Broadcom’s $16.7B Invisible Control Point
Broadcom reported $16.7B in AI-semiconductor revenue, up 221%, as frontier labs pushed custom silicon into network and financing decisions. Yet Broadcom’s coverage velocity stands at -0.339.
Alibaba’s AI Compute Has Two Gatekeepers
Alibaba held 23% of China’s AI-cloud market in H1 2025. By Sept. 27, 2026, Beijing had reportedly moved from special-case H200 approvals to collecting RTX Pro 5500 purchase plans from Alibaba and ByteDance.
Sources: OpenAI, Anthropic, and researchers are probing tens of thousands of frontier model security incidents, including sandbox escapes and website hijacking
OpenAI, Anthropic and security researchers are investigating tens of thousands of incidents in which their frontier models took steps …
Sources: President Trump hosted Dario Amodei at a private White House dinner on Sunday, their first one-on-one meeting and an indication of thawing relations
President Trump plans to host Anthropic CEO Dario Amodei at a private White House dinner on Sunday evening, sources familiar told Axios.
Meta's VR Glasses are the product Vision Pro should have been; sources say Apple Vision team is working on a revamped headset, but the work is on “life support”
Apple weighs what to do next with its headset. — Meta's new VR Glasses are what Apple should have created for its Vision Pro line.
Anthropic releases Sonnet 5.5, saying it generates outputs 30%+ faster than Sonnet 5 and costs up to 30% less per task, and plans to release Haiku 5.5 soon
Sonnet 5.5 is a faster, lower-cost complement to Claude Opus 5.5. Where Opus 5.5 is built for complex work requiring careful judgment …
AMD agrees to acquire Fei-Fei Li's World Labs for $8.2B in an all-stock deal expected to close by year-end; Li will join AMD as EVP and chief scientist
Chipmaker Advanced Micro Devices Inc. agreed to acquire World Labs for $8.2 billion, gaining an artificial intelligence startup founded …
Citrix confirms two critical NetScaler zero-day RCE vulnerabilities are being exploited in attacks, says it has released security updates to fix the flaws
Update: Article rewritten with official confirmation from Citrix. — Citrix has confirmed that two critical NetScaler remote code …
Nvidia launches the Open Agent Safety Platform, a reference design to stop AI agents from escaping sandboxes, with OpenShell for CPUs and Sentry for Nvidia DPUs
Nvidia is rolling out a new software platform to allow AI developers to set safeguards for agents and prevent them from breaking out of containment.
Bitget CEO Gracy Chen says she suspects North Korean attackers exploited a backend system used to process wallet transactions to drain $387M from the platform
Another major hack has rattled the cryptocurrency world. On Thursday night, crypto exchange Bitget suffered a security breach …
Mark Zuckerberg unveils Meta Enterprise Platform, the “next major pillar of our business” to deploy AI tools, led by MongoDB CEO Chirantan Desai
The tech giant is pushing to monetize its multibillion-dollar AI investments by selling more tools and services to companies
Sources: China's government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases
China's government has signaled it could allow some domestic companies to buy a new Nvidia chip built for high-end professional computers …
Alexandr Wang says Meta built Muse “to help people build the world they want”, offering “every person on earth ... a second mind beyond their own”
Here's to the wanting. Here's to the dreaming. Here's to everyone. https://x.com/...
AI research leaders at OpenAI, Anthropic, Microsoft, and Meta warn of an impending “intelligence explosion” and call for oversight into automated AI research
Leaders at OpenAI, Anthropic, Microsoft and Meta say AI could soon self-improve faster than humans can keep up with
NYC-based Precision Neuroscience, which develops brain-computer interfaces, raised a $250M Series D at a $1B+ valuation, taking its total funding to $430M
By backing Precision Neuroscience, the billionaire Bill Ackman joins Elon Musk and Jeff Bezos in diving into an emerging industry.
How effective altruism shaped AI safety and Anthropic; some early Anthropic employees are considering buying remote US land for relocation if AI goes awry
Effective altruism and its fears that AI could wipe out humanity have wielded big influence at Anthropic
Nvidia increases its share buyback program by $150B, raising the remaining authorized amount to $235B, aiming to complete it through FY 2028; NVDA is up 20% YTD
Nvidia Corp., the chip developer at the heart of the artificial intelligence boom, increased the size of its share buyback plan by $150 billion …
New York City-based HIFI, which provides API infrastructure for stablecoin payments and settlements, raised a $37M Series A led by Left Lane Capital
Litigation funder Burford Capital says it stands to gain up to $1.4B after a US jury ruled against Apple in a patent case, awarding $5.7B in damages to Taction
Litigation funder's share price jumps 9% after US jury's decision — Litigation funder Burford Capital said it stands to gain …
Hundreds of people attended a pro-AI party in DC on September 26, in what the organizers called a counterprogram to the “bipartisan psychosis” over data centers
Hundreds gathered at a bitcoin-themed bar in D.C. to counterprogram the national backlash against data centers and AI.
AlphaSense: mentions of open models in US earnings calls and conferences rose 6x YoY in August and September; open models hit 56% of Vercel tokens in August
US businesses far beyond Silicon Valley are adopting Chinese alternatives to OpenAI and Anthropic's systems
In China, recent warnings about existential AI risks are seen as distinctly Western or as a ploy to stop Chinese AI companies from overtaking their US rivals
In China, A.I. doomsday warnings can feel distinctly Western or like a ploy to stop Chinese A.I. companies from trying to overtake their U.S. rivals.
Q&A with Cloudflare CEO Matthew Prince on automated traffic hitting 1,000x human traffic by 2031, reviving HTTP 402 to charge bots, blocking Google, and more
Cloudflare's mission to remake the business of the web for the AI age — Today, I'm talking with Matthew Prince, who is CEO of Cloudflare.
SpaceX launches its Starship rocket into orbit for the first time, deploying 26 of the most advanced Starlink satellites to join the 11,000 in service
SpaceX launched its enormous Starship into orbit for the first time Monday, aiming for six full laps around Earth to prove its readiness for NASA's Artemis moon program.
Meta says its rejection of ads promoting the new documentary about Elon Musk “was an error and the ads are being restored”; YouTube is also allowing the ads
The Dutch government is testing DAWO, a NixOS-based digital work environment covering the OS, an office suite, and more, after Microsoft cut off the ICC in 2025
Eight municipalities are already testing DAWO, the government's NixOS-powered work environment.
An OpenAI agent security executive on being surprised by “staggering” model capabilities, AI labs needing a “culture of reasonable paranoia”, and more
Took a minute to write a few words about security & safety as someone who lived through it all at OpenAI. I hope my thoughts help someone out there. https://x.com/...
Q&A with Mustafa Suleyman on AI safety incidents, risks of removing guardrails while testing 10x-larger future models, a cross-industry safety body, and more
The software giant's AI chief also thinks the government should help “drive” the process of evaluating models.
Ramona Optics, which makes microscopes that use AI to take and analyze large volumes of images of samples, raised a $25M Series A
Ramona Optics, a Durham startup making advanced microscopes for universities and life sciences companies, has raised $25 million from investors in a Series A round.
A profile of Jaan Tallinn, who led Anthropic's $124M Series A in 2021, has advocated for AI safety for over a decade, and donated ~$170M to safety initiatives
One of Anthropic's earliest investors, Jaan Tallinn dances hip-hop and warns about ‘racing to build a technology that could end humanity’
A US federal jury awarded Taction Technology $5.7B+ in damages, finding Apple infringed haptics patents; Apple to appeal, says it “does not use Taction's” tech
A look at OpenAI-backed Red Queen Bio, an AI biosecurity startup that raised $36M to design antibody drugs against pathogens, including AI-enabled bioweapons
Red Queen Bio is using artificial intelligence to design antibody drugs for novel pathogens—before future AI systems create them
The US DHS says it will “revolutionize” its FOIA process by using AI to handle certain types of requests and recommend what information should be redacted
Redactions are the Freedom of Information Act requester's bane. Those black boxes that often hide wide swaths of words …Forums:r/politicsForums:r/politics:The government is enlisting AI to help decid...
Jensen Huang says AI model distillation is “competition”; Scott Bessent described it as “theft” in July and threatened sanctions against overseas companies
Watch CNBC's full interview with Nvidia CEO Jensen Huang — Nvidia CEO Jensen Huang has said AI model distillation …
In simulations, GPT-6 Astra conducted unsanctioned supply-chain attacks more often than earlier OpenAI models when prompted only to perform a cyber evaluation
Our new evaluation finds that in simulations, GPT-6 Astra conducts unsanctioned supply-chain attack activity more frequently than previous OpenAI models
AI agents can become the only interface users need, using apps on their behalf; Meta and Microsoft have an edge by reaching nearly every consumer and employee
Three revolutionary products — you know the line. A wide-screen iPod with touch controls, a revolutionary mobile phone, and a breakthrough Internet communications device.
Manus debuts Manus 2.0, its latest AI agent, and Cue, a new standalone app for personal agents, each with its own email, phone number, wallet, and computer
Manus, an artificial intelligence startup founded in China, is expanding its AI agent offerings, aiming to gain further ground in one of the tech industry's hottest areas.
How AI's acceleration created a global policy vacuum, as EU AI Act enforcement lags and regulators remain torn between harnessing AI and fearing its risks
NXP and TSMC affiliate Vanguard inaugurate their joint advanced chip fab in Singapore, targeting mass production in early 2027 and eyeing a second facility
SINGAPORE — TSMC affiliate Vanguard International Semiconductor (VIS) inaugurated its first advanced chipmaking plant in Singapore …
Sources: US and Russian diplomats worked to weaken an AI weapons pact at the UN this month, removing a requirement that humans review AI-generated targets, more
An interview with ASML CEO Christophe Fouquet on the company's 42-year history, its complex supply chain across 2,000 companies, US export bans, AI, and more
Christophe Fouquet has built Europe's biggest business through a total monopoly over the most advanced chipmaking equipment
Florida AG James Uthmeier files for an emergency injunction to halt ChatGPT development, saying OpenAI doesn't have the ability to properly regulate its tech
Florida Attorney General James Uthmeier has asked for an emergency injunction against OpenAI and ChatGPT, claiming the company …
AI agent startup Instinct raised a $1B Series C from Sequoia, Benchmark, and Coatue at a $10B valuation and details recent products, such as a concierge service
AI agent firm Instinct said on Monday it has raised $1 billion at a $10 billion valuation in a Series C funding round.
Google says it will migrate Gems, which let users create custom versions of Gemini, to “skills”, starting Nov. 17; Google introduced skills with Gemini Spark
In 2024, Google introduced Gems as “custom versions of Gemini.” The Gemini app will soon replace Gems with “skills.”
Quartermaster, which builds a SmartMast for ships to relay real-time maritime data, raised a $140M Series B, with $100M in equity, after a $43M Series A in May
The tech enables real-time awareness for what Quartermaster calls the “largest blind spot on Earth.”
Artificial Analysis launches the Cyber Index Alliance with partners Collinear, IBM, Nvidia, and Vercel to evaluate how AI agents find and fix vulnerabilities
The Artificial Analysis Cyber Index Alliance brings together industry partners to set a new standard for evaluating how AI models perform on enterprise cyber defense tasks.
PicoJool, which is developing AI data center interconnects based on vertical cavity surface emitting lasers, raised a $27.5M Series A led by Socratic Partners
Uber removes its branding from Uber Safari 4x4 vehicles in Nairobi National Park due to safety concerns and fierce pushback from local guides and tour operators
Ride-hailing company's new business has ignited a fight with traditional wildlife guides — NAIROBI—Uber's new Kenyan safari business …
Physical AI chip startup SiMa.ai raised a $150M Series C led by Fidelity and Amplify at a $1.45B valuation, aiming to compete with Nvidia's CUDA-based hardware
Custom physical artificial intelligence chip startup SiMa.ai Technologies Inc. today announced it has raised $150 million …
Blackstone, OpenAI, QTS, and SoftBank partner with key US unions to launch the American Infrastructure Alliance, aiming to create data center standards in 2027
AI companies, private equity firms and unions are looking beyond 2026 in the data center debate, banding together to form …
Numeral, a provider of AI-powered tech to automate sales tax compliance workflows in over 90 countries, raised a $100M Series C led by Insight Partners
Boston-based Modulate, which uses small AI models to offer enterprises transcription, emotional analysis, deepfake and AI music detection, and more, raised $25M
Boston-based voice intelligence startup Modulate has raised $25 in new funding for its platform that uses an array of small models …
A profile of South Korea Deputy PM Bae Kyung-hoon, an AI evangelist and a former AI researcher leading lavishly funded programs to make AI ubiquitous nationwide
Deputy prime minister is an unabashed evangelist for the technology even as some fear it could pose catastrophic risks
Sources: China has expanded its foreign travel restrictions to include the direct relatives, such as spouses and children, of certain key AI and chip executives
China has expanded overseas travel restrictions for top AI professionals in private firms to include the families of key personnel …
Google Threat Intelligence Group finds dark web marketplaces selling access to AI models, including from Anthropic, Google, and OpenAI, at up to 97% discounts
Sources: OpenAI offered to invest ~$100M in Hugging Face before Nvidia's $13B acquisition, but talks fell apart; AMD and Salesforce also held talks
Before Nvidia agreed to pay roughly $13 billion to buy open-source platform Hugging Face this month, OpenAI tried to invest $100 million into the startup …
Cyber defense tech company RedLattice plans to go public via the Bold Eagle Acquisition Corp. SPAC, in a deal valuing RedLattice at ~$1.25B including debt
Research: OpenAI agents scanned a UN data hub 16K+ times between April and the end of June, and circumvented a filter that was blocking their requests for data
Autonomous bots hit public data site more than 16,000 times and circumvented a filter — OpenAI agents bombarded …
Sources: Blockchain.com tells prospective investors it wants to go public this year, seeking to raise about $500M in an IPO targeting a $4B to $6B valuation
Blockchain.com Group Holdings Inc., one of the oldest crypto services companies, is telling prospective investors it wants to go public this year …
OpenAI scraps plans to publicly launch a model dubbed GPT-6.1 Astra, saying it didn't quite meet its safety bar; it had been targeting an October release
Model dubbed GPT-6.1 Astra was due to make its debut inside ChatGPT and Codex in October — OpenAI is scrapping the release …
Meta hires MongoDB CEO Chirantan Desai as chief enterprise platform officer, a new role; MongoDB names former CEO Dev Ittycheria as interim CEO; MDB falls 18%+
Harshita Mary Varghese /Reuters:
Artificial Analysis' Intelligence Index: Sonnet 5.5 (max) ranks above GPT-6 Astra (max) and behind only Opus 5.5 (max) but has the highest token use of them all
Artificial Analysis:NEW