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Amazon requires AI-image labels for sellers under New York law
A New York disclosure rule is now changing how products look on the world's largest marketplace.
Google ships three Gemini Flash models and delays its flagship again
Google's cheaper AI push tests the limits of access, regulation, and flagship delays
Anthropic and Meta discuss $10 billion compute lease deal
Anthropic needs chips it can't easily buy; Meta has infrastructure it hasn't fully monetized
Apple passes Nvidia as world's most valuable company
Investors reward Apple's low-capex AI strategy as scrutiny over frontier model spending intensifies

Fireworks AI raises $1.5B at $17.5B valuation on open-source demand
Enterprise cost pressure is turning open-source AI infrastructure into a high-stakes business

Gemini 3.5 Pro delay wipes $200 billion from Alphabet's market cap
Google's flagship AI model is months behind on coding performance, and investors are not waiting for a fix

Alibaba banned Claude after Anthropic accused it of a 28.8 million-query extraction operation
Anthropic told U.S. senators the operation was the largest known AI distillation attack; Alibaba has since barred employees from using Claude

SpaceX signs $6.3B compute deal with open-source AI startup Reflection
Reflection AI will pay $150M monthly for Nvidia GB300 chips at Colossus 2, joining Anthropic and Google as tenants




