Competition in China’s AI market is shifting from building increasingly powerful models to finding ways to monetize them and apply them in practice. Alex Yao, head of China equity research at JPMorgan, told SCMP about this trend.
By Chris Borden Google wants to improve its AI coding models — and use more AI internally to do it. In the long run, the company reportedly sees this as a step toward AI systems that can eventually improve themselves.
By Daniel Mercer Claude saw massive growth over the last month, but it is still relatively small overall. That is according to current Similarweb data on the traffic share of generative AI services. Between February and March, Claude nearly tripled its share from about 2.2% to 6.02%, overtaking both DeepSeek and Grok.
By Alex Rowland OpenAI’s revenue chief, Denise Dresser, outlined five priorities for the company’s enterprise business in an internal strategy memo and accused Anthropic of overstating its revenue figures by roughly $8 billion.
By Alex Rowland OpenAI has told investors that its early buildout of computing infrastructure gives it a decisive edge over Anthropic. At the same time, the company has put its UK data center project on hold, while Anthropic is reportedly weighing the development of its own AI chips.
By Chris Borden According to an extensive Rolling Stone investigation, AI generators have already become a fixed part of professional music production. Top producers and songwriters are using the technology behind the scenes.
By Daniel Mercer OpenAI is shutting down its Sora app along with the API. Disney is now pulling out of the partnership the two companies had signed only in December.
By Alex Rowland Apple’s in-house AI strategy continues to lag behind competitors. Despite this, the company is expected to generate more than $1 billion in revenue from generative AI in 2026, largely because the iPhone remains one of the key distribution channels for chatbot applications.
By Chris Borden Another neo-lab is emerging, this time from the Anthropic team: Mirendil aims to pursue AI-assisted research in fields such as biology and materials science.
By Daniel Mercer U.S.-based mining company MARA Holdings has completed the acquisition of a 64% stake in French data center operator Exaion. The financial terms of the deal were not disclosed. However, Bloomberg reported in August 2025 that MARA had offered $168 million in cash to Exaion’s owner, EDF Pulse Ventures, the investment arm of French energy giant EDF.
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