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Top stories today:
- Gemini 3 released by Google, slightly ahead of GPT-5.1
- Anthropic valuation jumps after Microsoft, NVIDIAās $15B investment
- Meta wins FTC antitrust trial over Instagram, WhatsApp acquisitions
- Elonās xAI said to be in advanced talks to raise $15B at $230B valuation
- Kraken raises $200M at $20B valuation
- Microsoft launches Agent 365 for deploying, managing AI agents
0. Data and calendar
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All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Gemini 3 released by Google, slightly ahead of GPT-5.1
Gemini 3 is available through the Gemini app.
The Gemini app now has 650M MAUs, up from 350M in Mar.
Gemini 3 Deep Think, Googleās research-intensive model, is rolling out to Google AI Ultra subscribers.
GOOG stock -0.2%.
Gemini 3 Pro Preview also tops the Artificial Analysis Omniscience Index, which measures knowledge and hallucinations
Pricing: $2/M input and $12/M output tokens for ā¤200K tokens, vs. Gemini 2.5 Proās $1.25/$10 and GPT-5.1ās $1.25/$10.
Gemini 3 Pro also powers Google Searchās AI Mode.
Google Antigravity, an āagent-firstā coding tool powered by Gemini 3 Pro, has also launched
The tool also supports Claude 4.5 Sonnet and OpenAIās GPT-OSS and is available in public preview on Windows, macOS, and Linux.
2. Anthropic valuation said to jump to ~$350B after Microsoft, NVIDIAās $15B investment
Microsoft will invest up to $5B into Anthropic, while NVIDIA will put up to $10B as part of the deal.
Anthropic has committed to $30B in Azure compute purchases and up to 1GW of additional capacity.
Anthropic will buy up to 1GW of compute capacity powered by NVIDIAās Grace Blackwell and Vera Rubin systems.
Microsoft and Anthropic are also expanding their existing partnership to broaden Claudeās access for businesses.
NVIDIA and Anthropic will collaborate to optimize both Anthropicās models and NVIDIAās chip architectures for the companyās workloads.
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4. Meta wins FTC antitrust trial over Instagram, WhatsApp acquisitions
Representational image generated using ChatGPT.
