Broadcom May Lend Anthropic Up to $42 Billion for TPUs
Google offered Cloud TPUs by the hour in 2018; Anthropic has now committed to a $125.2 billion, five-year TPU lease. Broadcom’s reported up-to-$42 billion convertible note could put supplier capital behind that obligation.
Nvidia Holds the Lease
Nvidia AI infrastructure financing now pairs mixed-silicon NVLink racks with a completed $30B OpenAI investment and $3.5B in lease guarantees. The unsettled question is who pays when a built factory sits idle.
Anthropic’s $125.2B TPU Leases as Token Costs Halve
Average token costs fell from $2.07 to 97 cents per million as Anthropic committed $125.2 billion to five-year TPU leases and OpenAI discounted multiyear capacity commitments.
OpenAI says it “parted ways” with three researchers for violating its “handling sensitive” info policies; sources: they shared it with an AI safety organization
Startup is in throes of responding to several incidents in which its AI models went rogue
Apple releases an update for iPhone 18 Pro Max devices on AT&T to address cellular failures; units that already lost service require hardware replacement
Apple has confirmed an issue causing a “small number” of iPhone 18 Pro Max devices on AT&T to lose cellular service.
Lyft agrees to pay $272.5M to settle California's claims that Lyft mislabeled drivers as independent contractors rather than employees between 2016 and 2020
Lyft (LYFT.O) has agreed to pay $272.5 million to settle claims by the state of California and three of its largest cities …
Sources: Jay Clayton will likely be the White House's pick for AI czar, and he may remain in his current role as director of national intelligence
Jay Clayton will likely be the White House's pick for AI czar, and the Trump administration has been discussing having him remain in his current role …
Cloudflare debuts open-weight multimodal decision models Clef and Clef-flash, claiming they are smarter and faster than Jev, based on Qwen3.8-27B and Qwen3.5-9B
Sure, it costs more, but it can handle images and video and it's available on Hugging Face if you have the hardware horsepower to run it locally
In a Q&A, Trump discusses Dario Amodei's views as differing much from “what is portrayed in the media”, meetings with AI leaders, “Super Intelligence”, and more
President Donald Trump sat down for an interview with TIME at the White House on Sept. 28.
Nvidia announces a version of DGX Spark with 64 GB of unified memory for $4,999, or $1,000 more than the 128 GB version at launch
The ongoing memory shortage has prompted Nvidia to create a 64GB version of its DGX Spark mini PC, which runs AI models locally. The only problem?
Gavin Newsom vetoes a CA bill banning secret recording with smart glasses in private places, saying its definition of a wearable recording device was too broad
California Gov. Gavin Newsom vetoed legislation Wednesday that would have penalized Californians for using smart glasses …
Microsoft launches MAI-Transcribe-2-Streaming, a model for low-latency, real-time transcripts, and two new voice models, MAI-Voice-2.1 and MAI-Voice-2.1-Flash
MAI-Transcribe and MAI-Voice models: accurate, fast, low cost, and chart-topping audio understanding and generation for building the best conversational voice agents.
Meta announces Muse Gadgets, providing an open source ESP32 microchip firmware and a Linux SDK to let users bring Muse to their hardware, like Raspberry Pi 5
The company created its own smart home device, the Muse Home Link — We still don't know too much about Meta's tamagotchi-like AI device …
Memo: Ryan Roslansky, who was promoted from LinkedIn CEO to the head of Office and Teams in 2025, is leaving, triggering another Microsoft executive reshuffle
Ryan Roslansky is leaving after nearly 18 years at LinkedIn and Microsoft. … After nearly 18 years at LinkedIn and Microsoft, Ryan Roslansky is leaving the company.
A US judge dismisses Chegg's and Penske's lawsuits alleging Google violated antitrust law by forcing them to allow content in AI Overviews, reducing web traffic
Alphabet's Google has persuaded a US federal judge to dismiss lawsuits from education technology company Chegg …
New Mexico asks a judge to order Meta to pay up to $40B after a jury found it willfully deceived customers, in what could be the biggest US court penalty ever
NEW MEXICO (KRQE) - The State of New Mexico is asking a judge for the biggest penalty ever awarded in a court case in the United States …
Sources: Anthropic could start formal marketing for its IPO as soon as the week of November 9, putting it in line to begin trading before Thanksgiving
Anthropic PBC is seeking to go public as soon as the middle of November, according to people familiar with the matter …
A look at two opposing perspectives on AI agent sandboxing: infosec says labs need better containment while AI alignment says sandboxes cannot contain agents
Quick caveats: this is a post on AI safety, written by a cryptography professor. If that troubles you, you should read something else.
IPO prospectus: Broadcom agreed to lend Anthropic up to $42B via a convertible note that could help finance Anthropic's $125.2B, five-year TPU lease commitment
Anthropic's IPO prospectus documents extensive partnerships with a handful of big tech firms. One stands out: chip maker Broadcom (AVGO.O).
Apple says it is adding additional controls around “Full Disk Access” on macOS as AI agents have increased “the risks associated with this level of access”
Days after a journalist claimed that Meta's Muse app on Mac read their private messages — a claim that Meta disputed …
OpenAI launches two ChatGPT shopping features: a virtual try-on tool for clothing and accessories, and a Favorites feature to save products to a user's Library
OpenAI is again experimenting with how its conversational AI assistant, ChatGPT, can help users as they shop online.
Hans Anders, one of the largest Dutch eyewear retail chains, suspends sales of Ray-Ban Meta Glasses in the Netherlands and Belgium amid growing privacy concerns
One of the largest Dutch eyewear retail chains said on Friday it had suspended sales of Meta's (META.O) Ray-Ban smart glasses …
Sony launches Quick Spectral Super Resolution, a “new performance tier of AI upscaling” for the standard PS5, from Project Amethyst, a collaboration with AMD
Sources: EU regulators are questioning Binance over its use of a legal exemption to continue serving customers in the region despite failing to secure a license
Securities regulators looking at use of legal exemption by world's biggest crypto exchange — EU officials are questioning …
Experts say mounting cases of Nvidia chips reaching Chinese AI companies despite US export controls are increasingly pointing to gaps in Nvidia's due diligence
Nvidia's AI chips keep making their way to China despite US curbs. Officials are asking why the company missed red flags.
Slovenia says 44,000 domain names with the .si suffix were registered in September, up from ~2,000 in August, as Trump renamed AI “super intelligence”
Donald Trump's push to rename AI may be behind an “unprecedented” rise in registrations for domain names in Slovenia, according to its official national registry.
Survey of 37 countries: the share of people who say social media is bad for democracy has risen significantly since 2022 or 2023; a median 55% say it's good
Most think social media leads to manipulation and division, but they also say it informs people and gives them a voice in politics
Tavus unveils Griffin, the “first Human Interaction Model”, which it says passed the “video Turing test”, with 48% of users thinking it was human in live chats
OpenAI says it learned this week that its AI agent hacked Australia's NSW state government in June, following a similar hack of Australia's federal government
Attack accessing historical data on bushfires occurred in June but not disclosed by the tech company until Thursday
Suno debuts Speech, which generates spoken voices from scripts or prompts, with optional background music, in public beta, as its music generator faces lawsuits
The new Speech feature provides synthetic voiceovers embellished with AI background music.
Strands Labs, AWS's experimental agent-development project, unveils Strands Decider 2B, a free, open-source Jev competitor fine-tuned from an Alibaba Qwen base
The race to make AI agents cheaper and faster is moving beyond the models that write their answers.
AT&T, T-Mobile, and Verizon form a JV that aims to expand US satellite coverage and eliminate dead zones, appointing industry veteran Paul Roth as interim CEO
AT&T (T.N), T-Mobile (TMUS.O) and Verizon (VZ.N) have appointed wireless industry veteran Paul Roth as interim chief executive …
Amazon plans to spend $1B+ over five years for infrastructure upgrades and other projects in US communities that host its data centers, amid a growing backlash
Amazon says it will spend more than $1 billion over five years in the U.S. communities where it builds and operates data centers …
SoftBank made the final $10B investment in its $30B pledge to OpenAI's most recent funding round; source: Nvidia made its final $10B investment in the round too
Nvidia and SoftBank have each made the final $10 billion investment in each of their $30 billion pledges to OpenAI's last funding round …
A profile of Larry Ellison, including his octopus fixation, influence across Oracle, data centers, TikTok, politics, and support for David's media ambitions
The $200 billion software titan has suctioned himself to many hubs of influence—from data centers to TikTok to Hollywood studios to the Oval Office itself.
Amazon updates the Kindle, Kindle Paperwhite, and Kindle Colorsoft with new colors and up to 32GB of storage, and unveils a $35 Kindle Click page-turning remote
ArXiv limits preprint submissions to two per month per submitter, as AI access fuels a record 40,363 submissions in September 2026, vs. 20,569 in September 2024
Halluminate, which builds AI training environments for complex financial workflows, raised a $30M Series A led by Oak HC/FT, taking its total funding to $38.5M
Halluminate, a nine-person San Francisco startup building AI training environments for financial work, has raised $30 million …
Anthropic launches the Claude Frontier Academy with a $100M commitment to train 10K “Frontier Deployed Engineers” by 2028, starting with Accenture, Bain, others
The first-of-its-kind Academy trains Frontier Deployed Engineers using the same standard of skills as Anthropic's own engineers …
Source: FieldAI, which is developing a “universal general-purpose brain” for robots, is raising $700M at a $10B valuation, up from $2B in 2025
- FieldAI is raising $700 million at a $10 billion valuation, up from $2 billion last year. — FieldAI is building what it says is a …
A profile of Xbox CEO Asha Sharma, who insists “Xbox is not for sale” despite overseeing mass layoffs and divested studios since inheriting the flailing unit
Sources: Anthropic has taken the unusual step of ending customers' discounts, which typically reach ~15%, once they hit the usage limits, forcing renegotiations
Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased.
Meta may never need ads to monetize Muse, instead focusing on building trust in the near term and possibly monetizing it through merchant transaction fees later
Sources: Broadcom's Wall Street syndicate is amassing $60B in AI chip financing to help Anthropic and others access chips and other key AI infrastructure
Broadcom Inc.'s Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies …
Samsung quietly raises US prices for most of its Galaxy S26 lineup by $100 and the 1TB Galaxy S26 Ultra by $200; the Galaxy Z Fold 8 and Z Flip 8 are unchanged
The US sanctions Russia-backed payment network A7, freezing any of its US assets, and accuses it of helping Iran and its proxy groups to evade Western sanctions
Asymmetric Security investigation: OpenAI agents pulled data from 55 business, nonprofit, and government agency websites while actively obscuring their actions
Groups affected include the US Centers for Disease Control and Prevention, the US Securities and Exchange Commission, and the International Energy Agency.Catalin Cimpanu /@campuscodi.risky.biz:“AI-pow...
DoorDash pulls support for a GOP bill that would have limited DC's ability to write its own tax laws, after widespread calls for locals to boycott the service
Tether says its USDT stablecoin will return to the Bitcoin network via Tether-backed Utexo, which will keep most transaction data off Bitcoin's public ledger
“It's coming home,” Tether CEO Paolo Ardoino proclaimed on X last week, referring to the return of his company's stablecoin, USDT, to the Bitcoin network.
Sources: an EU investigation is set to find that Azure and AWS meet DMA thresholds, as the EU strengthens its regulatory scrutiny of the cloud sector
Microsoft Corp.'s Azure and Amazon Web Services are set to be designated under the European Union's strict rulebook for Big Tech.
Micron CEO Sanjay Mehrotra says that RAM shortages will persist into 2028 and perhaps beyond, and customers will pay “much higher prices” than they did in 2026
Sources: SpaceX's AI unit held talks about leasing computing capacity to Microsoft, as it fully embraces the neocloud business despite Musk's initial reluctance
Memo: the US Army is creating an autonomous systems command, after Defense Secretary Pete Hegseth announced the Meridian and Agincourt robotic warfare projects
The U.S. Army is creating a new autonomous systems command and appointing an acquisition executive to prioritize buying …
Meta says it is letting go of employees it hired from AI safety startup Virtue AI four months after they joined the company, citing clashing work styles
Armadin, started by Mandiant founder Kevin Mandia to build AI cybersecurity agents, raised a $255.5M Series B led by a16z and Accel at a $2.5B+ valuation
A profile of Nubank founder David Vélez, who graduated from Stanford, worked at Sequoia, and moved to Brazil to start the bank in 2013, as Nubank enters the US
Anthropic urges Australia to consider “conditional approval” for Big Tech to train its models on copyrighted works, giving copyright holders a choice to opt out
Miami-based Doxx.net, whose platform enables serverless P2P calling, messaging, and file transfers for humans and AI agents, raised a $38M Series A led by a16z
TypeSafe CEO Diogo Almeida says Jev is in use by ~25% of Fortune 500 companies and “we were at a trillion tokens per day about a week ago”
California AG Rob Bonta issues an investigative subpoena to OpenAI, as part of a broader inquiry into cybersecurity incidents and risks related to its AI models
California Attorney General Rob Bonta has issued an investigative subpoena to OpenAI, as part of a broader inquiry …
OpenAI says that as of September 26, it has notified 100+ organizations about its AI agents bypassing their security controls or negatively impacting a service
OpenAI has informed more than 100 organizations about incidents involving unauthorized activity tied to its AI agents, according to a blog post by the ChatGPT maker …
Sources: Amazon has held talks with investors about a deal to spin off $8B of Grace Blackwell chips into an SPV, then lease them back for its US data centers
Volantis, which aims to use vertical-cavity surface-emitting lasers, like those used by the iPhone's Face ID, to connect AI chips and memory chips, raised $88M
After a four-month US prison sentence, Changpeng Zhao is now living a gilded life in Abu Dhabi; he retains majority ownership of Binance and a $10B+ net worth
Like, of course they think you don't need friction or introspection — www.nytimes.com/2026/10/01/b... [image]Tim Carmody /@tcarmody:“Mr. Zhao's most influential allies are a pair of powerful ruling...
Micron filed a US lawsuit accusing Chinese memory maker YMTC of poaching its key engineers and then using the engineers' patents to sue Micron for infringement
Salesforce agrees to acquire AI customer research startup Listen Labs for reportedly $2B; Listen Labs had raised a $69M Series B at a $500M valuation in January
Anthropic says Claude for Government is now generally available to federal and state agencies, with Claude Code CLI and Claude for Microsoft 365 in early access
Source: some of the information that the three now ex-OpenAI employees allegedly mishandled pertained to OpenAI's infrastructure architecture
OpenAI has parted ways with three employees for violating company policies on how private information should be handled, including for allegedly sharing it with an outside group.
US authorities arrest a California man suspected of smuggling $300M+ worth of restricted Nvidia AI chips to China via Malaysia and Singapore from 2023 to 2024
Federal prosecutors arrested a California man on Thursday on charges of smuggling computer servers containing $300 million worth …