OpenAI announced a general-purpose reasoning model that autonomously solved a famous geometry problem that had resisted mathematicians for 80 years. The result suggests AI could generate original mathematical discoveries that enable advances across science, engineering, and medicine. Anthropic reported explosive growth and is on track for its first profitable quarter, with revenue projected to more than double to $10.9 billion in Q2 and operating profit estimated at $559 million. Anthropic also expanded its compute partnership with SpaceX, committing about $1.25 billion per month through 2029 for access to Colossus infrastructure. Nvidia posted $81.6 billion in revenue, driven by $75.2 billion from data centers, with leadership describing demand as parabolic and the AI boom as the largest infrastructure expansion in human history. SpaceX’s IPO filing showed rapid transformation into an AI infrastructure giant, with compute ambitions extending beyond rockets and satellites.
"OpenAI announced that one of its general-purpose reasoning models autonomously cracked a famous geometry problem that had stumped mathematicians for 80 years. The implications are enormous: an AI capable of original mathematical discovery could eventually unlock breakthroughs across science, engineering and medicine."
"Anthropic's explosive growth has the company on track for its first profitable quarter, with revenue set to more than double to $10.9 billion in Q2, the Wall Street Journal reported. The estimated $559 million operating profit arrives two years ahead of internal projections - a turning point for an industry whose spending has long outrun its earnings."
"Anthropic expanded its compute partnership with SpaceX, agreeing to spend roughly $1.25 billion per month through 2029 for access to the company's Colossus supercomputing infrastructure. Ahead of SpaceX's IPO next month, the deal cements Elon Musk as a major power broker in the AI economy, where access to compute infrastructure is becoming as strategically valuable as the models themselves."
"Nvidia delivered another monster quarter, posting $81.6 billion in revenue - with its data center business alone bringing in $75.2 billion. CEO Jensen Huang said demand has gone "parabolic" and described the AI boom as the "largest infrastructure expansion in human history," reinforcing Nvidia's dominance over the hardware powering the economy."
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