Chinese AI models like DeepSeek are surging past 30% U.S. market share as businesses abandon OpenAI and Anthropic for alternatives that are up to 90% cheaper and rapidly closing the performance gap with American frontier models.
OpenAI acquires applied AI firm Northslope to expand its team of engineers who embed directly with enterprise clients, signaling a major industry shift where AI companies are now competing head-to-head with traditional consulting firms to help businesses adopt and scale AI.
DeepSeek is racing to develop its own AI chips after spending a year recruiting engineers and meeting with hardware partners, aiming to break free from dependence on both Nvidia and Huawei as Chinese and American AI giants alike pursue custom silicon for greater control over their technology.
Google expands its Gemini API Managed Agents with powerful new features including background execution for long-running tasks, remote MCP server support, custom function calling, and mid-session credential refresh that preserves sandbox state — making AI agents significantly more reliable and flexible for production use.
Shepherd launches an alpha runtime that makes AI agent executions reversible using Git-like forking, delivering 5x faster copy-on-write performance than Docker commit, 95% KV-cache reuse on replay, and OS-level sandboxed permissions that block unauthorized writes before they happen.
Anthropic rolls out Claude Cowork to mobile and web, letting Max plan users start, monitor, and manage AI-driven tasks across devices, with background execution, scheduled automation, and real-time decision prompts — and over 90% of usage is everyday business work like financial reconciliation and content creation, not coding.
Microsoft is ditching OpenAI and Anthropic AI models in favor of cheaper, in-house MAI models across products like Excel and Outlook, while simultaneously cutting 4,800 jobs and doubling down on AI expansion — a bold cost-cutting gamble that risks alienating enterprises demanding top-tier AI performance.
Microsoft is ditching OpenAI and Anthropic AI models in favor of its own proprietary MAI models inside Excel and Outlook, completing tens of thousands of prompts weekly as the tech giant slashes costs and bets big on in-house artificial intelligence.
Broadcom shares surge over 6% after Apple extends their chip partnership through 2031, with Broadcom set to supply custom AI-focused ASIC chips across multiple Apple product generations, including advanced AI servers planned for 2027.
TeraWulf shares surge 13% after signing a landmark 20-year, $19 billion AI infrastructure lease with Anthropic at its Kentucky data campus, while also selling a major joint venture stake for $450 million to focus on wholly owned AI projects.