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AMD and Anthropic signed a multibillion-dollar AI chip deal, with AMD set to sell Anthropic up to 2 gigawatts of MI450 infrastructure and invest up to $5 billion, adding a major new front in the race to loosen Nvidia’s grip on AI compute.
OpenAI launched Presence, a corporate software product for deploying AI agents across customer service, sales, and internal workflows, while Google defended its AI position as booming cloud growth helps justify massive infrastructure spending and Sundar Pichai pushes back on concerns over Gemini delays.
Nvidia defended Chinese open-source AI as good for U.S. competitiveness and chip demand, while Y Combinator, Proton, and other startups urged the Trump administration not to ban access, even as Moonshot AI faces sanctions threats tied to claims that Kimi K3 distilled Anthropic’s Fable.
Here’s your daily update.
Markets
The Nasdaq fell 0.57% as a 3.4% oil-price surge lifted Treasury yields and investors turned cautious ahead of major technology earnings. ServiceNow and Workday dropped 6.5% and 6.2%, while Alphabet and Micron lost 1.5% and 1.2%. Super Micro Computer bucked the weakness, surging 19.8% on stronger projected margins and AI-server demand.
Headlines
AMD and Anthropic sign a multibillion-dollar AI chip deal, with AMD set to sell Anthropic up to 2 gigawatts of MI450 infrastructure and invest up to $5 billion. (Reuters)
OpenAI launches Presence, a corporate software product for deploying AI agents across customer service, sales and internal workflows. (Business Insider)
Google justifies its massive AI spending with booming cloud growth as Alphabet’s latest results put AI infrastructure costs back in focus. (TechCrunch)
Google CEO Sundar Pichai pushes back on claims the company is falling behind in AI, defending Gemini’s roadmap after investor concern over model delays. (Reuters)
OpenAI and Hugging Face face renewed scrutiny after Chinese AI reportedly helped analyze a rogue OpenAI-agent breach that U.S. models refused to handle. (Reuters)
Nvidia defends Chinese open-source AI models, with Jensen Huang arguing bans would hurt U.S. competitiveness and chip demand. (Axios)
Moonshot AI faces U.S. sanctions threats after the White House claims its Kimi K3 model distilled Anthropic’s Fable. (TechCrunch)
Poolside releases Laguna S 2.1, a U.S.-built open-weight coding model aimed at competing with larger Chinese open models. (Poolside)
Y Combinator, Proton and other startups urge the Trump administration not to ban access to Chinese open-weight AI models. (Business Insider)
Google Cloud, Nvidia and Microagi partner to train embodied AI models for robotics on Blackwell-powered infrastructure. (Barron’s)
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