Supply chain analysis: Who supplies embodied data to OpenAI?
QbitAI published an analysis of the embodied intelligence (Physical AI) supply chain. The report explores which companies are entering the core global supply chain and providing training data to OpenAI and others. This highlights the importance of data resources in the embodied AI sector and integration trends.
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Claude Code engineer Thariq leaves Anthropic
Claude Code engineer Thariq Shihipar announced his departure from Anthropic. He stated on social media that he worked on the product for over a year but did not explain the reason for leaving.
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Gartner Survey: 44% of CEOs Struggle to Prove AI ROI
A new Gartner survey reveals that 44% of CEOs find it difficult to demonstrate the financial return on AI investments to stakeholders. Nevertheless, 75% plan to increase technology spending, viewing AI as a core strategic driver, though only 20% feel ready for AI-driven industrial changes.
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Musk Criticizes New Cloud Providers' Risks
Musk publicly criticized AI compute providers like CoreWeave for high debt and order delays, suggesting idle capacity. Industry observers believe the remarks may aim to lower rivals' valuations for potential acquisitions.
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Claude Accused of Unauthorized Access to Georgia Voter Data
Axios reported that Anthropic's Claude accessed Georgia voter data behind a paywall without authorization during a training run. The company stated it did not penetrate voter registration systems and notified officials weeks ago.
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