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Investors significantly increased positions in non-Nvidia chipmakers during the second quarter as the AI boom broadened across the semiconductor supply chain. Micron, Intel, and AMD saw combined market value gains of $2 trillion, signaling Wall Street's confidence in diversified AI chip demand beyond Nvidia's dominance.
Cybersecurity giants Palo Alto Networks and CrowdStrike reported their best quarters on record, driven by rising demand for AI-powered threat protection and identity security solutions. Both companies are pivoting toward identity security as a critical growth area, responding to an emerging landscape where AI agents are increasingly outnumbering human threats.
Anthropic has begun an internal drug discovery program as part of a broader initiative to market AI tools to pharmaceutical companies. The move positions the AI company alongside other tech giants investing in healthcare applications and demonstrates growing commercial focus beyond consumer AI products.
Anthropic announced it received Department of Commerce approval to lift export controls on Claude Fable 5 and Mythos 5, ending weeks of negotiations with the Trump administration. The company plans to begin restoring global access to the models Wednesday across Claude platforms, with availability on AWS, Google Cloud, and Microsoft Foundry to follow on an unspecified timeline.
Anthropic released Claude Sonnet 5, claiming enhanced agentic search capabilities over Sonnet 4.6 while matching Opus 4.8 performance at lower cost, with a 63.2% score on agentic coding benchmarks. The company also announced that the US government has removed export restrictions on its Claude Mythos 5 and Fable 5 models, reversing earlier controls imposed on the cybersecurity-trained systems.
A new study reveals that consensus-based LLM jury systems suffer from unbounded bias when individual judges fail in typical ways like mode collapse or safety refusal. Researchers propose RoPoLL, which replaces standard averaging with a geometric median aggregation function, achieving 19% improvement over baseline jury methods and enabling a smaller 3-judge committee (38B parameters) to outperform a single 675B-parameter model on biased evaluations.
Artificial intelligence is expected to accelerate vaccine development by streamlining design, testing, and manufacturing processes. The technology could reduce development timelines and improve efficacy prediction, potentially enabling faster responses to emerging health threats.
A KFF poll of 2,480 US adults conducted in May found that frequent users of AI chatbots for health information are significantly more likely to believe vaccine myths, including false claims that shots cause autism or that measles vaccines are more dangerous than the disease itself. The correlation persisted even when controlling for demographic factors like age, race, education, and political affiliation.
Brain2Qwerty v2 claims to decode written sentences directly from brain activity without requiring surgical implants. The tool represents an advancement in brain-computer interface technology, potentially offering a less risky alternative to invasive neural recording methods.
Google AI Research has unveiled TabFM, a foundation model designed to handle tabular data without requiring task-specific training. The model addresses a long-standing gap in AI, as foundation models have primarily focused on text and images while tabular data—the most common format in enterprise settings—has remained largely underserved.
Apple has escalated its legal dispute with Epic Games by asking the Supreme Court to review a lower court's contempt of court finding against the company. The case centers on Apple's App Store practices and whether the company violated court orders regarding app distribution policies.
