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.
Intel's shares fell more than a quarter after a weak forecast it blamed on memory shortages caused by AI data centres.
A config mismatch and an SGLang bug sent 155 cached Workers AI responses to the wrong customers.
Korea's FuriosaAI raises $620M at a $2.9B valuation, with its RNGD inference card already in mass production.
Meta is now serving AI on Google's TPUs through a PyTorch-native SGLang, mostly without rewriting code.
Google's TorchTPU and Amazon's TorchNeuron go after Nvidia's software lock-in, the US orders DeepSeek off federal systems, OpenAI claims a COBOL breakthrough, and Tenstorrent raises $1.5bn.
DeepSeek open-sources DeepInfer, the inference stack it says runs its production services, under Apache-2.0.
Anthropic commits 5% of its shares to a fund that grows with the company, Microsoft walks away from Nscale's Essex data centre over grid delays, and Tenstorrent raises $1.5B.
Meta releases Muse Spark Open weights, FERC rejects PJM's data center shut-off rule, Congress probes Meta's tax credits, and a record USDA power loan.
Gemini 4 Argon goes broadly available with cut-price launch pricing, Microsoft makes Maia its main inference chip from 2027, Nvidia buys into French AI, plus two funding rounds.
Nvidia says GPT-6 Astra Ultrafast is live on Blackwell GPUs in the OpenAI API, claiming up to 8× faster token generation than Astra Standard.
Broadcom's Wall Street syndicate is assembling roughly $60 billion in AI chip financing expected to benefit Anthropic and others.
Volantis lands $88M Series A to build A-1 photonic inference systems aiming at 20T+ parameter models and 10k tokens/sec per user.
Cloudflare’s first in-house models — Clef (27B) and Clef-flash (9B) — land on Workers AI under Apache 2.0 with free output tokens.
SoftBank completes its final $10B OpenAI tranche; Broadcom’s prospectus loan for Anthropic TPUs; Google’s Suncatcher orbital TPU test; TypeSafe’s decision-only Jev model.
While everyone else buys more GPUs, Efficient Computer just raised nearly $100M to make the watts disappear. THE GIST Efficient Computer closed more than $97 million Series B at a $650 million valuation on 29 September, taking total funding to $173 million. TQ Ventures led. Proceeds fund volume Electron E1 shipments for physical AI and a Fabric push toward datacenter parts claiming over 10x better energy use. THE TAKE Energy, not FLOPs, is the bottleneck everyone quietly adm
NVIDIA just put agent safety in silicon and open source — because trusting the model harness alone is how you get a Medicare-shaped headline. THE GIST NVIDIA launched the Open Agent Safety Platform on 28 Sep 2026. OpenShell is an open-source secure runtime on Vera CPUs, extendable to Arm and Intel. Sentry on BlueField-4 DPUs quarantines boundary-crossing agents in milliseconds. THE TAKE This is NVIDIA selling the punchline after the industry learned agents will wander. Soft
Pat Gelsinger just backed another bet that copper is done for AI clusters — and PicoJool's VCSEL lasers just raised $27.5 million to prove it. THE GIST Palo Alto's PicoJool closed a $27.5M Series A led by Socratic Partners (Rick Clemmer), with Hudson River Trading in, taking total funding to $39.5M for GaAs VCSEL modules aimed at AI scale-up links (200G/lane claimed) plus US and Taiwan facility expansion. Coverage: SDxCentral. THE TAKE Optics is where GPU clusters hit the wa
Nscale just raised $3.36 billion in pre-IPO convertibles — and Nvidia is writing a fresh $1 billion cheque to keep the GPU factories humming. THE GIST London-based Nscale announced a $3.36bn convertible loan note round led by Third Point, with Nvidia, Apollo, Citadel, Hudson Bay, and Abu Dhabi Investment Council among backers — $2.36bn closed now and Nvidia's extra $1bn lands mid-November, converting at IPO. Full release: PR Newswire. THE TAKE $103bn of contracted value and
Anthropic just bought seven years of Akamai CPUs for $11.6bn — and walked away holding a warrant for five percent of the company. THE GIST Akamai announced after Thursday's close that Anthropic signed an $11.6bn, seven-year infrastructure deal that can expand by another $9bn to roughly $20bn. Akamai issued a warrant for 7.7 million shares (~5% as-converted) at $111.33, building on a prior $1.8bn pact; Akamai plans ~$5.5bn capex to serve it. Details: The Next Web. THE TAKE Th
