Suno-Warner AI Deal, Google Chips for Meta, Alphabet $4T

Welcome to today's edition of AI Business Weekly. The AI industry just passed two major inflection points: Warner Music Group settled its lawsuit with Suno and announced a partnership for licensed AI music, signaling major labels are ready to work with rather than fight AI platforms. Meanwhile, Google is offering its Tensor chips to Meta and other companies, directly challenging Nvidia's dominance in AI hardware as Alphabet races toward a $4 trillion market valuation. Today's stories reveal the music industry's pragmatic pivot from litigation to collaboration, Google's aggressive move into AI chip competition, and continued government efforts to accelerate scientific breakthroughs through AI. The pattern is unmistakable: former adversaries are becoming partners, and tech giants are building alternative supply chains to reduce dependence on single vendors. Let's dive in.

Leading AI music platform Suno settled Warner Music Group's lawsuit over training data usage and announced a partnership on next-generation licensed AI music. The deal represents the strongest signal yet that major record labels are embracing AI after months of litigation over copyright concerns. The settlement marks a pragmatic shift from fighting AI platforms to collaborating on frameworks that compensate rights holders while enabling AI music creation. Read more

Google is in talks with Meta and other companies to let them use its Tensor AI chips, expanding its rivalry with Nvidia in the AI hardware market. The move could provide major cloud customers with alternatives to Nvidia's dominant GPUs, potentially reducing dependence on a single supplier. Google shares and chip partner Broadcom rose slightly on the news while Nvidia and AMD fell. Read more

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President Trump signed an executive order Monday establishing the Genesis Mission, a national initiative to mobilize artificial intelligence for accelerating scientific discoveries. The order represents the latest iteration of the administration's aggressive AI strategy focused on deregulation, infrastructure investment, and public-private collaboration. The mission aims to harness federal scientific datasets and computing resources to train AI models that can automate research workflows and test new hypotheses. Read more

Mira, formerly known as Halo, raised a $6.6 million seed round led by General Catalyst to develop AI-powered smart glasses designed to act as a second brain for users. The company aims to move beyond screen-based interactions by providing proactive, real-time intelligence through lightweight wearable devices. The funding reflects growing investor interest in AI hardware that integrates directly into daily life rather than requiring users to pull out phones or open apps. Read more

Alphabet was on track to hit a $4 trillion market valuation Tuesday, powered by a year-long rally fueled by Google's sharpened focus on artificial intelligence tools. Shares rose 4.1% in premarket trading to $331.70, putting the company on course to breach the milestone at market open. The valuation surge reflects investor confidence that Google's AI investments across search, cloud services, and custom chip development are positioning the company to capture significant value from the AI transformation. Read more

Warner Music's settlement with Suno isn't capitulation. It's recognition that fighting AI music generation through courts was never going to work when the technology can already create credible tracks. The music industry watched streaming completely reshape their business after years of futile piracy lawsuits, and they're not making that mistake twice. By partnering on licensed AI music frameworks now, Warner positions itself to capture revenue from AI-generated content rather than watching value flow entirely to tech platforms. Google's move to offer Tensor chips to Meta tells an equally strategic story. Nvidia's 80-90% market share in AI chips creates dangerous dependency for every major tech company. By developing alternatives and making them available to competitors, Google both diversifies the supply chain and creates leverage in its own negotiations with Nvidia. Meta gets optionality, Google gets chip revenue and strategic positioning, and Nvidia gets a wake-up call that monopolistic pricing invites competition. These aren't random deals. They're calculated responses to power concentrations that became too extreme. When one vendor controls AI chips and one platform might dominate AI music, everyone else has strong incentive to create alternatives. We're watching the AI industry mature in real-time as early monopolies face coordinated challenges from those who refuse to remain dependent.