Explore BIG CHANGE reporting on AI Industry & Strategy: what changed, how it works and why it matters.
OpenAI says Russian and Iranian operations used ChatGPT for internal reports, article editing and some deceptive material. Independent checks support specific examples, while the campaigns’ audience impact remains uncertain.
Financial Times reporting puts OpenAI's annualized pace near $50 billion at September's end. A previously reported $70 billion comparison appears to use a different treatment of some partner sales.
A five-year, $2 billion agreement calls for new GlobalFoundries capacity to supply silicon interposers for TSMC's CoWoS ecosystem, with volume production expected to ramp in 2028.
Waymo says its first debt financing adds flexibility alongside a separate $16 billion equity round. The company has not disclosed detailed loan terms or a city-by-city service schedule.
Retail price rises and falling shipments in cheap phone bands show how memory pressure affects handset affordability, with unequal consequences across regions.
A Qualcomm-commissioned Signal65 report compares three retail 14-inch laptops. The Snapdragon system leads selected CPU and AI tests; the Intel laptop wins graphics and sustained Office runtime.
Barclays reports broad Claude use in customer support, email triage and software development. Its figures show activity and future targets, but leave error rates, productivity and costs undisclosed.
Proofpoint reports a July credential phishing campaign using fake AI policy invitations. Reuters confirmed one recipient received a suspicious message; account compromise is unproven.
Surveys show wider workplace AI use, while experiments find gains and failures in specific tasks. Usage data cannot yet show that other jobs will match coding's intensity.
Google announced Gemini 4 Argon for trusted cyber testers, with paid API and AI Ultra access planned next but undated. Vals AI's first independent scores lead on some tasks and trail on others; the public API catalog lists no Argon endpoint.
DoorDash's September 30 AI launches cover text ordering, Dasher support, restaurants and office agents. Access ranges from live SMS help to selected-user and corporate betas.
The companies agreed to develop GPT-Synopsys around chip-design tools and report early customer engagements. The announcement gives no public launch date, price or measured result for the model.
AP reports an FTC spokesperson confirmed an AI investigation. CBS says a spokesperson described planned information requests and FTC Act scrutiny; no current order is public.
DeepSeek's new Ascend 950 kernel library offers familiar DeepGEMM interfaces and source code. Its prerequisites and self-reported benchmarks set the limits for developers evaluating it.
Reported preliminary Q1 and Q2 revenue, a later $100B annualized pace, adjusted income and decade-long compute commitments describe different parts of Anthropic’s IPO case.
A Cambridge working paper examines whether AI-led research could accelerate AI progress. Anthropic's 26% figure shows supervised work, while the proposed feedback loop remains conditional.
OpenShell puts access controls around AI agents. NVIDIA's optional Sentry design adds monitoring on BlueField-4, though its speed and effectiveness remain vendor claims.
Samsung and SK hynix both report HBM4 shipments. Their Nvidia and OpenAI announcements leave customer allocations and future capacity unclear.
