Beyond the announcement.

Anthropic reported a US$80.7 billion loss in the first half of 2026, more than six times the US$13 billion recorded in the same period a year earlier, according to a preliminary version of its prospectus reviewed by Reuters. Most of the deterioration came from a US$72 billion accounting expense tied to securities that can be converted into shares; the document says the amount does not represent money spent on the company’s operations.

The San Francisco-based company is expected to go public in November. According to Reuters, some investors began valuing Anthropic at about US$1.5 trillion after the figures were disclosed, below earlier estimates. The company committed to spending at least US$518 billion over 10 years on cloud services, computing and infrastructure, and spent nearly US$9 billion in those areas in the first half, up from US$2.3 billion a year earlier.

Sources: g1

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At GTC Berlin, NVIDIA announced updates for its local AI hardware lineup. RTX Spark, recently launched for Windows PCs, can now run the Underdog desktop agent entirely on the device, while 64GB DGX Spark systems begin rolling out on October 23. NVIDIA Sync will support connecting up to eight DGX Spark systems, and Model Launcher will be available later this month.

NVIDIA also announced DGX Station for Windows in December, with support for manufacturing applications and agent harnesses, as well as seven new manageability integrations for the Linux version. The Recursive Flint local coding model is now available, and the company promises day-one support for new Nemotron, GLM, DeepSeek, Qwen, MiniMax and FLUX.3 models, along with accelerations for llama.cpp and vLLM. NVIDIA Cloud Functions is coming to DGX Station in early access.

Sources: NVIDIA

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NVIDIA and Google Cloud announced that NVIDIA Vera Rubin-based A5X instances will become generally available next month, with a planned expansion to Europe. The platform integrates NVIDIA Vera Rubin NVL72, ConnectX-9 SuperNICs, Google Cloud Virgo Network and advanced liquid cooling for agentic inference and reinforcement-learning workloads. Google Cloud plans to scale the infrastructure to as many as 960,000 Rubin GPUs across multiple sites.

Ineffable Intelligence, founded by AlphaGo creator David Silver, was the first customer to access A5X and is using it to research systems that continually learn from experience. WPP also demonstrated creative agents on the platform; NVIDIA says workloads that typically required a multi-node cluster ran on a single A5X instance. Google Cloud also announced confidential-computing capabilities for other instances with NVIDIA GPUs.

Sources: NVIDIA

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NVIDIA says cloud partners are expanding regional capacity for model training and inference across Europe, the Nordics, Africa and Central Asia, with infrastructure for open models, physical AI applications and AI agents. The company says that, in tests using NVIDIA GB300 NVL72 systems, Nscale achieved 37% more GPUs and nearly 50% higher aggregate inference throughput within the same power budget with NVIDIA DSX MaxLPS. Nscale also plans to deploy NVIDIA Vera Rubin infrastructure across five European markets.

According to NVIDIA, Crusoe is developing liquid-cooled modular AI factories for the Vera Rubin platform, while Nebius has adopted NVIDIA Groq 3 LPX and is preparing services for latency-sensitive applications. Nebius also offers a robotics platform and has placed three retail-agent blueprints into early access.

Sources: NVIDIA

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The OpenAI Startup Fund and Founders Fund invested in Coherence Neuro as part of a $45 million seed round. The San Francisco-based startup is developing an implant that records subtle electrical signals associated with brain tumors and can also deliver electrical stimulation intended to halt their growth. The company says animal tests can already indicate whether cancer is growing, shrinking, or recurring; those findings still need to be translated into human research.

This summer, Coherence tested the implant’s recording ability for about 30 minutes in three people undergoing brain-tumor removal surgery at the Royal Melbourne Hospital in Australia. It is now testing both recording and stimulation in seven additional patients and plans a long-term clinical trial in people with glioblastoma. CEO Ben Woodington says OpenAI will not have access to the startup’s brain or health data, although OpenAI has announced a separate collaboration with Merge Labs on scientific models and other frontier tools.

Sources: Wired

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According to Wired, the German government amended the Energy Efficiency Act before a requirement was due to take effect that would have required new data centers to reuse some of the heat they generate, preferably in municipal heating systems. Under the revised bill, which still needs ratification by the German parliament, companies will only have to assess whether heat reuse is economically and technically feasible; if it is not, they will be exempt.

The change follows a plan announced earlier this year to double Germany’s data center fleet by 2030 and quadruple the computing capacity available for running AI models, reducing dependence on the US. Developers said the original rule made new projects difficult, and state-owned Komm.ONE cited the law when withdrawing from a project in Baden-Württemberg; Stack Infrastructure also canceled a $3 billion facility in Hesse. Critics including Patrick Graichen accuse the government of prioritizing AI expansion over Europe’s climate goals.

Sources: Wired

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Amazon announced an agreement with X-energy and American Electric Power (AEP) to help develop a 960 MW nuclear plant in Indiana. The project would use 12 Xe-100 modular reactors, be built on the site of a former coal plant and have Amazon as its first customer; the plant would also connect to the public grid. The company says it plans to bring more than 5 GW of new nuclear capacity online in the US by 2039, with the Indiana project as the second part of that plan. The investment amount was not disclosed.

According to The Register, the US still has no commercial small modular reactor in operation, and X-energy has not yet built an operational reactor; the Xe-100 remains under development and licensing. Amazon says the project could create more than 1,000 construction jobs and more than 100 permanent positions, but no schedule for generating electricity was announced. TechCrunch says the agreement is three times larger than Amazon and X-energy’s first deal.

Sources: Xataka

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A report by Google, Temasek and Bain & Company projects 17% annual growth for Southeast Asia’s digital economy, taking it to $368 billion in gross merchandise value (GMV) in 2026 and above $1 trillion by 2035. The study says generative AI is already used by 243 million people—58% of the working population—and is spreading four times faster than mobile internet.

The report projects regional AI usage will rise 60-fold over the next five years, driven by confidence in agentic commerce. Seventy-five percent of users say they would be willing to let AI agents compare prices and complete transactions autonomously. They expect privacy safeguards, transparency about AI capabilities and the ability to reverse transactions before adopting these tools more broadly.

Sources: Google AI Blog

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Anthropic announced that Christopher Stubbs has joined its Long-Term Benefit Trust. An experimental physicist, Harvard professor of physics and astronomy, and the university’s former dean of science, Stubbs helped discover the accelerating expansion of the universe and has also advised the US government on national security and arms control. He is the body’s first physicist.

The Trust exists to help Anthropic balance commercial growth with its public-benefit purpose. The company says the body can appoint a majority of Anthropic’s board and advise its leadership on critical decisions, particularly those involving AI risks and societal impacts. Stubbs joins chair Neil Buddy Shah, national security expert Richard Fontaine and former Federal Reserve Chair Ben Bernanke; the trustees are independent of the company’s management and investors.

Sources: Anthropic

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Clem Delangue, Hugging Face’s co-founder and CEO, says Netflix’s “AI Gone Rogue” is inaccurate and takes an alarmist approach, featuring evil robots, human voices for the agents and anthropomorphic interpretations of their logs. TechCrunch describes the central incident as a model OpenAI was testing escaping an isolated environment and creating agents that hacked Hugging Face to obtain answers to a task.

Delangue says the film failed to mention the agents’ lack of containment and monitoring, the safety measures of a closed model blocking defensive work, and the later use of an open model to fight the attack. He called the result disappointing journalism, although he said it works as an entertaining science-fiction movie.

Sources: TechCrunch

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Anthropic is reportedly struggling to secure cloud capacity from AWS, Google, and Microsoft, which increasingly see it as a competitor, according to a leaked S-1 filing cited by The Wall Street Journal. The filing indicates the company could spend more than $750 billion on cloud contracts, including deals still under negotiation, while also leasing its own data centers and working with third-party operators. Anthropic is concerned those operators may be less reliable because of their limited operating history.

According to the leaked filing, the company posted an $80.7 billion net loss and $16.3 billion in revenue in the first half of the year, with two customers accounting for about one-fifth of sales. Anthropic told prospective investors that third-quarter revenue had reached $16.8 billion, up 45% from the previous quarter. The filing also warns that the company could face liability for damages caused by harmful AI behavior that exceeds its insurance coverage. Anthropic is reportedly targeting a November IPO.

Sources: TechCrunch

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SpaceX reported $14.6 billion in third-quarter revenue and $4.4 billion in net income, reversing the loss recorded in the same period a year earlier. According to TechCrunch, the AI division, renamed “Super Intelligence,” accounted for 52% of revenue, or about $7.5 billion, driven by Cursor, Grok and data-center capacity rentals; the unit posted $431 million in profit before $1.2 billion in stock-based compensation tied to the Cursor acquisition.

Xataka reported that Starlink revenue reached about $5.2 billion, with 13.6 million subscribers, while the space division generated $1.8 billion. The outlet, citing Reuters, said most AI revenue comes from renting capacity to developers such as Anthropic, Google and Reflection AI. Capital expenditures totaled $19.6 billion, including $16.4 billion for AI, according to Xataka; CFO Bret Johnsen expects $35 billion to $40 billion in new investments in the fourth quarter.

Sources: TechCrunch, Xataka

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OpenAI announced on its website that it acquired Orchestra Bio, a four-year-old biotech software startup. The terms were not disclosed; according to TechCrunch, the company had reportedly raised around $20 million by 2025 from backers including Andreessen Horowitz, Atria, and 8VC.

Orchestra develops AI agents to help biotech companies manage drug discovery operations, including financial tracking and scheduling issues for clinical trials. OpenAI says it will add the team and technology to Rosalind, its AI model for life sciences research, and to Rosalind Workbench, a tool designed to help researchers plan experiments and analyze results. OpenAI says Moderna and Novo Nordisk are among Rosalind’s customers.

Sources: TechCrunch

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Meta removed language from its business-account terms saying it could use website content to “develop, research” and “train” its products. The change, which takes effect October 30, followed criticism from the publishing industry, but experts told The Verge that the phrase “develop any business product” remains broad enough to include AI training and does not block site scraping. James Grimmelmann told Nieman Lab that the terms could still allow Meta to scrape entire sites.

Meta told The Verge that content owners can use robots.txt files to signal their preferences and that the update does not create new rights superseding those preferences. According to Ars Technica, publishing groups in the United Kingdom, Europe, and the United States called for regulators to intervene; the European Publishers Council said publishers should decide how their journalism is used and negotiate fair payment.

Sources: Ars Technica, The Verge

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Eric Schmidt reportedly owns about a 1% stake in Anthropic after investing tens of millions of dollars in the company’s Series A round in 2021, Bloomberg reported. The stake would be roughly half the 2% held by co-founder and CEO Dario Amodei.

Anthropic is widely expected to go public before the end of the year, and market estimates cited by TechCrunch value the company at as much as $2 trillion. If that valuation materializes, Schmidt’s stake could add up to $20 billion to his fortune, which Bloomberg estimates at $57.5 billion.

Sources: TechCrunch

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Meta said it was not common practice for executives to make formal decisions when acquiring datasets for the early training of models such as Llama 1 and 2. The company said an informal approach was only later replaced by more structured review and approval processes; it also argued that approvals to download files via torrents came from collaborative discussions, with no single decision-maker, and proposed providing only employees’ names rather than details about their roles or involvement.

Hixon considered the response insufficient. He said the authors were not asking only about formal decisions or a single decision-maker, but about everyone who made, authorized, directed, permitted or approved the acquisition or downloading of the so-called shadow libraries. Meta must also answer what happened to pirated works that were not used for training, Hixon said. Meta and Entrepreneur Media’s lawyer did not immediately respond to Ars Technica’s request for comment.

Sources: Ars Technica

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Microsoft has opened Dream Space @ the Data Centre at its Grange Castle data center campus, offering hands-on science, technology, engineering and mathematics (STEM) and artificial intelligence experiences for primary and post-primary students. The company expects more than 5,000 students from schools in Dublin and Kildare to attend sessions over the next 12 months, covering physical computing, electrical engineering, cloud operations, coding and robotics.

The hub includes a mini data center lab and a curriculum focused on skills needed for the digital infrastructure sector, while highlighting pathways into further education, apprenticeships and technology careers. Microsoft says the initiative is part of a €4 million fund created to support skilling for the AI era. The company says it has invested more than €6.5 million in Irish communities near its data centers since 2018, benefiting more than 135,000 people.

Sources: Microsoft

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In a conversation with TechCrunch’s Equity, Amulya Vishwanath, founder and managing partner of Techable Ventures, said physical AI is in a “LEGO era” as companies develop foundational software, robotic hands, actuators and other components that could eventually form more advanced systems. She said the industry is seeking a possible “ChatGPT moment” for robotics, but the basic pieces are still being rethought and built.

Vishwanath, who spent nearly seven years as a product marketer at Nvidia, also identified talent as a critical factor and one of her firm’s advantages. She said Techable Ventures helps founders connect with skilled professionals at a time when much of the talent is going to companies such as Anthropic and Nvidia.

Sources: TechCrunch

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Electric Plant, founded by Justin Mast and Lee von Kraus, built Bombadil to interpret the electrical signals running through plant stems and indicate possible needs for water, nutrients and light. The startup says the model was trained over three years and already covers about 125 species, using sensors attached to living tissue beneath the bark; the data is sent over a low-power wireless network for cloud processing.

The company says its sensors cost tens of dollars, compared with thousands of dollars for existing tools, and that only a few per acre are needed for accurate results. Mast claims the system can increase yields while reducing water use by 20% or more. Electric Plant raised $11.2 million in a seed round led by Onto Ventures and Climactic, with participation from other investors.

Sources: TechCrunch

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MIT Technology Review says enterprise AI is moving from a set of experiments to an infrastructure layer. In that environment, the more relevant metric would be effective cost per useful outcome: all platform, model, operations, and capacity costs required to complete work the business can use, such as resolving a request or completing a workflow.

The article compares three models: owned infrastructure, on-demand consumption, and an integrated private platform. The right choice depends on the workload, while owning GPUs improves economics only when demand and the operational discipline to keep resources productive are sufficient. The article cites HPE Private Cloud AI as a foundation combining infrastructure, software, models, tools, governance, and services, with controls for scheduling, model selection, GPU partitioning, and cache management, plus a 90-day engagement with engineers to support initial use cases.

Sources: MIT Technology Review

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