Alphabet’s Waymo is now available in 10 cities

Today, Alphabet subsidiary Waymo announced it’s now welcoming public riders to its driverless car service in four additional US cities: Houston, Dallas, San Antonio, and Orlando.

The company said the service will be available first to “select riders” who’ve downloaded the app in those cities, and it will invite new riders on a rolling basis before opening the service to everyone “later this year.”

The latest announcement brings Waymo’s total service area to 10 cities, mostly located in California and across the Sun Belt, and doubles its footprint from a few months ago.

Ready to Ride: Dallas, Houston, San Antonio, and Orlando

The latest announcement brings Waymo’s total service area to 10 cities, mostly located in California and across the Sun Belt, and doubles its footprint from a few months ago.

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Jon Keegan1h

Anthropic follows OpenAI in rolling out agentic tools for enterprise

Just a day after OpenAI rolled out its agentic platform for enterprise, Anthropic has announced its own. Built from existing pieces of Anthropic tech that have already been previewed, the new platform essentially ties together plug-ins that can be tailored by enterprise customers into Claude Cowork.

Companies can customize their version of the tool to use their branding, communication style, and private data to speed up a long list of common tasks like performing financial analyses, human resources tasks, design, and engineering workflows. New connectors tie Claude Cowork into third-party platforms like Salesforce’s Slack, Google’s apps, LegalZoom, and DocuSign, among others.

The announcement gave a lift to some beaten-down software companies.

While OpenAI was releasing consumer apps like Sora, Anthropic was busy improving Claude’s ability to make spreadsheets and PowerPoint presentations — the boring but essential tools of the workplace.

The two competing solutions will be battling it out in the enterprise marketplace as both Anthropic and OpenAI seek to grow revenue streams to power their ambitious AI infrastructure projects.

Cowork and plugins for teams across the enterprise | Claude

The announcement gave a lift to some beaten-down software companies.

The two competing solutions will be battling it out in the enterprise marketplace as both Anthropic and OpenAI seek to grow revenue streams to power their ambitious AI infrastructure projects.

Rani Molla3h

TSMC trades near record high as Apple plans to purchase “well over 100 million” chips from its Arizona facility this year

Last year Apple said it would invest $600 billion to expand in the US over four years, in an effort to reduce its reliance on overseas suppliers and avoid tariffs.

We’re now getting more detail on what that involves. According to a new announcement from Apple, it includes expanding AI server production and moving future production of suddenly trendy Mac Minis to Houston.

It also involves the purchase of “well over 100 million” chips from TSMC’s Arizona facility this year, “a significant increase from 2025.”

“We’re buying as much of the output of this fab as we can,” Apple’s global head of procurement, David Tom, told The Wall Street Journal.

Apple has long been one of TSMC’s largest customers, even as the iPhone maker shifted to designing its own processors in-house — chips that TSMC overwhelmingly manufactures. Apple’s demand is helping fund TSMC’s massive multibillion-dollar chip plant expansion in Arizona.

Shares of TSMC were up 3% and near record highs in early trading Tuesday, as the Apple announcement underlines huge demand for TSMC’s AI chips

Apple accelerates U.S. manufacturing with Mac mini production

It also involves the purchase of “well over 100 million” chips from TSMC’s Arizona facility this year, “a significant increase from 2025.”

“We’re buying as much of the output of this fab as we can,” Apple’s global head of procurement, David Tom, told The Wall Street Journal.

Shares of TSMC were up 3% and near record highs in early trading Tuesday, as the Apple announcement underlines huge demand for TSMC’s AI chips

Rani Molla

AI AI AI

21h

What Amazon’s latest data center announcement says about AI right now

The first Amazon data centers in Louisiana will cost $12 billion and require a lot of preemptive defense.

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Jon Keegan22h

Anthropic says that a group of Chinese AI startups are “distilling” their models by setting up huge numbers of fake accounts for Claude AI. In a blog post, Anthropic said that it disrupted “industrial-scale” campaigns by Chinese AI labs DeepSeek, Moonshot, and MiniMax. The company said that the group had over 16 million exchanges with Claude, after setting up 24,000 “fraudulent” accounts. Anthropic said it is developing countermeasures to prevent such attacks in the future.

Jon Keegan2/23/26

Report: OpenAI’s Stargate has been a chaotic mess

Just over a year ago, OpenAI CEO Sam Altman stood alongside President Trump, Oracle’s Larry Ellison, and SoftBank CEO Masayoshi Son to announce an ambitious $500 billion plan to build massive data centers in the US — Project Stargate.

While today an actual Stargate 1-gigawatt data center is certainly well under construction in Abilene, Texas, it turns out there wasn’t much of a plan in place at the time of the announcement, according to a new report from The Information.

The past year has been full of partner disputes, debt problems, and scuttled plans as the loosely defined project races to build the AI computing infrastructure that OpenAI is craving as competition heats up.

Per the report, OpenAI tried to build its own data centers as the project stalled, but lenders balked at funding the risky project. They eventually settled on the current plan, in which partner Oracle borrows the money and leases capacity back to OpenAI. OpenAI was still able to control the design of the facility.

The slow start for the project resulted in OpenAI missing its own goal of 10 gigawatts of AI computing capacity from Oracle and SoftBank by the end of 2025.

Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled

The slow start for the project resulted in OpenAI missing its own goal of 10 gigawatts of AI computing capacity from Oracle and SoftBank by the end of 2025.

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