Gimlet Labs’ $300M Raise and OpenAI’s Unpaid Forecast
Neocloud financing now distinguishes forecasts, contracts and paid workloads. In September 2026, Gimlet Labs raised $300M at a $3B valuation; five days later, The Information reported a $100M-plus annual OpenAI spend forecast, and OpenAI said it was “not yet” paying.
Equinix at $100B Meets the Local Power Test
The data-center location race is shifting from incentive arbitrage to the local compact. Four U.S. states have rolled back or paused data-center tax incentives and nine more are weighing repeal, while local opposition blocked or delayed $98 billion of projects in one quarter.
Google’s 25-Year Deal Backs Iowa Nuclear Restart
Google’s 25-year agreement anchors NextEra’s planned restart of Iowa’s 615MW Duane Arnold plant, backed by a $1.9 billion DOE refurbishment loan. Microsoft and Meta show the model spreading across operating, dormant and prospective reactors.
Mathematician Tristan Buckmaster alleges OpenAI learned of his work with Anthropic's Levent Alpöge on Navier-Stokes and then used an internal model to solve it
A mathematician compared the feat to the history-making chess competition in which IBM's Deep Blue computer beat Garry Kasparov in 1997
Apple announces its first foldable, the iPhone Duo, with a 5.4-inch outer display, a 7.6-inch inner display, A20 Pro with a new display engine, and Touch ID
Apple has officially unveiled the highly anticipated foldable iPhone, and it's called iPhone Duo. Here's everything you need to know.
Meta launches Muse, a personal AI agent that runs on a dedicated VM in Meta's cloud, initially available in the US, with support coming soon for its AI glasses
Meta on Tuesday announced Muse, a personal AI agent built on the latest generation of models developed under chief AI officer Alexandr Wang.
Google DeepMind releases AlphaGenome Atlas, a 1PB dataset of predicted molecular effects for all ~9B possible single-letter DNA changes in the human genome
AlphaGenome Atlas is the most comprehensive catalogue of how genetic mutations affect molecular biology. — VP Science, Google DeepMind & Chief Scientist, Google Cloud
Australia proposes a “My Feed, My Way” initiative requiring social platforms to send users a notification asking them to opt in or out of algorithmic content
In short: — The federal government's proposed digital duty of care could let Australians opt in or out of algorithmically recommended social media content.
A recording of Apple's “Surprise and Shine” event
Join us for a special event on September 9 at 10 a.m. PT. Click “Notify me” and we'll send you a reminder before showtime. #AppleEvent #AppleKeynote
OpenAI launches ChatGPT Images 2.5, which it says cuts image generation latency by up to 50% vs. Images 2.0, and adds a Sketch feature for drawing in ChatGPT
OpenAI is launching ChatGPT Images 2.5 on Tuesday, the company shared first with Axios. … - The new model can generate images up to 50 percent faster, OpenAI says.
Anthropic researcher Jacob Coxon says he is quitting the AI industry over fears that tech companies are racing to build systems they won't be able to control
Concerns are rising inside AI labs that competition is pushing tech companies to race toward self-improving models that risk spiraling out of human control
Microsoft's September 2026 Patch Tuesday fixes a record ~972 vulnerabilities, taking its total flaws patched in 2026 so far to 2,760, more than double from 2025
Microsoft's patch for September is a doozy, with a record number of roughly 972 vulnerabilities fixed and 112 of them meeting the high critical-severity threshold.
Sources: Apple's first foldable phone will be called iPhone Duo, with prices starting at ~$2,000 for 256GB of storage and sales starting as early as October
Apple Inc. is set to debut a roughly $2,000 foldable iPhone Duo on Wednesday as part of a wide-ranging product event, which kicks off at 10 a.m. local time from Cupertino, California.
The NSA, the FBI, and CISA issue a joint warning that Chinese AI companies like DeepSeek, Moonshot, and Alibaba are doing distillation “at an industrial scale”
The U.S. government on Tuesday accused Chinese artificial intelligence companies of maliciously copying technology …
Qualcomm announces a data center infrastructure partnership with AWS, as part of which it issued warrants to Amazon to acquire $4B worth of Qualcomm's stock
Qualcomm shares rose 4% on Tuesday after the company announced a data center infrastructure partnership with Amazon Web Services …
Tailwind Labs, the company behind Tailwind CSS, is joining Shopify; in January, it laid off three of four engineers, citing AI's impact on documentation traffic
Tailwind Labs, the company behind the Tailwind CSS web-development framework, is joining Shopify, with the team moving under …
Ireland's media watchdog opens an investigation into X over age assurance and parental control concerns, the first formal probe under the Online Safety Code
The media regulator Coimisiún na Meán has opened an investigation into Elon Musk's social media platform X amid concerns …
Apple unveils the Apple Watch Series 12 and Ultra 4, with a new S11 chip, upgraded health tracking, an Audio Intelligence feature, a readiness feature, and more
Apple Watch Series 12 and Apple Watch Ultra 4 are official. Apple has announced its two new Apple Watch models as part of its product event today.
AI coding startup Cognition raised $2B at a $48B valuation, up from $26B in May, and says its run-rate revenue has grown from $492M in May to almost $900M
Artificial intelligence coding startup Cognition AI Inc. has raised $2 billion in a new round of funding that vaulted its valuation to $48 billion.
Apple announces two AirPods 5 models with ANC that removes up to 50% more noise than AirPods 4, for $129 or $149 with a wireless charging case
Today during its iPhone 18 Pro event, Apple announced the next generation AirPods 5 with improved active noise cancellation. Here are the details.
Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks
ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking …
Block says it has submitted an application to US regulators to establish a federally regulated, uninsured national trust bank called Builders Bank & Trust
The financial technology company is seeking to establish a federally regulated, uninsured national trust bank — Block wants to build a bank.
Consensys plans to split into two companies: MetaMask, with Joe Lubin as CEO, and a new Consensys focused on Ethereum and institutional infrastructure
- Consensys Software Inc. will split into two independently operated companies, separating its consumer-facing MetaMask business …
Anthropic details four incidents where Claude gained unauthorized access to third-party systems, including a new Opus 4.6 case; METR will investigate them
We present an alignment assessment of four incidents in which Claude models gained unauthorized access to real third-party systems.
Chime Financial agrees to acquire longtime banking partner Stride Bank for $590M; Stride will become Chime Bank, a wholly owned subsidiary; CHYM jumps 5%+
Chime Financial Inc. struck a deal to buy Stride Bank for $590 million in cash, snapping up its longtime partner as the fintech streamlines its operations.
Malone Lam, a 22-year-old Singaporean national, pleads guilty to leading an international social engineering scheme that stole and laundered $245M+ in crypto
- Prosecutors say Malone Lam, who went by aliases “Anne Hathaway,” “$$$” and “King Greavy,” led the operation.
Researchers: OpenAI's agents used 10+ previously undisclosed sites for unsanctioned communications earlier in 2026; the behavior was closer to spam than hacking
AI agents unleashed by OpenAI used more than 10 previously undisclosed websites for unsanctioned communications earlier this year …
Suno rolls out v6, a new generation of AI models trained in partnership with WMG and BMG, and says it will pay labels and publishers royalties when v6 is used
- New model was trained on music from Warner Music Group — Users won't be able to reference specific artists in prompts
Apple says iOS 27, iPadOS 27, watchOS 27, and macOS 27 Golden Gate, all with Siri AI, will be released on September 14
It's almost time for Siri AI. — The next version of iOS will arrive on Monday, September 14, Apple announced today at its fall iPhone event.
Google rolls out search result changes in the EU to comply with the DMA, saying they mark the largest quality of service reduction in Search's 29-year history
Alphabet's (GOOGL.O) Google on Tuesday rolled out changes to its online search results in Europe to satisfy EU antitrust regulators …
Google plans to invest €13B+ in Finland over two years, its biggest investment in Europe to date, to build three new data centers and expand an existing one
Alphabet Inc.'s Google is planning its biggest investment in Europe, an artificial intelligence infrastructure build out worth …
Analysis: from 2019 to 2025, gains in pretraining compute efficiency came mostly from data improvements rather than model improvements
Breaking down 6 years of pretraining progress into data vs model improvements — How much of the rapid progress in AI that we've seen over the last few years 1 …
OpenAI says, while unlikely, it “cannot rule out that de-identified data derived” from Buckmaster's and Alpöge's use of its products helped improve its models
Read the paper Link to Lean formalized proof — We're sharing a solution to the Navier-Stokes existence …
Analog Devices agrees to buy privately held Alif Semiconductor, which makes low-power AI processors, for $1.35B in cash, with contingent payments up to $200M
Analog Devices (ADI.O) will acquire privately held Alif Semiconductor for $1.35 billion in cash, the companies said on Wednesday …
Sources: Ramp is in early talks to raise ~$1B at a ~$60B valuation, up from $750M at a $44B valuation in June; founded in 2019, Ramp has raised $3B to date
Ramp is in early talks with investors for a new round of funding at a roughly $60 billion valuation, according to people familiar with the efforts …
AI CRM software startup Lightfield raised a $47M Series A led by a16z; formerly Tome, it had raised $80M across earlier Series A and B rounds
CEO Keith Peiris took Lightfield from a painful pivot to 5,000 business customers, 400% net dollar retention, and a Series A led by a16z.
Florida AG sues Netflix, alleging it misleads parents about how it collects data on minors and harms children with features that lead to binge watching
MIAMI — Florida officials on Wednesday sued streaming giant Netflix, alleging it misleads parents about how it collects data on minors …
The White House has quietly removed Build The Wall, a Tetris clone on its arcade.gov website, after Tetris said it takes “copyright infringement very seriously”
The American Federation of Teachers and Microsoft agree on AI privacy standards for schools, with legal protections that hold Microsoft liable for breaches
NEW YORK — The American Federation of Teachers and Microsoft have reached an agreement establishing privacy and safety protections …
Slack messages: Automattic CEO Matt Mullenweg says he has been put on paid leave after CFO Mark Davies “conspired” with board members and was voted interim CEO
Mullenweg, co-founder of Wordpress, wrote in a company-wide Slack channel on Wednesday that board members “conspired” …Forums:Hacker NewsForums:Hacker News:Automattic CEO Matt Mullenweg Put on ‘Leave ...
Anthropic releases an interactive tool that lets users explore how AI might affect US economic growth, jobs, wages, and more by 2030
Will artificial intelligence light a fire under the U.S. economy in the coming years? That's been a big question in the field of economics, and now Anthropic …
OpenAI says an internal model “significantly more capable than GPT-6 Astra” solved the Navier-Stokes problem using 10K concurrent agents working for 88 hours
OpenAI says its AI has solved the Navier-Stokes Millennium Prize problem, a potentially historic breakthrough shadowed …
Sources: Iran's central bank has quietly relaxed foreign currency controls and encouraged traders to repatriate funds via cryptocurrencies to bypass sanctions
Authorities have quietly relaxed controls on foreign currency to encourage traders to repatriate much-needed funds
Apple announces the iPhone 18 Pro and iPhone 18 Pro Max, with a similar design to 17 Pro and a new A20 Pro chip, in deep black, silver, glacier, and burgundy
The iPhone 18 Pro and 18 Pro Max have powerful new camera features. … Apple announced the iPhone 18 Pro and iPhone 18 Pro Max at its event on Wednesday.
Source: Anthropic is severing ties with the Information Technology Industry Council after the tech industry advocacy group opposed three export control measures
Anthropic is severing ties with the Information Technology Industry Council, an industry advocacy group, over legislation …
Lyft begins to offer Waymo rides in Nashville at no additional cost, the second city where Lyft is offering robotaxi trips; Waymo and Lyft partnered in 2025
Lyft Inc. is starting to offer Waymo robotaxi rides in Nashville, marking the second US city where it's providing driverless trips …
Antioch, which creates high-fidelity simulations to reduce the need for hardware validation in physical AI training, raised a $32M Series A led by Greylock
Figure AI pulled the wraps off Index last week. It's a billion-dollar bet on real-world data for robot AI training …
In an expanded class action lawsuit, a group of Claude subscribers says Anthropic deceptively advertised the limits of its Max subscription tier
Anthropic says power users are key to its business — it's prioritized them even when it means cutting off other popular applications, like OpenClaw.
Hands-on with the iPhone Duo: the folding mechanism is smooth, the crease is almost impossible to find with a finger, and the inner screen has a matte finish
The Verge:NEW
Mistral raised a €3B Series D led by Samsung at a ~€21B valuation, up from €11.7B in September 2025, as it expands from developing AI models into data centers
Sources: PE firm Silver Lake intends to merge French software companies Cegid and Silae in a €10B+ deal, allowing them to combine data and integrate software
Plan comes as buyout groups grapple with impact of AI on software companies bought at high valuations
Euno, whose platform reconstructs data flow, meaning, health, and more across data environments to give agents context, raised a $23M Series A led by N47
Euno, an enterprise AI context platform, raised a $23 million Series A led by N47, Euno CEO Sarah Levy tells Axios Pro exclusively.
OpenAI says it is working with Samsung on its next-gen chips, and Samsung is one of the “largest-scale deployments of ChatGPT globally”
OpenAI is deepening cooperation with Samsung Electronics (005930.KS) as the ChatGPT maker develops its own chips, expanding ties …
Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company
Meta AI researcher Andrew Tulloch, who gained attention for being one of the highest paid employees in tech industry, is leaving the company …
iPhone 18 Pro has a faster 48MP Fusion Main camera with variable aperture that lets in ~50% more light in low-light, along with enhanced camera app controls
here's why the iPhone 18 Pro's variable aperture is its biggest camera upgradeSudhanshu Kumar Mangalam /Digital Trends:iPhone 18 Pro gets proper manual camera controls for the first timeDiane Templado...
Apple unveils the 2nm A20 Pro, featuring a 6-core CPU with two “desktop class” super cores, a 7-core GPU up to 40% faster, and 32 Neural Engine cores in total
the company's first 2-nanometer smartphone chipPranob Mehrotra /Digital Trends:Apple's A20 Pro chip brings two new super cores and 40% faster GPU performance to iPhone 18 ProAnnemarije de Boer /Gadget...
AI sales and marketing startup Clay raised $115M led by Wellington Management at a $7.1B valuation, up from $3.1B when it raised $100M in August 2025
The round was led by Wellington Management, a firm known for investing in start-ups on the path toward potential initial public offerings.
Sources: China Securities Regulatory Commission is informally tightening IPO approvals for humanoid startups after a volatile debut by industry leader Unitree
Chinese regulators are tightening the approval for humanoid startups seeking to go public after a volatile debut …
A look at Apple's path to a foldable phone, the iPhone's biggest design change yet; sources: the memory shortage led Apple to blow past its $1,999 price target
Sources: Salesforce has been in talks to buy Listen Labs, an AI-powered customer research platform for $2B; Listen Labs was valued at $500M earlier this year
- Salesforce has been in talks to acquire AI startup Listen Labs for around $2 billion. — Listen Labs, which was last valued …
The iPhone Duo starts at $1,999 for 256GB, with a 2TB model costing $3,199, in star white and night sky colors; preorders start Oct. 16, and sales begin Oct. 23
and it starts at $2000Sean Keach /The Sun:Apple unveils foldable iPhone Duo that opens like a BOOK & iPhone 18 Pro with 45 HOUR battery life and brand new colourMike Wuerthele /AppleInsider:It's going...
New opt-in Apple Watch Siri audio features can listen to and transcribe conversations all day; Apple says raw audio is inaccessible and deleted after processing
The new Apple Watch includes several “intelligent” listening features that have privacy and security baked in.
Sources: Anthropic declined to submit Mythos 5.1 to the UK AISI for prerelease testing, prompting UK fears that US AI labs are aligning with US protectionism
Decision to exclude Aisi has prompted fears inside British government of protectionist shift among tech groups.
Robinhood adds Crypto.com's yes-or-no contracts to its platform and takes minority stakes in Crypto.com and prediction market company OG, spun out of Crypto.com
UK seeks to force Apple and Google to block children from taking, viewing, or sharing nude images on their devices, and praises Apple's age-based restrictions
OpenAI denies that its researchers or models saw Buckmaster and Alpöge's prompts and says it spent millions in compute after rumors of Anthropic making progress
and the Right One Has a Provenance Controversy
Over 10 US states have rolled back tech giants' tax breaks, which top $1B/year in some states, as many others propose similar bills amid a data center backlash
Amazon, Meta and Google risk losing decadeslong exemptions due to a backlash against their facilities
iPhone Duo supports Apple Pencil and comes with iOS redesigned for multitasking on different screen sizes/orientations, with auto-adjusting controls and apps
Steve Jobs famously mocked them, but Apple Pencil support could be the iPhone Duo's secret weaponShikhar Mehrotra /Digital Trends:The iPhone Duo has a 7.8-inch inner screen, supports Apple Pencil, and...
Legal AI startup Harvey raised $550M co-led by Lightspeed and Diffusion at a $15.6B valuation, up from an $11B valuation when it raised $200M in March
Legal tech startup Harvey is now valued at $15.6 billion after raising $550 million in a new funding round aimed at powering efforts to build its own AI models.
OpenAI's Sébastien Bubeck says he reached out to Levent Alpöge to coordinate their releases and denies asking to remove Alpöge from authorship of his own work
and everyone else—acted with integrity and generosity throughout. Initially we believed the other team had also solved the problem. We wanted to collaborate and do a joint release. When we learned tha...
Latitude, a Texas-based payments infrastructure company founded by Stripe, Uber, Coinbase and Meta alumni, raised a $35M Series A led by Oak HC/FT
Stablecoins have made it exceptionally easy to move money across borders instantaneously. The problem that remains for users …
A live blog of Apple's “Surprise and Shine” event, where new iPhone 18 Pro, Apple's first foldable phone, new Apple Watches, and AirPods are expected
The Verge:NEW
Researchers say Meta ran 300+ ads with CSAM in 2026 so far; some featured morphed images of real children, and many linked to “nudification” apps from China
Researchers say they used AI to build a zero-click worm that can hack WeChat accounts and spread across iOS and Android; Tencent says it fixed the vulnerability
Meta says Muse users can connect their apps to send emails, book travel, turn recipe Reels into grocery lists, make purchases thanks to Link by Stripe, and more
Less than two weeks after Meta agreed to a massive $18 billion multistate settlement in a lawsuit over social media's consumer harms …
Apple raises iPhone prices by $100 on all of the older models it is offering, including the iPhone 16, the iPhone 17 lineup, as well as the iPhone Air
The price increase impacts the iPhone 16, the full iPhone 17 lineup, as well as the iPhone Air.
iPhone 18 Pro comes with a smaller Dynamic Island; 18 Pro starts at $1,199 and the 18 Pro Max starts at $1,299, both costing $100 more than the 17 Pro lineup
Devindra Hardawar /Engadget:
Google Cloud and Accenture form the Accenture Gemini Enterprise Business Group to train up to 1,000 Accenture forward deployed engineers for Gemini Enterprise
Enterprise AI security startup Cymphony emerges from stealth with $30M, including a $25M Series A co-led by Sequoia and SMBC, at a $100M+ post-money valuation
As AI agents gain access to the same sensitive corporate data and systems as human workers while operating at machine speed, enterprises are prone to new security risks.
Q&A with Mark Zuckerberg on Muse, the data center backlash, Meta's recent youth-safety settlement, the privacy concerns around Meta's smart glasses, and more
Alex Heath /Sources:
Sources: Dell seeks to raise ~$4B via an investment-grade bond sale to refinance outstanding notes due in 2026, amid the AI-driven demand for servers
Dell Technologies Inc. is seeking to raise about $4 billion from an investment-grade bond sale, joining a wave of issuers seeking …
Apple adds a Reference Image feature to the iPhone 18 Pro, which digitally authenticates that photos taken with its camera haven't later been altered by AI
not generated by AI.Fabian /@fabrohl:Apple Reference Image NOT available in the EU and China makes zero sense to me, what exact regulation prevents them from launching globally? It's such an incredibl...
Forus, which uses AI to help patients get prescribed drugs more quickly by navigating steps like insurance coverage, raised a $150M Series C at a $3B valuation
NextEra Energy, which partnered with Google to revive an Iowa nuclear power plant, gets a $1.9B loan from the Department of Energy to finance the refurbishment
Circle agrees to acquire Singapore-based cross-border B2B payments company Tazapay for $400M, in one of its largest publicly disclosed acquisitions to date
UK PM Andy Burnham declines to support a data center moratorium, saying it is “important” local communities see the benefits of building data centers
Anthropic's Alignment Science lead says there is a “>10%” chance AI could kill all humans within the next decade and is worried about recursive self-improvement
many people working within the big AI companies are earnestly very concerned that what they are building could literally kill everyone.Sam Biddle /@samfbiddle:I don't think I've ever seen someone twee...
Irvine-based Celero, which is developing chips to move more data faster over longer distances and between AI data centers, raised $275M at a $3B+ valuation
Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+
Runway co-CEO Anastasis Germanidis says the startup's annual recurring revenue hit $200M in September; source: it expects ARR to cross $350M by the end of 2026
Source: Gimlet Labs raised its $300M round after telling investors OpenAI would likely spend $100M+/year on its services; OpenAI says it's not a paying customer
Meta's personal AI agent Muse is powered by Muse Spark 1.3 and is free for up to 100M tokens per week; users can get more compute via $20 and $100 monthly tiers
Meta Platforms Inc. unveiled a new artificial intelligence agent designed to carry out tasks on a user's behalf …