President Trump's threat to Apple — build the iPhone for Americans in America, or else pay a new 25% tariff — risks massively increasing the price you pay for your phone, one way or another.
Why it matters: No one wants to pay two or three times more for a smartphone, and Apple experts doubt that a transition to U.S. manufacturing is even possible without years of investment and planning.
GE Vernova is a player in helping provide fuel for AI, but data centers are still a minority of the booming demand for its gas turbines, a top exec said.
Why it matters: "If you think about ... industrialization, electrification, that's really what I would say is driving the bulk of our orders last year and really into this year," said Eric Gray, CEO of GE Vernova's gas power business.
Google's newest AI video generator, Veo 3, generates clips that most users online can't seem to distinguish from those made by human filmmakers and actors.
Why it matters: Veo 3 videos shared online are amazing viewers with their realism — and also terrifying them with a sense that real and fake have become hopelessly blurred.
One of Anthropic's latest AI models is drawing attention not just for its coding skills, but also for its ability to scheme, deceive and attempt to blackmail humans when faced with shutdown.
Why it matters: Researchers say Claude 4 Opus can conceal intentions and take actions to preserve its own existence — behaviors they've worried and warned about for years.
Why it matters: Apple has been slow to craft an effective AI strategy and its high-end Vision Pro headset has failed to take off with consumers. Meanwhile, Meta's Ray-Ban glasses are popular and OpenAI has just doubled-down on an AI device strategy.
Defense-tech upstart CX2 plans to hire more people and accelerate development of its electronic warfare tools on the heels of a $31 million raise, executives told Axios.
The big picture: Mastery of the electromagnetic spectrum is a life-or-death matter, and the U.S. has for years let its electronic warfare arsenal atrophy.
Anthropic debuted the first models in its latest Claude 4 series Thursday — including one, Claude 4 Opus, that it says is the world's best at coding.
Why it matters: Competition is hot between Anthropic, Google and OpenAI for the "best frontier model" crown as questions persist about the companies' ability to push current AI techniques to new heights.
Open source AI is transforming the economy by boosting productivity, entrepreneurship, and economic growth with nearly 9 in 10 organizations that adopt AI utilizing some form of open source technology in their AI infrastructure.
OpenAI will partner with United Arab Emirates to build Stargate UAE, a massive new Middle East data center that's part of the company's OpenAI for Countries push, the deal's participants announced Thursday.
Why it matters: The deal is a huge AI bet by the Emirates, which will also secure ChatGPT Plus subscriptions for its entire population, making it the first country to do so.
With its multibillion-dollar purchase of Apple design legend Jony Ive's startup, OpenAI is doubling down on a bet that the AI revolution will birth a new generation of novel consumer devices.
Why it matters: Just as the web first came to us on the personal computer and the cloud enabled the rise of the smartphone, OpenAI's gamble is that AI's role as Silicon Valley's new platform will demand a different kind of hardware — and that Ive, who played a key role in designing the iPhone and other iconic Apple products, is the person to build it.
The House and Senate GOPcampaign committees are calling on the FTC to investigate whether Google and Gmail suppress emails to conservative subscribers.
Why it matters: Their call marks a resumption of hostilities in a long-running war between the Republican Party and Big Tech.
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