Physical AI's Money Moment - $11B and Counting
Physical Intelligence is in talks to raise $1 billion at an $11 billion valuation, doubling in four months, as investors pour capital into AI software designed to run robots in the real world.
News Articles
Mistral Borrows $830M to Build a Sovereign GPU Farm
Mistral AI secures $830M in debt financing from seven banks to build a 13,800-GPU Nvidia GB300 cluster near Paris, targeting 200MW of European compute by 2027.
Gemini Flash Live Edges GPT-4 Realtime in Voice AI Race
Google's Gemini 3.1 Flash Live beats GPT-4 Realtime 1.5 on Scale AI's Audio MultiChallenge and takes Search Live to 200+ countries - but it doesn't lead every benchmark.
NVIDIA and Emerald AI Turn Data Centers Into Grid Assets
NVIDIA's DSX Flex library and Emerald AI's Conductor platform let AI factories ramp GPU power up or down in seconds, unlocking faster grid connections and up to 100GW of new U.S. capacity.
Shopify Activates AI Storefronts for Millions of Merchants
Shopify activated Agentic Storefronts by default on March 24, making products from millions of merchants discoverable and purchasable inside ChatGPT, Microsoft Copilot, and Google's AI channels.
Meta SAM 3.1 - 7x Faster Multi-Object Video Tracking
Meta releases SAM 3.1 with Object Multiplex, processing all tracked objects in one shared pass for 7x faster inference at 128 objects and improvements on 6 of 7 VOS benchmarks.
Gemini Imports ChatGPT and Claude Chat History
Google launched two new tools on March 26 that let users transfer memories and full chat logs from ChatGPT or Claude into Gemini - 24 days after Anthropic launched the same concept first.
Claude Paid Subs More Than Double as ARR Hits $19B
Anthropic confirmed paid Claude subscriptions more than doubled in 2026 while annualized revenue climbed from $1B to $19B in roughly 15 months.
Cohere's Open-Source Transcribe Tops ASR Leaderboard
Cohere releases its first audio model - a 2B-parameter open-source ASR system beating Whisper Large v3 by 27% on the HuggingFace Open ASR Leaderboard.
Microsoft Picks Up 900 MW Texas Campus OpenAI Dropped
Microsoft signs a deal with Crusoe for a new 900 MW AI factory campus in Abilene, Texas, adjacent to the Stargate site Oracle and OpenAI walked away from three weeks ago.
OpenAI Codex Launches Plugin Marketplace for Agents
OpenAI ships a plugin marketplace for Codex CLI v0.117.0, bundling skills, app integrations, and MCP server configs behind an enterprise governance layer.
Mistral Ships Voxtral - Open-Weights Voice AI Platform
Mistral releases Voxtral, a pair of open-weights models covering speech recognition and text-to-speech that undercut OpenAI and ElevenLabs on price.
