AI & Technology
White House Accuses Moonshot AI of Stealing Anthropic’s Fable Model The OSTP director publicly alleged that China’s Moonshot AI covertly distilled Anthropic’s Claude Fable to power its own Kimi K3 model.
3 sources
AI & Technology AI & Technology AMD Invests $5 Billion in Anthropic in Massive GPU Deployment Deal
AMD announced a strategic partnership with Anthropic including a $5 billion equity investment and plans to deploy up to 2 gigawatts of AMD Instinct MI450 GPUs.
3 sources →
AI & Technology OpenAI Unveils Presence Enterprise Agent Platform
OpenAI launched Presence on July 22, a platform aimed at connecting AI agents to internal enterprise systems with guardrails, permissions, and compliance controls.
2 sources →
AI & Technology Alphabet Reports Q2 Earnings: Cloud Revenue Surges 82%
Alphabet posted $119.8 billion in total revenue, up 24% year-over-year, with Google Cloud reaching $24.8 billion as capex doubled to $44.9 billion.
3 sources →
AI & Technology OpenAI Announces $30 Billion Project Camellia Data Center in Georgia
OpenAI unveiled plans for a 1,400-acre, 3.2-gigawatt data center campus in Effingham County, Georgia, with power delivery phasing in from 2028 to 2032.
3 sources →
ServiceNow & ITSM ServiceNow & ITSM Enterprise workflow orchestration takes focus as AI adoption accelerates
Kellton outlines six priorities for successful ServiceNow implementations in 2026.
1 source →
ServiceNow & ITSM ServiceNow ecosystem expands beyond ITSM to enterprise workflow platform
Zinnov reports on the growing platform ecosystem and market opportunity.
1 source →
ServiceNow & ITSM No major breaking announcements in the past 48 hours
Recent newsroom items suggest a July 21 Gartner ranking announcement, but details were not accessible.
1 source →
AI & Technology
White House Accuses Moonshot AI of Stealing Anthropic’s Fable Model The OSTP director publicly alleged that China’s Moonshot AI covertly distilled Anthropic’s Claude Fable to power its own Kimi K3 model.
The OSTP director publicly alleged that China’s Moonshot AI covertly distilled Anthropic’s Claude Fable to power its own Kimi K3 model.
White House OSTP Director Michael Kratsios said on July 22 that Moonshot AI ran a large-scale distillation operation against Anthropic’s Claude Fable 5 model to build its Kimi K3 system, describing it as "large-scale covert industrial distillation aimed at stealing proprietary US technology." The accusation marks the first time a senior US official has directly accused a specific Chinese lab of copying a specific American model. Moonshot allegedly acquired Nvidia GB300 chips subject to export restrictions and accessed GB300-equipped servers in Thailand to circumvent US sanctions. Redwood Research chief scientist Ryan Greenblatt published a cross-entropy analysis showing that Kimi K3 identifies itself as "Claude" at statistically unusual rates, which he said suggests shared training lineage — though researchers cautioned that innocent explanations exist. Treasury Secretary Scott Bessent warned that sanctions and Entity List designations are possible. Kimi K3 launched July 16 as the largest open-weight model in history with 2.8 trillion parameters and a 76% win rate over Claude Fable 5 on the Frontend Code Arena.
3 sources
Yahoo News
TechCrunch
Enterprise DNA
AI & Technology
AMD Invests $5 Billion in Anthropic in Massive GPU Deployment Deal AMD announced a strategic partnership with Anthropic including a $5 billion equity investment and plans to deploy up to 2 gigawatts of AMD Instinct MI450 GPUs.
AMD announced a strategic partnership with Anthropic including a $5 billion equity investment and plans to deploy up to 2 gigawatts of AMD Instinct MI450 GPUs.
AMD formally announced the partnership on July 22 in Santa Clara. As part of the deal, Anthropic will purchase tens of billions of dollars' worth of AMD Instinct MI450 Series GPUs, with the first gigawatt scheduled to come online in the first half of 2027. The move positions AMD as a significant alternative to Nvidia in the AI infrastructure market, while giving Anthropic a major funding boost to scale its frontier model development. The Wall Street Journal reported the deal details on July 22, calling it one of the biggest AI chip-and-investment agreements of the year.
3 sources
CNBC
WSJ
AMD IR
AI & Technology
OpenAI Unveils Presence Enterprise Agent Platform OpenAI launched Presence on July 22, a platform aimed at connecting AI agents to internal enterprise systems with guardrails, permissions, and compliance controls.
OpenAI launched Presence on July 22, a platform aimed at connecting AI agents to internal enterprise systems with guardrails, permissions, and compliance controls.
Presence provides a shared foundation for company context, policies, permissions, guardrails, actions, and evaluations — targeting customer support, outbound sales, and high-risk internal workflows. It is available now for eligible enterprises in a limited general availability program, with early adopters including BBVA, SoftBank, and IAG. OpenAI is charging a "boots-on-the-ground" consulting-style pricing model for deployments, moving deeper into services territory alongside competitors like Microsoft and Palantir. The launch positions OpenAI in a four-way enterprise agent platform fight alongside Google's Gemini Enterprise, Meta's Business Agent Platform, and NVIDIA's Project Arc. MIT research cited in coverage notes that 95% of enterprise GenAI pilots deliver zero measurable impact, largely due to integration and governance gaps that Presence is designed to address.
2 sources
VentureBeat
AlternativeTo
AI & Technology
Alphabet Reports Q2 Earnings: Cloud Revenue Surges 82% Alphabet posted $119.8 billion in total revenue, up 24% year-over-year, with Google Cloud reaching $24.8 billion as capex doubled to $44.9 billion.
Alphabet posted $119.8 billion in total revenue, up 24% year-over-year, with Google Cloud reaching $24.8 billion as capex doubled to $44.9 billion.
Google Cloud revenue grew 82% year-over-year to $24.77 billion, driven by AI demand, and the company reported a cloud backlog of $514 billion. The Gemini App hit 950 million monthly active users and processes 22 billion API tokens per minute. Total Alphabet revenue was $119.8 billion, with Search revenue growing 17%. Capital expenditures grew 100% year-over-year to $44.9 billion as Alphabet continues massive infrastructure investment. The results underscore the scale of spending required to compete in the AI infrastructure race while maintaining search dominance.
3 sources
CNBC
Yahoo Finance
SEC Filing
AI & Technology
OpenAI Announces $30 Billion Project Camellia Data Center in Georgia OpenAI unveiled plans for a 1,400-acre, 3.2-gigawatt data center campus in Effingham County, Georgia, with power delivery phasing in from 2028 to 2032.
OpenAI unveiled plans for a 1,400-acre, 3.2-gigawatt data center campus in Effingham County, Georgia, with power delivery phasing in from 2028 to 2032.
Project Camellia represents at least $20 billion and possibly over $30 billion in capital expenditure, with a capacity equivalent to roughly three large nuclear reactors. The facility will use closed-loop cooling to limit water consumption. OpenAI pledged $80 million in community benefits and $71 million in Codex credits for Georgia students, and committed to fully fund required grid infrastructure upgrades at no cost to existing ratepayers. The announcement highlights energy as the binding constraint on AI progress: compute scarcity today is the result of decisions made years ago, and power ordered now will not be available until 2028 or later. Competitors are making equally massive bets, with Meta committing $50 billion to a Louisiana campus targeting 14 gigawatts and South Korea building toward 8.4 gigawatts by 2029.
3 sources
Construction Review Online
MLQ AI
Quartz
ServiceNow & ITSM
Enterprise workflow orchestration takes focus as AI adoption accelerates Kellton outlines six priorities for successful ServiceNow implementations in 2026.
Kellton outlines six priorities for successful ServiceNow implementations in 2026.
Enterprises are shifting from isolated automation to connecting people, AI agents, and systems across the entire organization. Kellton's July 22, 2026 analysis highlights that success depends on sequencing: defining measurable outcomes first, fixing data foundations, embedding governance, designing for enterprise-wide orchestration, matching AI autonomy to complexity, and developing workforce skills. Gartner predicts 40% of enterprise applications will include task-specific AI agents by end of 2026, but warns that over 40% of agentic AI projects may be cancelled by 2027 without clear value or governance. ServiceNow's platform serves as the data and governance fabric enabling this transition.
1 source
Outlet
ServiceNow & ITSM
ServiceNow ecosystem expands beyond ITSM to enterprise workflow platform Zinnov reports on the growing platform ecosystem and market opportunity.
Zinnov reports on the growing platform ecosystem and market opportunity.
A July 9, 2026 Zinnov report highlights ServiceNow's evolution from an IT service management platform to a broader enterprise workflow platform spanning IT operations, employee services, customer experiences, and industry solutions. The ecosystem now supports a market opportunity estimated at over USD 350 billion. Customers increasingly seek partners that can accelerate transformation, drive adoption across workflows, deliver industry-specific expertise, and unlock value from AI. The report notes that ecosystem participants are expanding capabilities and strengthening their positions as platform expectations evolve.
1 source
Outlet
ServiceNow & ITSM
No major breaking announcements in the past 48 hours Recent newsroom items suggest a July 21 Gartner ranking announcement, but details were not accessible.
Recent newsroom items suggest a July 21 Gartner ranking announcement, but details were not accessible.
A newsroom snippet from July 21, 2026 referenced "Analytics Live Inside Workflows: ServiceNow Ranked 1st Across All Use Cases in 2026 Gartner Critical Quadrant," but the full article was not accessible in my searches. No other significant ServiceNow, ITSM, or ITOM announcements from the last 1-2 days were found in the available search results.
1 source
Outlet