business
Meta will sell you the same model cheaper if it can read your prompts News
Meta's developer docs list a third model ID for Muse Spark 1.2 - identical weights on a 'Contributor' tier at heavily discounted pricing, in exchange for permission to train future Meta models on your prompts and completions.
The '70% of Cloud AI Revenue Comes From OpenAI and Anthropic' Figure Is Not Derivable News
A widely shared claim that most of Amazon, Microsoft and Google's AI revenue circles back from OpenAI and Anthropic rests on anonymous-source estimates, mismatched fiscal quarters and, for Google, an admission that the number cannot be calculated at all.
OpenAI cut its cheapest model's price 80%, and credits one of its own models for making it possible News
OpenAI dropped GPT-5.6 Luna's API price by 80% and Terra's by 20% effective July 30, and says its Sol model autonomously rewrote production kernels that cut the cost of serving the model by 20%.
Amazon found cases of AI driving runaway spending on its own internal projects News
The Financial Times reports that Amazon engineers identified instances where AI tooling ran up unexpected bills on internal work, including a data-matching task that reached $1.8 million and went roughly 860% over budget before anyone noticed.
Amazon booked a $53.4 billion gain on Anthropic, and none of it is revenue News
Amazon's second-quarter net income more than tripled to $62.6 billion, and $53.4 billion of that is a non-operating paper gain from revaluing its stake in Anthropic rather than money any customer paid.
OpenAI Is Reportedly in Early Talks to Give the US Government a 5% Stake News
OpenAI is reportedly in early discussions about the US government taking roughly a 5% stake in the company, worth about $42.6 billion at its current $852 billion valuation, ahead of its planned September 2026 IPO.
NVIDIA Starts Taking a Share of Its Cloud Partners' Revenue, Not Just Selling Them Chips News
NVIDIA announced a new arrangement where it earns a share of the cloud revenue its partners generate from NVIDIA-supported data center capacity, on top of its usual chip sales, with first partners Sharon AI and Firmus building campuses totaling hundreds of thousands of GPUs.
Microsoft Starts a 2.5 Billion Dollar Company Just to Get Businesses Using AI News
Microsoft launched a new business called Frontier Company, backed by a $2.5 billion investment and staffed by roughly 6,000 people, whose sole job is deploying AI inside client organizations rather than just selling software or consulting on it.
Amazon and Anthropic's partnership is cracking over the price of Claude News
A renegotiated contract is expected to sharply raise Amazon's bill for Anthropic's AI, pushing Amazon toward OpenAI and its own models even though it's an Anthropic investor.