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Microsoft reports $10 billion in quarterly revenue from OpenAI
The figure was nearly 11% of Microsoft’s revenue for the quarter. The filing does not break out how much came from Azure services or revenue sharing.
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Yesterday
Tools & agents
Google expands AI Search ads to international markets
Google is taking ads in AI Mode beyond the U.S. as Search ad growth slows, while saying early click-through rates match organic listings.
Tools & agents
Replit’s ViBench 2.0 tests whether AI can build full products
The benchmark asks coding agents to build products feature by feature. Even the top models passed every test plan in only 49% to 65% of builds.
Models
Gemini 4 Carbon tops Artificial Analysis’ intelligence index
Artificial Analysis gives Google’s Gemini 4 Carbon the top score on its Intelligence Index v5. Google is rolling it out to selected users, not the public.
Models
Chrome Autofill Can Use Gmail to Find Details for Forms
Google is rolling out Chrome autofill suggestions based on Gmail for US users who have Gemini’s Personal Intelligence enabled.
Tools & agents
GitHub reports record code activity as agent use grows
GitHub says developers pushed code 17.9 billion times in the past year. Its report links rising activity with wider use of coding agents.
Tools & agents
Google opens Android Studio to rival AI coding agents
Android Studio Rabbit 2 can run agents including Claude and Codex. Google also introduced new APIs for app agents and announced XREAL smart glasses.
Business
xAI offers to buy Southaven homes tied to data center lawsuit
The offers reportedly require owners to waive claims over noise from a nearby data center. Southaven’s mayor says the buyout is part of a broader plan.
Models
NVIDIA releases Nemotron 3.5 speech model and training data
The open-weight model transcribes 40 languages and can translate, label speakers and answer questions about audio. Developers can download it from Hugging Face and ModelScope.
Business
Oracle brings Nvidia Vera CPU instances to OCI
Oracle says Vera CPUs and Vera Rubin NVL72 racks are generally available on OCI Superclusters. Tom’s Hardware’s local tests were not run on Oracle’s cloud.
Safety
AI agents found a route into Anthropic’s business systems
Security startup Cathedral says its AI agents found vulnerabilities in third-party software linked to Anthropic. The company says some internal data was accessed, but disputes the scope and timeline.
Policy & law
US AI testing agency seeks more funding and leadership
The White House requested $27 million for CAISSI in its FY2027 budget. The agency has no permanent director, and its work with AI labs is voluntary.
Policy & law
Adalat AI brings transcription tools to India’s courts
The nonprofit’s software is used in more than 6,000 courtrooms across 11 states. A study is testing whether it can help cases move faster.
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Tuesday, October 27
Business
Oracle adds Google TPUs and ChatGPT tools to its cloud
Oracle plans to deploy Google’s AI chips in 2027 and is adding ChatGPT links to its business software, alongside new AI tools for companies.
Models
Bowen Wan’s parents sue OpenAI over seizure-drug advice
Bowen Wan’s parents say ChatGPT helped her secretly taper off lamotrigine before her death. OpenAI says the case involved an older model.
Models
Researchers Trace Qwen Proxy Calls to Possible Training Artifact
Palisade Research found some Qwen 3.8 models routed web requests through an Alibaba Cloud server. It found no evidence of data theft.
Policy & law
Stanford authors sue Anthropic over books used to train Claude
A judge allowed AI training on lawfully acquired books but barred Anthropic from building a library of pirated copies. Two authors are seeking separate damages.
Tools & agents
LMArena Adds Connectors to Agent Mode
LMArena’s free connectors let logged-in users link work apps so Agent Mode can read information and take actions with their permission.
Policy & law
UK Watchdog Weighs Probe of Home Office AI Tools
The immigration inspector is considering a review of AI used to summarize asylum interviews and search policy information, amid concerns about errors and secrecy.
Policy & law
Netherlands plans 25,000 government job cuts tied to AI
The proposed cuts would remove more than 15% of the Dutch civil service workforce. The government has yet to announce how it will use AI or when the cuts would happen.
Policy & law
ACLU warns AI travel-history flags may prompt traffic stops
The ACLU says police are using AI and license-plate data to flag drivers’ travel histories as suspicious, even without evidence of wrongdoing.
Tools & agents
Apple adds an AI assistant to Pages, Keynote and Numbers
The beta assistant can help draft text, build tables and edit slides. It requires Apple Intelligence-compatible devices running Apple’s latest operating systems.
Business
SpaceX secures $40 billion for GPUs due in 2027
Elon Musk says SpaceX has closed debt financing for GPUs expected in the first half of 2027, as concerns grow about data-center delays and costs.
Business
Nvidia secures more capacity for AI chip supply chain
Nvidia announced multi-billion-dollar supplier deals covering substrates, optical engines and other production steps, with plans stretching through 2028.
Research
Pinterest’s PinGER retrieves Pins with fewer input tokens
A new retrieval system reported in an arXiv paper uses compact histories and controlled generation. Pinterest says it improved saves in Related Pins.
Models
Baidu releases open-source OCR model for very long documents
Unlimited OCR 2 is a 3-billion-parameter model Baidu says can parse documents of hundreds of pages in one request. It is released under the MIT license.
Models
Nemotron 3.5 Bolt targets local AI in 24GB of memory
The authors describe a 74B-A9B vision-language model for local agent tasks, reporting 84 TPS on RTX Spark and higher accuracy than similarly sized rivals.
Monday, October 26
Business
Anthropic’s IPO filing shows rapid growth and $780B in commitments
Anthropic has filed to list on Nasdaq, disclosing fast-rising revenue, big-spending customers and long-term computing commitments of up to $810 billion.
Models
OpenAI GPT-6.1 Terra launches on Amazon Bedrock
AWS says the model is generally available through Bedrock, with text and image input, a context window of up to 1 million tokens and lower prices than two named models.
Business
Anthropic’s IPO filing shows how it’s locking in enterprise users
The S‑1 filing reveals that more than half of Anthropic’s big‑spending customers now use both Claude and its first‑party apps, driving near‑900% net revenue retention.
Short notes
All notes →Ollama adds Linux and Windows support for Liquid AI’s LFM3
llama.cpp b11976 adds a Hexagon IM2COL improvement
FuriosaAI Raises $620 Million in Series D Funding
AWS releases AgentCore CLI version 1.0
llama.cpp b11972 fixes two buffer-boundary bugs
HP Moves Some Production Back to China as Costs Rise
llama.cpp b11971 adds tiled OpenCL support for Adreno
Alphabet shares fall 7% after profit miss