EU AI Act enforcement has its first formal dockets, targeting hiring, credit scoring and student monitoring while the 2027 high-risk deadline slips.
Google's Gemini 3.8 Live with Live Avatar reaches Gemini Enterprise with SynthID-watermarked video, 97 languages and async tool calling.
UBS rates five AI data center power landlords Buy, targeting 4.8 GW of contracted capacity and $125B in potential revenue against $24B in unfunded capital.
Google's Project Suncatcher will launch a Trillium TPU satellite on a SpaceX Falcon 9 as early as Oct. 1 to test AI compute in orbit.
GlobalFoundries and Marvell expand SiGe chip capacity in Vermont for AI data center optical interconnects, targeting 200G-per-lane optical links.
DeepSeek revenue run rate has doubled to $1 billion as API prices rose 2.3x to 4.5x, holding an 82.9% gross margin ahead of a $7.45B raise.
Palantir rose 3% as the FAA SMART contract went live, but the $875M deal belongs to Air Space Intelligence, not Palantir.
Oracle cloud layoffs: a leaked filing names 546 ACI roles, including 128 managers, as restructuring costs rise to $2.8B and FY2027 capex reaches $95B.
Toyota factory robots scale to 400,000 units from 2028 on up to ¥1 trillion a year, betting behaviour models can absorb retiring craft skills.
AI inference funding hits new highs as Modal Labs and Baseten negotiate rounds at roughly $15B and $26B, tripling and doubling prior valuations.
Amazon boomerang hiring targets laid-off staff for AI, ML and cloud roles after 30,000 cuts, signalling a skills reallocation rather than pure automation.
ABB's Infinitus DC portfolio brings 800 VDC source-to-rack power to AI data centers, claiming over 5% efficiency gains as racks approach 1 MW.
The Impulse Space Space Force contract funds a $28M space domain awareness mission using a Mira spacecraft and an MIT Lincoln Laboratory optical payload.
Iambic Therapeutics IPO: the Nvidia- and QIA-backed AI drug discovery firm files an S-1 for a Nasdaq listing under IAM to fund three cancer programs.
Anthropic 1 gigawatt data center lease talks with Apollo-owned Stream Data Centers put AI compute financing and Google's guarantor role in focus.
