Private market news feed.

Epic Games and Disney are reportedly collaborating on an extraction shooter game in the style of ARC Raiders, building on their broader partnership to integrate Disney characters into Epic's gaming ecosystem.

Source: Yahoo Finance

Anthropic has introduced Claude for Word, bringing its AI assistant directly into Microsoft Word and posing a new challenge to Microsoft's own Copilot offerings within its software ecosystem.

Source: Business Insider

Following the Artemis II mission, NASA is looking to SpaceX and Blue Origin to provide lunar lander capabilities for upcoming Moon landing missions.

Source: Yahoo

Revolut has introduced an AI assistant called AIR, rolled out to its 13 million UK customers, designed to help users manage their money through conversational in-app interactions.

Source: Finextra Research

Anthropic is reportedly weighing the development of its own custom AI chips, a move that would reduce its dependence on third-party semiconductor suppliers and align it with similar efforts by other major AI labs.

Source: CNBC

Anthropic has agreed to a multibillion-dollar deal to tap CoreWeave's data center capacity to handle increasing demand for its AI services, including powering its Claude models. The announcement sent CoreWeave's stock up approximately 10-11%.

Source: bloomberg-tech

An analyst newsletter examines Cerebras' IPO and argues the market is mispricing AI compute, offering a deep dive into the semiconductor company's valuation dynamics.

Source: Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

Unitree is debuting its R1 humanoid robot as the cheapest humanoid robot globally, launching it online through Alibaba. The R1 global launch marks a push to make humanoid robots more commercially accessible.

Source: South China Morning Post

Nebius, a cloud provider backed by Nvidia with a market cap of $32 billion, is in talks to buy Israeli-based AI startup AI21 Labs.

Source: TheInformation

OpenAI expects advertising to generate about $2.4 billion in revenue this year and to quadruple next year, to nearly $11 billion, according to financial forecasts from the first quarter, which haven’t previously been reported.

Source: TheInformation

OpenAI’s Codex reached 3 million weekly users, CEO Sam Altman posted on X.

Source: X

Starlink and US Mobile have announced a $47 bundle deal aimed at supercharging subscriber growth, with the partnership timed strategically ahead of SpaceX's anticipated IPO.

Source: Yahoo Finance