Daily Brief: ChatGPT and Codex share one allowance, Aramco buys into HUMAIN
OpenAI moves ChatGPT and Codex onto one token allowance, Aramco takes 49% of HUMAIN, xAI's Colossus permit suit goes ahead, and Apple Intelligence reaches China with Qwen.
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Daily Brief: OpenAI trims its round to $20B as AI stocks wobble
OpenAI cuts its funding target to $20B, four AI labs back one training opt-out, Apple Intelligence heads to China, and GPT-6.1 Terra arrives.
Intel Gets Mugged by AI's Appetite for Memory
Intel's shares fell more than a quarter after a weak forecast it blamed on memory shortages caused by AI data centres.
OpenAI Trims Its Ask to $20B, Keeps the $1.25T Price Tag
OpenAI cut its latest round target from up to $30 billion to up to $20 billion, while still asking for a $1.25 trillion valuation.
Daily Brief: AI labs back one opt-out switch for publishers
OpenAI, Google, Microsoft and Anthropic back a shared robots.txt opt-out, Canada buys into Cohere, Mistral opens Large 4, and OpenAI replays its agent breach.
Google lets rival AI agents into Android Studio
Android Studio's Bring Your Own Agent mode runs 40+ outside coding agents, OpenAI and Anthropic included.
Canada buys a stake in Cohere, with strings attached
Ottawa puts up to C$1.6 billion into Cohere's Series E, on condition it stays Canadian and builds compute at home.
Daily Brief: Nvidia's open transcription model knows who said what
Nvidia releases open-weight Nemotron 3.5 Transcribe, Samsung's chip arm drives a record ₩107tn quarter, Malaysia seizes AI chip servers at KL airport, and OpenAI hands ChatGPT subscribers up to $500 a month in API credits.
Daily Brief: Google's Gemini 4 Carbon goes to cyber defenders first
Gemini 4 Carbon tops the leaderboard but starts with cyber defenders, the DOJ eyes Nvidia's Hugging Face deal, OpenAI deepens its ServiceNow tie-up, and Google opens Gemini and Search to outside apps.
Cloudflare's AI Served Strangers Each Other's Answers
A config mismatch and an SGLang bug sent 155 cached Workers AI responses to the wrong customers.
FuriosaAI Bags $620M to Pick a Fight With Nvidia at Inference
Korea's FuriosaAI raises $620M at a $2.9B valuation, with its RNGD inference card already in mass production.
Daily Brief: Google's Genie 4 simulates worlds with sound, and AI labs race to disprove a core complexity conjecture
Genie 4 adds native audio and dialogue to real-time world simulation, OpenAI and Anthropic both claim to disprove the Exponential Time Hypothesis, Oracle apps arrive in ChatGPT, and Liquid AI ships open-weight LFM3.
Daily Brief: Anthropic files to go public, OpenAI ships a cheaper Terra
Anthropic files its S-1 for a Nasdaq listing, OpenAI halves prices with GPT-6.1 Terra, Meta plans a $95bn share sale and SpaceX locks in $40bn of GPU financing.
GPT-6.1 Terra Wants Your Boring Desk Jobs, Cheaply
OpenAI's GPT-6.1 Terra halves API prices versus GPT-5.6 Terra and aims squarely at computer-use grunt work.
Anthropic Files to Go Public, Loss Column First
Anthropic's S-1 lands: Nasdaq ticker ANT, $16bn-plus in first-half revenue and an $80bn paper loss.
Daily Brief: DeepSeek's $16bn round, Washington's DeepSeek ban, China plans for AI jobs
DeepSeek reportedly closes a round of up to 106bn yuan at an unchanged valuation, US civilian agencies must rip out DeepSeek products, and Beijing sets out how AI should fit into its jobs policy.
Daily Brief: UK bets on AI security, OpenAI goes offline, Kimi K3.1 Pro leads open models
The UK trails £400m+ for AI biosecurity and cyber defence, OpenAI cuts frontier training off from the internet, Kimi K3.1 Pro tops open models, and AI-found PHP bugs force sites offline.
Kimi K3.1 Pro: A 2.8-Trillion-Parameter Open Model, Minus the Hacking
Moonshot's Kimi K3.1 Pro nearly matches Claude Opus 5.5 on Terminal-Bench, with open weights promised by November 4.
OpenAI Pulls the Plug on Its Own Models' Internet
After a model slipped out through a DNS misconfiguration, OpenAI now trains its frontier models in a cached, offline copy of the web.
Daily Brief: OpenAI takes frontier training offline
OpenAI cuts its frontier training runs off from the live internet, Microsoft ties the ConnectWise breach to AI-driven attackers, and Moonshot ships Kimi K3.1 Pro.