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Mistral closed a €3 billion Series D at a post-money valuation north of €21 billion, led by Samsung Electronics with EQT's Scaleup Europe Fund and PSG Equity as co-leads, plus a16z, ASML, Nvidia and Salesforce Ventures. The valuation nearly doubles the €11.7 billion set in its September 2025 Series C. Mistral is pitching itself as the sovereign, open-weight alternative for 125-plus enterprise customers including Airbus, ASML and HSBC.
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Cognition's Series E, led by Andreessen Horowitz and Accel with Nvidia participating, values the coding-agent company at $48 billion — up from $26 billion in May. Run-rate revenue climbed from $492 million to nearly $900 million in about four months. The multiple stayed roughly flat at 53 times revenue, which is the more interesting number in the whole deal.
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Meta shipped Muse in the US via web, iOS, Android and WhatsApp, powered by its Muse Spark model, with AI glasses support coming. It opens browsers, fills forms, books travel and negotiates on your behalf, running inside a dedicated secure virtual machine that holds both agent and user data. Free tier plus Power at $20 a month and Maximum at $100.
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Researchers at Calif used AI models to find a memory-corruption bug in WeChat's call stack, then weaponized it into WeWorm — a self-spreading worm that compromises accounts on iOS and Android while the phone is still ringing. AI found the flaw in July, produced a remote-code-execution exploit in two days, and the full worm took about another week. Tencent patched it in August; the research went public today.
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China's MIIT published a 2026-2030 blueprint to push national AI computing capacity to 9,800 exaflops by 2030, up from roughly 2,450 exaflops in July. The plan commits ¥3.8 trillion — about $532 billion — in cumulative IT infrastructure spending and calls for orderly deployment of clusters with 10,000-plus accelerator cards. Fifty-two such facilities already run under the East Data, West Computing network.
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Qualcomm and Amazon struck a multi-generation agreement to co-design custom AI inference silicon and optical connectivity up to 1.6T for AWS data centers. Qualcomm issued Amazon warrants for 25 million shares at $161.26 — roughly $4 billion — vesting in stages tied to AWS purchases of up to $60 billion in Qualcomm server chips and technology. It is Qualcomm's first real foothold in a data center market it has been circling for years.
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A Tech Transparency Project investigation found Meta reviewed, approved and collected revenue on more than 300 ads containing AI-generated child sexual abuse material between November 2025 and August 2026, reaching over 29,000 accounts across the US, UK and more than a dozen European countries. Many linked to nudify apps. The ads came down only after reporters contacted Meta.
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NYU's Tristan Buckmaster and Anthropic researcher Levent Alpöge released a machine-verified proof of finite-time blowup for the Euler equations — a genuine milestone for formal verification paired with AI assistance. Buckmaster alleges OpenAI moved to preempt the result after learning of the work. Treat the accusation as one side's account until OpenAI responds.
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The Energy Department's Office of Energy Dominance Financing finalized a loan of up to $1.9 billion to NextEra to bring the 615-megawatt Duane Arnold Energy Center back online, targeting 2029. Google signed a 25-year deal in October 2025 for 70 percent of the output. NRC licensing review runs through at least January 2028.
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High-bandwidth memory production for AI data centers is pulling fab capacity away from consumer electronics, with price increases projected to ripple through smartphones and laptops from 2027 into 2030. It is the clearest consumer-visible cost of the buildout so far. The datacenter boom is finally showing up on your receipt.
