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336Kr · AI08:21

AI score57

Anthropic Updates Prospectus: Admits It Previously Failed to Timely Identify AI R&D Acceleration, and Bans Claude from Fully Autonomously Designing Next-Generation Models

Anthropic submitted an updated prospectus (S-1/A) to the U.S. SEC, changing the first version's "may be unable to identify before R&D significantly accelerates" to "has previously failed to identify," acknowledging that AI R&D acceleration has already genuinely occurred internally. The filing discloses that by September of this year, more than 90% of code in the internal codebase was generated by Claude, the average daily code commits per engineer rose from 35 times the 2024 average to more than 45 times, and internal spending on calling Claude, at public list prices, grew more than 250-fold from January to September. Page 188 explicitly states that Claude will not be allowed to fully autonomously design and build next-generation frontier models without human oversight, and that it is considering requiring key decisions to be reviewed and signed off by humans.

Same story · 21 reports

#Industry news#Safety / alignment#Anthropic

336Kr · AI08:21

AI score66

Altman Previews Next-Generation GPT: 10,000 Agents Collaborate to Complete Navier–Stokes Proof

At the ADIPEC 2026 energy conference in Abu Dhabi, Sam Altman disclosed that the Navier–Stokes mathematical breakthrough previously announced by OpenAI was accomplished by 10,000 Agents driven by the upcoming next-generation GPT, which worked collaboratively and continuously for about 4 days, with no hierarchy and no unified leader. OpenAI disclosed that the experiment started on September 1, with the Agent scale ultimately reaching about 10,000; it completed the core mathematical exploration in about 88 hours, exchanging 2.7 million messages and generating about 130 billion Tokens, after which GPT-6 Astra used 17 hours to complete formalization and verification through Lean. Altman said the research cost about $10 million, and he expects that by September 2027 it could be redone at about one percent of the cost, but he did not disclose the model name or release date of the next-generation GPT.

Same story · 4 reports

#Industry news#Agents#OpenAI

RRohan Paul08:00

AI score80

WSJ: Large investors want Anthropic IPO priced at $1.5 trillion to $1.6 trillion

WSJ reports that large investors want Anthropic's IPO priced at $1.5 trillion to $1.6 trillion, below the nearly $2 trillion discussed in previous months. The revised prospectus shows that Anthropic's third-quarter revenue rose from $1.16 billion to $1.7 billion, but spending grew faster, with an operating profit of $974 million turning into an operating loss, mainly due to higher costs for $5 billion in compute purchased under short-term terms. Its total long-term commitments amount to about $895.4 billion, almost all for compute and infrastructure, of which $447.5 billion is expected to be spent before 2031.

Same story · 3 reports

#Industry news#Anthropic

RRohan Paul08:00

AI score55

OpenAI Reportedly Hires Former U.S. Defense Secretary Mark Esper to Advance Military AI Business

OpenAI has reportedly hired Mark Esper, former defense secretary during the Trump administration, to help expand its military AI work. Esper led the U.S. Army from 2017 to 2019, then headed the Pentagon until he was dismissed in November 2020, and previously spent 7 years in charge of government relations at Raytheon. During his tenure as defense secretary, he supported the Pentagon's early AI ethics projects.

#Industry news#OpenAI

Hheise online07:48

AI score61

The New York Times and other newspapers sue Brave Software for using their articles to train AI without authorization

Several U.S. newspapers, including The New York Times and the New York Daily News, have sued Brave Software in Manhattan federal court, alleging that it used newspaper articles to train AI models without permission and allowed browser users to bypass paywalls. The complaint alleges that Brave charges Anthropic, Perplexity, xAI and other companies to provide real-time online content from the Brave index, but those AI companies were not named as defendants. The New York Times previously sued OpenAI and Microsoft in late 2023 over copyright issues related to AI training.

Same story · 4 reports

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SSiliconANGLE07:48

AI score65

Marvell announces $115 billion acquisition of optical device maker Lumentum

Marvell announced it will acquire optical device maker Lumentum for $115 billion. Lumentum shareholders will receive 4.5 shares of Marvell stock for each share, equivalent to about $1,132 per share, a 23.9% premium over its unaffected share price. Marvell said the move will strengthen its control over the supply chain and more closely align upstream device design with its own needs, and the deal is expected to close in the first half of 2028. Marvell expects the deal to be accretive to adjusted earnings per share within one year of closing, hopes to achieve more than $1 billion in annual cost savings over the long term, and expects to expand its total addressable market to $550 billion.

Same story · 9 reports

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SSiliconANGLE07:48

AI score66

Palantir's Q3 results beat expectations, with US commercial revenue surpassing government revenue for the first time

Palantir's Q3 revenue was $2.313 billion, up 96% year-over-year, with adjusted earnings per share of 44 cents, both above analyst expectations, and it raised its full-year revenue guidance for the third time. US commercial revenue reached $984 million, up 148% year-over-year, surpassing US government revenue of $953 million for the first time. The company's Q4 revenue guidance is $2.649 billion to $2.653 billion, and its full-year guidance was raised to $8.530 billion to $8.534 billion.

Same story · 2 reports

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SSiliconANGLE07:48

AI score57

42AI launches with a $62.5 million seed round, using behavioral world models to predict trader decisions

Israeli AI startup 42AI has launched with a $62.5 million seed round to build what it calls behavioral world models, with its first customers being brokerages that want to anticipate how traders will act during market volatility. Its software converts personal characteristics into mathematical representations, and a Transformer-based world model calculates the probabilities of various choices, while a separate language model explains the basis for the predictions; brokerages can see which instruments, in which direction, and in what quantity a client is likely to trade over the next 24 hours. The company says it already works with ten large brokerages, has reached seven-figure revenue, and says one brokerage gained about $30 million in additional value through dynamic hedging, with its 98% accuracy rate measuring whether trading flow falls within the predicted range.

Same story · 2 reports

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

SSiliconANGLE07:48

AI score76

Anthropic Updates S-1: Third-Quarter Revenue of $17 Billion, Operating Loss of $536 Million

Anthropic updated its IPO prospectus S-1, disclosing third-quarter revenue of $17 billion for the period ended September 30, up more than 11-fold year over year, though quarter-over-quarter growth slowed from 144% to 47%. In the quarter, it recorded a $5 billion charge for premium-priced compute hardware purchases and a $2 billion charge for an employee donation matching program, posting an operating loss of $536 million, compared with operating profit of $974 million in the prior quarter; adjusted operating profit rose by $300 million quarter over quarter to $2.5 billion. As of September 30, its infrastructure commitments reached $895.4 billion, and purchase commitments rose from $55 billion at the end of 2025 to about $314 billion.

Same story · 21 reports

#Industry news#Anthropic#OpenAI

SServeTheHome07:45

AI score63

Marvell plans to acquire Lumentum in an all-stock deal valued at approximately $115 billion

Marvell announced that it has signed a definitive agreement to acquire Lumentum in an all-stock transaction with an implied value of approximately $115 billion. Upon completion of the transaction, Marvell shareholders will hold 67% of the new company and Lumentum shareholders will hold 33%, and three Lumentum directors will join Marvell's board of directors. The transaction is intended to combine Marvell's electrical interconnect, custom chip and packaging capabilities with Lumentum's high-performance lasers, optical circuit switching (OCS) and compound semiconductor manufacturing capabilities to address the physical limits of copper interconnects as AI clusters scale up. The transaction is expected to close in the first half of 2028.

Same story · 9 reports

#Industry news#English text is being prepared.

PPhoenix Technology07:40

AI score80

Anthropic's Q3 revenue up 1127% year-over-year, Claude business revenue reaches $17 billion

Anthropic submitted an updated prospectus filing to the U.S. Securities and Exchange Commission, disclosing third-quarter 2026 revenue of approximately $16.96 billion, up 1127% year-over-year from $1.38 billion in the same period last year, with the Claude business contributing $17 billion. Operating loss for the period was $567 million and net loss was $23.3 billion, mainly from computing infrastructure and R&D investment; enterprise customers with annualized revenue of no less than $100,000 exceeded 11,900, and total contracted obligations on hand amounted to $320 billion. The company has formally filed for an IPO, and the market widely expects it to complete its listing in November.

Same story · 21 reports

#Industry news#Anthropic

PPhoenix Technology07:40

AI score64

Anthropic Updates Prospectus: Claude Has Taken Over More Than 90% of Internal Code

Anthropic has submitted an updated prospectus to the U.S. SEC, acknowledging for the first time that it previously failed to promptly recognize the acceleration in AI R&D. The document discloses that by September of this year, more than 90% of the code in the company's internal codebase was completed by Claude, the volume of code submitted per engineer per day rose from 35 times the 2024 average to more than 45 times, and the cost of internal Claude calls at public list prices rose more than 250-fold from January to September. Page 188 of the prospectus explicitly states that even if technically feasible, Claude will not be allowed to design the next generation of frontier models fully autonomously without human oversight.

Same story · 21 reports

#Industry news#Safety / alignment#Anthropic

PPhoenix Technology07:40

AI score64

Huawei Ascend 950 SuperNode Wins 2026 World Internet Conference Leading Science and Technology Award

At the 2026 World Internet Conference held in Wuzhen, Huawei's Ascend 950 SuperNode won the Leading Science and Technology Award. In its fully configured form, the SuperNode can hold 1,024 NPUs, paired with more than 1,300 interconnect chips and more than 4,000 optical modules, achieving a computing power utilization rate of 45% and a minimum inference latency of 5 milliseconds. More than 40 large models have completed native pre-training on it, and the Ascend series SuperNodes have been deployed in more than 1,000 sets cumulatively. This year's Leading Science and Technology Award received more than 430 applications from 43 countries and regions, and ultimately selected 20 award-winning achievements.

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PPhoenix Tech07:40

AI score75

Tech Stock Plunge Drags Down Anthropic IPO Valuation; Investors Lean Toward $1.5 Trillion to $1.6 Trillion

According to a Wall Street Journal report, amid last week's tech stock plunge, institutional investors planning to participate in Anthropic's IPO are inclined to give a valuation of $1.5 trillion to $1.6 trillion, far below the nearly $2 trillion figure previously circulating. Investors are worried about stock market volatility, excessive AI investment exposure, political backlash facing data centers, and when hyperscalers such as Amazon and Meta will show AI-related profits. Anthropic has not yet set a valuation target; it plans to launch its roadshow as early as next week, with the listing expected in the week before Thanksgiving.

Same story · 3 reports

#Industry news#Anthropic

TTechCrunch AI07:30

AI score52

Trajectory Completes $45 Million Series A Funding, Enabling Non-Technical Experts to Train Models

Trajectory announced the completion of a $45 million Series A funding round at a valuation of $300 million, led by Sequoia, with participation from Nvidia, Bessemer Venture Partners, and Bain Capital Ventures. This 18-person company was founded by three Stanford classmates; through continual learning, it connects open source models to enterprise applications, collects feedback, and retrains them, enabling non-technical experts such as lawyers and doctors to improve models themselves. Harvey, Rogo, Decagon, Mercor, and Nvidia are already its customers, and the company has also made its post-training platform publicly available.

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EEast Money06:41

AI score80

Anthropic Returns to Operating Loss in Q3, First Discloses Approximately $895.4 Billion in Compute Commitments

Anthropic submitted a revised prospectus to the SEC, disclosing revenue of approximately $17 billion for the third quarter of fiscal year 2026, up about 47% quarter-over-quarter, but recording an operating loss of $567 million, after posting a profit of $974 million in the previous quarter. Compute and infrastructure spending surged 77% quarter-over-quarter to $9.9 billion, with each $1 of compute spending generating $1.72 in revenue, down from $2.08 in Q2. The revised filing for the first time gives total purchase and lease commitments of approximately $895.4 billion, almost entirely for compute and data centers, with payment periods extending to 2045, of which approximately $69.8 billion comes due within the next 12 months.

Same story · 21 reports

#Industry news#OpenAI#Anthropic

EEast Money06:41

AI score70

Marvell Technology Announces $115 Billion All-Stock Acquisition of Lumentum

Marvell Technology and optical communications component manufacturer Lumentum have reached a definitive agreement under which Marvell will acquire the latter in an all-stock transaction with an implied enterprise value of approximately $115 billion. Lumentum shareholders will receive 4.5 shares of Marvell common stock per share, a premium of approximately 23.9% over the October 28 closing price. After the transaction closes, existing Marvell shareholders will hold approximately 67% and Lumentum shareholders approximately 33%, with CEO Matt Murphy continuing to lead. The transaction is expected to close in the first half of 2028. The combined company plans to integrate chips with laser, optical module, and optical switching technologies and expects to achieve more than $1 billion in annual cost synergies, but the market is also concerned that the acquisition price is high and that it will compete with optical module makers that buy its DSP chips.

Same story · 9 reports

#Industry news#English text is being prepared.

TTechCrunch AI06:29

AI score71

Anthropic warns of approaching RSI capabilities in amended S-1

In the amended S-1A filed on Monday, Anthropic added new risk factor language stating that its internal estimates and expectations for future models indicate the company may be approaching the definition of "significant acceleration in progress driven by AI" under its Responsible Scaling Policy, but that it has not yet deemed any existing model to have crossed that threshold. The filing also states that the company already uses AI in research and development, and notes that there have previously been cases where jumps in model capabilities were not identified in a timely manner; Anthropic commits to keeping humans in the R&D process for the foreseeable future and is considering updating its Responsible Scaling Policy to maintain human control over frontier model development.

Same story · 6 reports

#Safety / alignment#Anthropic#Industry news

RRohan Paul05:56

AI score78

Anthropic's compute and infrastructure commitments reach $895.4 billion, with $447.5 billion payable before 2031

Anthropic's total compute and infrastructure commitments reach $895.4 billion, of which $447.5 billion must be paid before 2031. These commitments include $161 billion for Broadcom equipment leasing, $121 billion for the Google partnership, up to $120 billion for the SpaceX partnership, and $110 billion for the Amazon partnership. Only $213.8 billion is cancellable or conditional on factors such as partner financing; most of the remainder must be paid even if demand slows. Anthropic has warned that its funding needs may arise earlier than expected.

Quoted postRohan Paul · @rohanpaul_ai

Anthropic published an updated IPO filing today with its third-quarter results for the first time. > Anthropic went from a $974M operating profit in the second quarter to a $567M operating loss in the third. The main causes were $5 B of short-term compute, which costs much more than its long-term contracts, and a $2 B noncash charge for matching employee charitable donations. > Anthropic swung from a $974M second-quarter operating profit to a $567M loss. Compute rose to 58% of revenue, including $5.0B of pricier short-term capacity, and donation matching added $2B of noncash charges. > Adjusted operating income still rose to $2.5B from $2.2B, but the adjusted margin fell to 15% from 19%. Anthropic expects to use more short-term compute in the near term, which will squeeze margins further. > The total compute commitment, left blank in the original, is now $895B. Of that, $447B is expected before the end of 2030, $70B is due within 12 months, and $214B carries termination rights or contingent conditions. > Leases signed but not yet started make up $451B of the $895B total, and $100B was signed after September 30. Another $150B to $175B in deals without fixed dollar amounts sits outside the total. > Google’s minimum commitment rose to $121B through July 2033, up from $115B in the October 26 filing, after amendments signed through October. > Operating cash flow was positive at $7B for the 9 months. Liquidity reached $147B on September 30: $96B cash, $36B short-term investments and $15B of available credit.

Same story · 21 reports

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

RRohan Paul04:54

AI score53

OpenRouter's annual token processing volume exceeds 10 quadrillion

Rohan Paul, citing Deedy's data, stated that OpenRouter's annual token processing volume has exceeded 10 quadrillion, with token volume doubling every 10.5 weeks. Deedy also said that in the past 9 weeks, OpenRouter processed more tokens than in all previous time combined.

Quoted postDeedy · @deedydas

Congratulations to OpenRouter for crossing 10 QUADRILLION annual token run rate today! Token volumes continue to 2x every 10.5 weeks. In the last 9 weeks, OpenRouter processed more tokens than all of time before that. https://t.co/9re1juJFlv

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