AEP’s $4B Fuel-Cell Plan Names Bloom, Not FuelCell Energy
AI data-center plans are estimated to need 44 GW of additional capacity by 2028, while some developers face grid-access waits of up to seven years. Oracle’s pivot from gas turbines to fuel cells shows how permitting can change the power technology a campus buys.
OpenAI Built a Web Its Models Can Browse Offline
OpenAI built a cached-web environment where isolated frontier models can browse, search, and use applications. Browserbase’s $40 million Series B at a $300 million valuation shows capital flowing to the adjacent browser-agent infrastructure layer.
Google’s 1,501 Score Has a Sales Desk
AI model benchmarks have become commercial infrastructure: coverage reported LMArena’s $100 million seed round at a roughly $600 million valuation, while Google cited a 1,501 LMArena score for Gemini 3 Pro.
PHP2Shell's Four Days, Meta's $825B Commitments
PHP2Shell drew an exploitation attempt four days before patching. Banks curbed AI agents, while Meta disclosed nearly $825 billion in lease and contract commitments.
Ukraine says Starshield was working normally again on Saturday morning; US officials said Trump asked Elon Musk to restore the service
Speed restrictions imposed by Elon Musk's SpaceX have hampered Ukraine's drone forces since Oct. 14 — KYIV—Ukraine's military Starlink system …
OpenAI says it built an “offline world” from cached web content to train isolated frontier models to browse, search for information, and use web apps
In order to work with software, AI models need computing environments: digital workspaces where they can write and run code …
Block unveils Dessa, a “true speech-to-speech” AI model trained on “nothing but human conversation” that it says runs locally on a MacBook Pro M4 Max or newer
You have got to listen to these conversations with Block's new Dessa AI model.
Artificial Analysis says Kimi K3.1 Pro lands 4th on its Intelligence Index, behind only Opus 5.5 (max), Sonnet 5.5 (max), and Muse Wonder Full (max)
Kimi K3.1 Pro launches at 4th on the Artificial Analysis Intelligence Index scoring 55, making large gains in agentic performance; it will be the leading open-weights model once its weights are publis...
Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to Moonshot
That's because Kimi K3.1 Pro scores so high on third-party benchmarks — according to both Moonshot and third-party AI model …
Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used
Also: The company rolls out a retail store tool to reduce wasted inventory. — Apple's touch-screen MacBook Pro will arrive on Wednesday …
Google updates its privacy policy to clarify it could use data shared via Personal Intelligence from connected apps, including Gmail and Photos, to target ads
Your inbox has secrets, and Google's ads might want in. — • … TL;DR — Google updated its privacy policy …
Memo: Helen Chiang, Xbox's first COO, is leaving Microsoft on October 23, just months after the role was created; she spent 21 years at the company
Helen Chiang is leaving Microsoft after 21 years. … Xbox is losing its first chief operating officer (COO) after creating the new role just a few months ago.
Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center firms, and 200+ neoclouds face “death and consolidation”
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers. SpaceX closed $4...
Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech.
The PHP Foundation, which coordinated fixes for two critical PHP flaws, operates on a shoestring budget with one full-time staff member and 14 contractors
The discovery of two serious flaws in PHP this week set off a global scramble to keep websites safe from hackers …
A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math
Alpha School, a private network, is spreading into public education. While its students' test scores are high, some parents and educators say it doesn't live up to the hype.
A look at Meta's role in Brazil's runoff, where Lula da Silva alleges Meta restricts his content and a court ordered it not to interfere; Meta cites glitches
A new villain is emerging in the closing stretch of Brazil's bitterly contested presidential election: Meta Platforms Inc.
Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount
OpenAI's efforts to undercut Anthropic on price are producing some results. — For instance, in May, Anthropic models powered 57% …
A look at OpenAI's Project Daybreak, which lets vetted partners use its top hacking models to find and fix vulnerabilities and helped uncover PHP2Shell RCE bugs
This voice experience is generated by AI. Learn more. — Using the latest GPT model, cyber researchers …
Baba, which develops AI tools to help Medicare and Medicaid patients connect to care teams and handle advocacy tasks, raised a $40M Series A led by FirstMark
Applied artificial intelligence company Baba secured $40 million in series A funding to modernize the Medicare and Medicaid experience.
LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash
The group said the acquisition would transform its presence in credit and private markets data — London Stock Exchange Group …
The UK plans to invest £100M to create the AI Biosecurity Lab to boost defenses against biological threats, supported by OpenAI, Anthropic, and Google DeepMind
The UK says it will establish a national AI Biosecurity Lab (AIBL) to help strengthen its defences against emerging biological threats.
Sources: Instacart, currently valued at $12B, is in talks to sell itself and held preliminary conversations with DoorDash and Uber; CART jumps 9%+
Inside Meta's law enforcement outreach team, which uses AI and human reviewers to analyze social media posts, aiming to prevent threats like school shootings
Algorithmic social media, which has helped create the conditions for the spread of such violence, is reckoning with how it can be part of the solution.
Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new “delay-in-delivery” coverage from brokers like Marsh
This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh …
Andy Jassy says AWS capacity for 2027 is “largely sold out” and a “good chunk” of 2028 capacity is also sold, though AWS reserves some capacity for on-demand
Global PC shipments fell 21% YoY in Q3 to 57M units, as memory and other costs pushed prices up; Lenovo retained its market leadership despite a 23% decline
Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers
Washington has always viewed Silicon Valley as culturally strange. But the current crop of AI leaders is becoming …
How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T market
“What is a GPU?” Blackstone Inc. executives asked CoreWeave Inc.'s leadership. Also: “Is AI real?” — These were entirely logical queries …
The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions
Record labels and artists including Taylor Swift and Ariana Grande are using the throwback music store to bolster their chart position and cash in on their fandom
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more
Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …
CapitalOS, which helps vertical software platforms offer spend management, cards, and bill payment tools to SMB customers, raised a $21.9M Series A led by LGVP
CapitalOS, which helps vertical software platforms offer cards and bill-pay tools to their SMB customers, has raised $21.9 million …
Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVs
Instagram is now available on the Apple TV, bringing Reels, longer videos, and live shows via the platform to Apple's streaming device for the first time.
OpenAI plans to restrict internet access for its frontier models during training until adequate alignment, monitoring, and security safeguards are established
a cached version of the web where they can still learn to browse, search, and use applications...Roon /@tszzl:'In one experiment, we asked agents in separate VMs, created and managed by OpenAI's sandb...
Utopai, an AI film studio that says it has more than 20 projects in the works, raised $60M at a $1B valuation
Mave, which is developing an AI-driven tool to automate security investigations, raised a $28M Series A led by Red Dot, bringing its total funding to $34M
Moonshot says it removed cyber-related data from training phases for Kimi K3.1 Pro “to reduce potential misuse risk while preserving general usefulness”
Source: www.kimi.ai/blog/kimi-k3... #AI #OpenSource