Presented by

Today's theme: infrastructure money talks louder than benchmarks — chips, regulation, and vendor lock-in are all in play.

Today’s Biggest Moves in AI

⏱️ 4-minute read

• 📈 TSMC Pours Another $100B Into Arizona

• ⚖️ EU Forces Google to Open Android to Rivals

• 🔍 Murati's Thinking Machines Launches Inkling

• 🚀 Apple Hunts AI Chip Startups to Buy

Cut Lead Review From Hours To Minutes

Sign up for a free trial of Attio, the agentic CRM.

Ask Attio to build a daily workflow that surfaces the deals that need your attention today, like anything with a stage change, a recent reply, or a new signal in the last 24 hours.

Review your pipeline in Claude, synced live from Attio via MCP.

That's it.

Try Attio Now

📈 TSMC Pours Another $100 Billion Into Arizona

TSMC posted a record $22 billion quarterly profit, up 77% year over year, and pledged $100 billion more for Arizona, lifting its total US commitment to $265 billion. CEO C.C. Wei said the money funds roughly four more fabs for 2-nanometer and advanced-packaging production, with 2026 capex guidance raised to $60–64 billion.

What this means for your org: Chip capacity is now funded, not promised — plan for sustained GPU costs through 2030.

Full story →

⚖️ EU Forces Google to Open Android to Rival AI Assistants

The European Commission issued two binding Digital Markets Act orders requiring Google to give rival AI assistants the same system-level Android access as Gemini, and to share anonymized Search data with competitors starting January 2027. Android changes land in July 2027; Google's chief legal officer warned the mandate risks undermining privacy and security safeguards.

What this means for your org: Rival AI assistants gain deeper Android access next year — reassess your mobile AI and MDM security posture now.

Full story →

The toughest room in advertising. Ad Studio just cleared it.

Major brands just took over a Times Square billboard, and every ad was built in Hightouch Ad Studio. Sweetgreen, HelloFresh, and Tripadvisor cleared the toughest room in advertising. Create, edit, and launch on-brand ads in a few clicks.

See what you can build

🔍 Murati's Thinking Machines Launches Inkling, Its First Model

Mira Murati's Thinking Machines Lab released Inkling, a 975-billion-parameter open-weight model that reasons across text, images, and audio with up to a 1-million-token context window. The company doesn't monetize Inkling directly — revenue comes through its Tinker fine-tuning platform, whose customers include Bridgewater Associates, which built a custom model beating frontier AI at roughly one-fourteenth the inference cost.

What this means for your org: Fine-tuned open-weight models can beat frontier APIs on cost and accuracy for narrow, high-value tasks.

Full story →

🚀 Apple Hunts AI Chip Startups as Its Server Chip Slips

Apple has been talking with bankers and chip startups about acquisitions to boost its AI servers, The Information reports, after its M2 Ultra chips hit a performance ceiling and its next chip, Baltra, slipped past its 2026 target. Apple now runs part of the new Siri on Nvidia GPUs via Google Cloud, and recently paid close to $2 billion for Israeli AI firm Q.ai.

What this means for your org: Apple's AI infrastructure gap is real — don't assume silicon parity with Nvidia-backed stacks anytime soon.

Full story →

Stop typing what you could say in 10 seconds.

Wispr Flow turns your voice into clean, professional text inside any app. Emails, Slack, client updates — speak once, send without editing. 4x faster than typing.

Try Wispr Flow free

🔥 Tools Worth Checking Out

• 🎙️ Hedy — Coaches you live in meetings with real-time suggestions, then delivers searchable transcripts and action-item summaries.

• 🔬 Articos — Runs AI-moderated user research on synthetic personas, turning messaging and concept tests into a report in under 30 minutes.

• ⚖️ Matterhound — Matches your legal problem to vetted attorneys with real quotes and confirmed availability, free for consumers and businesses.

• 🎬 Vidsembly — Turns a PowerPoint or PDF into a narrated training or onboarding video across 12 languages, no recording required.

• 🧰 Unify — Consolidates video, image, music, and chat generation from top models like Kling 3.0 into one workspace dashboard.

⚡ Quick Bites

• See how Microsoft is coaching reps to talk down Claude and ChatGPT — Microsoft executives told sales staff to pitch Copilot's cost and security edge over OpenAI and Anthropic models for FY27.

• See how 1Password now lets Claude sign into sites for you — the new integration injects saved credentials directly into web pages so Claude never sees your passwords.

• Find out which Japanese industrial giants just joined Nvidia's robotics coalition — Fujitsu, Fanuc, Kawasaki, and other manufacturers are building on Nvidia's Cosmos platform for factory and logistics robots.

• Read what a Suno hack revealed about its AI training data — leaked source code shows the music generator scraped millions of tracks from YouTube Music and other platforms.

• See why JPMorgan's CEO compared a restricted Anthropic model to ballistic missiles — Jamie Dimon says broad public access to Anthropic's Mythos model would pose a serious cybersecurity risk.

That’s a wrap on today’s edition of The AI Bites.

One quick question before you go — reply with the number of the topic you want more of tomorrow:

1. 🏢 Enterprise AI strategy (procurement, vendors, deployment)

2. 💰 AI business and funding (deals, financials, M&A)

3. 🔐 Security and compliance (data, endpoints, policy)

4. 🛠️ Tools and platforms (what's worth evaluating)

5. 🌐 AI policy and regulation (government reviews, antitrust, compliance)

Just reply 1, 2, 3, 4, or 5. Every reply gets read, and it directly shapes what lands in your inbox tomorrow.

See you then. 👋