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Read full article about: Anthropic signs multi-gigawatt TPU deal with Google and Broadcom

Anthropic has signed a deal with Google and Broadcom for multiple gigawatts of TPU computing capacity, set to come online starting in 2027. Most of the infrastructure will be built in the United States. The company points to surging demand as the reason for the expansion: its annualized revenue rate now exceeds $30 billion, up from roughly $9 billion at the end of 2025. The number of enterprise customers generating more than $1 million in annual revenue has doubled since February, surpassing 1,000.

Anthropic trains Claude on a mix of hardware: Amazon's AWS Trainium, Google's TPUs, and Nvidia's GPUs. This makes Claude the only one of the three major AI models available across all three major cloud platforms (AWS, Google Cloud, and Microsoft Azure). That said, Anthropic notes that Amazon remains its most important cloud partner.

Sycophantic AI chatbots can break even ideal rational thinkers, researchers formally prove

A new study by researchers from MIT and the University of Washington shows that even perfectly rational users can be drawn into dangerous delusional spirals by flattering AI chatbots. Fact-checking bots and educated users don’t fully solve the problem.

Read full article about: Telehealth startup Medvi generated billions in revenue with AI-powered fake advertising

Telehealth startup Medvi, which sells GLP-1 weight loss drugs, was featured in the New York Times as a shining example of AI-powered efficiency. The company reportedly hit $1.8 billion in revenue with just two employees, using AI primarily for marketing.

What the NYT didn't mention, though, was that Medvi apparently also used AI to create ethically questionable advertising, fake doctor profiles on social media, fabricated videos, and generated before-and-after comparisons. In short, exactly the kind of misuse AI critics have been warning about. The following video breaks it down, along with the original report from Futurism.

Medvi was initially celebrated on social media for its AI efficiency but is now being cited as a cautionary tale. Still, the case shows that AI tools can let a company scale with minimal staff, even if, in this case, the methods were ethically questionable and at least bordering on fraud. The bigger question is whether similar efficiency gains are possible for legitimate products with transparent marketing.

Comment Source: NYT
Read full article about: OpenAI reveals 600,000 weekly health queries from hospital deserts as seven in ten come after hours

OpenAI's Head of Business Finance Chengpeng Mou shared some numbers on ChatGPT's health usage. US users send about two million messages per week on health insurance topics alone, with roughly 600,000 of those coming from people in "hospital deserts," areas where the nearest hospital is at least a 30-minute drive away. Seven out of ten health queries come in outside regular office hours. All figures are based on anonymized US usage data.

Mou chimed in after Simon Smith posted on X about his family using ChatGPT to navigate his father's illness. They pooled information from different doctors and nurses into a shared ChatGPT project to make better decisions. According to Mou, stories like this aren't "edge cases."

OpenAI has been steadily pushing into healthcare, recently rolling out a dedicated health section inside ChatGPT and working to get its chatbot into more US hospitals.

Read full article about: AI chatbot traffic grows seven times faster than social media but still trails by a factor of four

Social media still pulls in four times more traffic than AI chatbot services, but AI is growing seven times faster, according to an analysis by Similarweb. Gender and age profiles are similar across both categories, peaking in the 25-34 age group, though AI users skew slightly older.

Two Similarweb infographics side by side: total website visits for social media (41 billion) vs. AI chatbots (9.3 billion) on the left, and year-over-year traffic growth on the right, showing social media at 6.32 percent and AI chatbots at 44.39 percent.
Social media vs. AI tools: four times more traffic, but seven times slower growth. | Image: Similarweb

Device usage shows a clear split: social media divides roughly evenly between desktop and mobile, while 72 percent of AI tool traffic comes from desktop, suggesting chatbots serve mainly as work and productivity tools. Social media users also spend more time per session, while AI users work in shorter, task-oriented bursts.

Both categories rely on direct traffic, but AI services more so: 73 percent vs. 50 percent for social media. Social media draws far more organic search traffic, likely because its publicly indexed content surfaces in search results. AI chatbots don't produce searchable content, so users likely navigate straight to their preferred tool.

Read full article about: Netflix open-sources VOID, an AI framework that erases video objects and rewrites the physics they left behind

Netflix has open-sourced an AI framework that can remove objects from videos and automatically adjust the physical effects those objects had on the rest of the scene. The system is called VOID, short for "Video Object and Interaction Deletion." What makes it special is that beyond erasing objects from a scene, it also handles the downstream physical effects, like collisions, that the removed object originally caused.

VOID is built on top of Alibaba's CogVideoX video diffusion model, fine-tuned with synthetic data from Google's Kubric and Adobe's HUMOTO for interaction detection. Google's Gemini 3 Pro analyzes the scene and identifies affected areas, while Meta's SAM2 handles segmenting the objects that need to be removed. An optional second pass uses optical flow to correct any shape distortions.

The project was developed by Netflix researchers in collaboration with INSAIT Sofia University. Code, paper, and demo are available on GitHub, arXiv, and Hugging Face. The system ships under the Apache 2.0 license, which means it can be used commercially.

Read full article about: OpenAI reshuffles leadership as health issues force key executives to step back

Several leadership changes are underway at OpenAI. Fidji Simo, CEO of the newly created "AGI Deployment" division, is taking sick leave for several weeks to deal with an autoimmune disease affecting her nervous system. While she's away, OpenAI President Greg Brockman will take over product responsibilities, including the company's super app plans. On the business side, CSO Jason Kwon, CFO Sarah Friar, and CRO Denise Dresser will step in.

Head of Marketing Kate Rouch is also stepping down for health reasons. Rouch plans to return in a smaller role once her health improves. Gary Briggs will fill in as her temporary replacement.

COO Brad Lightcap is stepping down as well, moving to a new "special projects" team reporting directly to CEO Sam Altman. Dresser is picking up most of his responsibilities. Lightcap's work on government relations and "OpenAI for Countries" shifts to the strategy department.

Read full article about: Anthropic drops 400 million in shares on an eight-month-old AI pharma startup with fewer than ten employees

Anthropic has acquired AI biotech startup Coefficient Bio for roughly 400 million dollars in shares, according to Newcomer and The Information. The startup was founded just eight months ago, had fewer than ten employees, and built a platform using AI for pharmaceutical tasks like drug research planning and identifying new drug opportunities.

The real draw is likely the talent. Anthropic appears to be after specialists who can accelerate its pharma work immediately: the team is joining Anthropic's Healthcare and Life Sciences division under Eric Kauderer-Abrams. Venture capital firm Dimension, which held about half of the startup, is reporting a 38,513 percent return. Both companies declined to comment.

The acquisition comes as big pharma ramps up its own AI efforts. Eli Lilly recently signed a billion-dollar deal with AI drug developer Insilico Medicine. Anthropic already works with Sanofi, Novo Nordisk, and AbbVie, while Google DeepMind has spun off its own AI medicine company.