Daily AI intelligence for business professionals
According to Puck's Matthew Belloni, AI has quietly become embedded in everyday filmmaking processes across Hollywood studios and production companies. The technology is no longer aspirational or experimental—it is operational. The central tension in the industry is no longer whether AI will be used, but rather who will control the tools, own the outputs, and benefit from AI-generated content.
AMD's data center division revenue reached $6.7 billion in Q2 2026, more than doubling year-over-year and jumping 107% from the same quarter a year prior. The growth is driven almost entirely by demand from enterprises and cloud providers building out AI infrastructure. The company's gaming business, by contrast, has receded as a revenue priority in the face of explosive data center growth.
Anthropic has signed a $10 billion partnership deal with Volta, an AI cloud infrastructure startup. This represents the latest in a series of major cloud partnerships for Anthropic as the company scales its AI deployment capabilities. The deal signals continued consolidation in the AI infrastructure market as frontier model providers secure long-term compute capacity.
Ati Robotics has established manufacturing operations in India and engineered its humanoid robots to minimize reliance on Chinese components. The strategy positions the company to benefit from tightening trade restrictions on Chinese technology while maintaining competitive manufacturing costs. By using primarily non-Chinese parts and India-based assembly, Ati Robotics anticipates demand from buyers concerned about supply chain risk and geopolitical exposure.
ESPN has deployed an AI system during broadcasts of the 2026 World Series of Poker that analyzes player behavior to detect and flag potential poker 'tells'—subtle physical cues that may indicate hand strength or bluffing. The technology overlays visual analysis on broadcast footage to highlight moments when players may inadvertently reveal information through facial expressions, hand movements, or other behavioral patterns.
A new SaferAI research report finds that Z.ai's open-weight GLM-5.2 model approaches the raw capabilities of frontier closed-source systems, but lacks equivalent safety mitigations and alignment work. The report renews concerns that the rapid advancement of open models may outpace governance frameworks and safeguards designed to manage AI risks.
OpenAI has released specialized plugins for ChatGPT Work and Codex designed to support educators and students across K-12 and college settings. The new tools enable teachers to create lesson plans, help students research topics, and assist with coding education. The plugins integrate AI assistance directly into educational workflows, allowing teachers to augment curriculum development and students to get real-time learning support.
OpenAI has published details about recent third-party cybersecurity evaluation incidents involving its models and outlined new safeguards to strengthen security protocols during AI model testing and evaluation. The company is implementing enhanced controls to prevent unauthorized access and misuse during the critical evaluation phase where external researchers test for vulnerabilities.
SpaceX's AI division generated $2.6 billion in revenue, more than tripling year-over-year, primarily through compute capacity agreements with other AI companies. The revenue stream comes from SpaceX providing processing power and infrastructure to firms training and running large language models and other AI systems. This emerging business line leverages SpaceX's existing infrastructure investments and positions the company as a significant player in the AI compute market.
The Trump administration has implemented restrictions on imports of humanoid robots, particularly targeting robots sourced from China. The policy reflects broader AI protectionism aimed at maintaining domestic technological leadership and limiting reliance on foreign AI and robotics suppliers. Startups like Ati Robotics are adapting by building robots in India using primarily non-Chinese components, a strategy that positions them to navigate the restrictive environment.