Thinking Machines Lab Signs Multi-Billion Google Cloud Deal
Mira Murati's Thinking Machines Lab just inked its first cloud deal with Google, worth single-digit billions, running on Nvidia GB300 chips for Tinker.
Ai-Industry
ChatGPT CPC Ads Launch: OpenAI's $3–$5 Bids Land Against Google
OpenAI turned on cost-per-click ads in ChatGPT today with $3–$5 bids live in the ads manager. The math, the pilot's 0.91% CTR, and the Google challenge.
Amazon-Anthropic Deal: $25B In, $100B Out — Who Actually Wins
Amazon is putting up to $25B more into Anthropic; Anthropic commits $100B+ to AWS over 10 years. The money flows in a circle — compute is the real story.
Deezer: 44% of New Songs Uploaded Daily Are Now AI-Generated
Deezer says AI-generated tracks now make up 44% of daily uploads — roughly 75,000 songs a day. But 85% of the streams these tracks earn are fraudulent.
Cursor Eyes $50B Valuation in $2B Round Led by a16z and Nvidia
Cursor is raising $2B+ at a $50B valuation, nearly doubling its November price. ARR went from $0 to $2B in three years, with Nvidia joining the round.
NSA Is Using Anthropic's Mythos Despite Pentagon Blacklist
NSA is using Anthropic's restricted Mythos Preview AI while the Pentagon calls Anthropic a supply-chain risk. Two arms of the DoD now disagree publicly.
Humanoid Robot Half-Marathon: Honor's 50:26 Beat the Human Record
A Honor humanoid robot finished the Beijing E-Town half-marathon in 50:26, under Kiplimo's 57:20 human record. Caveats, tech specs, and what it means.
Claude Design Launches: Anthropic Takes Aim at Figma
Anthropic shipped Claude Design on April 17 — a prompt-to-prototype tool powered by Opus 4.7 that exports to Canva. Figma's stock dropped nearly 7% the same …
OpenAI Commits $20B+ to Cerebras Chips, Plus an Equity Stake
OpenAI doubled its Cerebras commitment to $20B+ over three years and added an equity stake, a sharp move to cut its Nvidia dependence. Here's what changed.
Meta Quest 3 Price Hike: $100 Jump Blamed on AI Memory Crunch
Meta raises Quest 3 to $599.99 (+$100) and Quest 3S by $50 starting April 19, blaming the AI-driven RAM shortage now squeezing consumer hardware in 2026.