Anthropic in talks with Samsung for custom AI chip

Axon Enterprise, a law enforcement technology company, has seen a surge in growth from its new AI products. The company's revenue grew 34% in the first quarter, with revenue from AI products rising over 700% from a year ago. This growth has led to an increase in the company's full-year revenue growth guidance.

Meanwhile, Upstart Holdings' stock outlook is impacted by funding, AI, and product mix. The company's lending marketplace uses AI risk models to connect banks, credit unions, and consumers. However, its growth has been affected by the COVID-19 pandemic and increased competition.

Anthropic, a prominent AI company, is in talks with Samsung Electronics to manufacture a custom AI chip. This chip aims to reduce Anthropic's reliance on cloud computing services and improve the efficiency of its AI models.

Oxmiq, a startup, has raised $35 million to build chip architecture and software that will lower the cost of building and running AI applications. The company aims to combine three components of an AI system into a single block of IP.

The AI stock frenzy has driven a significant increase in global fund flows, with a 280% surge in new money amid strong appetite for AI exposure. Asset managers such as BlackRock, Polar Capital, and Global X have recorded a notable increase in fund flows.

Key Takeaways

["Axon Enterprise's AI products drive 700% revenue growth", "Upstart Holdings' growth impacted by COVID-19 and competition", 'Anthropic in talks with Samsung for custom AI chip', 'Oxmiq raises $35 million for AI chip architecture', 'AI stock frenzy drives 280% increase in global fund flows', "Axon Enterprise's revenue grows 34% in Q1", 'iboss launches AI Security Platform for real-time visibility', 'TV Time app shutting down as owner focuses on AI automation', 'JPMorgan warns of growing split between AI hardware stocks and heavy AI spenders', 'AI courses for teams in 2026 include Coursera, edX, and Udemy offerings']

Axon Enterprise Stock Surges

Axon Enterprise is a law enforcement technology company known for making TASER conductive electrical weapons, body and dashboard cameras. The company's stock has struggled this year, down 30% from its peak in August 2025. However, Axon is seeing strong growth from new AI products, with revenue from AI products rising over 700% from a year ago. The company's revenue grew 34% in the first quarter, and it raised its full-year revenue growth guidance.

Axon Stock Looks Oversold

Axon Enterprise's stock has been down sharply, but the company is seeing strong growth from new AI products. Axon's revenue grew 34% in the first quarter, and it raised its full-year revenue growth guidance. The company's AI products are driving growth, with revenue from AI products rising over 700% from a year ago.

Axon Enterprise Stock Analysis

Axon Enterprise's stock has struggled this year, but the company is seeing strong growth from new AI products. Axon's revenue grew 34% in the first quarter, and it raised its full-year revenue growth guidance. The company's AI products are driving growth, with revenue from AI products rising over 700% from a year ago.

Upstart Stock Outlook Hinges on Funding

Upstart Holdings' stock outlook hinges on funding, AI, and product mix. The company's lending marketplace uses AI risk models to connect banks, credit unions, and consumers. Upstart's growth has been impacted by the COVID-19 pandemic and increased competition.

Upstart Stock Analysis

Upstart Holdings' business model is centered around using AI to automate the loan application process. The company's growth has been impacted by the COVID-19 pandemic and increased competition. Upstart's management team remains optimistic about the company's future prospects.

JPMorgan Sees Dot-Com Era Warning

JPMorgan sees a growing split between AI hardware stocks and heavy AI capex spenders, echoing market dynamics from 1999. The bank warns that a sustained gap between hardware performance and heavy spending raises the risk of a broader rotation or pullback.

iboss Launches AI Security Platform

iboss has launched the AI Security Platform, a new service that gives organizations instant visibility into AI tools and usage. The platform tracks prompts, sessions, users, and risk in real-time across various AI services.

Anthropic in Talks With Samsung

Anthropic is in talks with Samsung Electronics to manufacture a custom AI chip. The chip is part of Anthropic's effort to reduce its reliance on cloud computing services and improve the efficiency of its AI models.

TV Time App Shutting Down

The TV Time app is shutting down as its owner, Whip Media, focuses on AI-powered automation and workflow management tools. The app's data will be deleted, and users can request a download of their data.

Oxmiq Raises $35 Million

Startup Oxmiq has raised $35 million to build chip architecture and software that will lower the cost of building and running AI applications. Oxmiq aims to combine three components of an AI system into a single block of IP.

AI Stock Frenzy Drives Fund Flows

The AI stock frenzy has driven a 280% increase in global fund flows. BlackRock, Polar Capital, and Global X are among asset managers that have recorded a surge in new money amid strong appetite for AI exposure.

AI Bot Farm Replaces Influencers

A startup backed by Andreessen Horowitz is using AI bot accounts to replace influencers and cut costs. The bots are designed to seem like organic, user-generated content.

Best AI Courses for Teams

The best AI courses for teams in 2026 include Coursera's Machine Learning course, edX's Artificial Intelligence course, and Udemy's AI and Machine Learning course. These courses offer a comprehensive understanding of AI and machine learning.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

Axon Enterprise AI products TASER body cameras dashboard cameras law enforcement technology stock market stock analysis Upstart Holdings AI risk models lending marketplace JPMorgan AI hardware stocks iboss AI Security Platform Anthropic custom AI chip Samsung Electronics TV Time app AI-powered automation workflow management tools Oxmiq AI chip architecture software AI applications AI stock frenzy fund flows BlackRock Polar Capital Global X AI bot accounts influencers AI courses Machine Learning Artificial Intelligence Udemy Coursera edX

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