The 10 biggest AI stories from the last 48 hours, in one swipe.
Canada's government announced an equity investment of up to C$1.6 billion in AI company Cohere, paid in stages.
Nvidia, Bell and Schwarz Group are investing alongside it.
In return, Cohere committed to at least C$1.7 billion in more computing infrastructure in Canada by 2030.
Governments are starting to back national AI suppliers directly, which could matter if you sell to the public sector.
Reuters reports the US Justice Department is asking how Nvidia's $12.9 billion purchase of Hugging Face would affect AI competition.
Hugging Face is an open-source site where developers host and test AI models.
The inquiry is early, no block has been reported, and closing is targeted for the first half of 2027.
If you build on open models, who owns that hub is worth watching.
The Information reports OpenAI intends to buy Google's tensor processing units, or TPUs, which are chips built for AI work.
The size and terms were not disclosed.
OpenAI has relied heavily on Nvidia graphics chips, and Anthropic separately agreed to multiple gigawatts of TPU capacity starting in 2027.
Chip supply is spreading beyond Nvidia, which is worth tracking if compute costs shape your plans.
Google opened a connected apps platform that gives app makers one route into Gemini and Search.
More than 50 services already connect, including Adobe, Dropbox, Instacart, OpenTable and Ticketmaster, with Calm due in the coming weeks.
Before, getting connected meant working closely with Google, and a new Connected Console now shows traffic, response delays and error rates.
If you run an app, Gemini and Search are now easier places to be found.
Anthropic added manager reports that tie Claude token spend, the usage-based billing unit, to what a team produced.
Managers can see output, cost and where workflows broke down, and teams can pool token budgets.
TechCrunch reports investors also saw an operating profit in the second quarter and 900% net revenue retention, which tracks growth in existing customers' spend.
Buyers want proof their AI spend pays off, and vendors are building it.
The Energy Department is lending Constellation $5 billion to boost output at eight nuclear plants, but the loan commitment is not final.
The upgrades would add 1.1 gigawatts, mostly from higher-enriched fuel and equipment upgrades at existing reactors.
Constellation says it already committed more than $7 billion to add 1,080 megawatts for Google, Amazon and Meta.
Big tech already holds most of the added output, which matters if you need power for compute.
Mistral AI released the weights of Mistral Large 4, meaning organizations can run it on their own servers.
It has a trillion parameters (the adjustable numbers inside a model) and is multimodal, so it handles more than text.
Mistral targets software development and defensive cybersecurity, where TechCrunch says teams want to avoid sending data to a third-party service.
For builders, it is a self-hosted option when data cannot leave your servers.
Gemini 4 Carbon, Google's model, is now ranked number one on the Artificial Analysis Intelligence Index v5.
That index is a third-party site that ranks AI models against each other.
The news reached the front page of Hacker News, a popular tech forum, with 336 points and 242 comments.
For builders, a leaderboard rank is a starting point, so test the model on your own tasks before switching.
A fake Claude Code extension sat in Cursor's marketplace, and Cursor says Anthropic did not write it.
It gathered system details, then tried to add the attacker's SSH key (a login credential) and open a reverse tunnel (a hidden link back to the attacker).
It retried about every 60 seconds, though the SSH step likely fails without admin rights.
Cursor pulled it and rotated its keys, so vet the extensions your team installs.
Oracle and OpenAI said ChatGPT and Codex will be built into Oracle's business applications and database products.
Oracle will also offer Google's TPUs, Google's own AI chips, on its cloud next year, the first time they run on another giant cloud provider.
Healthcare and finance are named priority sectors for the new Oracle AI Workspace and App Composer.
For builders, it means more chip options and a bigger enterprise software channel.
