Big Tech's New Browser Battle

PLUS: Claude gets a memory and Google's AI chips

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Gen AI Art
October 26, 2025 • Estimated Reading Time: 9 minutes

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Microsoft has officially entered the AI browser race, launching its new Copilot Mode for Edge. The move is a direct response to OpenAI's own AI-powered browser, Atlas, kicking off a fresh battle for the future of web navigation.

This new wave of 'agentic' browsers promises to transform the web from a manual search experience to one directed by AI assistants. The question is, who will win control of the user experience as browsers become the new gatekeepers of information?

Today in AI:

  • Microsoft's Copilot Mode challenges OpenAI's Atlas browser

  • Claude Pro gains a memory for personalized chats

  • Google and Anthropic's massive AI chip partnership

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What’s new? Microsoft just launched Copilot Mode for its Edge browser, a powerful new AI agent that browses alongside you. The move comes just two days after OpenAI debuted its own AI browser, Atlas, officially kicking off a new war for the future of web navigation.

What matters?

  • Microsoft’s new agent autonomously assists you by following your browsing sessions, connecting information across tabs, and even executing tasks like filling out forms.

  • The timing signals a direct challenge to OpenAI, as the launch mirrors the nearly identical Atlas browser, which was revealed just two days prior.

  • This agentic browser trend was pioneered by startups like Perplexity with its Comet browser, pushing the entire industry toward a more interactive web experience.

Why it matters?

These 'agentic' browsers fundamentally shift how you'll interact with the internet, moving from manually searching and clicking to simply directing an AI to achieve your goals. This sets the stage for a new battle over who controls the user experience, with browsers becoming the new gatekeepers for information and commerce.

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What’s new? Anthropic and Google Cloud announced a partnership worth billions, giving Anthropic access to over a million of Google's custom Tensor Processing Units (TPUs) to power the next generation of Claude models.

What matters?

  • This massive deal, valued at tens of billions, will deliver over a gigawatt of AI compute capacity by 2026.

  • Access to Google's TPUs enables Anthropic to dramatically speed up its training cycles and experiment with larger model architectures.

  • By using Google's in-house TPUs, Anthropic secures a critical part of its AI supply chain and reduces reliance on third-party chipmakers.

Why it matters?

This partnership signals a major consolidation in the AI race, showing that access to massive, dedicated computing power is now essential for building frontier models. For developers and businesses, this means the most powerful AI will likely come from a handful of tightly-knit corporate ecosystems.

What’s new? Anthropic is giving its Claude Pro chatbot a memory, enabling the AI to automatically recall details from past conversations to deliver more personalized experiences.

What matters?

  • The new memory feature is rolling out to Claude Pro users, allowing the chatbot to retain information across different chat sessions.

  • This enables the AI to deliver more personalized interactions by remembering user preferences, conversation history, and specific details you've shared before.

  • You can now continue conversations over time without constantly re-explaining context, making interactions with the AI more efficient and natural.

Why it matters?

This update pushes chatbots further from being single-use tools toward becoming true digital assistants that learn and adapt to you. For professionals, this means less time spent on repetitive setup and more time focused on getting productive, context-aware answers.

Everything else in AI

Microsoft introduced ‘Mico,’ an animated avatar for Copilot that gives the AI a visual personality and includes an Easter egg that morphs it into the classic ‘Clippy’.

McKinsey predicts that 'agentic commerce,' where AIs autonomously shop on a user's behalf, could become a $1 trillion market in the US by 2030.

Wonder Studios revealed its VFX automation platform, which can replace the work of dozens of manual effects artists for standard shots in film and television.

NVIDIA's CEO reportedly intervened to rescue a stalled chip deal with OpenAI, preventing the AI lab from potentially pivoting to Google's TPUs for its computing needs.

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