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Anthropic is accusing Chinese tech giant Alibaba of using fraudulent accounts to extract capabilities from its Claude AI model. The allegation is serious — essentially corporate espionage through the back door — and it arrives at a moment when tensions over AI development between US and Chinese firms are already running high. Anthropic hasn't detailed exactly what was taken, but the claim alone signals how fiercely guarded these models have become.
Shifting to hardware, memory-maker Micron has locked in what it calls historically high prices for the next five years, signing sixteen strategic customer agreements that guarantee a price floor well above the company's own peak margins from any previous cycle. For Micron, it's a hedge against the boom-and-bust volatility that has long defined the memory chip business. For customers, it likely means elevated costs embedded into everything from servers to smartphones for the foreseeable future.
And rounding out today's broadcast, a real-time interactive AI video system called Wan Streamer has released its first public version, billing itself as an end-to-end foundation model for live, responsive video generation. Details are still thin, but the timing reflects a broader race to move AI video from slow rendering into something that feels genuinely instantaneous.
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