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  1. cnBeta
    AI score63

    Sierra Club Report: US AI Data Center Expansion May Offset 15 Years of Emissions Reductions in the Power Sector

    The environmental organization Sierra Club estimates that planned AI data centers in the United States will generate an additional approximately 618 million tons of carbon dioxide between 2025 and 2030, equivalent to a 42% increase in power-sector-related emissions, and may essentially offset 15 years of emissions reductions in the sector. The report says that by 2030 total emissions from the US power sector could rise to 2.1 billion tons, a forecast 2 to 4 times higher than a year and a half ago. Judgments among institutions diverge markedly: Rhodium Group believes that even under the most pessimistic scenario, emissions in 2040 will still be 24% lower than in 2025, while Sightline Climate estimates that about one-third to one-half of US data center projects originally scheduled to come online this year may be delayed or canceled.

    Same story · 2 reports

    #English text is being prepared.#English text is being prepared.#Industry news

  2. cnBeta
    AI score62

    Google Shuts Down AI Coding Agent Jules, Folds Lessons into Antigravity

    Google's AI coding agent Jules will gradually cease operations, less than two years after its launch. The official Jules X account stated that the team is integrating the experience gained from Jules into Antigravity, enabling users to autonomously execute background tasks in remote environments while also using an agent-centric development environment.

    Same story · 4 reports

    #Product updates#Agents#English text is being prepared.

  3. Huxiu
    AI score89

    Anthropic files S-1 to list on Nasdaq under the ticker ANT, with a valuation of up to $2 trillion

    Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts worth more than $650 billion, about 80% of which are non-cancelable; Q3 revenue was about $16.9 billion, and the quarter-on-quarter growth rate fell from 144% to about 47%, with some investors discussing cutting the valuation to about $1.5 trillion.

    Same story · 128 reports

    #Industry news#Anthropic#OpenAI

  4. Huxiu
    AI score85

    Anthropic files prospectus to list on Nasdaq under the ticker ANT, valuation drops to about $1.5 trillion

    Anthropic publicly filed its prospectus on October 26, planning to list on Nasdaq under the ticker "ANT"; according to Reuters, as growth slowed in the third quarter, the valuation discussed by investors has fallen from about $2 trillion to about $1.5 trillion. The prospectus shows revenue of $16.286 billion in the first half of 2026, with token-based usage revenue of $13.1 billion accounting for about 80%, and more than 11,900 customers who spent over $100,000 in the past 12 months. The company also disclosed future compute commitments of about $540 billion to $570 billion, and has abandoned its 2023 commitment not to train or deploy models that could cause catastrophic harm.

    Same story · 128 reports

    #Industry news#Anthropic#OpenAI

  5. Huxiu
    AI score77

    Binance hot wallet hacked for approximately $5.8 billion: a retrospective of the largest exchange theft in crypto history

    In the early hours of October 30, 50 EIP-7702 authorizations were submitted to a hot wallet labeled "Binance 14" by Binance; 3 minutes and 24 seconds later, 167,464 ETH, 1.615 billion USDT and 63 types of tokens were swept away, with cross-chain losses of $5.5 billion to $6.2 billion. Bitcoin fell below $78,500 and Ethereum lost the $2,250 level; liquidations across the network totaled $629 million in one hour, issuers including Tether and Circle froze assets, and Binance verified a total of $3 billion in frozen funds. Shenyu's retrospective stated that no contract vulnerability was seen on-chain, the private keys remain in Binance's hands but the malicious authorization has not been revoked, and the hacker may have induced the signing of a Type-4 transaction within the signing or operations pipeline.

    #Safety / alignment#Industry news#English text is being prepared.

  6. East Money
    AI score65

    Big Short investor Eisman questions Anthropic's prospectus for deliberately omitting Q3 data

    Steve Eisman on a podcast accused Anthropic of disclosing only financial data through June in the prospectus it filed on October 26, calling it deliberate in order to conceal a growth slowdown. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a sharp slowdown from 144% in the second quarter; each $1 invested in compute and infrastructure costs generated only $1.70 in revenue, below $2.08 in the second quarter. Eisman estimated its potential compute spending commitments at $800 billion to $900 billion, and said he would not invest in Anthropic.

    Same story · 3 reports

    #Industry news#Anthropic

  7. East Money
    AI score60

    Anthropic Reportedly Revealed as SpaceX's Mysterious Major Customer, Contributing Over One-Third of Revenue in Q3

    According to media reports citing people familiar with the matter, Anthropic is the mysterious major customer labeled "Customer B" in SpaceX's regulatory filings, contributing about 34.5% of SpaceX's revenue in the third quarter and surpassing the U.S. government to become its largest source of revenue. The two sides' cooperation consists of Anthropic leasing compute capacity from SpaceX's data center in Memphis, Tennessee; the contract is valid until 2029, with a potential spending cap of $120.5 billion, and payments of about $3.1 billion per month starting in December of this year. SpaceX's third-quarter revenue grew 161% and it achieved its first profit, with the superintelligence business generating $7.560 billion in revenue for the quarter, accounting for about 52% of total revenue.

    #Industry news#English text is being prepared.#OpenAI

  8. English text is being prepared.
    AI score71

    US media reports Accenture employee connected personal Claude Code to Pentagon systems; agent ran for two months before being discovered

    According to Wired magazine, a contractor employee at Accenture is alleged to have connected a personal Claude Code account to a secure U.S. Department of Defense system, letting an AI agent write and deploy code on their behalf; the agent ran in the Department of Defense network for two months before being discovered. People familiar with the matter said that during that time it is suspected of sending login credentials, passwords and network structure information to a third-party website flagged as high-risk by the U.S. National Institute of Standards and Technology. Accenture denied the allegations, saying a thorough independent investigation found the claims to be unfounded; Claude is currently prohibited for use by Department of Defense personnel.

    Same story · 2 reports

    #Safety / alignment#Agents#Anthropic

  9. Cailian Press
    AI score64

    Big Short investor Eisman questions Anthropic's IPO prospectus for not disclosing Q3 data

    Steve Eisman accused Anthropic on a podcast of disclosing only financial data through June in its IPO prospectus filed on October 26, arguing this was deliberate to conceal a slowdown in growth. He cited data showing Anthropic's third-quarter revenue was $16.8 billion, up 45%, a marked slowdown from the 144% growth rate in the second quarter; in the third quarter, every $1 invested in computing power and infrastructure costs generated only $1.70 in revenue, down from $2.08 in the second quarter. Eisman estimated its potential computing power spending commitments at $800 billion to $900 billion, and said he would not invest in Anthropic.

    Same story · 3 reports

    #Industry news#Anthropic

  10. Cailian Press
    AI score58

    Anthropic Reportedly Becomes SpaceX's Largest Customer, Contributing Over One-Third of Q3 Revenue

    According to people familiar with the matter, Anthropic has become SpaceX's largest customer, contributing more than one-third of the latter's revenue in the third quarter. SpaceX regulatory filings show that about 34.5% of revenue in the quarter came from a computing power payer labeled "Customer B"; the contract between the two parties involves leasing computing power at a data center in Memphis, Tennessee, is valid until 2029, and has a potential spending cap of $120.5 billion, with Anthropic paying about $3.1 billion per month starting in December this year. SpaceX's third-quarter revenue grew 161% and it achieved profitability for the first time, with the superintelligence business generating $7.56 billion in revenue in the quarter, accounting for about 52% of total revenue.

    Same story · 4 reports

    #Industry news#English text is being prepared.#OpenAI

  11. CNBC Technology
    AI score76

    Google adjusts its cloud business strategy, selling TPUs externally through partners such as Oracle

    Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

    Same story · 9 reports

    #Industry news#English text is being prepared.#Google

  12. CNBC Technology
    AI score73

    Anthropic Pursues IPO Under Public Benefit Corporation Structure, Lawyers and Analysts Flag Investor Risks

    CNBC reports that Anthropic plans to list at a valuation of $1.5 trillion or higher, and its public benefit corporation (PBC) structure requires the board to balance public interest with shareholder returns. Lawrence Hamermesh, a Delaware corporate lawyer, noted that PBC law defines the word "balance" vaguely, and that directors' defenses citing the pursuit of public benefit purposes would make accountability harder. Evercore ISI analyst Mark Mahaney said that an independent trust electing a majority of directors, and seven co-founders holding 50.1% of voting power through a single Class F share, will limit shareholders' influence over the company's operations.

    #Industry news#Anthropic

  13. CNBC Technology
    AI score71

    Alphabet's earnings miss expectations, search revenue growth slows to 12%

    Alphabet's third-quarter earnings fell short of expectations across the board, with search and other revenue up 12% year over year to about $63 billion, missing expectations for a second consecutive quarter, while search query volume growth was the highest in five years. Search revenue growth slowed from 19% in the first quarter to 17% in the second quarter and then to 12% this quarter, with the company citing exchange rates as the biggest factor. The stock fell about 13% on Thursday after the earnings release, its largest one-day drop on record, and free cash flow for the quarter was negative $9 billion. Cloud revenue doubled to nearly $31 billion, with cloud backlog of about $560 billion.

    #Industry news#Google#OpenAI

  14. CNBC Technology
    AI score56

    Microsoft cuts annual capital expenditure to $170 billion, Alphabet maintains guidance of $195 billion to $205 billion

    Microsoft lowered its annual capital expenditure forecast from $175 billion to $170 billion, while Alphabet maintained its guidance of $195 billion to $205 billion; the spending figures for both companies came in below analyst expectations. Microsoft CFO Amy Hood said that third-party GPU suppliers have experienced delays, and some available compute capacity will be pushed back to the first half of 2027; Alphabet CFO Anat Ashkenazi said that external compute capacity only came online at the end of the third quarter, and Alphabet's shares fell about 10% after hours. Shares of CoreWeave, Nebius, IREN and Oracle fell after the earnings releases, and Gartner predicts that by 2030, 80% of neocloud companies will be acquired or cease operations.

    #Industry news#English text is being prepared.#OpenAI

  15. CNBC Technology
    AI score55

    ServiceNow stock plunges 27% after earnings, worst single-day performance since its IPO

    ServiceNow shares fell 27% on Thursday, marking the worst single-day performance on record, after the company's third-quarter results fell short of expectations, reigniting market fears about AI disruption. Revenue for the quarter rose more than 20% year over year to $4.11 billion, roughly in line with LSEG analysts' expectation of $4.10 billion, but adjusted earnings per share of $1.00 came in below the $1.02 expected. Although the company slightly raised its full-year 2026 subscription revenue forecast to $15.78 billion to $15.79 billion, with net new AI average contract value growing 65%, Citi analyst Tyler Radke noted that the investment in its newly formed forward-deployed engineering team has yet to deliver immediate returns, and the market will have to wait until next year to see an inflection point.

    #Industry news#English text is being prepared.

  16. CNBC Technology
    AI score63

    Microsoft plans to issue $25 billion in bonds to support AI infrastructure expansion

    Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free cash flow, while Alphabet's free cash flow was negative for the second consecutive quarter, and Meta and Amazon also reported negative free cash flow this week; Oracle announced a new $10 billion bond issuance plan the same day.

    Same story · 2 reports

    #Industry news#OpenAI#Anthropic

  17. Rohan Paul
    AI score64

    TechCrunch says that after Anthropic's IPO, public shareholders will have almost no say over the board

    TechCrunch reports that Anthropic's IPO will give public shareholders almost no say over board membership. Its long-term benefit trust holds Class T shares, which can elect and remove a majority of directors, and its members include Ben Bernanke; the 7 co-founders jointly hold another class of shares, with most of them controlling 50.1% of shareholder voting rights and 3 board seats. The board's nominating committee can block the trust's choice of 1 designated director or removal without cause, and refer that decision to an employee vote; founder control can be voluntarily ended 10 years after listing, or automatically terminated when there are fewer than 3 founders.

    #Industry news#Anthropic#OpenAI

  18. Rohan Paul
    AI score60

    Cognition Receives Investment Offers at $70 Billion to $80 Billion Valuation

    Cognition has received investor offers valuing it at $70 billion to $80 billion and is seriously considering closing a funding round before the end of the year, but negotiations are still at an early stage and terms may change. The offers came just weeks after Cognition raised more than $2 billion in September at a $48 billion valuation. At $70 billion to $80 billion, investors would be paying roughly 78 to 89 times its revenue, up from 53 times at the $48 billion valuation. The range would also exceed the $60 billion SpaceX paid in stock to acquire Cursor parent Anysphere.

    #Industry news#Agents

  19. Rohan Paul
    AI score81

    Anthropic IPO filing shows $131.7 billion in cash and short-term investments

    Anthropic's IPO filing shows it holds $131.7 billion in cash and short-term investments, a scale exceeding that of Amazon and Microsoft; among U.S. non-bank companies, only Berkshire Hathaway and Alphabet hold more, and it exceeds the combined total of Nvidia and Apple. Its cash and equivalents rose from $17.4 billion at the end of 2025 to $112.4 billion as of June 30, with interest income of $11 billion in the first half of the year, higher than its operating loss of $693 million. Over the same period, undiscounted obligations for leases not yet commenced rose from $50.2 billion to $321.4 billion, with an additional $265.6 billion in fixed or minimum guaranteed commitments; after June 30, it signed new agreements with approximately $245 billion in minimum payments, and Anthropic said it may settle some leases by issuing convertible bonds rather than cash.

    Same story · 128 reports

    #Industry news#Anthropic

  20. Rohan Paul
    AI score60

    Oracle expects free cash flow of at least $30 billion in fiscal 2029

    At its investor day, Oracle set a target of expecting free cash flow of at least $30 billion in fiscal 2029, whereas investors had previously expected a negative figure. In fiscal 2026, the company consumed $23.7 billion in free cash flow to build AI data centers for customers including OpenAI, and this year it plans capital expenditure of $90 billion to $95 billion. CFO Hilary Maxson said free cash flow will turn positive in the second half of fiscal 2028, provided that capital expenditure peaks in fiscal 2027 and fiscal 2028 and then declines and new capacity begins generating revenue. Oracle also set a cap of $20 billion on new financing through fiscal 2030, split equally between equity and debt, after having completed a $20 billion stock offering. After the announcement, the stock rose as much as 9.6%, while the shares had fallen 33% year to date as of Tuesday.

    #Industry news#OpenAI