Sign Up | Advertise with Us

Hey there,

Major AI shifts happening today.

Microsoft just broke its OpenAI monopoly by bringing in Anthropic. Arm launched new chips for on-device AI. And a small startup is eyeing a wild $10 billion valuation.

Let's dive into what's going on.

Microsoft will now use Anthropic's AI alongside OpenAI's in Word, Excel, Outlook, and PowerPoint, ending its exclusive reliance on ChatGPT for Office 365. Sources say Microsoft leaders believe Claude Sonnet 4 performs better than OpenAI's models at certain tasks, like creating visually appealing PowerPoint presentations. The move comes as both companies grow apart, with OpenAI launching a LinkedIn competitor and planning to produce its own AI chips with Broadcom in 2026, reducing dependence on Microsoft's Azure infrastructure.

Arm Holdings unveiled Lumex, its next generation of mobile chip designs optimized for running AI on smartphones and watches without cloud access. The new designs come in four versions, from energy-efficient models for smartwatches to high-performance chips that can run large AI models on premium smartphones. Built for 3-nanometer manufacturing processes like those from TSMC, Lumex aims to bring powerful AI capabilities directly to mobile devices, enabling features like real-time AI translation without needing internet connectivity.

NVIDIA and ComfyUI released major updates delivering up to 40% performance improvements for RTX GPUs, surpassing typical GPU generation upgrades of 20-30%. The update includes support for new AI models like Wan 2.2 for video generation, Qwen-Image for complex text rendering, and FLUX.1 Krea for realistic images. TensorRT-optimized versions of popular models now run 3x faster with 50% less VRAM, while new plugins for Photoshop, Blender, and Unreal Engine enable seamless integration of AI workflows into creative applications.

Mercor, which connects companies like OpenAI and Meta with domain experts to train AI models, is negotiating a Series C funding round at a $10 billion valuation. The startup is approaching $450 million in annual revenue, up from $75 million in February, and generated $6 million profit in the first half of 2025. Mercor provides scientists, doctors, and lawyers for AI training at hourly rates, with OpenAI contributing a significant portion of revenue, though the company faces competition from Surge AI and a lawsuit from Scale AI.

Anthropic announced Claude can now create and edit actual files including Excel spreadsheets, Word documents, PowerPoint slides, and PDFs in Claude.ai and the desktop app. The feature gives Claude access to a private computer environment where it writes code and runs programs to produce files, transforming it from an advisor into an active collaborator. Available now for Max, Team, and Enterprise users as a preview, the update lets users upload data and get polished outputs with working formulas, charts, and analysis ready for immediate use.

Eli Lilly unveiled TuneLab, an AI platform giving biotech companies access to drug discovery models trained on decades of Lilly's research data worth over $1 billion. The platform uses federated learning to let biotechs tap into Lilly's AI models without exposing proprietary data from either side, while partners contribute training data to improve the system. Companies like Circle Pharma and insitro have already joined, using the platform to accelerate drug development that would typically require years of experimental data that small biotechs can't afford to generate.

Join AI Mastery Lab and get real workflows, proven prompts, and daily insights from our growing community.

Build practical skills that save time and solve real problems.

Join Today

Stay tuned for more updates, and have a fantastic day!

Cheers,
Zephyr