Business — page 27

Microsoft unveils Project Solara, an Android-based OS for AI agent devices
Built on Android rather than Windows, Solara targets always-on agent hardware; AccuWeather, Best Buy, CVS, and Target are piloting reference designs.

Martin Scorsese signs on as adviser to AI image startup Black Forest Labs
The director will use the $3.25B-valued startup's tools for storyboarding — a narrow but symbolic crossover for Hollywood and generative AI.

Uber caps employee AI spending at $1,500 per tool after burning annual budget in 4 months
The ridesharing company now meters Claude Code and Cursor usage on an internal dashboard after blowing through its AI budget.

Nvidia and Microsoft unify agentic AI stack across Windows, Azure, and on-prem
RTX Spark laptops, a 748GB deskside supercomputer, and GPU-accelerated Fabric land at Microsoft Build alongside Claude on GB300 Blackwell.

Microsoft launches Scout, an always-on personal assistant built on OpenClaw
Scout enters preview for US Frontier customers this week, with 3,000 Microsoft employees already using the desktop app internally.

Opal pivots to AI hardware with $40M from OpenAI, valued at $275M
The webcam maker is rebranding as Opal Electronics and shipping an AI audio device in the next three to four months.

OpenAI pushes Codex into white-collar work as weekly users hit 5M
Six job-specific plug-ins, a Sites feature, and a knowledge-work report mark OpenAI's serious move on enterprise turf Anthropic claimed first.

Travelers rolls out OpenAI-powered Claim Assistant nationwide
The insurer's Claim Assistant guides customers through filings and offers 24/7 support, with capacity to scale during catastrophe surges.

Impulse Space raises $500M Series D, bets on human engineers over AI
Tom Mueller's in-space mobility startup will hire up to 200 engineers, citing thin training data for hardware design.

ZeroDrift raises $10M to police AI model outputs in real time
The seed round closed in three weeks and was 3x oversubscribed, with a16z Speedrun leading a bet on AI-on-AI compliance.

Hospital for Special Surgery puts agentic AI on 1,100 claims a month with Ema
HSS lifted appeals success from 65% to 100% in nine months and now plans to push AI agents into patient triage.

Jensen Huang calls Marvell the next trillion-dollar company; stock jumps 22%
Nvidia's CEO endorsed Marvell's networking chips at Computex; the chip designer is now up more than 158% year-to-date.

Small businesses turn to Notion AI and Rain to absorb back-office work
A London tutor uses Notion AI for invoicing and lesson notes; a Yuma quilt shop cuts listing time 60-80% with Rain.

Nvidia pushes transaction foundation models as banks consolidate AI stacks
Revolut, Mastercard, Adyen and Stripe are training single transformer models on proprietary payment data instead of running dozens of task-specific systems.

Nvidia ships JetPack 7.2 and NemoClaw, pushing agentic AI to the edge
Jetson AGX Orin 32GB gets a 20% compute bump to 241 TOPS as Nvidia lands its agent framework on production robotics hardware.

GitHub Copilot's new usage-based pricing burns through monthly credits in a day
Subscribers report consuming their entire monthly AI allotment in hours under the new credit model that took effect June 1.

Alphabet to raise $80B in stock sale, with $10B from Berkshire, to fund AI buildout
Google's parent is selling $80B in equity, including a $10B Berkshire Hathaway stake, to keep pace with a capex plan running up to $190B this year.

Nvidia targets $200B CPU market with RTX Spark PCs from Microsoft, Dell, HP
Eight PC makers will ship RTX Spark Windows laptops this fall, with Microsoft branding its version the Surface Laptop Ultra.

GM cuts vehicle simulation from 15 hours to one minute with AI
Chief product officer Sterling Anderson says probabilistic methods now compress finite element analysis runs by three orders of magnitude.

Strava puts its API behind an $11.99 paywall, blaming zero-code AI apps
Developer applications jumped 448% year-to-date as scrapers and AI app builders strained the platform, the company said.

Taiwan's manufacturers fold Nvidia AI into their own fabs as Vera Rubin ramps
TSMC, Foxconn, Wistron, Pegatron and Inventec apply Nvidia software to the lines building 1 million MGX rack components.

Nvidia's FOX blueprint turns factory floors into agent-orchestrated systems
Foxconn, Pegatron, Wistron and Advantech are first to deploy the Factory Operations Blueprint, with Foxconn projecting an 80% cut in root cause analysis time.

Nvidia's AI Cloud ecosystem reaches six continents as Exemplar tier hits six partners
CoreWeave, Firmus, Nebius and others expand AI factory capacity; DSX MaxLPS squeezes 40% more GPUs into the same power budget.

SoftBank commits up to €75B to build 5GW of AI data centers in France
The Japanese investor will spend an initial €45B to deliver 3.1GW of capacity to Hauts-de-France by 2031 — its largest European AI bet.
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