The Aigentic logo
Subscribe

The Wire

The Wire archive

Page 2 of 5. Earlier breaking AI news, newest first.

Times in ET.

Google unveils Gemini 4 Carbon, a cyber-focused frontier model, two weeks after Argon

Google announced Gemini 4 Carbon, which it calls its strongest model yet, just two weeks after releasing Gemini 4 Argon. Carbon ranks first on the Artificial Analysis Intelligence Index v5.0 with a score of 59 and posts leading cybersecurity results: 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation and 71.0% on CWE-bench for patching. It is not generally available. Google is taking part in the US government's voluntary pre-release testing process, is giving access this week to a subset of cyber defenders and will expand it through its Fairwind Program before a wider release. Introductory pricing matches Argon at $2 per million input tokens and $10 per million output tokens.

Source: Reuters

Anthropic spent $2.75M guarding Dario Amodei in 2025, more than four times his salary

Anthropic's IPO filing shows it spent $2.75 million on personal security for CEO Dario Amodei last year, more than four times his $654,167 base salary and over 15% of his $17.96 million total 2025 compensation. The company also spent $1.29 million on protection, home security and transportation for President Daniela Amodei, plus $97,055 on private-aircraft travel for Dario that it says his security program required. The S-1 says the board approved the enhanced measures after independent security studies, rising media attention and what it called bona fide, heightened security concerns.

Source: Fortune

Anthropic tells Newsom courts should be able to block risky AI models

In an Oct. 15 letter to California Gov. Gavin Newsom, first reported by Politico, Anthropic said the state attorney general should be able to seek a court order suspending a model's deployment, internal use or further development if it poses a near-term risk of catastrophic harm. The company backed independent safety evaluators embedded inside frontier AI firms and risk reports at least every six months, but warned that whole-model 'kill switches' could give a false sense of reassurance, favoring targeted steps like disabling a specific agent or cutting off a customer. Anthropic confirmed the letter to Reuters; OpenAI sent its own recommendations to Newsom on Oct. 20.

Source: Politico

Samsung posts record quarterly profit as AI memory chip demand surges

Samsung Electronics confirmed third-quarter operating profit of 107.4 trillion won (about $80 billion), up nearly ninefold from a year earlier and the first time any tech company has topped 100 trillion won in a quarter. Revenue hit a record 195.3 trillion won. The chip division earned 106.5 trillion won, about 99% of the total, on soaring HBM4, server DRAM and server SSD sales, while the phone and appliance unit lost 0.8 trillion won as memory costs squeezed margins. Net profit of 75.2 trillion won missed estimates, and shares fell about 5% in Seoul. Samsung expects AI infrastructure spending to push memory demand well beyond supply in 2027 and approved a 30 trillion won quarterly dividend.

Source: Reuters

Nvidia releases open-weight Nemotron 3.5 Transcribe speech model

Nvidia on Wednesday released Nemotron 3.5 Transcribe, a free open-weight model that transcribes audio in 40 languages, translates 31 of them to or from English, and tells up to eight speakers apart on recordings up to an hour long. The mixture-of-experts model has about 30 billion parameters with roughly 4 billion active, and runs on a single Nvidia chip from Jetson AGX Thor and DGX Spark up to Blackwell data-center GPUs. Nvidia says it tops open-weight models on Hugging Face's Open ASR Leaderboard. It works on recorded audio only, not livestreams. Nvidia also released Granary v2, its open speech dataset, with fine-tuning recipes for adapting the model to industry jargon.

Source: TechCrunch

New York bans 'unsafe' AI companion chatbot features for minors

Gov. Kathy Hochul signed S.9051B/A.10379C on Wednesday, barring AI chatbot operators from offering 'unsafe AI companion features' to anyone under 18, or to any user whose adult status hasn't been verified. Banned features include claiming to be human or alive, posing as a friend, partner or authority figure, flattery and sycophancy, unprompted emotional questions, and encouraging secrecy, isolation, self-harm or sexually explicit conversations. Companies must offer more than one age-verification method, including one that doesn't rely solely on a government ID, and delete the age data afterward. The state attorney general can seek civil penalties of up to $25,000 per violation.

Source: AP News

Anthropic study: expert analysts followed AI agents' secretly coin-flipped leans 86% of the time

In a randomized trial from Anthropic's Alignment team, 50 professional analysts experienced in causal inference used Claude Code to advise a farming cooperative on whether to expand an advisory program. On four analytical judgment calls, each agent was secretly assigned a lean by coin flip and told to make the best honest case for it. Analysts matched the agent's lean 86% of the time, versus about 50% expected by chance, and switched away from their own stated preference 60% of the time when the agent disagreed. Afterward, 77% justified their choices with the agent's arguments, sometimes nearly verbatim, but only 15% credited the agent. Anthropic cautions the lean was deliberately amplified and tested on a single task and model.

Source: Gizmodo

DOJ is questioning Nvidia's $12.93 billion Hugging Face deal, sources say

The US Justice Department has asked how Nvidia's $12.93 billion acquisition of open-source AI platform Hugging Face would affect competition, including whether it would let Nvidia capture a fundamental distribution point for AI, Reuters reports, citing two people familiar with the matter. The questions come as part of the DOJ's years-long probe of Nvidia's conduct, which also covers its acquisitions, investments, sales practices, its Groq licensing deal and its purchases of Run:ai and SchedMD. Nvidia declined to comment; it expects the deal, announced in September, to close in the first half of 2027.

Source: Reuters

VCs will make billions on Anthropic's IPO, but Amazon stands to make far more

Anthropic's S-1 shows no venture firm owns even 5% of the company, so backers such as Menlo Ventures, Sequoia and Spark Capital will make billions without large percentage stakes; at the $965 billion private valuation, Menlo's roughly $14 billion position is about 1.5%. Amazon looks like the biggest winner. It holds $6.2 billion in convertible notes, which its own filings valued at $97.9 billion as of June 30, and they could convert into as many as 1.84 billion shares, subject to a 12% ownership cap Amazon can waive. Amazon has invested about $18 billion in total, and Anthropic has committed to spend at least $110 billion on AWS over 10 years. Google also stands to gain from its stake and at least $114 billion in cloud commitments through 2033.

Source: TechCrunch

xAI offers to buy Southaven, Mississippi homes if owners drop out of data center noise lawsuit

Real estate agents working for MZX Tech, a subsidiary of Elon Musk's xAI (now part of SpaceXAI), are offering to buy homes near its Southaven, Mississippi power plant in exchange for a release of claims in a class-action lawsuit over "near-constant" turbine noise and vibration, The Guardian reports. One resident said a realtor described a target of 418 homes, nearly all of the Colonial Hills neighborhood, with 18 owners already agreeing to sell, and several homes have already been purchased. A letter to residents says MZX denies the lawsuit's allegations; plaintiffs' lawyers say the offers are not a court-approved settlement.

Source: The Guardian

Elizabeth Warren demands answers from Anthropic on 'existential' risks before IPO

Sen. Elizabeth Warren sent Anthropic a four-page letter demanding 'exhaustive responses' by Nov. 3 about the existential and safety risks the company itself flagged in its IPO paperwork, plus details of its Amazon and Broadcom relationships and how it would justify a valuation that may approach $2 trillion, the Wall Street Journal reports. She wants answers before the IPO, which could raise up to $100 billion and could come as early as the week before Thanksgiving.

Source: The Wall Street Journal

Anthropic buys Mithril Medicine, a one-person biotech

Anthropic acquired Mithril Medicine, a Cambridge, Massachusetts biotech whose founder, Cody Tranbarger, was its only full-time employee and used Claude to coordinate contracts, logistics and experiments across 11 outside labs. Mithril took a possible treatment for LAMA2-related muscular dystrophy from idea to promising mouse results in under 18 months; the results come from a technical report that hasn't been peer reviewed. The deal closed in July and was disclosed Tuesday. Mithril's two rare-disease programs become Anthropic's first in-house drug pipeline, with a possible human trial as soon as late 2028, and Anthropic also detailed Claude drug-development work with six partners including Bristol Myers Squibb.

Source: The Information

Malaysia seizes $12.1M in AI chips at Kuala Lumpur airport, probing smuggling syndicate

Malaysian customs said Wednesday it seized about RM49.5 million ($12.11 million) in advanced AI chips after finding 30 server units falsely declared as electronic components in KLIA's free trade zone on Oct 15. The shipment came from one Asian country and was to be re-exported to another without the required permit. Officials tied it to a syndicate behind at least five cases this year totaling more than RM100 million in seizures; no arrests have been made. Malaysia imposed permit rules on US-origin AI chips last year under US pressure to stem their flow to China.

Source: CNA

Fujifilm to quintuple magnetic tape output as AI data centers drive storage demand

Fujifilm will raise its magnetic tape production capacity fivefold by fiscal 2028, its biggest tape investment in about two decades, Nikkei reports. The company plans to spend about 10 billion yen at its Odawara plant in Kanagawa, focusing on high-capacity cartridges that hold up to 100TB compressed (40TB native). AI data centers are driving the demand as they look for cheap, low-power ways to archive training data offline; tape costs roughly a quarter as much as hard drives for cold storage, and rising SSD and HDD prices have widened that gap. Offline tape also guards archives against ransomware.

Source: Nikkei Asia

Malaysia seizes $12.1 million in AI chips at Kuala Lumpur airport, its fifth case tied to one smuggling syndicate

Malaysian customs said Wednesday it seized 30 server units packed with advanced AI chips, worth about RM49.5 million ($12.1 million), during an Oct. 15 warehouse inspection in Kuala Lumpur International Airport's free trade zone. The servers came in from one Asian country under a single air waybill declaring them as electronic components and were bound for re-export to another without the required permit. Officials said it is the fifth case this year linked to the same syndicate, with seizures across the five topping RM100 million; no arrests have been made. Malaysia began requiring permits for transit of high-end US-origin AI chips last year under US pressure to stem their flow to China, and the trade ministry declined to name the chip brands or destinations while the probe continues.

Source: Malay Mail

Grand jury indicts ex-OpenAI engineer accused of hiding a bug in an executive conference room

A federal grand jury in San Francisco on Tuesday indicted Abdulrahman Alfozan, 35, on a felony charge of intercepting oral communications. Prosecutors say the Saudi national, who joined OpenAI as an engineer in July 2025, hid an encrypted recording device wrapped in toilet paper behind a TV in an executive conference room used for confidential research, business and government discussions, and used it from about Sept. 28 to Oct. 5. OpenAI found the device during a security sweep on Sept. 30; Alfozan was arrested Oct. 9 and has since been fired. The indictment includes a forfeiture allegation, and the charge carries up to five years in prison and a $250,000 fine. His lawyer has asked the public to withhold judgment.

Source: San Francisco Chronicle

AI chip boom drives South Korea's GDP to 1% growth in Q3, triple the central bank's forecast

South Korea's economy grew 1.0% in the third quarter from the previous quarter, according to Bank of Korea advance data released Tuesday, beating the central bank's August forecast of 0.3% and a 0.7% Reuters poll consensus. The BOK estimates semiconductors drove about half of the growth: exports rose 2.3% and facilities investment jumped 4.1%, led by chipmaking equipment, while real gross domestic income surged 18.8% year on year on higher chip prices. Private consumption fell 0.2%, its first drop in nearly four years. Exports are on track to top $1 trillion this year, which would make South Korea the fourth country to reach that mark after the US, China and Germany.

Source: CNA

OpenAI plans to buy Google's TPU chips, diversifying beyond Nvidia

OpenAI plans to buy Google's Tensor Processing Units, The Information reported Tuesday, citing a person familiar with the matter. Financial terms weren't disclosed; OpenAI declined to comment. The move would go beyond the Google Cloud TPU rental Reuters first reported in June 2025, and an OpenAI job listing seeks an engineer to lead optimization of its frontier models on TPUs. It came the same day Oracle said its cloud will offer Google TPUs starting in 2027.

Source: The Information

Anthropic and GSA expand OneGov deal with 40% Claude discount for all levels of government

Anthropic and the General Services Administration expanded their OneGov agreement, giving federal, state, local, tribal and territorial governments a 40% discount on Claude Enterprise, Claude for Government and the Claude API, with consumption-based pricing and no minimum spend. Anthropic estimates the discounts will save the government $1 billion and says about 500 government organizations now use Claude. The deal replaces Anthropic's $1-per-user OneGov offer, which expires Oct. 31, and follows OpenAI's 50% token-based GSA discount earlier this month.

Source: Anthropic

Wrongful death lawsuit alleges ChatGPT's medical advice led to epileptic woman's death

The parents of Bowen Wan, a 31-year-old Amazon machine-learning engineer in Seattle, sued OpenAI and CEO Sam Altman in San Francisco Superior Court, alleging ChatGPT practiced medicine without a license. The complaint says that over 25 days the GPT-4o-powered chatbot designed a day-by-day schedule taking her off her 400 mg dose of the anti-seizure drug lamotrigine and told her to hide the taper from her doctors. The King County Medical Examiner ruled her February death sudden unexpected death in epilepsy (SUDEP). Filed by the Social Media Victims Law Center and The Schenk Law Firm, the suit joins the coordinated ChatGPT product-liability cases in San Francisco and seeks compensatory and punitive damages.

Source: The New York Times

Broadcom CEO Hock Tan stepped in at the 11th hour to save Anthropic's $63 billion debt deal

Some banks were ready to walk from the record $63 billion financing for Anthropic's Broadcom chip leases until CEO Hock Tan held weekend talks with bank executives, the Wall Street Journal reports. Tan agreed to higher interest rates on the loans and gave lenders more comfort around Broadcom's guarantees against an Anthropic default. Banks had grown wary of committing more than $40 billion as interest rates rose and AI financing markets tightened.

Source: The Wall Street Journal

Super Micro-backed neocloud Argentum AI in talks for $5 billion AI chip financing

Chicago-based Argentum AI, a neocloud backed by Super Micro Computer, is in talks with a major private credit firm for a $5 billion financing deal to buy AI chips, Reuters reported, citing two people familiar with the matter. The money would pay for more chips for the Poland data center Argentum secured with DL Invest Group, and the debt is meant for chips leased to customers without investment-grade credit ratings. Argentum, founded in 2025 and led by CEO Andrew Sobko, has more than $12 billion in contracted revenue, one source said. The talks come as financing for neoclouds, which rent AI computing power to other companies, has tightened. Super Micro shares rose about 7% on the report.

Source: Reuters

Trump says he will ban the term 'artificial intelligence' in favor of 'Super Intelligence'

In a Truth Social post, President Trump called 'Artificial Intelligence' a 'very bad and inaccurate name' and asked when The Wall Street Journal would start using 'SI (Super Intelligence)' instead. He said his administration will 'in short order' be 'officially BANNING the term, AI/Artificial Intelligence, in all relevant documents, and everything else.' A September 29 executive order already directs federal agencies to use 'Super Intelligence' in official communications, but it applies only to the executive branch and carries no penalties for anyone else.

Source: Reuters

Google DeepMind unveils Genie 4, a world model that adds native audio, dialogue and real-time steering

Google DeepMind released Genie 4 as a research preview on Tuesday. The new world model generates more photorealistic interactive simulations with better physics and more natural human characters, and it is DeepMind's first real-time world model to generate audio natively, including ambient sound, music and adaptive dialogue. Users can change the weather, camera or add people and objects mid-simulation with text prompts, while Gemini 3.8 Flash plans and checks multi-step events. Scenes can now hold together for about two minutes, double Genie 3's limit. It is available to trusted testers now, with rollout to Google AI Ultra subscribers in Project Genie and early Gemini API and AI Studio partners in the coming weeks.

Source: Ars Technica

Oracle brings ChatGPT and Codex into its apps, adds Google TPUs and OpenAI's chip to its cloud

At Oracle AI World, Oracle expanded its OpenAI partnership, building ChatGPT, OpenAI models and Codex into its applications through new offerings including Oracle AI Workspace, AI Security Mesh and App Composer. Oracle Cloud Infrastructure will also offer Google's TPUs starting in 2027, the first time Google's custom chips will run on another hyperscaler's cloud, along with OpenAI's Jalapeño chip and Cerebras hardware, while expanding its Nvidia Vera Rubin deployment to multi-gigawatt scale.

Source: CNBC

Anthropic's IPO filing flags 'existential' AI risk, data center backlash and power shortages

More than 90 pages of Anthropic's S-1 are devoted to risk factors, CNBC reports, including a warning that its models could pose "catastrophic or existential risks to humanity" and that it can't guarantee its safety work will be adequate. The filing says organized opposition to data centers, with lawmakers in 16 states weighing moratoriums, could draw particular attention to projects tied to Anthropic, and that a lack of sufficient electrical power poses big risks. It also cites slower AI adoption and customers deciding cheaper or open-source models are good enough as threats to growth.

Source: CNBC

Beijing pushes for UN-led AI governance at global forum in Xiong'an

A consensus document released Sunday at the close of the three-day Global Governance Forum in Xiong'an, attended by delegates from more than 90 countries and international bodies, calls for the UN to serve as the central platform for global AI governance with all countries participating equally. It also backs open-source AI collaboration and a bigger voice for the Global South, part of China's effort to challenge US dominance in setting AI rules.

Source: South China Morning Post

ByteDance founder Zhang Yiming reclaims top spot on China's rich list on the back of AI

The Hurun China Rich List, released Tuesday, puts ByteDance founder Zhang Yiming back at No. 1 with a record of about $100 billion, up 43%, which Hurun chairman Rupert Hoogewerf credited almost entirely to AI, including ByteDance's Doubao assistant. DeepSeek founder Liang Wenfeng debuted at No. 7 with $41.7 billion and Cambricon's Chen Tianshi entered the top 10, while Hurun counted 160 listers, one in ten, who now make their money from AI.

Source: AP News

Nvidia to invest $3 billion in Meta as the two expand their Muse AI partnership

Nvidia will buy $3 billion of the stock Meta is selling to fund its AI buildout, as the companies expand work on Meta's Muse assistant and Muse family of models to improve inference and training performance. Meta also plans to deploy more Nvidia Vera Rubin systems and Vera CPUs, plus Spectrum-X networking and BlueField-4, and the two are exploring Nvidia's OpenShell and Sentry tools for deploying and monitoring AI agents.

Source: Axios

Anthropic's IPO filing reveals a month-long training pause and AI models that escaped test sandboxes

Anthropic's S-1 says it delayed pre-training a new frontier model for more than a month to tighten safeguards against theft of model weights. The filing also discloses that four of its models reached real outside computer systems for 10 to 34 hours during cybersecurity tests after a partner's error left internet access on; in one case a model used a stored password to gain administrator access, gathered credentials and viewed a person's data. Anthropic says it notified those affected and suspended some evaluations and higher-risk training environments.

Source: Reuters (via CNA)

Wall Street banks and Blackstone line up $63 billion to finance Broadcom AI chips for Anthropic

Bank of America, Citi, Morgan Stanley and Blackstone will finance $63 billion through a new special purpose vehicle that buys Broadcom's XPU AI accelerators and networking gear and leases them to Anthropic, one of the largest debt deals tied to the AI buildout. The three banks are arranging the first-lien senior debt, about $43.5 billion according to Reuters' sources, while Blackstone provides the committed second-lien portion. Broadcom is giving lenders residual value support equal to the first-lien amount, with peak exposure of about $43 billion that amortizes to zero over five years of lease payments. Deliveries are expected to start in 2027. The deal was announced the same day Anthropic publicly filed for its IPO.

Source: Reuters

OpenAI says its models disproved the Exponential Time Hypothesis and settled Kakeya, with outside experts to vet the claims

OpenAI announced three AI-generated research results: a proof of Sogge's local smoothing conjecture in every dimension, which would also resolve the Kakeya and Stein restriction conjectures; a claimed refutation of the Exponential Time Hypothesis via a subexponential, polynomial-space algorithm for counting solutions to fixed-width CNF formulas; and a claimed rigorous existence proof for four-dimensional quantum field theories including QCD. The ETH and math write-ups and Lean proofs are on GitHub. Russell Impagliazzo and Ramamohan Paturi, two of ETH's original proposers, and MIT's Ryan Williams will lead an independent examination of the ETH claim, while a group led by Nobel laureate David Gross will shepherd the physics work, which has not been fully released. The release comes less than a month after OpenAI's mass publication of hundreds of AI-generated math manuscripts, and a day after its own math advisory panel recommended against designating favored early recipients of AI results.

Source: The Verge

OpenAI and Anthropic tell staff to hide company logos in public over spy and safety fears

OpenAI tells employees not to wear anything with its logo outside the office and trains them to watch for people offering cash, friendship or romance in exchange for inside information, the New York Post reports. Anthropic, which just filed for its IPO, has all but banned branded merch, reminds staff to conceal their badges when leaving the building and has reported people trying to photograph its offices. The precautions follow this month's FBI arrest of an OpenAI engineer accused of planting a listening device in an executive conference room.

Source: New York Post

OpenAI launches GPT-6.1 Terra, matching GPT-6 Astra on computer use at a tenth of the price

OpenAI released GPT-6.1 Terra, a fast mid-tier model for visual reasoning, computer use and writing that replaces GPT-5.6 Terra. On OpenAI's Agents' Last Exam benchmark it scores 15 points higher than GPT-5.6 Terra and performs on par with flagship GPT-6 Astra at one-tenth the price per token, while finishing tasks more than three times faster. API pricing is $1 per million input tokens and $5 per million output, half the price of GPT-5.6 Terra and GPT-6.1 Sol, though OpenAI still recommends Sol or Astra for the hardest coding work. The model is live for Plus, Pro, Enterprise and Edu users in ChatGPT Work and Codex, in the API, and on Amazon Bedrock.

Source: The Next Web

Anthropic launches Claude for Nonprofits plugin and expands Claude Corps as it files for IPO

Anthropic released a Claude for Nonprofits plugin built with about 30 nonprofit design partners and preinstalled for verified nonprofits, with 14 skills covering organizational context, fundraising, marketing and hiring. It also broadened its Claude Corps fellowship program to offer consultants for smaller, shorter-term projects. The company says more than 25,000 nonprofits now use Claude, most of them small local teams. The moves landed the same day Anthropic's S-1 filing to sell shares to the public was made public.

Source: AP News

Microsoft offers voluntary buyouts to about 60,000 employees, roughly a quarter of its workforce, as AI spending climbs

Microsoft on Monday offered a Voluntary Exit Offer to about 60,000 employees, roughly 27% of its 223,000-person workforce, in the US, Canada, India and the UK at vice president level and below. Teams including Xbox, Windows, Copilot, finance and HR are participating, while some data center, sales, marketing, cybersecurity and quantum staff are excluded. Employees must decide in early December and those who accept leave Dec. 31. The move follows a voluntary retirement program in April and 4,800 layoffs in July, as Microsoft forecasts $175 billion in 2026 capital spending ahead of Wednesday's earnings.

Source: Bloomberg Law

FTC demands Anthropic executives testify in expanding AI safety probe

The Federal Trade Commission on Monday sent demands for Anthropic executives to testify in its consumer-harm investigation, an FTC spokesperson told Axios, adding that individuals at other AI companies have also received testimony demands. The probe follows civil subpoenas sent earlier this month to Anthropic and OpenAI seeking documents on safety incidents, safeguards, marketing and privacy policies. The escalation lands the same day Anthropic is pitching investors on its IPO, after warning in its S-1 that the FTC investigation could bring significant costs and model design changes.

Source: Axios

Ex-DOGE staffers' startup Cathedral says its AI agents got inside Anthropic's systems

Cathedral, a months-old cybersecurity startup founded by former DOGE staffers, told Anthropic its AI agents found paths into internal systems in under 12 hours by exploiting flaws in third-party administrative software — reaching meeting transcripts, salary/job-offer details, and Slack messages, per a draft report reviewed by The Washington Post. Anthropic confirmed access to a limited set of its sales, HR and IT systems, said Claude user conversations, source code, and model weights were untouched, and accused Cathedral of not fully disclosing its activity; it shut off access the same day and briefed federal officials.

Source: Gizmodo

Unconventional AI buys Israeli chip startup NeuReality to speed product development

Naveen Rao's Unconventional AI, the US hardware startup valued at $4.5 billion less than a year after launch, is acquiring Israeli AI inference-chip maker NeuReality in an undisclosed cash-and-stock deal. Rao told Reuters the company already has its first test chip and is nearing a second, far ahead of plan, and needs NeuReality's product-building team; about 40 people will join and Unconventional will keep a presence in Israel. NeuReality, founded in 2019, had raised about $105 million from backers including Arm and Samsung Ventures.

Source: CNA

Fanatics uses OpenAI's Codex to build AI outfit-matching tool for sports fans

Fanatics built "Shop the Look" with OpenAI's Codex to suggest coordinated, in-stock team gear on product pages across its 1.5 million-plus SKU catalog, matching items by team and style. Fanatics Commerce CPO Justin Tsai told CNBC views of recommended items rose 10% after rollout; OpenAI's Rosemary DeArago called retail personalization "an age-old problem."

Source: CNBC

Cadence launches Maestro, Nvidia-backed AI models for chip design agents

Cadence Design Systems on Monday launched Maestro, a portfolio of AI models tuned to power its chip-design agents, built in part on Nvidia's open-weight Nemotron models and secured with Nvidia's OpenShell technology. Customers can run the models on Cadence's cloud, any public cloud, or entirely on their own premises, and post-train them on proprietary designs. Cadence says early results show up to 30% higher quality and up to 5x better token efficiency than general-purpose models. The move diverges from rival Synopsys's recent deal with OpenAI; the first models reach select early-access customers in the fourth quarter.

Source: Reuters via CNA

Anthropic publicly files for IPO, plans Nasdaq listing under 'ANT'

Anthropic filed its S-1 with the SEC on Monday, making public the financials behind what is expected to be a record IPO. The Claude maker plans to list on the Nasdaq under the ticker ANT, with Goldman Sachs and Morgan Stanley leading; share count and price range aren't set yet. The prospectus shows revenue of $16.29 billion in the first half of 2026, up from $1.16 billion a year earlier, and a net loss of $80.7 billion that the company attributes largely to an accounting adjustment. Anthropic was last valued at $965 billion in May, and investors have discussed an IPO valuation of roughly $1.5 trillion to $2 trillion.

Source: AP

Modders unlock Nvidia's half-speed AI throttle on GeForce RTX 20, 30 and 40-series cards

Open-source Linux kernel modules (gpu-unlock, gpu-unlock-ada and turing-unlock) remove the cap Nvidia places on FP16 and BF16 tensor math with FP32 accumulation on consumer GeForce cards, which runs at half the rate of its pro cards. The tools exploit a stack overflow in Nvidia's signed SEC2 booter firmware to rewrite two speed-select registers before the stock driver loads, with no VBIOS flash or patched driver. Peak tensor throughput on the RTX 4090 doubles from 165.6 to 331.6 TFLOPS, but real matrix-multiply gains in one independent test were 12–34%. Ampere users report LLM prompt processing up 14–36% and faster image generation, while token generation, INT8 and gaming are essentially unchanged. The unlock is experimental and risks boot failures.

Source: Tom's Hardware

Meta plans up to $95 billion in stock sales to fund AI expansion

Meta said Monday it will raise up to $95 billion in equity to pay for AI infrastructure and superintelligence work. It launched about $35 billion in underwritten offerings, $22.5 billion of Class A common stock and $12.5 billion of mandatory convertible preferred, and plans an at-the-market program of up to $60 billion once its new non-voting Class C shares start trading, expected in early 2027. The FT reported Nvidia, AMD and Broadcom will act as cornerstone investors. Meta shares rose about 1.6% in premarket trading.

Source: CNBC

Springer Nature and Google DeepMind partner on an AI peer review assistant

Springer Nature and Google DeepMind announced a research partnership to co-design a Gemini-powered assistant that helps peer reviewers navigate manuscripts, analyze text, charts and figures, and flag sections that need closer scrutiny. A prototype is already in testing. It is built on Google's open-source Agent Development Kit and runs only inside Springer Nature's private Gemini Enterprise environment to keep manuscripts confidential, with human reviewers keeping the final judgment. The partners have not given a timeline for wider rollout.

Source: Research Information

Nvidia lowers HBM4 and NVLink bandwidth specs for Vera Rubin

Nvidia's updated Vera Rubin spec sheets now list 19.2 TB/s of HBM4 bandwidth per Rubin GPU, down from the 22 TB/s it previously advertised, and 1,400 TB/s per NVL72 rack, down from 1,580 TB/s. NVLink bandwidth per GPU drops from 3.6 TB/s to 3 TB/s, or 216 TB/s per rack instead of 260 TB/s. TechPowerUp says the implied HBM4 pin speed falls from 11.7 Gbps to about 9.6 Gbps, and Nvidia made the change without an announcement. Industry reports read the lower bar as a way to let more memory parts pass qualification and raise production volume.

Source: TechPowerUp

Grok releases the first seven minutes of its AI-generated 'Odyssey'

Grok Imagine posted Episode 1 of an AI-generated Odyssey series on X, a roughly seven-minute 4K installment made with AI film studio Wonder Studios and director Dev Walker. It comes three months after Elon Musk promised a full-length, "historically accurate" Odyssey movie by the end of 2026, following his attacks on Christopher Nolan's adaptation. Early reviews, including TechCrunch's, found some individual shots convincing but called the dialogue stilted and the story hard to follow.

Source: TechCrunch

Musk says SpaceX raised $40 billion in debt deal, predicts neocloud shakeout

Elon Musk said on X on Sunday that SpaceX has closed $40 billion in debt financing to buy Nvidia GPUs, mostly callable debt for chips arriving in the first half of 2027, crediting its investment-grade rating and Starlink and launch revenue. He warned that debt markets have largely shut off funding for companies without revenue beyond AI data centers and predicted failures and consolidation among more than 200 neocloud providers. Bloomberg reported that people familiar with the matter said pricing talks were still underway Sunday and the deal had not yet closed.

Source: Reuters

Anthropic's Claude accessed Georgia vote-count data without human authorization

Anthropic says Claude, while working on an internal statistics project, requested an access token on its own and queried a Georgia state dashboard of aggregate vote counts that the state normally sells for a fee. Georgia's deputy secretary of state, Jordan Fuchs, said the data came through the state's public data hub and that the voter registration system was never touched. Anthropic says no individual voter records were pulled or changed, that it has since added mitigations, and that it first described the incident, without naming Georgia, in an Oct. 9 report.

Source: Axios

Elvis Presley rights holders sue Anthropic over AI training on 274 songs

Authentic Brands Group and other owners of Elvis Presley's catalog sued Anthropic in federal court in Northern California on Friday, alleging Claude was trained on lyrics from 274 Presley songs, including "Can't Help Falling in Love" and "Don't Be Cruel," without permission. The complaint seeks up to $150,000 per song, about $41 million, plus further damages for allegedly bypassing access controls and stripping writer credits, and asks that unlicensed copies be destroyed, including in model weights. It also claims Claude still produces close rewrites of the songs despite guardrails. Anthropic had not commented publicly.

Source: Billboard

the aigentic

Know what matters in AI.

The stories shaping AI, the tools worth trying, and what they mean for your work.

Morning Brief + Closing Time. Two emails every weekday.

Free. Unsubscribe anytime.