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Últimas Noticias de IA
How Coforge is Building Its Healthcare Muscle
The healthcare segment grew 70.7% YoY in FY25 and accounted for 26% of overall revenues, reflecting diversification beyond Coforge’s traditional strongholds.
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GCCs Aren't Exiting Middle East Yet, But Day After Remains Uncertain
The ongoing conflict in the Middle East hasn’t yet triggered structural shifts in GCC strategy.
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Apple Reportedly Considering Google’s Gemini Infrastructure for Advanced Siri Features
Apple is said to be exploring the possibility of partnering with Google to help power the next generation of Siri. Amidst the challenges faced in scaling its artificial intelligence (AI) infrastructure, the Cupertino-based tech giant has held internal discussions about using Google's AI models and infrastructure to support more advanced Siri features, particularly as it works to introduce generative AI capabilities, according to a report. This is likely to be in anticipation of the rising demand for significant computing resources.
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How Countries are Deploying LLMs in Times of Military Conflict
Militaries are now experimenting with, and in some cases deploying, these systems for intelligence analysis, battlefield management and target support during live conflicts.
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Turiyam AI, NTT Data Centers Announce Partnership to Host AI Inference Infrastructure
Turiyam AI aims to deploy low‑latency inference infrastructure that enables enterprises in India to run advanced AI applications at scale with performance, efficiency, security, and reliability.
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ChatGPT Uninstalls Surge 295% After Pentagon Deal as Claude Climbs App Charts
US users sharply turned on ChatGPT following its defence partnership, driving a spike in uninstalls and boosting rival Claude’s downloads.
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Claude Down For the 2nd Time in 24 Hours, Anthropic Investigates
In India, more than 300 users flagged issues during the same period. Around 59% of complaints were related to the Claude chat, while 18% involved the mobile app and 22% the website.
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Tagbin Signs MoU with DRIIV to Boost AI Innovation, Digital Capacity
The five-year pact will deploy AI labs, command centres, and digital governance platforms.
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IndiaAI Mission’s Genloop Launches ‘Data Analyst for Every Team’
The platform has been deployed across sales, product, marketing and operations teams in enterprises.
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ChatGPT uninstalls surged by 295% after DoD deal
U.S. app uninstalls of ChatGPT’s mobile app jumped 295% day-over-day on Saturday, February 28, as consumers responded to the news ofOpenAI’s deal with the Department of Defense(DoD), which has been rebranded under the Trump administration as theDepartment of War. This data, which comes from market intelligence providerSensor Tower, represents a sizable increase compared with ChatGPT’s typical day-over-day uninstall rate of 9%, as measured over the past 30 days. Meanwhile, U.S. downloads for OpenAI competitor Anthropic’s Claude jumped up by 37% day-over-day on Friday, February 27, and 51% as of Saturday, February 28, after the company announced that itwould not partner with the U.S. defense department. Anthropic said it was not able to agree on the deal terms over concerns that AI would be used to surveil Americans and be used in fully autonomous weaponry, which AI is not yet ready to do safely. A set of consumers seemingly favored Anthropic’s position on the matter, the data suggests. In addition, ChatGPT’s download growth was impacted by the news of its DoD partnership, with its U.S. downloads dropping by 13% day-over-day on Saturday, shortly after the news of its deal went public. Those downloads continued to fall on Sunday, when they were down by 5% day-over-day. (Before the partnership was announced, the app’s downloads had grown 14% day-over-day on Friday.) These rapid changes were also reflected in Claude’s App Store ranking, asthe app hit No. 1 on the U.S. App Store on Saturday, where it continues to sit as of Monday, March 2. That’s a jump of over 20 ranks compared with roughly a week before (February 22, 2026). Consumers are also sharing their opinions about OpenAI’s deal in the app’s ratings, where 1-star reviews for ChatGPT surged 775% on Saturday, then grew 100% day-over-day on Sunday, Sensor Tower said. Five-star reviews declined during the same period, dropping by 50%. Other third-party data providers back up Sensor Tower’s findings. Appfigures, for instance, noted that Claude’s total daily U.S. downloads on Saturday surpassed those of ChatGPT for the first time. It also saw the U.S. downloads of Claude increase, but its estimates put that figure even higher: by 88% day-over-day on Saturday. It noted that Claude is now the No. 1 free iPhone app in six countries outside the U.S., including Belgium, Canada, Germany, Luxembourg, Norway, Switzerland. A third market intelligence provider,Similarweb, said that Claude’s U.S. downloads over the past week were around 20x what they were in January, but that could be because of other reasons beyond the political issues, it cautioned.
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Cursor has reportedly surpassed $2B in annualized revenue
The AI coding assistant Cursor hassurpassed $2 billionin annualized revenue, a metric calculated by multiplying the latest month’s revenue by 12, according to a Bloomberg source. This individual says the four-year-old startup saw its revenue run rate double over the past three months. The disclosure appears timed to counter a recent wave of skepticism. Last week,tweets went viralquestioning whether Cursor’s momentum was stalling, citing high-profile defections by individual developers to competing tools — particularly Anthropic’s Claude Code. Founded in 2022, Cursor initially sold its product primarily to individual developers. Over the last year, however, it has focused more on landing large corporate buyers, which now account for approximately 60% of revenue, according to Bloomberg. While some individual developers and smaller startups haveswitched from Cursorto Claude Code, which is seen as more competitively priced, that attrition seems to higher-spending corporate customers who tend to stick around longer. Beyond Claude Code, OpenAI’s coding tool Codex is also competing for share in the rapidly growing market for AI-assisted software development. Other startups in the space include Replit, Cognition, and Lovable. Cursor was last valued at$29.3 billionwhen it raised a $2.3 billion funding round co-led by Accel and Coatue in November. Cursor did not immediately respond to our request for comment.
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No one has a good plan for how AI companies should work with the government
As Sam Altman discovered Saturday night, it’s a fraught time to do work for the U.S. government. Around 7 p.m., the OpenAI CEOannounced he would be fielding questionspublicly on X, as a way of demystifying his company’sdecision to pick upthe Pentagon contract that Anthropic had just walked away from. Most of the questions boiled down to OpenAI’s willingness to participate in mass surveillance and automated killing – the exact activities Anthropichad ruled outin its negotiations with the Pentagon. Altman typically punted to the public sector, saying it wasn’t his role to set national policy. “I very deeply believe in the democratic process,” he wrote in one response, “and that our elected leaders have the power, and that we all have to uphold the constitution.” An hour later, he confessed surprise that so many people seemed to disagree. “There is more open debate than I thought there would be,” Altman said, “about whether we should prefer a democratically elected government or unelected private companies to have more power. I guess this is something people disagree on.” It’s a telling moment for both OpenAI and the tech industry at large. In his Q&A, Altman employed a stance that’s standard in the defense industry, where military leaders and industry partners are expected to defer to civilian leadership. But what’s more telling is that, as OpenAI transitions from a wildly successful consumer startup into a piece of national security infrastructure, the company appears unequipped to manage its new responsibilities. Altman’s public town hall came at a heightened time for his company. The Pentagon had justblacklisted OpenAI rival Anthropicfor insisting on contractual limitations for surveillance and automated weaponry. Days later, OpenAI announced it had won the same contract Anthropic had given up. Altman portrayed the deal as a quick way to deescalate the conflict – and it was surely a lucrative one. But he seemed unprepared for how much blowback it generated from both the company’s users and its employees. OpenAI has been engaging with the U.S. government for years — but not like this. When Altman was making his case to the Congressional committeesin 2023, for instance, he was still mostly following the social media playbook. He was bombastic about the company’s world-changing potential while acknowledging the risks and enthusiastically engaging with lawmakers — a perfect combination for stirring up investors while heading off regulation. Less than three years later, that approach is no longer tenable. AI is so obviously powerful and the capital needs are so intense that it’s impossible to avoid a more serious engagement with the government. The surprise is how unprepared both sides seem to be for it. The biggest immediate conflict is Anthropic itself, and U.S. Defense Secretary Pete Hegseth’s stated plan Friday to designate the lab as a supply chain risk. That threat looms over the whole conversation like an unfired gun. As former Trump official Dean Ballwrote over the weekend, the designation would cut Anthropic off from hardware and hosting partners, effectively destroying the company. It would be an unprecedented move against an American company, and while it mightultimately be reversed in court, it will cause damage in the interim and send shockwaves through the industry. As Ball describes the process, Anthropic was carrying out an existing contract under terms that had been established years earlier – only to have the administration insist on changing the terms. It’s far beyond anything that would fly between private companies, and sends a chilling message to other vendors. “Even if Secretary Hegseth backs down and narrows his extremely broad threat against Anthropic, great damage has been done,” Ball wrote. “Most corporations, political actors, and others will have to operate under the assumption that the logic of the tribe will now reign.” It’s a direct threat to Anthropic, but also a serious problem for OpenAI. The company is already under intense pressure from employees to maintain some semblance of a red line. At the same time, right-wing media will be on alert for any sign of OpenAI being a less-then-staunch political ally. In the middle of everything is the Trump administration, doing its best to make the situation as difficult as possible. It can be argued that OpenAI didn’t set out to become a defense contractor, but by virtue of its massive ambitions, it’s been forced to play the same game as Palantir and Anduril. Making inroads during the Trump administration means picking sides. There are no apolitical actors here, and winning some friends will mean alienating others. It remains to be seen how high a price OpenAI will pay, either in lost business or lost employees, but it’s unlikely to emerge unscathed. It might seem strange that this crackdown is coming at a time when there are more prominent tech investors holding influential positions in Washington than ever, but most of them seem entirely happy with tribal logic. Among Trump-aligned venture capitalists, Anthropic has long been perceived as currying favor with the Biden administration in ways that would damage the larger industry – a perception underscored by Trump advisorDavid Sacks’ reaction to the ongoing conflict. Now that the reverse has happened, few seem willing to stand up for the broader principle of free enterprise. This is a difficult position for any company to be in – and while politically aligned players may benefit in the short term, they’ll be just as exposed when political winds inevitably shift. There’s a reason why, for decades, the defense sector was dominated by slow-moving, heavily regulated conglomerates like Raytheon and Lockheed Martin. Operating as an industrial wing of the Pentagon gave them the political cover they needed to avoid the politics, staying focused on the technology without having to press reset every time the White House changed hands. Today’s startup competitors might move faster than their predecessors – but they’re much less prepared for the long term.
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