AI desk

Private capital group backed by OpenAI expects ADT to ‘form the foundation’ of its home security business

Plus Broadcom backstopping Anthropic’s chip debt, Meta’s $95B equity raise, the PHP2Shell flaws, and an IC fight over Instinct at $30B and OpenAI at $1.25T This week had one story that mattered more than everything else combined: Anthropic finally filed its S-1. Harry Stebbings,…

Mistral has released the weights for Large 4, aka "Le Chonk," a trillion-parameter model trained entirely in Europe. Mistral says it beats its open rivals at coding, and independent testing shows it's fast and fairly cheap. It still can't match China's top models, scoring 26 poi…

On Thursday, AI app Wabi, now describing itself as a "personal agent," said it has raised $55 million at a $1.25 billion valuation.

The US Justice Department is looking into Nvidia's planned acquisition of open-source platform Hugging Face. The article US antitrust regulators are scrutinizing Nvidia's Hugging Face deal and sales practices appeared first on The Decoder .

Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1. Anthropic just filed its S-1 to go public on the Nasdaq, and it co…

US intelligence agencies believe an executive in Nvidia CEO Jensen Huang's circle is an informant for China. The article Chinese spies targeted Nvidia CEO Jensen Huang, according to The New York Times appeared first on The Decoder .

The Anthropic S-1 seems to have provided the financial justification for the company to spend as much as it possibly can on compute. If you are the kind of person who wonders if Anthropic is doing its level best to build a machine god while convincing Wall Street it's in the bus…

Chinese AI labs are now mainly tapping OpenAI's most powerful model, GPT-6 Astra, instead of Anthropic's Claude. The article OpenAI's Astra becomes the main target for Chinese AI labs after Anthropic tightens its defenses appeared first on The Decoder .

The update allows you to use Alexa to create lists, register them, see what's on them, and add or edit items. You can also manage subscriptions with the AI bot.

With Pipecat, Deepgram will likely gain a deeper understanding of real-time voice and video infrastructure.

The update allows you to use Alexa to create lists, register them, see what's on them, and add or edit items. You can also manage subscriptions with the AI bot.

Wall Street’s recent risk aversion toward stocks may have created an opening for a sharp rebound, particularly in technology shares, if Anthropic PBC’s planned initial public offering reignites enthusiasm for artificial intelligence.

Strollme, a German provider of children’s mobility on subscription, has secured €22 million in equity and debt financing to support their growth in its existing markets and lay the foundation for future expansion into other European countries. Existing investors including Hanse…

IT is responsible for about 2 - 4% of all global emissions, and electricity use at Microsoft and Google has climbed because of AI, according to their own reports. Sustainability ought to be a top-level architectural concern. Some recommendations are: use pre-built and smaller mo…

Anthropic’s S-1 splits its $8.9 billion H1 compute bill: most went to R&D, with less than a third estimated to serve Claude customers.

Google's stock dropped as much as ten percent after its quarterly earnings. Cloud revenue more than doubled to $30.7 billion, but search revenue grew just 12 percent, slower than expected. Google acknowledged that its fast-growing AI mode brings in less revenue than traditional…

The enigmatic service is providing popular AI coding tools to mainland China and other regions where OpenAI and Anthropic products are not officially for sale — but with key security features turned off.

Anthropic has published how the Claude Code team reviews code now that Claude writes roughly 90% of it, including a claim that nobody keeps a complete mental model of the codebase. The post documents a pull request that ran more than fifty review rounds overnight, a reviewer spe…

OpenAI generated $10 billion in revenue for Microsoft in the quarter ended Sept. 30, about 11% of Microsoft's total, according to the company's quarterly filing. That's more than Microsoft made in the quarter from Xbox, search and advertising, or Windows PC licensing and Surface…

Microsoft has never disclosed Azure's quarterly revenue in dollars. But for the first time, we can see just how close it is getting to besting the biggest competitor in the market, AWS.

Banks are delaying plans to offload part of a $15 billion loan to fund a data center tied to Anthropic PBC in Texas, after the state put a hold on new projects while assessing risks to its power grid.

The announcement came alongside parent company Alphabet's third-quarter earnings report, which saw revenue grow 25% year over year to $127.6 billion.

Anthropic’s PBC structure could put its AI mission ahead of shareholder returns

Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.

Whatever the future of AI might be, the current situation is still very good for Microsoft. The tech giant reported yet another record for quarterly revenue on Wednesday: $92.3 billion, a 19% increase over the year-ago quarter.

The frontier lab is lifting the curtain on how users spend money on its models ahead of a planned IPO.

Just two weeks after Gemini 4 Argon, Google DeepMind is releasing Gemini 4 Carbon, which tops the Artificial Analysis Intelligence Index v5 with 59 points. Google says the model is built for extended agent workflows and the full cyber defense lifecycle. Because of those advanced…

The PHP scare may have faded from your feed, but the cleanup is far from over. Last week, two critical bugs in the open source language behind roughly 70% of websites left organizations scrambling to fix their systems, with some taking sites offline until the vulnerabilities cou…

The PHP scare may have faded from your feed, but the cleanup is far from over. Last week, two critical bugs in the open source language behind roughly 70% of websites left organizations scrambling to fix their systems, with some taking sites offline until the vulnerabilities cou…

The autofill update lets Chrome pull flight confirmations, tracking info, order details, and other information from your inbox, with your permission.

A new developer platform will let businesses bring their services to Google's AI experiences, potentially changing how consumers discover and use apps.

Google is opening up Android Studio to third-party AI agents. Through a new "Bring Your Own Agent" feature, the IDE now supports more than 40 coding agents, including Anthropic's Claude Agent and OpenAI's Codex. Google says new terminal tools also help agents finish UI tasks 77…

At DevDay Exchange in Berlin, OpenAI mostly repeated what it had already announced, but it did share a few new details. The AI assistant Dots should roll out more widely in Europe "in a few weeks," and weekly Codex users in Germany have grown twentyfold since January. A clear su…

Anthropic is adding pre-built templates to Claude for Legal. These interactive overviews and tables simplify setup for legal teams and speed up routine work like contract reviews, while more than 60 integrations let firms connect their own databases directly. The article Claude…

Tech leaders are flaunting how out of touch they are when they brag about using AI to connect with their families.

Nvidia has released Nemotron 3.5 Transcribe, an open speech recognition model that handles transcription, speaker recognition, and translation and takes its instructions as text prompts. It leads several benchmarks and uses only a sixth of the active parameters of its strongest…

South Korea’s financial institutions have been hit by another wave of cyberattacks, highlighting the growing risk of AI-driven hacking in Asia.

Artificial Analysis overhauled its Intelligence Index, causing Kimi K3.1 Pro to drop five spots in the rankings. The article New Artificial Analysis index widens the gap between open and closed models appeared first on The Decoder .

Nvidia just released a free speech-to-text model that can transcribe up to 40 languages, but it only works on recordings, not live audio, so it’s a big step for meeting and medical transcription tools while still leaving real-time use to rivals like ElevenLabs.

In just 7 days, TechCrunch Founder Summit takes over Boston’s SoWa Power Station on November 4. Your chance to save up to $100 on tickets is running out, and the opportunity to learn and connect directly with experienced founders, investors, and startup leaders is almost here.

Newly authorised derivatives are behind latest attempt to offer access to highly sought-after private assets

Massive note conversions reveal the true extent of Amazon's ownership in Anthropic.

Anthropic's much-anticipated IPO is giving potential investors some perspective on the risky business of artificial intelligence.

Anthropic filed to go public Monday, with its bankers reportedly valuing the company at $1.5 trillion to $2 trillion. Oren Etzioni’s interactive calculator estimates what Anthropic is worth from three inputs: its revenue in 2028, its profit margin and the multiple investors pay…

A family is suing OpenAI, saying ChatGPT coached their daughter to quietly taper off her seizure medication and keep it from her doctors before she died in February.

Anthropic's cash pile of $131.7 billion is more than every non-bank U.S. company except for Berkshire Hathaway and Alphabet.

As the AI boom stresses the existing power grid, all sorts of new opportunities for grid modernization are also emerging as a result, industry insiders say.

The banking giant reminds customers that "you're responsible for activity" resulting from your AI agents' access.

Anthropic's IPO filing details more than $750 billion in computing deals, with more going to Google's chips and Elon Musk's SpaceX than to Amazon or Microsoft. Amazon's biggest payoff is its stake, which it valued at $190.4 billion in June. Read More

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Will the real Anthropic please stand up? After weeks of frenzied speculation, Anthropic has filed its IPO prospectus. The 335-page document (…

Anthropic recently detailed how it migrated its monorepo from Git to Scion. Scion is a source control system that moves repository operations to the server side and uses content-addressed storage and tiered caches for agent and CI workloads. The design sacrifices offline indepen…

Khawaja Shams shares a distributed systems perspective on scaling LLM inference stacks efficiently. He discusses practical strategies for optimizing GPU utilization, managing KV cache memory cliffs, leveraging tiered storage, reducing tail latency, and implementing disaggregated…

Anthropic has filed to go public as it pursues a potential multitrillion-dollar valuation, reporting $16.3 billion in revenue for the first half of 2026. The company’s filing also warns that its AI safety measures may not prevent catastrophic risks. OpenAI and AI chipmaker Cereb…

In an S-1 filing today preceding what could be the largest IPO ever, Anthropic laid out extensive new details about its earnings, growth, key stakeholders and the risks it faces going forward. Clocking in at 335 pages, the document wasn’t exactly light reading. However, in a pre…

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. After weeks of frenzied speculation, Anthropic has filed its IPO prospectus. The 335-page document (100 pages or so are focused on risks) lay…

Anthropic filed its S-1 this morning. It plans to list its Class A common stock on the Nasdaq Global Select Market under the symbol “ANT,” and the share count and price range haven’t been set yet. Largest IPOs in History, by Deal Size 1. Anthropic (2026) ~$100.0B2. SpaceX (2026)…

Early-stage and follow-on investors in the AI lab are already sitting on major paper returns.

New company backed by Anthropic and UK buyout group Hg will advise companies on how to deploy AI