Meta had a big infrastructure day: it opened up Prometheus, its gigawatt-scale supercluster, with pretraining goodput above 85% and an MTBI around 47k GPU hours. On the model side, Dream Labs came out of stealth with Dream-1, a robotics foundation model that does zero-shot manipulation on hardware i

The AI buildout's financing cracks are showing: FT reports only about a third of the US data center pipeline looks credible, with 47+ major projects stalled and CoreWeave bonds sliding into distress. Meanwhile Altman confirmed OpenAI will build its own humanoid robot — "the body is the easy half" —

Reflection AI open-sourced Beam, a 501B-total/23B-active agentic coding model with 1M effective context under Apache 2.0 — and AWS shipped a full deployment path on day one. On the consumer side, OpenAI pushed ChatGPT Pro to GPT-6 Astra Pro with parallel multi-agent execution, while Perplexity open-

Meta dropped Muse Spark Open, an 816B/42B-active native multimodal MoE that runs locally on two M5 Ultra Mac Studios — the strongest US open-weight release yet. Microsoft unveiled MAI, a fully in-house 3T-param sparse model activating 80B per token. Meanwhile the FTC served civil subpoenas to OpenAI

Anthropic's pre-IPO numbers landed hard: quarterly revenue jumped from $4.8B to $16.8B, with distillation revenue "materially" cut — a rare look at how frontier labs actually make money. On the open-weights side, StepFun dropped Step 5 Preview (600B sparse MoE, 1M context) and a five-person team shi

Google launched Gemini 4 Argon worldwide, a general-purpose physical reasoning model that scores 87% on ERQA embodied reasoning and can teach a humanoid robot to play cornhole from a single video. Databricks hopped on day one, calling it the strongest Gemini it has tested. Meanwhile, David Silver un

Microsoft unveiled its third-gen Maia 300 chip — 2nm chiplets, 288GB HBM4, and a claimed 40% better tokens-per-watt than leading GPU systems, with multi-gigawatt deployment planned for next year. Meta fired back at OpenAI and Anthropic with frontier models Muse Wonder and Muse Wonder Full. Meanwhile

The AI industry's money and compute story sharpened today: Anthropic locked in over $100B/10 years with AWS, OpenAI added $250B in Azure commitments, and CoreWeave sits on ~$104B in backlog — yet none of it is prepaid. Grayscale's Zach Pandl argues cheaper tokens will *raise* compute demand, the cla

Adobe's five core products have reportedly been decompiled and open-sourced, and Chamath Palihapitiya calls it the week's biggest AI story — software IP, he says, is now "worthless." Meanwhile, NVIDIA is reportedly in talks to buy Reflection AI, and Jefferies warns the AI boom's likeliest long-term

OpenAI's annualized revenue is either $50B or $68B depending on who's counting — CNBC says the $68B figure bundled partner gross revenue, and the clarification knocked Nvidia, Oracle, and CoreWeave down in a single session. Meanwhile the "AI Winners Index" is up 58% this year while the S&P 500 ex-AI

Google rolled out a unified Gemini agent for work, with persistent cloud execution, shared memory across devices, and project-level spend caps that pause agents at budget — plus the option to swap in Claude models. Anthropic pledged $150M to the White House's Genesis Mission, joining a $2.4B consort

NVIDIA and Microsoft turned Windows into a first-class agent platform, shipping MXC sandbox GA, the RTX Spark superchip, and DGX Station for Windows. Anthropic dropped Claude Haiku 5.5 — roughly 90% cheaper than Haiku 4.5, with OSWorld jumping from 15.7% to 72.4%. Microsoft open-sourced Agent Lightn