OpenAI

IREN AI Cloud: Q1 FY27 AI Cloud revenue $200m (+182% seq); >$4bn ARR target slips to January 2027 after customer design change.

Zipline Walmart drone: Zipline raises $1.5bn at $21.5bn post-money; Walmart multi-year deal adds 300 Zipline sites with room to grow.

SoftBank ABB Robotics: China FDI office blocked SoftBank’s buy of ABB robotics in China; SoftBank and ABB say they are still working on the deal.

Claude Enterprise security: security center beta; inference hooks GA; admin.claude.com centralised management beta; Admin API sign-out and IP allowlist.

California AB 1709: Meta, Google/YouTube and TikTok sue over under-16 feed and autoplay bans; Act effective 1 Jan 2027; up to $50,000 per minor.

Five9 Level AI: Five9 agrees to buy Level AI for about $325m cash; close expected in 2026; apps stay standalone and inside Genius CX.

Inkling 2 Small: Thinking Machines’ 594B MoE (17B active), vision, 1M context; closed weights on Tinker now, Apache 2.0 planned after safety testing.

Cursor Live Apps: cloud agents scaffold apps with optional Postgres and SSO, run security checks, and go live only after you explicitly publish.

Claude personal finance US beta on Pro/Max/Ultra links banks via Plaid read-only; up to 16 banks, 24 months of data; hub chats not used for training.

NATO counter-drone: NCIA selects 16 solutions from five firms under Drone Edge; 18-month frameworks; EUR 3.1m testing; Allies buy from the NATO catalogue.