Anthropic is closing in on a $900B valuation with a new $50B round, ChatGPT Codex is moving into office software (spreadsheets and all) — the same territory Claude Cowork already owns — and Japan just put humanoids to work at Haneda Airport for the first time.
🤖 AI
Anthropic is targeting a $900B valuation. The startup is preparing a ~$50B round — revenue is approaching a $40B run-rate.
xAI released Grok 4.3. The model pushed up the Intelligence Index while lowering benchmark run cost — especially strong on instruction following and agentic support tasks.
ChatGPT Codex is now an office agent. OpenAI opened Codex to documents, spreadsheets, and slides with integrations into work apps — a direct shot at Claude Cowork.
Anthropic launched Claude Security into public beta. The Opus 4.7-powered service scans code and patches vulnerabilities — already integrated into Microsoft Security and Palo Alto Networks tooling.
💻 Software
Gemini can now generate files directly in chat. No copy-paste: Docs, Sheets, Slides, Word, Excel, PDF, CSV, RTF, Markdown — downloaded instantly.
Apple is preparing an AI photo editor for iOS 27. Extend, Enhance, and Reframe features run on on-device models — announcement expected at WWDC.
Cursor opened an SDK for agents. The same runtime, harness, and models that power the app are now accessible in a few lines of TypeScript.
⚙️ Robots and hardware
Alphabet will start selling TPUs to third-party data centers. Chips will go to "select" customers following deals with Anthropic and Meta — a frontal attack on Nvidia.
The SpaceX board tied Musk's bonus to Mars. 200 million super-shares — contingent on a $7.5T valuation and a colony of at least one million people.
Japan Airlines put humanoids to work at Haneda. A two-year pilot: robots handle baggage and cabin cleaning as Japan's working-age population is set to shrink by a third by 2060.
Meta acquired humanoid startup Assured Robot Intelligence. The goal: robots that can understand and predict human behavior.
💰 Business
Big Tech posted roughly $428B in quarterly revenue:
- [Alphabet](https://abc.xyz/investor/) — $109B (+22%), Google Cloud +63%
- [Amazon](https://ir.aboutamazon.com/) — $181B, AWS +28%
- [Meta](http://investor.atmeta.com/) — $56B (+33%)
- [Microsoft](https://www.microsoft.com/en-us/Investor/) — $82B, AI revenue at a $37B run-rate
OpenAI has effectively walked away from its own Stargate data centers. Partners couldn't agree on control terms, so the company shifted to leasing compute instead.