NerdNews

Meta is facing a class action lawsuit from book publishers and an author over claims that the company's Llama AI models copied copyrighted materials without permission. The lawsuit alleges that Meta trained its AI models on pirated datasets, resulting in the models outputting verbatim and near-verbatim substitutes of copyrighted material.

ASML, a Dutch company, has a monopoly on making machines that produce advanced semiconductors. CEO Christophe Fouquet discusses the company's position, supply chain challenges, and potential rivals. He believes the company's technology is protected by its complexity and the decades of work that went into building it.

OpenAI has released GPT-5.5 Instant, a new foundation model that reduces hallucination in sensitive areas and maintains low latency. The model also features improved context management and will be available through API as 'chat-latest'.

The article discusses how AI companies' revenue growth may not be evenly distributed, with some companies having more sustainable revenue streams than others. It highlights the difference between consumer subscription revenue and enterprise integration revenue, with the latter being more stable. The article also notes that the AI hype cycle is larger than the SaaS hype cycle, and the consumer-enterprise variance is wider, which could lead to a more extreme divergence in revenue growth.

Anthropic has reportedly agreed to pay Google $200 billion over the next five years for access to cloud servers and chips, fueling the AI boom. This deal, along with others like Amazon's multi-billion dollar arrangement with Anthropic, contributes to a revenue backlog of $2 trillion across major tech companies.

OpenAI's cofounder and president, Greg Brockman, stated that the company expects to spend $50 billion on computing power by the end of the year. This massive investment is largely backed by other companies, including Amazon, Nvidia, and SoftBank, with strings attached, such as the requirement to rent specific AI accelerators and deploy models in certain cloud services. The question remains whether OpenAI can actually burn through $50 billion in 2026 or if it's just a tactic to maintain momentum.

Anthropic has introduced a set of financial agent templates designed to enhance the capabilities of its Claude AI service. These templates, which include skills, connectors, and subagents, enable Claude to better assist with financial tasks such as know-your-customer screening, pitch building, and earnings review. The finance agents can be applied to Claude Cowork and Claude Code as plugins or used as copyable code snippets, and are expected to improve the efficiency and accuracy of financial operations.

Apple is planning to introduce 'AI extensions' in iOS 27, allowing users to choose their preferred AI model, including third-party models like ChatGPT, to power Apple Intelligence features like Siri and Writing Tools.

Mistral has introduced Mistral Medium 3.5, a 128-billion parameter model, and added remote coding agents in Mistral Vibe and a new Work Mode in Le Chat, enabling asynchronous multi-step workflows and cloud-based execution.

PayPal is shifting its focus towards becoming a technology company again, with a strong emphasis on AI adoption. The company plans to modernize its tech platform, move to a cloud-native approach, and aggressively adopt AI in its development processes. This move is expected to bring about $1.5 billion in cost savings over the next two to three years. However, it also comes with a human cost, as the company plans to cut around 20% of its workforce.

SAP has acquired Dremio, a data integration and analytics provider, to extend its data analytics and AI capabilities. The acquisition aims to eliminate data fragmentation and improve integration, complementing SAP's Business Data Cloud and SAP HANA Cloud. Dremio's lakehouse platform will provide a serverless and elastic approach to enterprise analytics, supporting Apache Iceberg, an open table format.

Anthropic has introduced auto mode in Claude Code, enabling multi-step software development tasks with reduced manual intervention. The system uses a two-stage classification approach to balance efficiency and coverage, and introduces human approval gates for sensitive operations.

GitHub's CodeQL engine now supports custom sanitizers and validators through 'models-as-data', simplifying security analysis. This update allows for more accessible and scalable application security practices, reducing the need for custom query development and enabling teams to tailor CodeQL to their environments.

Cloudflare introduces Flagship, a feature flag service built on OpenFeature, allowing teams to control feature rollouts and experiment with changes without redeploying code. Flagship supports targeting rules, gradual rollouts, and aligns with the OpenFeature standard, providing a native alternative to third-party feature flag platforms.

SAP is investing $1.16B in Prior Labs, a German AI lab focused on structured data, to grow its AI capabilities and stay competitive in the enterprise software market. The acquisition will help SAP develop tabular foundation models (TFMs) that can make predictions from data in tables and databases, and will also allow SAP customers to use NemoClaw agents.

Amazon has launched Amazon Supply Chain Services, opening its global logistics network to all businesses. The service includes freight, distribution, fulfillment, and parcel shipping, competing with UPS and FedEx. Major companies like Proctor & Gamble and American Eagle Outfitters have already signed up.

Ouster's new Rev8 lineup offers native color lidar, capturing color imagery and 3D depth information simultaneously, potentially replacing cameras in self-driving cars and robotics. The technology uses digital lidar architecture and single photon avalanche diode (SPAD) detectors, allowing for more sensitive image capture and pre-fused data streams.

Astera Labs unveiled Scorpio X, an AI fabric switch with 320 lanes of PCIe 6.0 connectivity, as an alternative to Nvidia's NVSwitch. The switch offers 5.12 TB/s of bidirectional bandwidth and is designed to work with nearly any accelerator, making it a vendor-agnostic solution for building rack-scale AI systems.

IBM has added support for Google Vertex AI and Intel Gaudi to its Db2 database, enabling automated database management. The update promises to integrate Db2 data with Google Cloud's AI platform and improve price-to-performance ratio for large-scale AI deployments. This move aims to reduce management costs, manual intervention, and time to resolution, while keeping human judgment at the core.

Amazon is using a new type of ventilation unit from Transaera that uses a Nobel Prize-based desiccant to remove moisture from the air, reducing energy use and helping the company move towards net-zero carbon emissions by 2040.