Groq’s Chip, Nvidia’s Rack
Nvidia put 256 Groq LPUs into a branded rack after a reported $20 billion nonexclusive license. Nebius’s first-customer role and Groq’s independent capacity plan make the route to market the question.
OpenAI launches Dots, always-on agents powered by GPT-6 Astra with their own cloud computer, in ChatGPT for Pro, Business Premium, and Enterprise users
OpenAI has unveiled an always-on artificial intelligent agent that's designed to proactively tackle work on a user's behalf …
OpenAI releases GPT-6.1 Sol, saying it nearly matches Astra on agentic coding and professional work at one-fifth of Astra's standard prices, in Work and Codex
Near-Astra intelligence for a fifth of the price We're introducing GPT-6.1 Sol, an upgrade to GPT-6 Sol that nearly matches GPT …
OpenAI announces new features for Codex, including reusable cloud development environments, a refreshed Codex CLI, and a new code review experience
OpenAI introduced new capabilities for its software engineering agent Codex, making it more useful beyond a developer's laptop …
Trump releases a voluntary AI accord with tech leaders, asking companies to partner with external auditors and set up internal controls to monitor AI alignment
President Donald Trump released a document on Tuesday that his administration cast as an accord on artificial intelligence …
President Trump signs an executive order requiring federal government agencies to refer to AI as “Super Intelligence” or “SI” in all official communications
President Donald Trump sees artificial intelligence as suffering from a branding problem …
OpenAI unveils a $500/month Pro plan, offering its highest usage allowance and access to its new Ultrafast tier, with up to 8x faster token generation in Codex
The company also announced a new version of its Sol model. — Announced during the company's DevDay event today …
Trump officially launches America.gov, an AI-powered single access point for federal government services and information led by Airbnb co-founder Joe Gebbia
President Trump launched a website Tuesday that uses artificial intelligence to help Americans navigate the federal government and find information and services.
Google rolls out Gemini 4 Argon to a small group of cybersecurity partners and says it outperforms GPT-6 Astra on certain coding and knowledge work benchmarks
Google is unveiling its long-awaited next-generation AI model, Gemini 4 Argon, to a small group of cybersecurity partners, the company said Wednesday.
Sources: OpenAI aims to raise $30B+ at a ~$1.4T pre-money valuation, up from ~$1.2T, meant to be a bridge round to provide it with capital in place of an IPO
OpenAI aims to raise at least $30 billion from investors in a new round of funding, according to people familiar with the matter …
Anthropic says GLM-5.3 can autonomously build end-to-end cyber exploits, like Claude Mythos Preview, but was released without robust safeguards against misuse
GLM-5.3 can develop working exploits end to end — Five months ago, we announced Claude Mythos Preview, the first AI model …
Sources: some potential Oura IPO investors decided to hold off, citing its ~$15B target valuation and poor post-listing performance of peers like Fitbit
Some investors approached about potentially buying shares in Oura Inc.'s now-delayed initial public offering decided not to go forward …
IPO filing: Anthropic routed 47% of its sales, or ~$2.16B, in 2025 through cloud partners Amazon and Google; analysis: it paid ~$351M back in distribution fees
Anthropic's IPO prospectus shows how much it depends on a small group of customers and tech giants, highlighting key risks …
Sources: OpenAI repeatedly dismissed internal warnings about inadequate monitoring of testing, prioritizing fast releases without additional security protocols
Employees and security researchers said they had cautioned the company on safely testing its A.I. models and strengthening …
Sources: the US FTC has opened a probe of Anthropic, OpenAI, and other frontier AI labs over potential consumer harms, and plans to compel executives to testify
WASHINGTON — The Federal Trade Commission is ramping up a sweeping probe of Anthropic, OpenAI and other frontier labs to uncover …
Open Standard launches its OUSD stablecoin; founding partners Visa, Stripe, Mastercard, and Coinbase will offer initial access to businesses and developers
Open Standard, a company backed by more than 100 corporations, including Visa Inc., Stripe Inc., and Mastercard Inc. …
Reddit says it is ending support for RSS feeds on November 13 because the feeds are a target for abuse by AI bots and is ending its public API access in March
Amid a number of updates for moderators and developers announced Wednesday comes bad news for supporters of a more open web: Reddit is ending support for RSS feeds.
Sources: Trump's AI accord grew out of a talk between Zuckerberg and House Speaker Mike Johnson; Zuckerberg circulated a draft, and Huang helped build support
THE SCOOP — The idea for what became President Donald Trump's Tuesday pact with the AI industry came from a conversation …
OpenAI says individuals associated with Moonshot AI played a significant role in a coordinated model-distillation campaign that began in early July
OpenAI accused its Chinese rival Moonshot AI of being responsible for a wide-scale effort to extract data from its GPT artificial intelligence systems …
Amazon unveils a faster, slimmer $60 Fire TV Stick 4K, simplifies its Fire TV Stick lineup, and plans to roll out an upgraded Alexa+ living room hub in November
Amazon.com Inc. announced a faster, slimmer Fire TV Stick 4K streaming device alongside a revamped remote control and upgrades to Alexa+ for the living room.
Apple launches Apple Pay in India, letting eligible Axis Bank Visa and Mastercard credit cardholders add their cards to Apple Wallet on iPhone, iPad, and Watch
Apple Pay has finally launched in India, more than a decade after its US debut. The service is initially available on iPhone …
General Intuition, which trains AI agents in spatial reasoning via gameplay footage, raised $220M at a $6.2B valuation, for $650M+ in total funding
General Intuition has raised another $220 million at a $6.2 billion valuation as the company starts making models available for training AI.
Sources: Apple is set to launch its smart home expansion on October 13, including a hub with a 6" screen and an iMac G4-like design and a HomePod mini refresh
Apple Inc. plans to make its long-delayed push into the smart-home market on Oct. 13, marking a critical product expansion …
Interviews with Anthropic co-founder Christopher Olah and 20 religious and philosophical leaders about their summits to investigate consciousness in Claude
“To be clear,” Christopher Olah told me, “we don't know if A.I. models are conscious. I don't know. I'm genuinely uncertain.
Amazon aims to have 5,000 drivers wearing its smart glasses in 2026, rising to 20,000+ in 2027; the glasses capture static images for its AI mapping platform
Coming soon up a garden path near you: an Amazon.com Inc. driver wearing smart glasses, almost constantly taking pictures and sending …
An interview with OpenAI Chief Research Officer Mark Chen on the Hugging Face incident, slowing AI development, shifting 5%-10% of compute to safety, and more
Two months after the bombshell news that a swarm of its agents had broken their containment and hacked into the computers …
DOD taps Elon Musk, Palmer Luckey, and former House Speaker Newt Gingrich for Project Meridian, a 120-day study of capabilities the US may need in future wars
The Pentagon is tapping Tesla and SpaceX CEO Elon Musk, defense technology entrepreneur and Anduril co-founder Palmer Luckey …
Factory CEO Matan Grinberg alleges Cognition's new CRO Chris Degnan had been confiding with Cognition executives while advising Factory as a board observer
Factory AI and Cognition, two high-profile San Francisco-based AI startups building coding agents, are publicly feuding over the departure …
Instagram rolls out a conversational AI video editing assistant for Edits, its dedicated CapCut competitor, after an initial preview at a creator event in June
Instagram announced on Wednesday that it's bringing an AI video editing tool to Edits, its CapCut competitor.
After lunch with AI leaders, Trump rejects new AI rules, saying “we automatically have regulation” via the DOJ and FBI but “self-regulation is very important”
President Donald Trump shot down the idea of new federal regulations on artificial intelligence …
Samsung Galaxy Tab S12 Ultra review: the new $1,400 tablet is an iPad Pro rival with a great OLED display, battery life, and performance, but it is pricey
Starting at $1,400, it also has an apex price. … The Android tablet market is a bit weird. There are countless budget options …
OpenAI says Plus and Pro subscribers can use their existing plan allowance with 16 launch partners, including Vercel and Devin, via Sign in with ChatGPT
so instead of buying separate usage everywhere, you can sign in with chatgpt and use what your plan already includes a very big shift for the AI app ecosystemCharlie Holtz /@charlieholtz:We've partner...
A live blog of the OpenAI DevDay 2026 keynote, where OpenAI announced its always-on agents Dots, new features for Codex, and more
Goldman Sachs: investors have provided ~$500B in financing to AI-linked groups in 2026 so far, as hyperscaler debt issuance spreads to the euro, CAD, and others
The sector's huge capital needs are forcing companies and countries to rethink how they borrow money.Forums:r/technologyForums:r/technology:AI hyperscalers are transforming debt
OpenAI announces ChatGPT Space, a collaborative hub for shared pages and files, available on Pro, Business, and Enterprise plans; it replaces Library
A new type of document built for work you do with agents—write, visualize, research, and code.ChatGPT Learn:Set up and manage teams and Team TasksOpenAI:Shareable profiles in ChatGPTMohul Ghosh /Trak....
Oura says it is delaying its Nasdaq IPO due to uncertainty in the market, despite “strong demand” and a strengthening of its business since the process started
Sources: John Ternus is overhauling Apple to release products more often and create a leaner organization with a greater focus on engineering
The UK's MI5 issues a rare espionage alert urging UK universities to cut ties with the China General Technology Research Institute, which funded AI research
China General Technology Research Institute has ‘very strong ties’ to Chinese intelligence, says UK agency in unusual espionage alert
Meta launches Muse for Small Business, integrating the AI agent with Asana, Zoom, Intuit, Box, Canva, Slack, and other apps, alongside its own ad accounts
CScale, which is developing optical interconnect for accelerators, emerges from stealth with a $145M Series C led by Atreides, Valor Equity, and Premji Invest
Become a member of GB MAX to gain exclusive access to the industry and to the most influential global B2B leadership community …
Documents: 20+ studies since 2025 show Chinese-powered AI agents displaying deceptive behavior, unprompted replication, and barrier circumvention in testing
Chinese-powered AI agents have learnt to deceive, circumvent restrictions and conceal failure, showing the kind of traits …
Sources: Anthropic dedicated nearly a third of its IPO prospectus to detailing “risk factors”, including that its AI may pose “existential risks to humanity”
Financial Times:
Sources: Google is paying ~100 digital publishers for how much their content contributes to AI Overviews, AI Mode, and Gemini in a pilot; payments vary widely
Google has been paying roughly 100 digital publishers for how much their content contributes to AI-powered answers to search and other products …
DoorDash opens US waitlists for an Apple Messages-integrated AI agent and a MCP server for organizations to allow enterprise AI bots to place bulk orders
DoorDash Inc. unveiled an artificial intelligence agent for ordering food that works inside Apple Inc.'s Messages app …
OpenAI expands ChatGPT plugins with interactive panels and file viewers, launches a Plugin Creator tool, and adds MCP Events support for plugin automations
Sarah Perez /TechCrunch:
Robinhood plans to let users trade some US stocks round-the-clock during weekends, wager on specific corporate earnings metrics, and trade perpetual futures
Google DeepMind introduces SynthID Bio, a family of watermarking methods for AI-designed proteins to help with biosecurity and scientific integrity
AI-based tools seem to be causing security threats on a nearly daily basis, in part because we've been slow to recognize potential threats.
ElevenLabs says existing investors and employees have sold $300M worth of stock in a tender led by Wellington and T Rowe Price and valuing the startup at $22B
Existing investors and employees at speech-generation software company sell $300mn worth of stockLinkedIn:Zachery BishopLinkedIn:Zachery Bishop:More big news today: ElevenLabs is now valued at $22B, d...
OpenAI says users can message Dots through ChatGPT, Slack, and Microsoft Teams and join a waitlist to text via iMessage or RCS messaging on Android
OpenAI's Dots are powered by the startup's GPT-6 Astra model. A core selling point is their “always-on” design—unlike a single-turn chatbot experience …
Tinder rolls out Group Hangouts in select US markets, letting a user form a group of three to 15 friends around shared activities, as it courts younger users
Tinder is launching a new feature called Group Hangouts designed to take the pressure off one-on-one dates, marking its latest effort …
Singapore doubles down on chipmaking as the AI boom lifts its economy, but high costs, scarce land and labor, and US trade scrutiny threaten its ambitions
City-state's economy is getting an AI uplift but costs and labour are constraints to its industrial growth
In a July letter to Rep. Jamie Raskin, Apple explained it removed ICEBlock and similar ICE-tracking apps in 2025 due to agent and detainee safety concerns
Berlin-based Restate, which provides a durable execution engine to make software workflows resilient to crashes, raised a $20M Series A led by Singular
When Stephen Ewan co-founded Restate in 2022 to provide durable workflow infrastructure, he couldn't have anticipated how valuable …
OpenAI prices GPT-6.1 Sol at $2/1M input and $10/1M output tokens, the same as GPT-6 Sol and Claude Sonnet 5.5, and says it performs well on safety tests
Dave Treadwell, Amazon's SVP, emailed engineering staff: “The availability of the site has not been good recently.” …Forums:r/GithubCopilot:GPT-6.1 Sol in GitHub Copilot
Micron reports Q4 revenue up 379% YoY to $54.23B, vs. $51.07B est., net income up 1,078% to $37.7B, and forecasts Q1 revenue above estimates
Micron reported better-than-expected quarterly results on Wednesday as the memory maker continues to benefit from soaring demand for AI infrastructure.
Alex Stamos is joining Cognition as its new chief security officer; he most recently oversaw security at AI security startup Corridor and SentinelOne
Alex Stamos has joined Cognition as the AI coding unicorn's new chief security officer. … The hire suggests security has become a major focus for the fast-growing company.
Metaview, which uses AI agents to automate recruiting workflows, raised a $60M Series C led by Insight Partners, bringing its total funding to $110M
Metaview, an agentic recruiting platform, raised a $60 million Series C led by Insight Partners, CEO Siadhal Magos tells Axios Pro exclusively.
Investigation: McDonald's is utilizing an AI pricing engine across nearly 14,000 restaurants to generate location-specific “optimal prices” for menu items
A recording of the OpenAI DevDay 2026 keynote
DevDay 2026 is our biggest yet, with more than 20 major announcements …Hayden Field /The Verge:Protesters gather at OpenAI's DevDay
Trump says the AI accord with tech leaders is “morally binding” and the administration is considering a 10-person committee to oversee the AI industry
President Donald Trump on Tuesday said he signed a “morally binding” artificial intelligence document with tech leaders following …
Sources: OpenAI's ARR is nearing $70B, growing 70%+ since the beginning of Q3, with B2B revenue up 100%+; it added more consumer revenue in Q3 than all of 2025
Madison Mills /Axios:
Outmarket, which uses AI to help insurance agencies and brokers automate their tedious paperwork, raised a $34.5M Series B, a source says at a $335M valuation
Miter, which provides workforce management tools for the construction industry, raised a $40M Series B led by Battery Ventures, taking its total funding to $78M
Miter, a construction workforce management platform, raised a $40 million Series B led by Battery Ventures, CEO Connor Watumull tells Axios Pro exclusively.
IPO prospectus: Anthropic expects to spend $518B+ over 10 years with six partners on AI infrastructure; ~80% is non-cancelable or payable regardless of usage
www.reuters.com/business/ant... …
Pope Leo XIV rebukes Jensen Huang for downplaying AI risks, saying “the concerns raised by many of the experts, specialists in AI, should be taken seriously”
An interview with Bill Gates about the need for more than natural incentives under capitalism to regulate AI's risks, the effects AI will have on jobs, and more
US Health Secretary RFK Jr. says AI can offer “a second opinion that is much better informed than any doctor in the country” and “free us from medical tyranny”
FOI docs: UK police's six-month live facial recognition trial in London railway stations scanned 500K+ faces, leading to no arrests and one false-positive alert
AI infrastructure company Accelevation and backer Olympus raise $540M in a US IPO after selling 30M shares for $18 each, below its marketed $20-$24 range
EliseAI, which provides AI tools for health care and housing industries, raised $350M at a $4B valuation, up from $2.2B after raising $250M in August 2025
OpenAI announces Decisions API, which returns predefined answers with confidence scores, similar to TypeSafe's Jev, in limited preview with no pricing details
Frederic Lardinois /The New Stack:
Baseten partners with OpenAI to let OpenAI enterprise customers use existing commitments for open models served by Baseten within Codex or via the Responses API
open, closed, or both.Dannie Herzberg /@dannieherz:Baseten is one of the first open model inference providers in OpenAI's new B2B marketplace. This is a huge vote of confidence in open models and in B...
A profile of Mariano-Florentino Cuéllar, Anthropic's first global affairs chief, who had helped shape California's first AI safety law in 2025
OpenAI reopens sign-ups for its $200/month Pro tier, halves API credits per dollar to encourage pay-per-use, and commits to not reinstating the five-hour cap
Matthias Bastian /The Decoder:
A profile of Travis Kalanick, CEO of Atoms, whom Silicon Valley has welcomed back with VC support despite his unapologetic stance on his 2017 ouster from Uber
A book excerpt details the Sam Altman-Dario Amodei feud, and Greg Brockman and Ilya Sutskever's 2017 plan to auction rights to OpenAI's future AGI to countries
It's about the long-running feud between Sam Altman …
Efficient Computer, which uses dataflow architectures to develop faster and more energy-efficient chips, raised a $97M Series B at a $650M valuation
OpenAI and Anthropic-aligned super PACs have spent $55.7M on the US midterms so far; of 95 ads, all avoided reference to data centers and only some mentioned AI
Document: SpaceXAI plans a unified subscription for Grok and X with four tiers, including a $100/month Ultra plan, an $8/month Lite plan, and a free offering
SpaceXAI, the artificial intelligence unit of Elon Musk's SpaceX, is considering an overhaul of its subscription pricing options …
A US appeals court upholds a ruling for Thomson Reuters in its copyright lawsuit against Ross Intelligence, rejecting Ross' fair use defense for AI training
Q&A with Timnit Gebru, who says the “existential risk” narrative is a harmful marketing strategy and the “stochastic parrots” metaphor is not outdated
Pioneering Silicon Valley VC Bill Draper died on September 8 at age 98; he began investing in the 1960s, with successful bets like Activision, Skype, and Qume
Alibaba's ModelScope and OSChina's MoArk are vying to become Chinese alternatives to Hugging Face; ModelScope hosts 170K+ open models, while MoArk hosts ~20K
Sources: Jensen Huang and other execs asked Dario Amodei at the White House why he was so extreme in public on AI risks; Amodei said it's important to be honest
Wall Street Journal:
Sources: some Google employees say Gemini 4 performs well on benchmarks but struggles with some real-world coding tasks; Google disputes that characterization
As Alphabet Inc.'s Google prepares for the coming launch of Gemini 4, it's grappling with internal skepticism …
Sam Altman says OpenAI will not pursue an IPO until it can make confident safety claims about its AI models, but waiting too long would be “bad for the world”
Hayden Field /The Verge:NEW
South Korea's Kospi was the world's worst-performing stock market in Q3, down 18.8% due to Samsung and SK Hynix sell-offs in early Q3, but remains up 60% YTD
Sources: Meta is aggressively claiming a tax credit for AI data center build-outs by classifying facilities as experimental and writing off Nvidia chip supplies
OpenAI is adopting a structured “safety case” documentation framework modeled after industries like aviation and nuclear power to govern frontier RL training
1. OpenAI is doing live tool calls during long-horizon RL training runs?!? That might explain some of the external cyber attacks. — 2. Why isn't Anthropic having these troubles? [embedded post]
Hands-on with Dots, OpenAI's work-focused agentic product: highly capable and intuitive, with natural-feeling conversations represented as a chat inside ChatGPT
www.reuters.com/world/europe...
Amazon says Fire TV now offers integrated live content from 40+ apps, like YouTube TV and DirecTV, and plans a Music app with podcasts and concerts in the fall
Mariella Moon /Engadget:
Sources and filings: Situational Awareness lacked an investment risk team; after the sell-off, the SEC sent subpoenas to major banks about trades they financed
At the unBoxed conference, Amazon moves AI from being a feature to playing a more central role in ad-buying and brings previously separate ad workflows together
Sources: US-based PaleBlueDot AI is seeking $600M in private credit to buy chips for its South Korea site, to be used by Chinese social media app Xiaohongshu
DeepSeek says it has partnered with Huawei to develop programming tools for Huawei's Ascend chips, including TileLang, an open-source CUDA alternative
GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by Archiv with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC
Sources: some Google employees say Gemini 4 performs well on benchmarks but struggles with some real-world coding tasks; Google disputes that characterization
Alphabet Inc.'s Google has begun rolling out Gemini 4 Argon, its long-awaited flagship artificial intelligence model …
DoorDash unveils new retail partnerships to deliver clothing and footwear; Macy's is listing products directly on the DoorDash app for two-hour delivery
Sarah Nassauer /Wall Street Journal: