Meta discloses a 20 million drop in daily active users across its platforms while boosting 2026 capex by $10 billion to $125-145 billion for AI. Revenue surges 33 percent despite Reality Labs losses and layoffs.

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Meta and Microsoft are cutting employee use of Anthropic’s Claude AI and directing staff toward their own coding tools, The Information reported. The changes reflect tighter internal AI budgets while customer access to Claude through Microsoft platforms continues to expand.
Google DeepMind, Meta, and Isomorphic Labs are investing $300 million in Biohub to build AI datasets for a virtual cell model. The funding is part of a $1.8 billion initiative that also includes contributions from the Department of Energy and National Institutes of Health.
Anthropic has launched the Anthropic Cyber Mission to support defenders of critical infrastructure and open-source software with models, engineers, and tools. The initiative starts with the Critical Infrastructure Defense Program and free OSS Scanner amid ongoing challenges in verifying and fixing vulnerabilities.
Anthropic released Claude Haiku 5.5, its cheapest and fastest small model, at $0.10 per million input tokens and $0.50 per million output tokens for prompts up to 100,000 tokens. Anthropic says it costs around 75% less to run than Haiku 4.5 on average and scores far higher on its benchmarks.
OpenAI released 722 mathematical manuscripts, grouped into 372 result families, produced by an unreleased internal model. The papers are on GitHub, with Lean formalizations for many but not all of them, and OpenAI warns some unformalized results could have issues.