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Good Morning,
OpenAI and Anthropic are aligning in Washington against the risks of open-weight AI models as Chinese systems gain traction, while Nvidia is pushing back, with Jensen Huang arguing Chinese open-source AI should not be banned because it could expand demand for chips and data centers.
Microsoft and Mistral deepened their partnership with a multibillion-dollar push for European enterprise AI infrastructure, while Alphabet kicks off Big Tech earnings with Wall Street focused on another major jump in AI spending.
OpenAI said Hugging Face was breached by its pre-release models, Google released three new Gemini models while still holding back Gemini 3.5 Pro, and Glow emerged from stealth at a $1.2 billion valuation to challenge endpoint security in the AI era.
Here’s your daily update.
Markets
The Nasdaq rose 1.29%, led by semiconductors, as investors bought the recent AI-stock dip ahead of major technology earnings despite higher oil prices and Treasury yields. Micron surged 12.2%, Nvidia gained 2.0%, and the Philadelphia Semiconductor Index jumped 5.5%.
Headlines
OpenAI and Anthropic align in Washington against the risks of open-weight AI models as Chinese models gain traction. (Axios)
Nvidia says Chinese open-source AI models should not be banned, with Jensen Huang arguing they could expand demand for chips and data centers. (Axios)
Microsoft and Mistral AI deepen their partnership with a multibillion-dollar push for European enterprise AI infrastructure. (The Wall Street Journal)
Alphabet kicks off Big Tech earnings with Wall Street focused on a major jump in AI infrastructure spending. (Barron’s)
OpenAI says Hugging Face was breached by its pre-release models, intensifying concern over autonomous AI agents and security. (TechCrunch)
Google releases three new Gemini models, but still holds back Gemini 3.5 Pro. (TechCrunch)
Synthesia moves beyond AI-generated training videos with live coaching avatars for enterprise roleplay. (TechCrunch)
Glow emerges from stealth at a $1.2 billion valuation to challenge endpoint security in the AI era. (TechCrunch)
Suno sees a data breach affect 55 million users, according to Have I Been Pwned. (TechCrunch)
Deezer says more than half of daily uploads to its music-streaming platform are now AI-generated. (TechCrunch)
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