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Microsoft is committing $2.5 billion to a new enterprise AI deployment business aimed at Fortune 500 customers, as the focus shifts from model access to actually getting AI systems embedded inside large companies.
OpenAI is proposing to give 5% of its equity to a U.S. sovereign wealth fund amid growing political scrutiny over who captures the upside from AI. Anthropic, meanwhile, is exploring a custom-chip partnership with Samsung as major labs look for more control over compute supply.
Nvidia is expanding the AI cloud buildout through revenue-sharing and credit-support deals with Sharon AI and Firmus, while data-center developers are facing rising public backlash as local opposition threatens expansion plans.
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Palantir was the top performer on the day, rising 2.84%, with SpaceX close behind at 2.83%.
Amazon was the only other gainer, edging up 0.40%, while the broader board finished mostly red.
IREN was the clear laggard, tumbling 10.39%, followed by Bloom Energy -6.43%
Headlines
Microsoft commits $2.5 billion to a new enterprise AI deployment business for Fortune 500 customers. (TechCrunch)
OpenAI proposes giving 5% of its equity to a U.S. sovereign wealth fund amid political scrutiny of AI gains. (TechCrunch)
Anthropic explores a Samsung custom-chip partnership as major AI labs seek more control over compute supply. (TechCrunch)
Nvidia rolls out revenue-sharing and credit-support deals with Sharon AI and Firmus for AI cloud expansion. (Investor's Business Daily)
AI data-center developers face rising public backlash as local opposition threatens expansion plans. (Barron's)
Bhavin Turakhia invests $30 million of his own money to build Neo as an AI-native office software rival. (TechCrunch)
Six people doing the work. Your headcount is one.
Your finance close runs in #finance. Stripe and QuickBooks reconciled, runway updated, posted Sunday night without you asking.
Engineering review lands in #eng. Viktor pulled the open PRs, left comments on auth-refactor, flagged a dependency blocking api-pagination.
Campaign brief lands in #growth: Meta CPA up 18%, recommendation to pause broad match, a draft landing page already deployed for the variant test.
You hired him on day zero. He lives in Slack and Microsoft Teams alongside your contractors and investors, connects to 3,000+ tools, pushes back when you ship something dumb.
"Viktor is now an integral team member, and after weeks of use we still feel we haven't uncovered the full potential." Patrick, Director, Yarra Web.
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