs that don't exist. Apple is meanwhile running Anthropic and OpenAI models against its own code, with 184 CVEs in the latest macOS release. The same technology is jamming the front door and clearing the backlog behind it.

The Decoder

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AI & COPYRIGHT · REDDIT v. PERPLEXITY They Sued Over the Lock the lock the posts Not the posts behind it. That's the clever part.
Companies

Reddit Didn't Beat Perplexity on Copyright — It Won on a Lock, and That Changes the Playbook

Judge Paul A. Engelmayer let Reddit's DMCA anti-circumvention claims against Perplexity and SerpApi proceed while dismissing three other claims. Section 1201 does not require Reddit to own the posts its users wrote, or to prove copying, or to defeat a fair-use defence — it only asks whether a technological barrier was bypassed. The measure at issue was Google's SearchGuard, not Reddit's own, which is the novel and shakiest part of the ruling.

Bloomberg Tax

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AI INFRASTRUCTURE · WHO PAYS FOR IT Two Ways to Buy a Gigawatt ownership split someone co-signs 1 GW One sold the building. The other found a guarantor.
Companies

Two Ways to Buy a Gigawatt: Meta Sold 80% of Its Data Centre — OpenAI Needed a Guarantor

Meta and BlackRock announced a $14 billion joint venture for a 1 GW campus in El Paso, with BlackRock funds taking 80% ownership. A day earlier, Nvidia was reported to be negotiating a ~$250 billion guarantee so OpenAI could lease its Ohio campus. Same problem, opposite structures — and the difference reveals which buyer can actually borrow.

Meta

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NVIDIA × OPENAI · REPORTED TALKS Who Vouches for OpenAI? guarantees the debt …which buys its chips NVIDIA OpenAI The answer is the company selling it the chips
Companies

Nvidia May Guarantee $250 Billion So OpenAI Can Buy Nvidia Chips

Nvidia is reportedly in talks to backstop roughly $250 billion of financing for OpenAI's 10-gigawatt Ohio data centre — plus up to $350 billion more for the chips. The guarantee is needed because OpenAI isn't profitable enough to borrow on its own terms, which makes the chip supplier the credit behind its customer's biggest purchase.

CNBC

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FAUNA SYSTEMS · LIVING ROBOTS Xenobots, Now as a Service AI-designed frog-cell swarms built to sniff out water pollution PFAS frog stem cells, no edits AI-evolved body shape detects forever chemicals Co-founded by original Xenobot researchers Michael Levin & Josh Bongard · targeting aquaculture & wastewater
Companies

Xenobots Get a Business Plan: Fauna Systems Is Commercializing Living Robots Designed by AI

The startup founded by the researchers who created the first Xenobots — sub-millimeter organisms built from frog stem cells and shaped by AI-run evolutionary algorithms — is exploring swarms that detect PFAS 'forever chemicals' in water by amplifying a faint signal through cell-to-cell communication, targeting aquaculture and wastewater monitoring.

The Innovator / IEEE Spectrum

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AMD × ANTHROPIC · ADVANCING AI 2026 2 gigawatts, and $5 billion AMD bets big on Anthropic — and takes direct aim at Nvidia AMD Instinct MI450 Anthropic · Claude 2 GW of MI450 $5B AMD equity stake first GW · H1 2027 Helios rack-scale systems · Claude will help tune AMD’s ROCm · a rare crack in Nvidia’s grip
Companies

AMD and Anthropic Strike a $5 Billion, 2-Gigawatt Deal — a Rare Crack in Nvidia's Grip

At AMD's Advancing AI 2026 event, Lisa Su and Anthropic announced a strategic partnership: Anthropic will deploy up to 2 gigawatts of AMD Instinct MI450 GPUs in Helios rack-scale systems starting in early 2027, while AMD makes a strategic equity investment of up to $5 billion in Anthropic. Claude will also help optimize AMD's ROCm software stack.

AMD

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CUSPAI · AI MATERIALS DISCOVERY CuspAI AI that designs new materials — now a $2.6B company $450M Series B $2.6B valuation 45+ Foundry partners Backed by Bezos, AMD, Kleiner Perkins & the UK · Nvidia, Meta, Samsung & Hyundai in the Foundry
Companies

CuspAI Raises $450M to Turn AI Loose on Materials Discovery — and Signs Up Nvidia, Meta and Samsung

Cambridge startup CuspAI raised a $450M Series B at a $2.6B valuation — up from $520M just nine months ago — to build AI that designs new materials for chips, batteries, and climate tech. It also launched an AI Materials Foundry of 45+ partners, backed by Bezos, AMD, Kleiner Perkins, and the UK government.

CuspAI

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ALPHABET · A BRUTAL WEEK Google’s Brutal Week Brussels forces Android open as Gemini 3.5 Pro slips a third time ▼ 4.4% ≈ $200 billion in market cap erased this week EU: open Android + share Search data Gemini 3.5 Pro delayed — a third time ≈ $425B shed in under four weeks · as GPT-5.6, Grok 4.5 & Kimi K3 keep shipping
Companies

Google's Brutal Week: Brussels Pries Open Android as Gemini 3.5 Pro Slips a Third Time

In one week the AI era came for both of Google's crown jewels. The EU ordered it to open Android to rival AI assistants and share Search data with competitors, while its flagship Gemini 3.5 Pro slipped a third time — and Alphabet shed about $200 billion in market value, roughly $425 billion in under a month.

European Commission

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MICROSOFT · FY27 SALES STRATEGY Microsoft Turns on OpenAI & Anthropic Its pitch: in-house MAI models are cheaper — now replacing rivals in Copilot, Excel & Outlook Microsoft MAI Copilot & Office apps OpenAI ↓ Anthropic ↓ Google ↓ Up to 10× cost efficiency · Microsoft’s claim
Companies

Microsoft Trains Its Salespeople to Talk Down OpenAI and Anthropic — and Sell Its Own AI Instead

In an internal FY27 strategy session, Microsoft told sales staff to pitch its in-house MAI models as cheaper and more efficient than OpenAI, Anthropic, and Google — claiming up to 10× the cost efficiency, and quietly swapping rivals out of Copilot, Excel, and Outlook.

TechCrunch

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ANTHROPIC’S FIRST CUSTOM CHIP Reportedly built on Samsung’s 2nm process · unconfirmed 2nm Samsung 2nm node Deal unconfirmed Samsung Foundry · $65B Series H war chest · 4th lab to go custom
Companies

Anthropic Turns to Samsung's 2nm Foundry for Its First Custom AI Chip, Reports Say

Fresh reports on July 14 say Samsung's foundry has agreed to manufacture Anthropic's first in-house accelerator on its 2-nanometer process — putting the Claude maker on the same custom-silicon path as OpenAI, Google, and Amazon, though neither company has confirmed a deal.

TechCrunch

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