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Inside Cognition’s Booming Growth, High Cash Burn

Revenue is surging at Cognition and several other AI application providers, previously unreported data show, offering some reassurance to investors and hardware suppliers that startups can thrive despite competition from Anthropic and OpenAI. Cognition, which makes the Devin coding assistant, is generating around $900 million in annualized revenue, or $75 million per month, according to a person with knowledge of the figure. That’s up more than three times since the start of the year. The...

U.S. Judge Orders Pentagon to Rescind Blacklisting of Anthropic

Ruling blasts the government's move as illegal retaliation for the company’s criticism of the Trump administration

OpenAI Leads New Call for Cyberdefense of Critical Infrastructure

Over 100 tech, finance and other companies signed the statement.

Workday Revenue Growth Flattens But Execs Suggest an AI-Related Boost is Coming

Investors are still waiting for AI to boost overall revenues.

Exclusive: Gibson Dunn Hires Paul Weiss Tech Lawyer Ashtor

This is the latest in Gibson Dunn’s aggressive push to recruit from rivals.

Nvidia Agrees to Buy Hugging Face For $12.9 Billion

Nvidia is making a big play to shepherd the open-source AI movement as a counterweight to Anthropic.

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Four-month-old AI Assistant Startup Instinct Raises at a $2.5 Billion Valuation

The startup, which launched its product only a few months ago, has drawn significant buzz in Silicon Valley

Nvidia Says Revenue Rose 106% in July Quarter and Projected Strong Growth Next Year

Nvidia also disclosed $99 billion in equity investments.

Salesforce Stock Jumps as Company Lifts Annual Revenue Guidance

Salesforce lifted its annual revenue forecast to as high as $46.4 billion from $46.2 billion.

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Datadog Shares Jump 5% on Report That Palo Alto Networks Previously Explored an Acquisition

Behind Arora’s dealmaking is his conviction that AI will fundamentally change how companies protect IT systems against cyber threats.

Meta Reaches Up To $18 Billion Settlement Over Child-Harm Claims

Agreement with attorneys general from 52 states and territories also requires the company to change its platforms to make them safer for kids

Bill Gates Warns that AI Will Cause Mass Unemployment Without Intervention

It was a stark warning from Gates, whose views on generative AI have changed dramatically in recent years.

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