Nobel laureate John Jumper leaves Google DeepMind for Anthropic
Nobel laureate John Jumper announced he is leaving Google DeepMind for Anthropic, the second major AI talent departure from Google in a week.
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Transformer co-inventor Noam Shazeer leaves Google for OpenAI
Transformer co-inventor Noam Shazeer left Google for OpenAI, Anthropic opened its Seoul office with major Korean enterprise deals, and Google DeepMind published an AI control roadmap.
Google signs a $920M monthly deal with SpaceX for 110,000 GPUs
Google signed a $920M monthly deal with SpaceX for 110,000 GPUs, a Nature study shows language models transmit behavioral traits through hidden signals, and industry scrambles to contain token costs.
Cognition raises $1B at a $25B valuation as coding-agent demand scales
Cognition raised $1B at a $25B valuation as enterprise demand for AI coding agents scales, Google open-sourced AX for distributed agent execution, and five independent security papers exposed distinct agentic attack surfaces in a single day.
Google I/O delivers Gemini 3.5 Flash, an agent-optimized frontier model
Google I/O 2026 delivered Gemini 3.5 Flash, an agent-optimized frontier model, alongside Gemini Omni for multimodal generation and Antigravity 2.0 as a full agentic coding platform.
Microsoft commits $190 billion to AI capex as Google Cloud clears $20 billion a quarter
Hyperscaler earnings dominated the cycle: Microsoft committed $190 billion in 2026 AI capex, Google Cloud cleared $20 billion quarterly revenue and will sell TPUs externally for the first time, and Amazon's custom chip business crossed a $20 billion annual run rate.
Google to invest up to $40 billion in Anthropic
Google is investing up to $40 billion in Anthropic as the competition for frontier AI compute intensifies.
Google Cloud Next unveils TPU 8's dual-chip strategy and Gemini Enterprise agents
Google Cloud Next 2026 dominated with TPU 8's dual-chip strategy, Gemini Enterprise Agent Platform, and Chrome auto-browse, while Qwen3.6-27B claimed flagship coding in a 27B open-weight model.