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Following rumors back in April that Anthropic was exploring custom chips, it’s now in active discussions with Samsung to explore manufacturing its own AI chip. Anthropic hasn't decided what the chip's specific workload will be, how it will integrate into their server architecture, or what its performance specs will be. They officially stated that a diversified hardware stack will remain the foundation of their compute strategy.

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Mira Murati's Thinking Machines Lab and Bridgewater published research testing top models on news filtering investment tasks, with a small custom AI trained on the fund's judgment outscoring every frontier model while costing far less. GPT, Claude, and Gemini variants averaged ~50% accuracy on six tasks, which included flagging emails, headlines, and reports of importance for an analyst.

Europe's top court sided with phone owners and locked in a €4.1 billion fine on Google. Europe's highest court upheld Google's €4.1 billion Android fine. Regulators traced the abuse to deals that forced Search and Chrome onto every Android phone shipped in Europe. Alphabet must now live under rules that stripped its own apps from the default position on those handsets.

Microsoft Frontier Company embeds engineers, consultants and salespeople straight into client operations under a banner it calls Frontier Transformation. Rodrigo Kede Lima runs it. Customers choose models from OpenAI, Anthropic, Microsoft or open source rather than commit to one vendor. Early clients include the London Stock Exchange, Unilever and Novo Nordisk

Mark Zuckerberg admitted Meta's AI agents aren't improving as quickly as the company expected. Meta cut about 10% of its workforce while reorganizing thousands of employees around AI agents. Zuckerberg told staff the restructuring was messy and that leaders misjudged how quickly AI would improve. He still expects Meta's AI push to pay off within the next three to six months.

While retail investors chase volatile tech stocks, institutions like BlackRock and KKR are quietly allocating billions to private credit—a market that's grown 19x since 2006 and now approaches $2 trillion globally.

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[arXiv is a free online library where researchers share pre-publication papers]

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🧠 An Indian Tech Founder Is Betting $30M of His Own Money to Build an AI Alternative to Microsoft Office.

🏠 Google's Smart Speaker Just Proved Standalone AI Devices Can Outshine Tablets for Everyday Home Tasks.

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