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Friday roundup: Claude takes on Salesforce, Nvidia hedges its chip empire and AI moves onto the iPhone

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July 10, 2026

Friday Roundup

This week’s biggest stories, in one read

This week, AI’s impact showed up across the tech stack: small firms replacing traditional software with custom AI-built apps, Nvidia adapting to a more crowded chip market and a Khosla-backed startup claiming a breakthrough in running larger AI models directly on iPhones.

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Finance

Capital behind AI, startups and industrial ambition

 

 
The Information Special Report

AI Borrowers Tap a $3.5 Trillion Market Hiding in Plain Sight

By Dakin Campbell
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AI Infrastructure

From Prometheus to Hadrian: Silicon Valley's Push to Reindustrialize America

By Ann Davis Vaughan

Tech & Culture

AI breakthroughs and personal quests

 

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