OpenAI’s Q1 2026 revenue reached $5.7 billion while Anthropic’s annualized expansion pace surpasses it, but rapid token cost increases have led enterprises such as Uber to exhaust annual AI budgets within four months. Budget constraints are driving firms to consolidate vendors and could boost demand for more cost efficient models like Google’s Gemini.

Waymo has suspended freeway robotaxi operations in San Francisco, Los Angeles, Phoenix and Miami while pausing Atlanta service after an unoccupied vehicle halted in flood water. The moves follow a recall of roughly 3,800 robotaxis due to potential flood road entry at higher speeds and aim to integrate software updates for construction-zone and flood risk handling.