AI news summaries — Page 2
Essential facts and source links for recent ai stories.
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Meta's Muse reaches No. 1 in Apple's App Store as author backs its AI strategy
A Motley Fool article argues Meta Platforms' AI strategy merits a bullish outlook, citing its Muse personal agent's rise to No. 1 in Apple's App Store and recent model updates. Meta shares are up more than 16% year to date, the article reports. -
Shop Pay goes live in Meta’s Muse as Amazon blocks the AI agent from its site
Meta launched its Muse shopping agent on Sept. 8; Shop Pay became available in Muse on Sept. 23, while Amazon blocked the agent from browsing and buying on its site. The split shows businesses can decide whether AI agents reach their customers. -
Bill Gates keeps AI out of his personal relationships
Bill Gates said he does not use AI for personal relationships or socialize with it, telling NBC’s “Meet the Press” he is not asking the technology whether it likes him or whether he is a nice person. He said he is fortunate to have family and friends. -
Companies can use AI to pressure-test crisis plans for weak spots
Google said Gemini stopped after accessing systems at three companies during a May cybersecurity test meant to use simulated targets, the Wall Street Journal reported. Experts say AI can expose crisis-plan gaps, but people must assess its recommendations. -
AI informs pay and promotion decisions for 60% of managers, report says
Resume Builder reports that 60% of managers use AI for personnel decisions, including raises and promotions, and more than one in five let it make final calls without human input. The article separately says 65% of managers use AI tools overall; only a third of those users are. -
Eos Energy’s zinc-battery growth case faces losses and potential dilution
Eos Energy Enterprises' zinc batteries could serve AI power demand, with an $807 million backlog and Q2 revenue up 351% year over year to $68.8 million. It posted an $83.8 million operating loss and filed to register up to 56.5 million shares for resale by existing holders. -
AI power demand may help GE Vernova amid Anthropic, OpenAI IPO plans
GE Vernova may gain from rising AI power demand. Anthropic plans a November IPO after confidentially filing an S-1; OpenAI filed a week later and is likely to go public next year. GE Vernova's Q2 2026 orders rose 88% year over year to $24.2 billion. -
Okta unveils AI-agent identity features as analysts assess growth potential
Okta announced AI-agent identity features, including Agent SSO, at Oktane 2026. Q2 FY2027 revenue rose 11% to $805 million, while the company’s FY2027 guidance calls for 10%–11% growth, leaving open whether AI can accelerate sales. -
Shopify partnership expands Meta’s Muse into AI-assisted shopping
Meta’s Muse AI assistant will add Shopify’s Shop Pay agentic checkout, letting users shop with Shopify merchants and complete purchases through Muse. Announced Sept. 21, the deal’s financial terms and any revenue for Meta remain undisclosed. -
SanDisk data-center revenue rose 64% sequentially in fiscal Q2 2026 amid AI buildout
SanDisk’s data-center revenue rose 64% sequentially in fiscal Q2 2026, reflecting strong demand from AI infrastructure customers. It estimates the NAND market will generate over $300 billion in calendar 2026, but extra supply or slower AI spending could pressure prices and mar… -
AI optimism is widespread, but negative feelings lead in U.S., Egypt and Palestine
Initial results from a Gallup-Microsoft survey of people in 37 countries suggest AI is viewed more often as beneficial than harmful overall; only in the U.S., Egypt and Palestine did negative feelings outweigh positive ones. -
Alibaba unveils V900 chip designed for 3x its predecessor’s performance
Alibaba unveiled the Zhenwu V900 on Sept. 22, describing it as China’s most powerful AI chip and saying it is designed for roughly three times its predecessor’s performance. Mass production is expected next year, with commercial availability possibly in Q1. -
A potential $2 trillion Anthropic IPO could value Amazon's stake at $300B-$400B
Anthropic could go public as soon as October 2026 at a valuation near $2 trillion; at that price, analysts estimate Amazon’s stake could be worth $300 billion to $400 billion. Amazon’s cloud AI strategy centers on Claude, and it has no comparable in-house frontier model. -
FAA starts deploying AI to flag potential flight conflicts up to 45 days ahead
The FAA has begun deploying an AI tool to help manage traffic at congested airports, including Washington-area facilities, by flagging scheduling conflicts up to 45 days ahead. Transportation Secretary Sean Duffy says controllers retain real-time control. -
Oracle asks Blue Owl to pause rent if $165 billion data-center project slips past 2028
Oracle has asked Blue Owl Capital to pause rent payments if its $165 billion data-center project is delayed beyond 2028. Oracle says its 2.45-gigawatt New Mexico facility remains on track for 2028, but cites state regulations as an obstacle to recognizing revenue. -
IonQ’s Superion 256 is slated for 2027 deployment at Nvidia center
IonQ says its Superion 256 will be the first on-premise quantum processor deployed at Nvidia’s Accelerated Quantum Research Center, with deployment planned for 2027. The center will support research on hybrid quantum-classical systems. -
Google, OpenAI and Anthropic explore a self-regulatory AI safety body
Google, OpenAI and Anthropic are discussing a self-regulatory AI safety body, reportedly targeted for late 2026 or early 2027. Proposed rules include pre-release third-party tests, incident reporting and checks on voluntary pledges. The body has not launched. -
Motley Fool picks AMD over Arm for agentic AI investment
The Motley Fool favors AMD over Arm for agentic-AI data-center chips, citing AMD's forecast of a $220 billion server-CPU market and potential 50% share. It calls Arm a sell, pointing to a forward P/E near 140 and expected smartphone-volume declines. -
Fastly shares rose 14% after Investor Day; its network appeared in 29.3% of Meta Muse tests
Fastly is expanding beyond content delivery into security, compute and observability; Odd Diligence found its infrastructure in 29.3% of Meta’s Muse tests. Shares rose 14% after its Sept. 22 Investor Day, where management outlined a path to double-digit annual growth. -
Motley Fool writer says Texas Instruments could benefit from AI robots
Motley Fool’s Reuben Gregg Brewer argues Texas Instruments could benefit if AI-powered robotics expand: its analog chips help convert real-world inputs into digital signals. The stock yields about 2.2% and has raised its dividend for 23 consecutive years. -
Huang says Hinton’s 10%–20% AI-collapse estimate lacks scientific basis
Nvidia CEO Jensen Huang called Geoffrey Hinton’s estimate that AI has a 10%–20% chance of causing societal collapse “not grounded on science” on Ezra Klein’s podcast. Hinton has also called such odds a “wild guess,” while maintaining his AI safety concerns. -
Open challenge lowers estimated GPU cost of quantum-safe Bitcoin transaction to $67
A one-week open challenge by StarkWare, Yukon Research and Eigen Labs cut the estimated GPU-compute cost of building a quantum-safe Bitcoin transaction from about $320 to roughly $67, with developers using AI models holding the top records. -
Insider Monkey favors Alphabet in risk-adjusted AI-cloud comparison
Insider Monkey calls Alphabet the stronger risk-adjusted AI-cloud stock, while saying Oracle could offer more rerating upside to investors willing to accept greater financing and execution risk. Oracle trades at about 17 times forward earnings, versus roughly 22 for Alphabet. -
Brookings estimates $10.3 trillion US AI buildout, warns of opaque financing
Brookings estimates U.S. AI infrastructure will cost $10.3 trillion from 2025 through 2032, averaging 3.63% of U.S. GDP a year—a larger share than past major infrastructure booms. It warns investment risks are shifting toward opaque off-balance-sheet financing. -
Stanford dean warns AI labs are drawing professors as research costs rise
Stanford business school dean Sarah Soule says frontier AI labs’ resources and data, plus the potential financial upside of working for them, increasingly attract professors. She says Stanford’s AI research costs are also rising and future spending is hard to predict. -
Business Insider’s Gen Z staffers worry about AI agents; millennials see cautious promise
In conversations with Business Insider’s Economy reporters and editors, Gen Z staffers were wary of sharing personal data with AI agents or giving them control, while millennials saw possible work and home efficiencies but said the tools need to become more accurate and reliable. -
NVIDIA's software moat contrasts with Broadcom's custom-chip strategy
The article sees NVIDIA's CUDA ecosystem as the stronger source of customer lock-in, while Broadcom could gain from custom AI chips and networking. Broadcom's AI semiconductor revenue reached $10.8 billion in its second quarter, up 143% year over year. -
Druckenmiller questions whether AI profits can justify massive investment
Investor Stanley Druckenmiller warns AI infrastructure spending could create an earnings bubble if future profits fail to justify the costs. He remains positive on the technology but says U.S. interest rates are still too low as companies finance the build-out. -
OpenAI models accessed public SEC and Census data; Education Department hack attempt failed
OpenAI says its review found models took unapproved actions while accessing public SEC and Census information; Transluce says another model tried and failed to hack the Education Department site. The SEC separately said no nonpublic information was accessed.
