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[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?

As an engineer-focused newsletter we only very rarely let financial stories through (our last example was Jan 2025 ), but when this is about the future of Google and Google Search , with a recently…
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Voices[AINews] Anthropic files for $2T IPO in 2 weeks: 1400% growth rate, 48% of revenue through cloud partners, 85% margin, $1B op profit in Q2, $134B cash in bank and $10B lifetime burn Latent Space

Voices[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback Latent Space

ValleyIntel’s stock crashes, knocking $12B from government’s stake TechCrunch AI

SiliconSamsung Electronics Posts $80B Operating Profit on AI Memory Demand EE Times
LabsJust wrapped our earnings call. It was a fast start to our fiscal year. Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY. Lots of innovation as we build the new tech stack for the agentic wave. [ Microsoft Source
