Search “OpenAI”

Google Cloud quarterly revenue up 103% year-over-year to $30.7 billion

Google Cloud revenue grew 103% year-over-year to $30.7 billion, while cloud business operating income more than tripled to $11.1 billion, driven mainly by demand for AI infrastructure. Google's model APIs currently process nearly 32 billion tokens per minute, more than 4 times the level a year ago, and the Gemini app has reached 1 billion users. TPU chip sales are making a substantive contribution to cloud growth; Oracle has begun offering TPUs, and OpenAI is reportedly also purchasing them, but Google expects most TPU revenue to materialize only by 2027; AI data center spending pushed free cash flow to a negative of more than $9 billion, wider than last quarter's $5.9 billion shortfall, while shared AI research costs rose 71% year-over-year to $7.7 billion.

Caixin Explains Anthropic's Prospectus in Detail: First-Half Revenue of US$16.3 Billion, Second-Quarter Operating Profit

Anthropic has filed a prospectus with the SEC, planning to list on Nasdaq under the ticker "ANT", with first-half revenue of US$16.3 billion and operating profit in the second quarter. Founded five years ago, the company has raised nearly RMB 140 billion in the private market; its IPO valuation is expected at US$1.5 trillion to US$2 trillion, with projected compute investment of US$800 billion. OpenAI announced in September that it would not go public this year, leaving Anthropic to push ahead with this IPO alone.

Microsoft reports record revenue for the 10th consecutive quarter, with quarterly revenue reaching $92.3 billion

Microsoft announced quarterly revenue of $92.3 billion, up 19% year-over-year, marking the 10th consecutive quarter of record revenue, with net income of $36.6 billion, up 32% year-over-year. Microsoft Cloud revenue was $63.9 billion, up 30% year-over-year, of which Azure contributed $33.2 billion, and revenue from OpenAI was $10 billion. Microsoft's capital expenditure this quarter reached $45.2 billion, also a new single-quarter high.

Google Search AI Mode ads expand to 10 new markets

After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI's generated organic answers. By the end of the year it will also cover Brazil, Mexico and the UK, while a week ago OpenAI had just pushed ChatGPT ads into 26 new markets, totaling 89 countries.

Century-Old Law Firm Weil Gotshal Dissolves, Legal AI Startup Crosby Submits Letter of Intent to Acquire

Wall Street law firm Weil, Gotshal & Manges has announced its dissolution, and legal AI startup Crosby has submitted a letter of intent to acquire its internal data, trademarks and brand, and to recruit some of its lawyers. According to The Information, what Crosby values is non-client-specific data such as the firm's M&A agreement templates and contract templates for each stage of negotiations, which can be used for model fine-tuning. Crosby has been founded for less than two years, has raised more than $80 million, and is valued at $400 million; its AI agents connect to the underlying models of OpenAI, Anthropic and Google.

NVIDIA and Oracle to Scale Vera Rubin to Multi-Gigawatt Scale, Vera CPU Now Available on OCI

NVIDIA and Oracle announced plans to scale NVIDIA Vera Rubin NVL72 systems in OCI Superclusters to multi-gigawatt scale, while Vera Rubin NVL72 and NVIDIA Vera CPU are now generally available on OCI. OCI Superclusters connect 72 GPUs per rack via NVLink and use Spectrum-X Ethernet and BlueField-4 DPUs; the two parties say customers can scale CPU and GPU resources independently to reduce idle capacity. OpenAI has already used more than 100,000 NVIDIA Blackwell GPUs on the OCI Supercluster in Abilene to train and run GPT-6 Astra, and said it will put Vera into production to support agent sandbox workloads.

Amazon CEO Jassy: AWS compute orders booked through 2028, enterprise AI adoption not yet widespread

In an a16z interview, Amazon CEO Andy Jassy said that even with roughly $220 billion in capital expenditure in 2026, AWS will still be unable to meet a large amount of customer demand: its main compute capacity for 2026 is already sold out, most of its 2027 capacity is booked, and a considerable portion of 2028 capacity has also received customer commitments. He described current AI demand as dumbbell-shaped—at one end are foundation model labs and a handful of fast-growing applications, and at the other are enterprises using AI to cut costs and improve efficiency—and said inference costs still need to fall substantially to drive widespread enterprise adoption. Jassy also mentioned that AWS Bedrock has integrated OpenAI models, and that both OpenAI and Anthropic have made multi-year, multi-gigawatt-scale commitments to use Trainium.

Nvidia's AI financing role faces its first major test as neocloud stocks and credit markets come under pressure

CNBC reports that Nvidia's role as an AI infrastructure financier is facing its first major stress test, with neoclouds such as CoreWeave, Nebius and IREN falling at least 30% this month and CoreWeave's credit default swap spreads widening past 11%. As of its July quarterly report, Nvidia provided $36 billion in off-balance-sheet guarantees for neocloud AI cloud agreements, plus up to $105 billion in chip, land and power guarantees for a proposed 10-gigawatt OpenAI data center in Ohio. Jensen Huang told CNBC this week during GTC in Berlin that neocloud demand is absurdly high and what's missing is the working capital to drive growth.

UK invests £600 million to address AI risks and establishes an AI biosecurity lab

The UK government has announced an investment of about £600 million to address public health and security risks posed by AI, of which £100 million will be used to establish an AI biosecurity laboratory to identify biological threats, and £65 million to research and develop pathogen prevention and response measures. OpenAI and Anthropic will provide AI model usage credits worth up to £200 million for the biosecurity program, and Google DeepMind and Basecamp Research will also provide support. The UK AI Safety Institute will receive an additional £120 million in funding, and a further £130 million will be invested in two new projects: the National Cyber Shield and the National Cyber Risk Exposure and Real-Time Vulnerability Center.

Railway suffers cyberattack leaking customer keys, asks users to change API keys

Cloud hosting platform Railway discovered abnormal activity on October 21 in the system storing customer environment variables, stating that an unauthorized third party may have accessed encrypted environment variables and decrypted some of them, and has advised all users to change credentials such as API keys. Railway believes the attack may be part of a recent series of attacks targeting platform companies with the aim of breaching AI inference service providers, and has notified upstream suppliers to revoke potentially leaked keys. The company also released security guidance for OpenAI, Anthropic and GitHub users, advising them to delete potentially exposed API keys, generate new keys and check usage records; on October 23 its builds and deployments had recovered, but new user registration remained suspended.

AI discovers high-severity PHP vulnerabilities php2shell, institutions in multiple countries worldwide rush to patch

Cybersecurity companies Wiz and Calif, with the help of OpenAI technology, discovered two security vulnerabilities in the PHP language collectively called php2shell, affecting multiple PHP versions over the past decade or more; about 70% of websites worldwide use PHP. The PHP Foundation has released patches, and institutions including the US NSA, the UK NCSC, and bodies in the EU, Singapore, and Australia urged website operators to update immediately, and those unable to patch should consider temporarily shutting down their websites. Some websites including Wikipedia, the Finnish government, Edinburgh City Council, and the BBC have suspended operations; Cloudflare said attack attempts rose from thousands to millions after the vulnerabilities were disclosed.

Anthropic Donates Agent Skills Standard to Agentic AI Foundation

Anthropic announced that it is donating the Agent Skills standard to the Agentic AI Foundation (AAIF) under the Linux Foundation, in order to keep it open, community-driven, and vendor-neutral. The AAIF was co-founded last year by Anthropic along with Block and OpenAI, and the MCP specification had previously been donated to this foundation as well. Simon Willison noted that he had predicted this development last December, and used the MCP plugin on simonwillison.net to retrieve that prediction of his from that time.

Agentic AI Foundation Adds Four Projects, Hosted Projects Reach 10 in First Year

The Agentic AI Foundation announced on October 22, 2026 the addition of four hosted projects: Agent Skills contributed by Anthropic, Open Responses contributed by OpenAI, OpenEnv contributed by Hugging Face, and OpenSandbox contributed by Alibaba, bringing the total number of hosted projects from 3 at its founding in December 2025 to 10. The four projects correspond to four layers: agents acquiring skills, applications invoking models across vendors, agent training and evaluation, and secure agent operation. Agent Skills is open-sourced under Apache 2.0 and CC BY 4.0, already supported by more than 70 agent platforms, with over 1 million skills published and nearly 280 million installs; Open Responses defines shared schemas and streaming events based on the OpenAI Responses API, with implementations already provided by Databricks Model Serving and Vercel AI Gateway.

Warp Sciences Raises $215 Million to Build Chemistry Labs with AI and Robots

Warp Sciences has emerged from stealth with $215 million in funding led by Lightspeed, with participation from IVP, Mayfield, Lux, Premji Invest, Menlo Ventures and others, to build a U.S.-based chemistry contract research organization (CRO) that combines chemists, AI and robots. The company is led by former OpenAI Chief Product Officer Kevin Weil and enters through analog synthesis in the lead compound optimization stage, charging per delivered compound and not charging if nothing is produced, and currently works with a small number of design partners. Its long-term vision is to feed experimental data (including failed experiments) back into model training, gradually increasing the degree of laboratory automation.

Uber rolls out ChatGPT Work to all 30,000 employees

Uber and OpenAI announced an expanded partnership under which all of Uber's roughly 30,000 employees worldwide will use ChatGPT Work. The product, launched in July this year, is positioned as an enterprise-facing AI agent; Uber had previously piloted it with 1,000 employees across departments including finance, operations and product, where about 80% of early users were not engineers, using it to analyze operational data, localize training materials and build interactive dashboards. Uber did not disclose the cost of the rollout, saying it will track how employees use the tool and their output to guide future AI deployments.

Trump says large data centers must generate their own power and pay cash dividends to communities

In a Truth Social post, Trump said large new data centers must generate their own power and pay cash "dividends" to their host communities. The closest existing commitment is the Ratepayer Protection Pledge signed in March this year by Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI, under which signatories pledged to build or purchase generating capacity and bear infrastructure upgrade costs, but experts believe the pledge may not be enforceable at the federal level. Trump said some projects that were initially highly unpopular became popular after financial agreements were reached, and the dividend proposal goes further than those pledges.

English translation is being prepared.

English translation is being prepared.

Arda Industries raises $232 million to make production lines easier to adjust with AI

Arda Industries officially launched with $232 million in funding, led by Accel, Altimeter, Founders Fund and Khosla Ventures, with participation from XYZ Venture Capital, 8VC, SVAngel and Felicis. The company's co-founder and CEO is Bob McGrew, former Chief Research Officer at OpenAI. Its platform lets users upload product blueprints and then automatically plan production lines, determine which robots to use and generate visual work instructions. Its current customers are concentrated in defense and data center electronics; Anduril uses it to optimize production lines. The company's long-term plan is to enter the consumer electronics market and develop AI agents that can adapt to new equipment within days.

Daytona raises $60M Series B at a $1B valuation

Daytona, which provides cloud infrastructure for AI agents, has raised a $60 million Series B at a $1 billion valuation, bringing its total funding to $91 million, with FirstMark leading the round. Its platform provides agents with isolated Linux, Windows, and macOS compute environments through a single API, supports pausing, resuming, and continuing exploration of tasks, and its customers include Anthropic, OpenAI, NVIDIA, Cursor, and Cognition. The company says its revenue run rate grew 25x from January to September, and the new funds will be used to expand its agent cloud platform, scale compute capacity, and hire in San Francisco, Croatia, and Singapore.