AI
The 50 newest Sainteur stories on AI.
OpenAI's new ChatGPT Wallet lets its AI agents pay for purchases
Users approve every purchase with Face ID or a fingerprint, and OpenAI says the agent never sees the real card details. It starts with US ChatGPT Pro subscribers.
Nvidia agreed to buy about $10 billion of Anthropic stock in a placement tied to the IPO
The private placement is contingent on the offering; the IPO is not contingent on the placement. Quartz reported that an Anthropic spokesperson declined to comment and Nvidia did not immediately respond to a request for comment.
China opposes a reported US plan to block remote access to American computing power
Mao Ning said such measures disrupt global industrial and supply chains and serve no party's interests, and pointed to leaders' common understandings rather than saying a new bill would violate a trade agreement.
Microsoft says Outlook is down for business and consumer users
A Microsoft spokesperson said the company is investigating issues with Microsoft 365 services, primarily Exchange Online, and is working to restore service. Amazon said its own services were operating normally.
SpaceX and Tesla are said to be progressing in merger talks, with a deal possible as early as December
The companies have also discussed an announcement slipping into early 2027, and boards and advisers are negotiating price and control. SpaceX and Tesla could not be immediately reached for comment.
Jensen Huang resigns as Nvidia CEO, and Colette Kress is named interim chief
President Donald Trump wrote on Truth Social that Tim Cook is the person to replace Huang. Kress remains interim CEO while the board searches, and the company's 8-K says the board accepted the resignation on November 11.
OpenAI's quarterly revenue hits $10 billion, while its losses reportedly widen
The CFO put the revenue on the record. The loss figures come from the Wall Street Journal's reporting on investor documents.
Britain's Fractile raises $720 million for AI inference chips
The UK government says the round values the London- and Bristol-based startup at over £5 billion. Reuters reported $7 billion.
United Airlines is restricting unauthorized AI agents from booking flights
United Airlines ($UAL) is restricting unauthorized third-party AI agents from booking flights, citing privacy risks and warning that automated AI check-in could violate FAA and DOT rules. AI can still be used to plan trips if it does not access united.com or the United app.
Anthropic's IPO has reportedly drawn orders for multiple times the shares available
Anthropic's IPO has drawn orders for multiple times the shares available, Bloomberg reported, citing people familiar with the matter. The offering is 825,000,000 Class A shares at an estimated $70.00 to $78.00. An Anthropic representative did not respond to a request for comment.
Oura is buying Counsel Health for $625 million after postponing an IPO
The smart-ring maker cited uncertainty in the IPO market, then moved to buy the physician-supervised service it says can take members to a doctor, often within minutes, in the app.
CoreWeave shares were higher in premarket trading after the company raised 2026 guidance
The AI cloud company reported $3.661 billion in third-quarter revenue and raised 2026 revenue guidance to $13.0 billion to $13.3 billion. CNBC said shares were higher in premarket trading Wednesday, after the stock had also advanced in extended trading Tuesday.
CoreWeave raises 2026 revenue guidance after third-quarter revenue tops estimates
The AI cloud company reported $3.661 billion in third-quarter revenue and raised 2026 revenue guidance to $13.0 billion to $13.3 billion. CNBC, citing LSEG, said the quarter exceeded a $3.55 billion estimate.
Google is previewing a swarm of agents that sit for free, then run up the meter
Google is rolling out Gemini 4 Carbon and previewing /swarm in Antigravity: one prompt becomes a team of agents that share a message board and park at no token cost when idle. Then the quota moves faster.
SoftBank posts a $7 billion Q2 net loss
SoftBank ($SFTBY) posted a Q2 net loss of 1.12 trillion yen ($7 billion) vs. 2.5 trillion yen year-earlier profit. It booked a $3.73 billion six-month loss on revised U.S. AI data-center plans and a ¥321,891 million derivative loss on Intel prepaid forwards entered in August, as Intel's share price rose.
Anthropic reportedly retracted IPO terms it sent banks, then filed a $70-to-$78 range
Anthropic sent banks IPO terms for a total offering of up to $69.3 billion at $70 to $80 a share, then retracted them, saying the pricing was inaccurate, Reuters reported. Anthropic declined to comment. Tuesday's filing lists 825,000,000 shares at $70 to $78.
SoftBank faces AI-strategy scrutiny at earnings after tech selloff
SoftBank ($SFTBY) faces scrutiny over its AI strategy at Q2 earnings after an AI-stock rout. Its five-year CDS spread widened to 466 basis points Friday, and China blocked its planned $5.4 billion purchase of ABB's robotics division. It spent $64.6 billion for a 13% OpenAI stake and had 10.8 trillion yen of net interest-bearing debt at the end of June.
Democrats prepare oversight of Musk's DOGE role and companies
House and Senate gavels arrive in January, with planned probes of DOGE data access and whether Musk's companies benefited from his government role; Texas's incoming AG has pledged to scrutinize Starlink broadband grants.
Anthropic's IPO roadshow can start as early as Tuesday, while buyers push on price
Reuters reported last week that some potential investors doubted the schedule, with some seeing $1.5 trillion as the high end of expectations. The amended filing still leaves the price range blank.
Tesla is winding down the Cybertruck so Cybercab can take its factory floor
Musk said Cybertruck production at Gigafactory Texas winds down around the middle of next year for Cybercab. Cox Automotive estimated 20,237 U.S. Cybertruck sales last year, far below Musk's earlier prediction that annual sales would eventually total 250,000. The AI pivot is eating the product line.
Citi cuts US stocks and tech to neutral, upgrades Europe ex-UK on AI turbulence
Beata Manthey's team is still positive on AI longer term but warns crowded positioning and further selling could keep tech under pressure.
Hedge funds cut tech near the fastest pace in Goldman data since 2016 amid midterm AI concerns
U.S. long/short gross leverage fell 8.7 percentage points to 207.5%, the largest weekly drop since March 2020, Goldman prime data show.
Nvidia's board met overnight to decide whether to oust CEO Jensen Huang
CNBC said Thursday that, so far, no outcome had been announced from the meeting. It followed a Journal report that the board was preparing to fire him and a Times report of a relationship with an executive who reported to him.
China blocks SoftBank's takeover of ABB's China robotics arm as FT cites AI data fears
It's the second major deal China has blocked this year, after Meta's Manus purchase, and SoftBank is weighing whether to try again.
OpenAI wants regulators to make large power users cover the grid costs they create
The new compact's commitments cover only future campuses OpenAI owns and operates, and the company also wants Congress to speed up transmission upgrades and clean-power incentives.
Meta sells $15 billion of dollar bonds as its AI spending climbs
It's one piece of a $20 billion to $25 billion raise that reportedly includes euros, on top of the $25 billion Meta borrowed in April.
Tesla and SpaceX slip as Democrats' Texas win clouds data center plans
Democrat Gina Hinojosa, who supports a moratorium on AI data centers, unseated Gov. Greg Abbott in Texas, where Wells Fargo says 27% of planned US data center capacity is.
Democrats win the House and Senate, and investors weigh what it means for AI and taxes
Bonds won the morning as investors bet gridlock will slow government spending and a Democratic Congress will look harder at AI.
Super Micro's quarterly sales rise to $19.9 billion from $5.0 billion
The server maker expects $72 billion to $82 billion in sales for fiscal 2027, after a quarter that nearly doubled the one before it.
Anthropic's quarterly revenue grew 1,127% in a year, and compute commitments hit $895.4 billion
The Claude maker's amended IPO filing shows revenue up 1,127% from a year earlier, a return to an operating loss and about $213.8 billion of its commitments subject to termination rights or contingent conditions.
OpenAI says ChatGPT now handles 20% as many searches as Google
The figure is OpenAI's own: it counts only queries that trigger a web search, and the company didn't say where its Google number came from.
Brookfield plans an AI data center at the UK's Drax power station that could top £20 billion
Drax, which runs a power station in North Yorkshire, would host the project with Brookfield and its Radiant platform, though approvals, a tenant and final investment decisions are still pending.
Nasdaq-100 falls into its third correction this year as AI spending doubts grow
Investors are questioning when Big Tech's hundreds of billions in AI spending will pay off, and weak results from Alphabet and disappointing forecasts from Intel and ServiceNow added to the doubts.
Oracle set a $20 billion cap on new market funding, then filed for all of it five days later
Oracle pledged to limit new capital raises through FY30 to $10 billion of stock and $10 billion of debt. On Monday it filed for both. That's a schedule, not a discipline.
Anthropic's IPO buyers reportedly want a $1.5 trillion price tag, not $2 trillion
Institutional investors want the Claude maker valued at about $1.5 trillion to $1.6 trillion, the Wall Street Journal reported, as Anthropic's new filing shows $17.0 billion in quarterly revenue and $895.4 billion in compute and lease commitments.
US stocks end mixed as AI worries fade a rally and oil drops on Iran talk hopes
US stocks ended mixed Monday as a morning rally faded on growing worries about AI spending, AP reported. Oil had its sharpest drop in three months on hopes for US-Iran talks, per NBC News, and most S&P 500 stocks still rose.
Amazon promises two trillion-dollar businesses, starting with a $42.4 billion hole
Amazon's free cash flow swung to a $42.4 billion outflow on AI spending. Its CEO says it may soon run two trillion-dollar businesses. The warehouse of the future is mostly receipts.
Wall Street watches governor races that will help set rules for $2.5 trillion of AI infrastructure
Investors are tracking governor races, and voters will decide dozens of local measures that could delay or block data centers before they break ground.
Marvell agrees to buy laser maker Lumentum in a $115 billion all-stock deal
The chipmaker agreed to acquire Lumentum, a maker of lasers and optical parts for data centers, in an all-stock deal expected to close in the first half of 2028.
Palantir now brings in more revenue from US companies than from the US government
U.S. commercial revenue jumped 148% to $984 million, topping U.S. government revenue for the first time, and Palantir raised its full-year outlook.
Amazon's cloud has its fastest growth in nearly five years, but the company still misses estimates
AWS grew 39%, but Amazon fell short on earnings and revenue. Sandisk beat and announced an 8-for-1 split, and Starbucks' U.S. comparable sales topped estimates while its revenue missed.
GE Vernova's orders nearly double as it raises its 2026 outlook
Orders rose 96% to $29.3 billion and the backlog reached $197 billion as the power-equipment maker beat estimates and lifted its forecasts for the year.
Warren presses Anthropic on the ‘existential’ AI risks in its own IPO filing
The Senate Banking Committee's top Democrat sent Dario Amodei 10 multipart questions on safety and market risk, citing the risk factors in Anthropic's S-1.
As its $1 deal ends, Anthropic gives government buyers 40% off Claude
A new OneGov agreement with the GSA bills government buyers for the Claude tokens they use, at a 40% discount, and opens the deal to state and local governments.
Disruptive's new $10 billion fund is built for about 10 very big bets
The Dallas firm behind Groq and ElevenLabs says it will back approximately 10 growth and late-stage companies with up to $1 billion each, using money from investors it already knows.
Intel says it plans to expand Xeon computing on Oracle's cloud
Intel announced the planned multiyear collaboration on X, the same day Oracle said it is expanding its Nvidia deal, adding Google and Cerebras offerings and planning to offer Intel-backed SambaNova chips.
AMD will put $1 billion into Meta's stock offering as its Helios racks go into testing at Meta
AMD says its Helios systems are installed and being tested at Meta ahead of an expected broader rollout, and it will invest $1 billion in Meta's equity offering.
A $63 billion deal to lease Broadcom chips to Anthropic leans on Broadcom's backing
Bank of America, Citi, Morgan Stanley and Blackstone will fund a vehicle that buys Broadcom AI chips and leases them to Anthropic. Broadcom backs the senior debt, with peak exposure it puts at $43 billion.
Nvidia is putting $3 billion into Meta's stock offering as the two expand their AI partnership
The chipmaker's investment comes as Meta upsizes its common stock offering to $25 billion and plans to deploy more Nvidia infrastructure for its Muse AI agents.
Anthropic's IPO filing shows about $417 billion in new and amended compute deals, with more still being finalized
The S-1 shows about $417 billion in new and amended deals made after Dec. 31, 2025, mostly for compute and data centers, plus an estimated $125 billion to $150 billion more. Fortune puts the combined total at $542 billion to $567 billion.