Funding rounds, acquisitions, earnings, and talent moves at AI companies.
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OpenAI claims an ex-employee took its product plans and presented them to Apple
In its trade secrets fight with Apple, OpenAI is now the one making accusations. A filing says an unnamed former OpenAI employee sent more than 100 files on product plans to a personal account, then joined Apple and presented them to its leadership, including the vice president of operations in Asia. The files reportedly include images of an unreleased device, supplier information and engineering data. Apple had earlier accused OpenAI of stealing confidential documents and spying on hardware prototypes.
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Recording device hidden in toilet paper found in top-secret OpenAI meeting room
The FBI arrested OpenAI engineer Abdulrahman Alfozan, 35, on suspicion of plugging a USB-style recording device, wrapped in toilet paper, into the back of a TV in an executive-only conference room. The device was likely planted around September 28 and found by OpenAI on September 30, with its contents encrypted. CCTV installed on October 5 allegedly caught him trying to retrieve it that same day. If convicted, he faces up to five years in prison and a $250,000 fine.
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OpenAI employee arrested for allegedly planting a bug in a conference room
OpenAI said it found a sophisticated recording device in an executive conference room, and employee Abdulrahman Alfozan, 35, was arrested. The device was plugged into a TV's USB port, covered in toilet paper, and installed around September 28. The Department of Justice says Alfozan had no access to the room but was caught on CCTV near it on multiple dates. OpenAI says it used its models to analyze the device and identify the employee, and that it has no indication of access to model weights, source code or customer data.
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Judge orders OpenAI to turn over hiring records in Apple trade secrets case
U.S. District Judge Edward Davila ordered OpenAI to quickly hand over hiring materials in the trade secrets lawsuit Apple filed against it in July. The materials cover interviews with former Apple employees who applied to OpenAI's consumer hardware and robotics groups. OpenAI has five days to turn over materials it already collected and 14 days for the rest. The judge denied Apple's request for expedited access to OpenAI research and development in areas such as metal finishes and power management.
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Disney offers $20M for Character.AI’s scandal-plagued chatbot tech
Disney offered $20 million for a non-exclusive perpetual license to some technology in the bankruptcy of Character.AI's operator, Character Technologies. The assets involved were not disclosed. Disney sent a cease-and-desist letter in September 2025 saying Character.AI's chatbots using Disney characters were harmful to children, after which Character.AI removed all Disney characters. Disney has since hired former Character.AI chief Karandeep Anand as its first chief technology officer. The sale is expected to close by late November or early December.
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SpaceX and Google both said no. Now his software is riding a SpaceX rocket next to Google’s
Satlyt, which builds software to run AI models on satellites, raised an $8 million seed round. Co-founder Rama Afullo says he pitched the idea internally at both Google Cloud and SpaceX's Starlink and was turned down. The software was slated to fly on a SpaceX rocket alongside the first prototype of Google's Project Suncatcher space data center. Earlier, Satlyt ran Google DeepMind's Gemma model on a spacecraft and cut the size of a downlink transmission about onboard software errors by more than 60%.
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Muse Wonder Puts Meta Back at the AI Frontier
Meta has released two new AI models, Muse Wonder and Muse Wonder Full, and says they put it back among the frontier model leaders. According to Wired, Meta claims the largest version beats Anthropic's second-strongest model, Claude Fable 5.1, and ranks just below its strongest, Claude Opus 5.5. On some specialized benchmarks, such as legal documents and software building, Meta says it also beat OpenAI's GPT-6 Astra and both Claude models. Meta did not disclose how the models were built or trained.
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Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs
Microsoft has announced Maia 300, its third-generation in-house AI chip, which will start running production workloads in 2027. Microsoft says it delivers 40 percent more tokens per megawatt than leading GPU-based systems, and a 96-chip configuration delivers up to 7 times the token throughput of a Maia 200 rack. It is designed to be Microsoft's primary system for inference, the work of generating answers from trained models. According to The Decoder, each chip carries 288 GB of HBM4 memory and is rated at 950 watts.
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Epic Games reportedly pivoting to "AI first" game development model
Epic Games is shifting to an "AI first" approach for its Disney collaboration, letting AI models such as Anthropic's Claude write all the code, according to Ars Technica citing Bloomberg. Internal messages say "no more hand-written code," with humans managing and guiding the code and art the models produce. The Marvel- and Star Wars-themed shooter, slated for March 2027, is delayed indefinitely. Epic says it is embracing AI-accelerated development, and CEO Tim Sweeney said the aim is not to do the same work with fewer people but to build more and better.
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Why Anthropic, ahead of its IPO, is betting everything on data centers
According to The Information, a data center Anthropic is building in Louisiana would add more than $1.3 billion in revenue if it opens a month earlier than scheduled. The site draws 330 MW of power for 245 MW of usable AI computing capacity, assuming all of it goes to inference rather than training. Consultancy Occam Edge estimates that capacity could bring $1.3 billion a month and, if Anthropic pays $200 million a month in chip rent, a gross margin of about 85 percent, before training costs and staff.
October 202627
- Microsoft's Nadella bows to Trump's language diktat on "Super Intelligence" and uses it to attack OpenAI and Anthropic ↗
- Nvidia reportedly in early talks to buy, acqui-hire or invest more in Reflection AI ↗
- Anthropic pauses free Claude Startups benefits and re-reviews all applications ↗
- Nvidia reportedly plans to invest in AI inference chip startup d-Matrix ↗
- Apple discloses deal to hire team and license tech from personalized podcast startup Huxe ↗
- OpenAI doubles down on decision to fire three AI safety researchers ↗
- OpenAI revenue keeps surging as company seeks $30 billion in fresh capital ↗
- The maker of non-text AI model Jev valued at $7.5B just weeks after launch ↗
- Anthropic launches Claude Dashboards and Motion for enterprise data and video ↗
- OpenAI’s revenue is reportedly $20 billion less than previously projected ↗
- Google brings agentic AI to Gemini, starting with businesses ↗
- Anthropic releases Claude Haiku 5.5 small model and halves Sonnet 5.5 cache read prices ↗
- Claude, long called pricey, turns out to offer about 5x the usage of ChatGPT ↗
- Google invests millions in Mark Zuckerberg’s efforts to create a ‘virtual cell’ ↗
- AI computing startup Lambda to raise $4B ahead of planned IPO ↗
- Anthropic is giving startups a free year of Claude Team and $1,000 in credits ↗
- OpenAI launches visual ads that appear alongside image generation results ↗
- Meta and Microsoft pull back from Claude as Anthropic transforms from partner into competitor ↗
- Google's new Gemini tiers cut free users to its weakest model and lock $5/month subscribers out of Pro ↗
- The Nvidia Shield TV Is 7 Years Old. It Just Got a $100 Price Hike ↗
- Anthropic launches 'Claude Frontier Academy', investing $100 million to train 10,000 forward-deployed engineers ↗
- Anthropic to hold Investor Day on the 14th, targeting an IPO before Thanksgiving in November ↗
- Nvidia and SoftBank complete final $20 billion of OpenAI investment ↗
- OpenAI cuts ties with 3 safety researchers, WSJ reports ↗
- Anthropic brings Claude to civilian agencies as its fight with the Pentagon drags on ↗
- Google's early attempt to pay websites for AI answers is struggling ↗
- OpenAI and Synopsys team up to build an AI model that designs chips like a seasoned engineer ↗
September 202665
- AMD acquires World Labs AI startup, upping the ante against Nvidia ↗
- OpenAI’s latest features take direct aim at the app store model ↗
- OpenAI repotedly in talks to raise $30B round at $1.4T valuation ↗
- Anthropic warns of ‘catastrophic’ AI risks in its own IPO filing ↗
- OpenAI reportedly readies a $500 'Pro Max' plan for faster Work and Codex ↗
- Can Cloudflare CEO Matthew Prince save the web from AI? ↗
- TypeSafe AI's Silent Model 'Zeb' Shakes Silicon Valley as Valuation Jumps 50x in a Week ↗
- Insurers claim AI is already increasing healthcare costs ↗
- Anthropic to pay Akamai $11.6 billion over seven years in cloud deal ↗
- Meta's Muse just stole the AI spotlight from OpenAI and Anthropic ↗
- Anthropic's founders seek voting control ahead of IPO ↗
- OpenAI nabs key Patreon execs ahead of upcoming announcement ↗
- New Anthropic, OpenAI models make same promise: A little more for a lot less money ↗
- Andreessen Horowitz is launching an 'academy' with no homework and partnerships with Palantir, Google, and Meta ↗
- SoftBank to borrow over $11 billion in risky bonds for OpenAI stake ↗
- Following OpenAI, Anthropic is also reportedly postponing its IPO ↗
- World model companies are keeping a lot of secrets ↗
- Is the AI industry really ready to slow down? ↗
- No one is surprised that Nvidia's Jensen Huang thinks AI fears are overblown. ↗
- 'Safety' Excuse Hides a Backroom Deal, Consumer Lawsuit Says, Targeting 4 AI Firms ↗
- OpenAI overtakes Anthropic in enterprise market share as Anthropic weighs a new model before its IPO ↗
- Anthropic is operating a lab that conducts biology experiments ↗
- Anthropic’s first embedded evaluator is … Accenture? ↗
- OpenAI takes aim at the legal market with Astra for Law ↗
- Anthropic opens AI-powered biology research lab ↗
- Google, Nvidia, and Anthropic want Emerald AI to find space on the grid for more data centers ↗
- Microsoft exec called AI scraping the "largest theft of labor in human history" ↗
- Apple reportedly building server packed with M-series Ultra chips for AI ↗
- Profound raises $180M to boost brands' visibility in AI services ↗
- What's at stake in AI's trillion-dollar gamble ↗
- Agility's new humanoid robot will stop, squat to avoid harming human coworkers ↗
- Nvidia CEO Jensen Huang tells Trump ‘we’re not going to let [an AI slowdown] happen’ ↗
- OpenAI buys smartphone camera maker Glass Imaging for $300 million, report says ↗
- OpenAI stuck fighting Musk antitrust suit after Apple finds a way out ↗
- What's behind the AI industry's latest warnings of doom? ↗
- SpaceX signs $1.11 billion-a-month computing deal with unnamed customer ↗
- Sam Altman says OpenAI going public in 2026 would be ‘ill-advised’ ↗
- Nvidia wants to pour up to $10 billion into Anthropic's record-breaking IPO ↗
- I spent $4,000 on a robot dog from China ↗
- Nscale adds former OpenAI exec Fidji Simo to its board ahead of potential IPO ↗
- OpenAI targets Wall Street bankers with a new version of ChatGPT ↗
- Class action lawsuit accuses Anthropic of overselling Claude subscriptions with deceptive usage multipliers ↗
- OpenAI adds a prominent AI doomer to its board of directors ↗
- OpenAI Widens Its Lead Over Google Again After GPT-5.6 ↗
- Google Cloud races to catch up in the AI deployment wars with Accenture deal ↗
- Mistral raises €3B as sovereign AI becomes big business ↗
- Anthropic reportedly signs $517 billion in compute deals after Dario Amodei warned rivals about reckless risk ↗
- ChatGPT claws back web traffic share to 55.5 percent as Gemini's brief comeback fades ↗
- Travis Kalanick's Atoms might be getting into the robotaxi business ↗
- Authors push back as publishers and agents make claims on Anthropic settlement ↗
- Is AI making money while people struggle to find jobs? A 'State of AI Report' author weighs in ↗
- AI compute provider Nscale is looking for $3.5B in pre-IPO financing ↗
- Apple’s Ternus era begins as Nvidia bets on the whole AI stack ↗
- Meta is paying to peek at how you use their latest AI model ↗
- OpenAI CEO Sam Altman warns of "unsustainable silliness" in compute buildout ↗
- Anthropic ramps up Claude infrastructure with $35 billion Lambda deal ↗
- Nvidia buys Hugging Face, the GitHub of AI, for $13 billion ↗
- Google is sending MrBeast into the wilderness, armed with AI ↗
- Apple shares 'shocking evidence' against former employee accused of stealing company data for OpenAI ↗
- Anthropic's Claude Max plan multiplier labels spark backlash as OpenAI says its own is exact ↗
- The Pentagon now has its own version of ChatGPT and Grok ↗
- OpenAI says its ChatGPT ad business hits a $1 billion annual run rate ↗
- Nvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout ↗
- How the Mac Became Apple's Hottest Product, With OpenAI and Anthropic Buying It Up ↗
- OpenAI starts charging some customers only when its AI actually works ↗
August 202681
- Caterpillar is bringing to AI deployment what it learned from automating mining ↗
- After Nscale, Anthropic Negotiates With a Chip Startup to Lock Down Computing Capacity ↗
- OpenAI cuts off Cursor after SpaceX acquisition, citing Musk's history of breaking contracts ↗
- “We’re not doing 30 bets a year”: Vijay Pande on betting small after running $4 billion at a16z ↗
- Trump blacklisting of "woke" Anthropic deemed illegal by federal judge ↗
- Meta executive leaves for OpenAI as the social media giant faces growing scrutiny in India ↗
- OpenAI's executive exodus has one big winner ↗
- Report: Nvidia to acquire AI model repository Hugging Face for $13 billion ↗
- Barret Zoph, the Thinking Machines co-founder ousted before joining OpenAI, is now at Google ↗
- Jensen Huang says Nvidia achieved AGI, again — not that it matters ↗
- Chinese Moonshot AI negotiates hosting deals with Microsoft, Amazon, and Google ↗
- AI agents meant to replace Meta workers made “large-scale, disruptive actions” ↗
- How do we explain OpenAI’s executive exodus? ↗
- Google launches Gemini for legal work to automate contracts and research ↗
- 'The world seems to be ready': An interview with OpenAI head of product Thibault Sottiaux ↗
- Thomson Reuters bets $40M on owning its AI instead of renting from OpenAI or Anthropic ↗
- Nvidia in Talks to Invest Billions in Perplexity at Over $30B Valuation ↗
- AI is hitting entry-level jobs hardest, Stanford study finds ↗
- Hugging Face reportedly in talks to be acquired for $13B ↗
- Memory shortage reportedly drives Nvidia AI server prices up about 15 percent ↗
- Korea Deep Learning: 'For document agents, catching wrong answers matters more than recognition accuracy' ↗
- Enterprise AI agents are only as reliable as the messiest documents behind them ↗
- Anthropic hires Google TPU architect to accelerate its own AI chip development ↗
- Enterprises winning with AI agents are limiting how much the agents can do alone ↗
- Nvidia partners with data center developer Cloverleaf ↗
- Nvidia Strikes $6 Billion License and Hiring Deal With Coding Startup Poolside ↗
- Meta Becomes Microsoft Azure's Biggest Customer as Big Tech's Circular AI Dependency Deepens ↗
- The Single English County Saying No to Palantir ↗
- OpenAI is gaining on Anthropic with business users, new data indicates ↗
- Google gives publishers a new way to fight AI-driven traffic losses ↗
- It's Greg Brockman's OpenAI now ↗
- OpenAI's Q2 revenue grows 18%, but its operating loss balloons to $12.3 billion as Anthropic pulls ahead ↗
- OpenAI seeks to one-up Anthropic with new customer privacy protections ↗
- Google Automates Forward-Deployed Engineer Data Work With AI Agents ↗
- OpenAI Cuts GPT-5.6 Prices in Half on OpenRouter, Overtakes Anthropic in Usage ↗
- Amazon, which started off selling books, is destroying rare texts to train AI ↗
- Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project ↗
- Upstage's Solar LLM Now Powers 100% of Daum's AI Search Summaries ↗
- AI automation startup Relay shuts down, staff joins Google's Chrome team ↗
- Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ ↗
- OpenAI reportedly disbanded its preparedness team ↗
- Chinese AI takes over Hugging Face: Qwen tops 2 billion downloads, 150,000 derivative models ↗
- As public data runs dry, companies' internal Slack, email, and recordings command a premium ↗
- SpaceX officially closes its Cursor acquisition ↗
- Backlash to Anthropic's watermark rollout spreads as users cancel Claude subscriptions ↗
- Tech Visionary Says the Big AI Labs Don't Get What People Want ↗
- OpenAI and Anthropic in price war as Chinese AI rivals gain ground ↗
- Hyperscalers might regret embracing natural gas if new forecast proves correct ↗
- Meta's 'open' AI, and a $250M deal gone very wrong ↗
- Anthropic could be worth $2 trillion when it goes public ↗
- OpenAI is losing its second executive this week ↗
- IBM partners with OpenAI to bolster enterprise AI push ↗
- OpenAI hires new CRO as executive shake-up continues ↗
- Does Google even want to win at AI? ↗
- ChatGPT and Gemini both just passed 1 billion users ↗
- Another OpenAI executive takes off ↗
- With new open models, Meta pitches another reboot of its struggling AI strategy ↗
- Embattled hedge fund Situational Awareness invests $400M in chip startup Source Foundry ↗
- Nvidia Invests Up to $3 Billion in Power Supplier Lancium to Secure AI Electricity ↗
- Gartner: Chinese AI Models to Reach 50% Global Enterprise Adoption by 2027 ↗
- OpenAI acquires presentation startup NextSlide ↗
- As 'SaaSpocalypse' Fears Fade, AI Response Splits Winners From Losers in the SaaS Industry ↗
- ByteDance trains massive AI model in bid to rival Anthropic ↗
- After Rippling blew millions on AI in months, it built an employee ROI tool ↗
- Anthropic will design its own hardware to power Claude ↗
- Google's Top AI Brains Are Leaving to Launch Discovery Loop ↗
- SpaceX is barely Space and mostly X ↗
- How an OpenAI influencer trip backfired ↗
- Apple says more ex-employees may have taken confidential data to OpenAI ↗
- OpenAI drags Apple’s lawsuit into the court of public opinion ↗
- SpaceX has bought $329M worth of Tesla Megapacks so far this year ↗
- AMD’s datacenter business is booming while gaming takes a backseat ↗
- Influencers draw backlash for attending OpenAI’s first luxury trip ↗
- AWS is helping vibe-coding startup Superblocks, and the implications are big ↗
- Is paying artists enough to convince them to embrace AI? ↗
- The Fall of Wall Street's 20-Something 'AI Genius': Inside the $3 Trillion Crash ↗
- Acryl says its GPUBASE hits 90% GPU utilization, completing 'sovereign AI' ↗
- As Reddit stock falls, CEO questions value of Google's AI Overviews ↗
- OpenAI hits 1 billion users after price cuts: 'cheaper AI creates more demand' ↗
- Building abundant intelligence ↗
- AI hedge fund Situational Awareness may have sold its public portfolio, but it still has its Anthropic shares ↗
July 202629
- Okta buys AI security startup Permiso — source says for about $200M ↗
- Microsoft is openly competing with OpenAI, Anthropic more than ever ↗
- Investors love AI, as long as you're a cloud host ↗
- Meta says AI is making it easier to build new apps — and more are coming ↗
- Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag ↗
- Thinking Machines co-founder Lilian Weng left the company citing health reasons, then joined OpenAI ↗
- Mark Zuckerberg predicts that billions of people will have personal AI agents in five years ↗
- MCP startup Runlayer accuses Rippling of stealing its product idea ↗
- Bot-detection startup Spur nabs $200M from Insight ↗
- Visa used Mythos to hunt for bugs in its own payment network, then open-sourced the harness that made it possible ↗
- Instacart's CTO says AI made the company stop worrying about tech debt ↗
- GM redesigned its engineering workflows around AI agents — and tripled its merged pull requests ↗
- Satya Nadella says companies that trust one AI for everything may not survive ↗
- AI cites the deep pages but sends humans to the homepage — most sites are built backward ↗
- Ilya Sutskever's Safe Superintelligence partners with Nvidia to scale its AI research ↗
- Enigma raises $71M to make controlling a robot as easy as adjusting the volume ↗
- The highest-leverage bet in the whole market is not AI, it's LSD ↗
- Monday.com is the latest tech company to blame AI for layoffs — here are 20 others ↗
- VentureBeat Research: Where enterprise AI agent governance hasn't caught up ↗
- Microsoft launches new in-house AI models it says cut costs up to 89% versus OpenAI ↗
- How Cars24 scales conversations and builds faster with OpenAI ↗
- Introducing the ChatGPT for small business program ↗
- 2026 State of AI Agents: Enterprise Insights on Building AI ↗
- Google’s Gemini nears billion-user milestone ↗
- AegisAI, founded by former Google security execs, lands $36M to stop AI-driven spear phishing ↗
- Google just had its first negative cash flow quarter due to massive AI spending ↗
- After shocking quarter, IBM insists that AI isn’t killing the mainframe ↗
- Google justifies its massive AI spending with a booming cloud business ↗
- Unlimited AI tokens aren't unlimited after all as US Army burns through supply ↗
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