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AI News Flash

[4/29 22:00] Amazon AWS Q1 Biggest Cloud Jump Since 2022 / Meta Q1 AI Capex Raised to $125-145B

4 min•29 april 2026

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AI News Flash for April 29, 2026 at 22:00 UTC. Topics: 1. Amazon AWS Q1 Biggest Cloud Jump Since 2022 https://www.bloomberg.com/news/articles/2026-04-29/amazon-reports-biggest-cloud-sales-jump-since-2022-on-ai-demand 2. Meta Q1 AI Capex Raised to $125-145B https://finance.yahoo.com/sectors/technology/article/meta-stock-sinks-as-company-raises-2026-ai-spending-forecast-to-125-billion-145-billion-160136409.html 3. Microsoft Q3 Cloud Strong But AI ROI Questions https://www.wsj.com/business/earnings/microsoft-msft-q3-earnings-report-2026-stock-75b9361b 4. Visa Q2 Earnings - AI Agents Pay With Cards https://www.investors.com/news/visa-stock-soars-earnings-q2-dow-jones-ai-agents/ 5. GUARD Act - Grieving Parents Push AI Chatbot Crackdown https://www.axios.com/2026/04/29/grieving-parents-congress-ai-chatbots

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[9/1 03:00] Anthropic publishes "Improving our alignment and security efforts": paused some RL for weeks, deployed an escape-detection classifier, resumed external cyber evaluations, calls for a verifiable mechanism for coordinated pacing / Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda for a roughly 350-megawatt Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease

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[8/31 15:00] OpenAI says ChatGPT Ads hit a $1 billion annualized revenue run rate in under 200 days, opens self-serve buying in India, Europe, the Middle East and North Africa / Nvidia invests $3.5 billion in MediaTek convertible bonds; MediaTek adopts NVLink Fusion to bring custom XPUs into Nvidia rack-scale AI factories

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[8/31 09:00] FSB Chair Andrew Bailey warns G20 finance ministers that cyber risk from frontier AI models is the most immediate concern for the financial system / EuroHPC orders the LUMI-AI supercomputer from France's state-owned Bull for 387.8 million euros, its sixth AI Factory machine, built on AMD MI430X GPUs and due in 2027

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[8/31 06:00] WSJ: SoftBank's SB Energy issued OpenAI warrants worth an estimated 5.5 billion dollars to lock it in as a long-term data center tenant / The Information: OpenAI has bought tens of thousands of Mac minis and Mac Studios to train agents; Anthropic is renting Mac minis through AWS

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[8/30 06:00] Sony Music Publishing and Warner Chappell sue Anthropic over lyrics training, alleging "one of the largest thefts of intellectual property in history" / Coding-agent usage limits: Anthropic sets a permanent 25% Claude Code increase from Sept 14 (about 17% below today's temporary 50% boost); OpenAI fixes eight token-waste bugs in Codex and resets usage for all paid users

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[8/29 15:00] OpenAI to cut off SpaceX-owned Cursor from its models on November 12 / Google releases Gemini Omni 1.1 Flash video generation model

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[8/29 00:00] Federal judge rules Pentagon's "supply chain risk" designation of Anthropic illegal and vacates it / Andreessen Horowitz raises $1.1B "Machine Age Fund" for AI hardware infrastructure

3 min

[8/27 15:00] SK hynix breaks ground on $3.87 billion Indiana HBM packaging plant / Georgia regulators approve Georgia Power's 3.2 gigawatt OpenAI contract

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[8/27 09:00] Salesforce x Anthropic announce Claudeforce / Anthropic x Nscale $45 billion six-year compute deal

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[8/27 06:00] MTN x Al Ashram Africa AI data centers venture / Seventh Circuit ruling on AI-generated CSAM possession

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