Business

How artificial intelligence is changing business and the economy: investment, business models, work and the companies betting on AI.

Here we collect everything we have published under Business: news, analysis and explainers from the world of AI. The page is updated whenever a new story is published.

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business

Oct 15, 2026 · 6 min

Anthropic reports 45% growth and $16.8 billion in Q3 revenue — but the numbers are unverified

The company behind Claude told a room of investors on Wednesday that third-quarter revenue rose roughly 45% to $16.8 billion. But the figures are the company's own statements relayed by anonymous sources, key concepts like gross versus net…

ByteDance nears decision: could become MediaTek's second major ASIC customer after Google

Bloomberg reports that the TikTok owner is close to a deal for custom ASIC chips from MediaTek — an arrangement that would make the company MediaTek's second major ASIC customer after Google.

Maia 300 built on TSMC 2 nm: 13.8 PFLOPS FP4 and 950 watts per chip

ANNOUNCEMENT: Microsoft has presented its third-generation in-house AI accelerator, Azure Maia 300, with production rollout from 2027. The chip has 288 GB of HBM4 memory and 13.8 PFLOPS of FP4 performance, but the much-discussed…

Maia 300: Microsoft promises gigawatt-scale deployment of its own inference chip from 2027

Microsoft launched its third generation of in-house AI chips, the Maia 300, on Monday, October 12, 2026, at the OCP Global Summit in San Jose. The company says the chip is intended as the primary inference system for Microsoft's products…

WSJ: Amazon in talks to buy Decart for $7 billion — 75% above its May valuation

The Wall Street Journal reports Amazon is in advanced talks to acquire Israeli AI company Decart for roughly $7 billion — 75% above its valuation from May.

Microsoft launches Maia 300: promises primary inference system from 2027, but limited reach so far

Microsoft unveiled its third generation of in-house AI chips, Maia 300, on Monday, promising that the Maia family will become the company's primary inference system from 2027.

Maia 300 with 288 GB of HBM4: Microsoft's third-generation custom AI chip bets on inference

On Monday, October 12, 2026, Microsoft launched its third-generation in-house AI accelerator, the Maia 300, and said the company could put more than a million chips into operation next year to power its internal AI services.

Microsoft to make its own Maia chips its primary AI inference platform from 2027

The company announced on Monday that its own AI chip is already running Microsoft Copilot in production, and that Maia 300 will make the Maia family the company's primary inference platform at multi-gigawatt scale.

Microsoft Promises Maia 300 as Its Primary AI Inference System From 2027 — With Major Caveats

The company announced on Monday, October 12, 2026, that its in-house AI chips will be rolled out at multi-gigawatt scale and become the main system for running AI across Microsoft's products.

Nvidia considering acquisition of Reflection AI, Financial Times reports

The financial talks are early, neither party has confirmed anything – but the numbers, the Groq precedent, and the race against Chinese open models make this worth watching closely.

Google sent TPUs into orbit – first test of data center hardware in space

On October 1, 2026, Google launched a refrigerator-sized test satellite into low Earth orbit — the first hardware under Project Suncatcher, the company's long-term bet on placing data centres in space.

Cybersecurity market consolidates: 404 acquisitions and $97 billion in 2025 – record year expected in 2026

The cybersecurity industry is heading toward a record year for acquisitions, according to investment bank Momentum Cyber's fresh Q3 report — and AI is what's driving the numbers up.

Nvidia pledges $1 billion over five years to U.S. research and quantum computing

The company calls them commitments "valued at" — not guaranteed cash — and says nothing about how the money will be divided. The pledge is the largest single item in a $2.4 billion industry package for the Genesis Mission, announced…

OpenAI's annualized revenue at about $50 billion — $20 billion below prior assumption

OpenAI's annualized revenue figure of around $50 billion as of September 2026 — roughly $20 billion below the level investors and media had previously assumed — became known on October 8 through the Financial Times.

After $4.7 billion sale in June: Tencent reportedly weighing new bond sale of up to $5 billion

Bloomberg reports that a new large bond sale could come "within weeks," but the company has not commented on the matter and the use of proceeds has not been disclosed.

Nearly ninefold increase: Memory shortage drives Samsung's preliminary third-quarter results to record levels

Samsung Electronics on Thursday, 8 October 2026 reported a preliminary operating profit of 107.4 trillion won (around $80.2 billion) for the third quarter — according to Reuters the first time a technology company has passed 100 trillion…

Reported $40 Billion Debt Plan Would Fund SpaceX's Nvidia Buildout

The financing — split between roughly $10 billion in bank loans and $30 billion in bond debt, with Apollo expected to lead — is reported by secondary sources with inconsistent attribution to Bloomberg and the Financial Times.

Google buys 20 years of power: $4.3 billion to deliver 890 MW of new nuclear capacity in the PJM region

Google and Constellation Energy signed a 20-year power purchase agreement on Tuesday, October 6, 2026, that will fund $4.3 billion in upgrades at six nuclear plants in Pennsylvania, New Jersey and Illinois.

Anthropic's pre-IPO math: $518 billion in commitments against $4.6 billion in revenue

In a confidential prospectus for its planned stock market listing, Anthropic discloses decade-long infrastructure agreements with six partners, most of which, according to the company, require payment regardless of how much of the capacity…

Google's TPU is in orbit – but the price tag requires around 1,800 Starship flights, according to Google

On October 1, 2026, SpaceX launched a satellite carrying Google's AI chips into orbit from Vandenberg in California – according to TechCrunch, the first time Google has sent one of its own advanced chips into space.

DeepSeek reportedly nears $12 billion round as Tencent and CATL commit largest sums

The funding round at Chinese AI company DeepSeek has, according to Bloomberg, grown far beyond the company's own target: at least 80 billion yuan (around $12 billion) is said to be close to secured, and the final total could approach 100…

Bloomberg reports OpenAI aiming for a $1.4 trillion valuation in a new $30 billion round

Bloomberg reported on October 5 that OpenAI, according to anonymous sources, is negotiating a new funding round of at least $30 billion, with Emirati funds and BlackRock having discussed participating.

OpenAI to test visible ads under ChatGPT image generation in the US from October

The announcement came on October 5, 2026: OpenAI is launching a new visual ad format shown during image generation in ChatGPT, with testing in the US later in October for an initial group of advertisers.

Nvidia–Groq deal meets resistance from two fronts: DOJ investigation and shareholder lawsuit

Two former employees allege that Groq's board failed its shareholders when the company licensed its chip architecture to Nvidia. The Delaware lawsuit lands on top of an ongoing Department of Justice antitrust investigation — two legal…

Anthropic invests $100 million to train 10,000 engineers by the end of 2027

The company is launching the Claude Frontier Academy with first cohorts already underway in San Francisco, New York and London — a nomination-based program designed to fill one of enterprise AI's most in-demand roles, weeks before an…

Memory shortage from the AI boom pushes smartphone prices up 15 percent globally

On 1 October 2026, Xiaomi launched the Redmi 17C 5G in India at 20,999 rupees for 4 GB of RAM and 128 GB of storage — roughly 68 percent more than its predecessor cost at launch, with an older chip and otherwise identical equipment.

Deutsche Telekom targets €2.5 billion in AI savings by 2030

The figures were presented at the company's first investor day dedicated to AI, in Bonn. But the headline number is gross — token costs are not deducted — and Telekom is not saying how many jobs the automation will cost.

Meta's tax savings on AI data centers have grown to $3.9 billion

The company describes the facilities as "pilot models" to the tax authorities, making it the largest recipient of the US research tax credit among publicly traded companies.

Amazon Weighs Selling Already-Installed Nvidia Blackwell Chips and Leasing Them Back via an SPV

Amazon is reportedly exploring moving roughly $8 billion of Nvidia Blackwell chips off its balance sheet through a so-called special purpose vehicle (SPV) that would lease the chips back to the company, according to the Financial Times.

South Korea launches decade-long AI and chip plan: reported at $880–900 billion

In June 2026, South Korean President Lee Jae Myung announced a public-private investment plan for AI and chips that, according to Cryptobriefing, is worth roughly $880–900 billion (about 1,350 trillion won) over ten years.

Anthropic launches Claude Frontier Academy: 10,000 enterprise engineers to be certified by 2027

The program opens with cohorts in San Francisco, New York and London in October and November 2026, featuring engineers from eight organizations – including McKinsey, Morgan Stanley, Novo Nordisk and Commonwealth Bank of Australia – in a…

Anthropic reportedly targets a $2 trillion-plus IPO with a launch the week of Nov. 9

Bloomberg reported on Oct. 1 that Anthropic hopes to begin the formal marketing of its IPO during the week that Nov. 9 falls, allowing shares to trade before Thanksgiving.

Project Suncatcher in orbit: Google's TPU satellite launched from Vandenberg aboard a Falcon 9

Project Suncatcher launched from Vandenberg on Thursday, October 1 aboard a SpaceX Falcon 9, with all payloads deployed within two hours. Google confirms contact with the satellite, and on the same day published a peer-reviewed version of…

The Robots Can Do the Job — Just Not at the Price

Anthropic published a new index on September 30, 2026 measuring how exposed American jobs are to robots. The headline finding is a striking gap: robots can already perform 74 percent of physical tasks in the US — equivalent to 34 percent…

Report: Tencent to lease 100,000 advanced AI chips from Oracle for five years

The Financial Times reports – citing people familiar with the matter – that Tencent has entered into its largest overseas lease agreement ever: a five-year deal with Oracle that will give the Chinese company access to around 100,000…

AMD to acquire World Labs in all-stock deal worth around $8.2 billion

The deal is an all-stock transaction, expected to close by the end of 2026, and Fei-Fei Li becomes AMD's new chief scientist under Lisa Su. The acquisition positions AMD against Nvidia's world-model ecosystem, but the terms beyond the…

Report: OpenAI Seeks at Least $30 Billion at a Valuation of Roughly $1.4 Trillion

Bloomberg reports that the company is in early negotiations to raise another massive private round, just months after its March round of $122 billion.

Mistral CEO: Europe must build its own AI systems to gain influence over governance

Arthur Mensch, CEO of the French company Mistral AI, accuses American tech companies of using the ongoing AI safety debate as cover for their own negligence.

Bolt's planned 25,000 Lucid robotaxis exceed everything Lucid delivered globally in 2025

On Thursday, September 17, 2026, Lucid and Bolt announced a partnership in which Bolt aims to put at least 25,000 self-driving vehicles — built on Lucid's upcoming mid-size platform — into service.

Anthropic Has Filed a Confidential S-1 and Is Targeting an October IPO

The company behind Claude is aiming for an October debut with an investor target of two trillion dollars — while OpenAI waits, and the company's own numbers rest on projections and unnamed sources.

AMD Buys Fei-Fei Li's World Labs for $8.2 Billion in Stock

The deal is funded entirely with AMD shares and is expected to close before the end of 2026 — and the chip giant gets the AI pioneer as its new chief scientist under Lisa Su.

AMD buys World Labs in all-stock deal worth $8.2 billion

The acquisition, announced September 28, 2026, is an all-stock deal expected to close by the end of the year if regulators approve it. Fei-Fei Li becomes AMD's newest technical executive under Lisa Su, and the purchase is less about…

709 vs 452 tokens per second: Inferact's own measurements place TPU v7 ahead of GB200 on Kimi K3

The company Inferact, which counts several vLLM maintainers on its team, has released open "megakernels" for Google's TPU v7, also known as Ironwood.

Bodleian collection ended up in OpenAI's training set

When the University of Oxford and OpenAI announced their partnership in March 2025, the story was that OpenAI's software would digitise texts from the world-famous Bodleian Library, making the content more accessible to students and…

Anthropic commits $11.6 billion to Akamai — a deal that could grow to $20 billion

The seven-year deal is Akamai's largest ever, could grow to roughly $20 billion, and inverts the usual pattern in circular AI deals: this time it is the supplier giving the customer a potential equity stake.

MongoDB CEO CJ Desai steps down to lead Meta's new enterprise AI unit

Meta has announced a dedicated enterprise AI business, and six days after Muse Code launched in beta, Chirantan "CJ" Desai resigned as CEO of MongoDB to lead the new venture. Muse Code entered beta on September 22.

Nscale raises $3.36 billion led by Third Point ahead of NYSE listing

The London-based AI data center company Nscale confirmed on September 25, 2026 a $3.36 billion pre-IPO financing led by Third Point, with Nvidia, Apollo, Citadel, Hudson Bay Capital, Abu Dhabi Investment Council and 8090…

Meta shares fell 4 percent – Zuckerberg's fortune dropped $8.9 billion in one day

In one trading day, the market turned AI enthusiasm back on the companies paying the bill: Meta shares fell roughly 4 percent on Friday, September 25, 2026, and Mark Zuckerberg's fortune dropped by $8.9 billion — according to Forbes'…

Akamai bets $5.5 billion on Anthropic – but the revenue doesn't arrive until 2027

The deal runs for seven years, yet the revenue doesn't start until the second half of 2027. Before then, Akamai must spend roughly $5.5 billion – and the customer earns about one percent more ownership for every three billion it buys, up…

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