US AI News Tracker

Claude steals spotlight at San Francisco's HumanX AI conference on agentic AI's business impact—with constant shoutouts in panels and from vendors....

Nebius builds AI factories for hyperscalers like Microsoft and Meta, securing contracts up to $46B.

• Nvidia invested $2B; stock soared 340% since...

AI Partnerships

• 🔥 CoreWeave-Anthropic Deal: CoreWeave announced a multi-year cloud partnership with Anthropic to power Claude, causing CRWV...

Partnership highlights:

• CRWV shares jumped 11% to $102 after multi-year cloud agreement to power Anthropic's Claude
• Anthropic joins 9 of top 10 AI...

Strategic M&A move:

• Nebius Group is in advanced talks to buy Israeli AI startup AI21 Labs, after its failed Nvidia merger talks.
• Deal would expand...

UiPath shares drop amid Anthropic's announcement of a new AI tool focused on building and managing automations, starting with computer vision and user interface automation in robotic process.

Nvidia's play in open AI chips: SiFive raises $400M oversubscribed at $3.65B valuation, targeting AI data center CPUs with RISC-V designs.

• Big-tech...

Anthropic's Claude Code dominates HumanX talks, with 'Claude mania' gripping 6,500 attendees. OpenAI no longer leads conversations; Anthropic does.
-...

Strategic Partnerships

• 🔥 News Corp-Meta $150M Deal: News Corp signed a $150 million, five-year deal with Meta to license content from Wall...

Historic Q1 surge in corporate VC for AI: $254bn across 1,388 rounds, up 370% from $54bn in Q1 2025.

Key highlights:

• OpenAI headlined...

CoreWeave (CRWV) stock gained over 12% after announcing a multi-year agreement with Anthropic, now trading at $103.20 (up $11.20 or 12.17%). Signals Anthropic's expanding AI cloud infrastructure deals boosting partners.

Media Distillery unveils Sports Engagement Suite, automating highlights and fan engagement to boost sticky viewing amid $78B sports rights by...

CoreWeave strikes AI cloud deal with Anthropic, driving shares higher. This partnership highlights growing ties between AI infrastructure providers and leading AI vendors.

Privacy flaw alert: Meta's standalone AI app notifies your Instagram friends when you use it, leading to humiliation—author still gets texts about it...

Key AI partnership highlights:

• $150M, 5-year deal lets Meta train AI on WSJ, NY Post content.
• CEO Thomson calls news orgs valuable 'inputs' for...

Funding Rounds

• 🔥 PeakMetrics Series A: AI-powered media monitoring startup PeakMetrics raised $6M in a Series A funding round led by Moneta...

• New mid-tier play: OpenAI launches $100 ChatGPT Pro with 5X Codex limits over $20 Plus (e.g., GPT-5.4: 200–1,000 local msgs/5hrs vs 20–100),...

• Muse Spark launches as first LLM from Meta Superintelligence Labs, enhancing Meta AI with faster reasoning, visual understanding, and personalized...

Google Expansion: Multiyear partnership deploys Intel Xeon processors across Google Cloud; joint custom chips for data centers planned.

• Recent...

Meta's AI push intensifies:

• Muse Spark debut: Most powerful model yet from Chief AI Officer Alexandr Wang's new Superintelligence Lab, foundation...