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Claude
Claude
Anthropic in Talks to Acquire Decart AI for $6 Billion
Anthropic is negotiating to buy Israeli AI infrastructure startup Decart AI for roughly $6 billion. The deal would fold Decart's GPU optimization technology into Anthropic's inference team to expand compute capacity ahead of an anticipated IPO.
Sources: Bloomberg · Fortune · Quartz
Claude Now Watermarks All Generated Text Worldwide
Anthropic confirmed that Claude models launched on or after August 2 embed a machine-readable watermark in generated text globally to meet the EU AI Act's Article 50 transparency rules. Because the imperceptible signal is applied at the model level and travels with copy-pasted text, the global rollout has prompted discussions among developers regarding user privacy.
Sources: TechCrunch · Forbes · Anthropic
Anthropic IPO Said to Target $2 Trillion Valuation in October
Six Anthropic investors told the Financial Times they expect an October Nasdaq listing at a $2 trillion valuation, based on projections of $100–$120 billion in annualized revenue by year-end.
Sources: Financial Times · Fortune · PYMNTS
ChatGPT
OpenAI Previews GPT-5.6 Sol Ultrafast Mode
OpenAI's new Ultrafast service tier runs GPT-5.6 Sol at up to 750 output tokens per second — 14 times faster than standard processing — launching in limited API preview powered by Cerebras wafer-scale chips.
Sources: OpenAI · TechCrunch · 9to5Mac
OpenAI Appoints Dali Rajic as Chief Revenue Officer
OpenAI named Dali Rajic its new Chief Revenue Officer as the company scales enterprise sales ahead of its anticipated public offering.
Sources: OpenAI
OpenAI Publishes Builder's Guide for GPT-5.6
OpenAI released a developer-focused guide for GPT-5.6, covering agentic workflows, tool use, and efficiency patterns for teams building production applications on the model.
Sources: OpenAI
Gemini
Gemini App Surpasses 1 Billion Monthly Active Users
CEO Sundar Pichai announced Gemini has crossed 1 billion monthly active users, overtaking the threshold weeks after ChatGPT reached the same mark.
Sources: Ars Technica · Tech Startups
Google Gemini Notebooks Now Copyable
Google added a copy feature to Gemini Notebooks, letting users duplicate any notebook along with its sources and artifacts as their own editable workspace.
Sources: Crypto Integrated · Google
Gemini API Adds Streaming Speech and Logs for Interactions
Google's Gemini API now supports streaming via the gemini-3.1-flash-tts-preview model and Interactions API log visibility in AI Studio, while flagging August 17 as the shutdown date for several deprecated image generation endpoints.
Sources: Google AI for Developers
China AI
DeepSeek Officially Launches V4-Pro
DeepSeek released V4-Pro-0813 across its app, web, and API after a preview period, positioning it as a coding-agent model built for tool use, code execution, and autonomous multi-step tasks.
Sources: Quartz · Reuters
DeepSeek Raises V4 API Prices
DeepSeek announced API price increases for V4-Pro and V4-Flash alongside the model launch, with V4-Pro output tokens rising from $0.87 to $3.96 per million at peak hours under a new dynamic pricing structure effective August 16.
Sources: Bloomberg · Fortune · Reuters
Big Story
Anthropic's $6 Billion Decart Negotiation Focuses on Infrastructure
Acquiring Decart would provide Anthropic with proprietary chip-efficiency technology that runs models at roughly 8x the industry-average speed, expanding their inference capabilities as they prepare for a public listing.
Sources: Bloomberg · PYMNTS · Blockonomi
The Speed Race: OpenAI's Ultrafast and DeepSeek's V4-Pro
On the same day OpenAI previewed 750-token-per-second inference via Cerebras, DeepSeek released its highly agent-capable model, reflecting an industry trend where raw speed and autonomous task completion are central competitive metrics.
Sources: TechCrunch · Quartz · Bloomberg
Business
Claude's Invisible Watermark Applies Globally
Anthropic's watermark policy covers all Claude surfaces worldwide — including the API, Claude Code, Cowork, and Tag — with the signal embedded at the model level so it follows output when text is copied.
Sources: Euronews · Axios · The Register
DeepSeek Seeks $8 Billion in New Funding at $74 Billion Valuation
Alongside the V4-Pro launch and price adjustments, DeepSeek is reportedly pursuing an $8 billion fundraising round at a $74 billion valuation to fund chip development and expand its compute infrastructure.
Sources: Whalesbook · Bloomberg
Anthropic Posts $10.9 Billion in Q2 Revenue
Anthropic posted approximately $10.9 billion in Q2 revenue and approached its first operating profit, according to investor estimates, aligning with projections of a $100–$120 billion annualized run rate by December.
Sources: AIToolsRecap · Financial Times