Latest updates from the world of artificial intelligence
The foundry behind Nvidia's GPUs and Apple's silicon posted an all-time record quarter — NT$1.27 trillion (~$39.6B), up 36% — with June sales rising when they usually dip. The AI buildout no longer follows the consumer calendar.
TechTimes
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Google, Microsoft, Salesforce, ServiceNow and Snowflake agreed to back ARD — a shared standard for wiring AI agents into business software — framed as "complementary" to Anthropic's MCP, but plainly a bid to stop building on a competitor's foundation.
Crypto Briefing
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Apple filed a blockbuster suit in federal court claiming OpenAI systematically stole its hardware secrets — 400+ ex-Apple employees, "show and tell" interviews with real parts, and an engineer who allegedly kept his Apple laptop and kept downloading.
CNBC
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Nvidia's most important memory supplier began trading on Nasdaq as SKHY, raising about $28 billion — the largest ADR offering in Wall Street history — with the proceeds earmarked for fabs, EUV machines, and the HBM4 that feeds Vera Rubin.
Yahoo Finance
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A former Bitcoin miner just became an AI landlord: TeraWulf signed a 20-year lease with Anthropic for up to 401 MW at its Kentucky campus, worth about $19 billion — as Anthropic races to lock up compute ahead of its October IPO.
CNBC
Read more →Crusoe, the data-center builder behind AI compute for Microsoft, Oracle, OpenAI and Meta, is reportedly in talks to raise about $3 billion — a round that could value it near $30 billion, nearly triple its October mark and a fresh signal of how hard capital is chasing AI infrastructure.
Bloomberg
Read more →Higharc, which turns new homes into structured 3D spatial databases, raised a $95M Series C led by Insight Partners, pushing total funding past $170M. It also launched AI Estimating for materials distributors with US LBM as the first partner — extending its platform from design into the supply chain.
PR Newswire
Read more →Together AI, the cloud platform for training and serving open-source models, closed an $800M Series C at an $8.3B valuation — more than double its early-2025 mark. Aramco Ventures led, with Nvidia joining, as the company posts $1.15B in annual bookings serving customers like Cursor and Cognition.
Tech Startups
Read more →Venice AI, a privacy-first platform that routes prompts through 200+ models without storing any data, raised a $65M Series A at a $1B valuation led by Dragonfly — its first outside funding. The two-year-old startup is already profitable, with 3M users and $70M+ in annualized revenue.
TechCrunch
Read more →The Commerce Department has lifted the export controls that forced Anthropic to pull Claude Fable 5 and Mythos 5 offline worldwide, ending an 18-day standoff. Anthropic began restoring access on July 1 — the first reversal of a U.S. national-security shutdown of a frontier AI model, and it comes with new reporting obligations attached.
CNBC
Read more →Chamath Palihapitiya’s 8090 Labs landed a $135 million Series A led by Salesforce Ventures — and the famed investor named himself chief executive, betting enterprises in regulated industries want a governed “Software Factory,” not another coding co-pilot.
TechCrunch
Read more →Meta has restricted its engineers from using Anthropic’s Claude Code and OpenAI’s Codex — and temporarily halted some work with them — over fears that rival model outputs could leak into its own training data. Internal memos reported by The Information warn of “serious escalations” with partner companies, as Meta builds its own coding assistant and the industry’s distillation disputes escalate.
The Decoder
Read more →Weeks after an export-control directive pulled Claude Mythos 5 offline worldwide, the U.S. government has cleared Anthropic to redeploy its most powerful cyber model — but only to a vetted set of organizations that defend critical infrastructure, and with safeguards attached.
CNN
Read more →Baseten, the platform that runs AI models in production, raised a $1.5 billion Series F on June 22 at a valuation of up to $13 billion — a roughly 160% jump in under five months. The startup now serves more than a billion inference calls a day across 87 clusters and 18 clouds, as "inference" becomes one of AI's most contested markets.
Business Wire
Read more →Taktile, which automates underwriting, claims, fraud and AML decisions for banks and insurers, raised a $110M Series C led by Goldman Sachs Alternatives on June 24. The platform wraps AI agents in rules and human oversight, powering millions of auditable decisions a day.
Tech Startups
Read more →Assort Health, which builds AI agents for the patient journey — scheduling, intake, referrals, refills and billing — raised a $120M Series C led by Menlo Ventures on June 24, reaching a $1.2B valuation after handling 190M+ patient interactions and growing revenue 20x in 15 months.
Tech Startups
Read more →OpenAI unveiled its first in-house chip on June 24 — Jalapeño, an LLM-inference ASIC co-built with Broadcom. Designed to tape-out in about nine months with help from OpenAI’s own models, it ships from late 2026 and targets far better performance-per-watt.
TechCrunch
Read more →AlphaFold co-creator and 2024 Nobel laureate John Jumper is leaving Google DeepMind after nearly nine years to join Anthropic, a marquee hire that hands the Claude maker instant credibility in its growing push into AI for science.
TechCrunch
Read more →Engram emerged from stealth on June 23 with $98 million from General Catalyst, Kleiner Perkins and Sequoia — plus angels including Andrej Karpathy — to build a "learned-memory" layer that it says runs enterprise AI on up to 100× fewer tokens. Microsoft, Notion and Harvey are already testing it.
CNBC
Read more →In three days Google lost two AI stars: Gemini co-lead Noam Shazeer left for OpenAI on June 18, and Nobel laureate John Jumper left DeepMind for Anthropic on June 19. Alphabet shares fell about 7% as the frontier talent war intensified.
CNBC
Read more →Anthropic announced a partnership with Google and Broadcom on June 23 for multiple gigawatts of next-generation TPU capacity, coming online from 2027 and sited mostly in the U.S. — backing a run-rate that has climbed from $9 billion to over $30 billion.
Anthropic
Read more →In its first-ever stake in a movie studio, Google DeepMind is investing roughly $75 million in A24 to co-develop AI filmmaking tools with the studio — without gaining access to A24’s content library, and with Demis Hassabis pitching the work as artist-led.
Google DeepMind
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Amazon MGM has shelved “Artificial,” Luca Guadagnino’s nearly finished film about Sam Altman, months after a $50B OpenAI–AWS partnership. The starry drama is now being shopped to other studios.
Variety
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Qualcomm is reportedly in advanced talks to acquire Jim Keller’s RISC-V AI-chip startup Tenstorrent for $8–10 billion, a move that would hand the company an open-architecture data-center stack to take on Nvidia and AMD.
Tom's Hardware
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