The two-phase plan covers about 27,000 GPUs, moving from Blackwell B300 systems this quarter to Vera Rubin in 2027, with 50MW set aside for a US client.
In Brief
Palantir says neither it nor Washington can switch off NATO's Maven AI
DeepSeek nears $15B funding round with CATL and Tencent as top backers
Mistral and Nvidia team up on AI engineering simulation and agent benchmarks
Enact Intelligence raises $30M pre-seed to give robots a sense of touch
GM brings a conversational OnStar AI assistant to the 2027 Cadillac Lyriq
Two Google DeepMind researchers quit over Pentagon AI contracts
Top stories
Straiker says the CARLIY0S system ran Claude as a commander over Grok and Kimi sub-agents, and Anthropic has revoked the credential the group used.
The former OpenAI product chief's startup came out of stealth at an $865M post-money valuation in a round led by Lightspeed.
Storm-0940 used the open-source agentic framework to try more than 2,250 Microsoft 365 tenants at up to 2,900 sign-in attempts per minute.
The 14B Apache 2.0 model reads raw DNA in a chat prompt and scores within a point of GPT-6.1 Sol on DNA benchmarks.
Sales to AI and cloud customers rose 126% to €631 million, and Nokia expects Optical and IP Networks to grow 25% to 30% in 2027.
About 60% of the cuts hit support functions including developers, and roughly 1,000 roles are already gone, CFO Anna Cross said.
Featured
ClaudeThe Enterprise beta adds editable threat models, an API and an MCP connector, plus up to $25,000 a month in usage credits for two months.
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GeminiDrivers can tap a Gemini icon to ask multi-step questions, start toll-free routes and report traffic, the first voice assistant in Maps' CarPlay app.
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Deep Dive
Human-directed agents explored more than 100 candidate approaches; unguided AI runs with a similar token budget fell short, Microsoft says.
Frontier Labs
Foundation models, benchmarks, and the research race at OpenAI, Anthropic, Google, Meta, and beyond.
The Jetson Thor-powered research humanoid, built with Agile Robots, is due in early 2027 alongside new open robotics runtimes and datasets.
The 40B mixture-of-experts model activates 2.5B parameters per token and ships under Apache 2.0, with weights on Hugging Face.
Thousands of agents, each assigned one gene disruption, cited 700+ papers and produced leads human experts preferred 75% of the time over a single agent.
The AI economy
Funding rounds, earnings, strategy, and the competitive moves defining the AI market.
IBIDEN and KYEC get capacity reservation advances, including $1.1B for new US testing sites, as Nvidia targets 2.5x more substrate capacity.
Q3 revenue rose 26% to $64.6 billion, but a $9.89 billion legal charge cut operating income 37% and capex outran operating cash flow.
Index Ventures and Lux Capital led the round for the year-old lab, which is rewriting low-level Nvidia GPU software to squeeze more out of each chip.
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Opinion
RailwayThe cloud platform says the attack fits a pattern of intrusions aimed at AI inference providers and is telling every user to rotate API keys.
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The beats
Nine beats covering every corner of AI — from frontier models to the workflows people actually use. Pick one to jump into the latest reporting.
Daily coverage of what just happened in AI.
Latest in News
Palantir says neither it nor Washington can switch off NATO's Maven AI
Funding, revenue, strategy, and the AI economy.
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Reviews, tutorials, and picks for the AI tool stack.
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Google brings Gemini to Maps on Apple CarPlay in the US
Roles, salaries, and how AI is reshaping work.
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Barclays to cut 5,000 jobs as AI drives cost reduction push
Threats, breaches, and the security side of AI.
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Hackers used Claude and Grok agents to target 400 Latin American banks, Straiker says
AI, religion, and the spiritual questions AI raises.
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Pope Leo XIV's AI encyclical flagged as 46% AI-written by Pangram detector
Foundation models, benchmarks, and the research race.
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Hugging Face releases Carbon-X, an open model that answers questions about DNA
Commentary and long-form takes on where AI is headed.
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Michael Levin argues minds are Platonic patterns; Google preps TPUs for orbit
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