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Anthropic set a price range of $70 to $78 a share, selling roughly 825 million shares to raise as much as $64.4 billion, with Nasdaq trading expected to begin November 19 under the ticker ANT. The implied $1.4 trillion valuation is well below the $2 trillion investors floated earlier this year, which some analysts read as deliberate underpricing amid an AI stock selloff. Alongside it sits a $26 billion private placement of non-voting Class N stock from Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC's investment arm.
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OpenAI told investors on a November 10 call that third-quarter revenue hit $10 billion, up nearly 50 percent from $6.7 billion in Q2, putting it at roughly a $50 billion annual run rate. Adjusted operating loss widened to about $10.9 billion in the same quarter — a loss rate north of 100 percent of revenue. Demand was strongest for newer models including GPT-5.6 and Astra, and ChatGPT advertising is already at a reported $1 billion run rate.
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Google opened its top model to all paying developers and enterprises via the API in AI Studio, plus AI Ultra subscribers in Antigravity, the Gemini app and AI Mode in Search — after an initial window restricted to cybersecurity defenders in the Fairwind Program. Introductory pricing is $2 per million input tokens and $10 per million output through November 30, then $4 and $20. That undercuts Claude Fable 5.2 and Opus 5.5 on API price, though availability is still region-limited.
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A multi-agent framework powered by Gemini Carbon generated over six million lines of Lean in four weeks, proving key security properties of libsignal — PQXDH and the Triple Ratchet — against compiled AArch64 machine code. Proofs were only accepted if Lean's kernel checked them against a human-approved specification, and agents flagged about 1 percent of the codebase for human review. DeepMind calls these the first implementation-level proofs connecting protocol guarantees to the unmodified code of a widely deployed cryptographic library.
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DeepMind's latest physical-AI model learns hundreds of everyday skills — folding laundry, serving pastries, sorting car parts — from vision and natural language input, driving everything from tabletop bi-arm rigs to full humanoids. With Apptronik's Apollo 2 humanoids on active lines in Kecskemét, Hungary and Sindelfingen, Germany, it hit 96 percent success kitting parts from bulk bins into per-vehicle trays. It's rolling out to robotics partners including Agile Robots, Apptronik and Boston Dynamics — not the public — and reporters have flagged a reliability gap behind that headline number.
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Control Room is a centralized authorization service that tracks every model workload across OpenAI's research infrastructure and can revoke a job ID, halting output within 35 seconds. It's fail-closed by design — if the authorization service goes dark, inference requests are rejected — and OpenAI runs continuous checks for unauthorized or modified inference engines that might bypass it. The company says every research inference workload is now connected, including agentic sampling for training and evaluation.
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Independent directors retained Joon H. Kim, former acting U.S. Attorney for the Southern District of New York, to probe Huang's admitted relationship with Megaspeed executive Alice Huang, publicly reported as a PRC intelligence asset. Three House Republicans want him in a closed-door briefing on November 18 and have threatened a subpoena, and the FBI is reportedly looking into the relationship. The board says it retains confidence in Huang and has no reason to believe national security or Nvidia secrets were compromised.
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The registration portal went live November 10, requiring developers above $500 million in annual revenue to file with the state before the law takes effect January 1, 2027. Covered labs must publish safety frameworks publicly, report critical safety incidents within 72 hours, and issue model transparency reports, with fines up to $1 million per violation and $3 million for repeats. The new Office of Digital Innovation, Governance, Integrity and Trust — DIGIT — will enforce it.
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Q3 revenue came in at $3.66 billion with adjusted EBITDA of $2.3 billion — a 62 percent margin — and revenue backlog jumped from $104 billion in June to a record $132.5 billion, up 138 percent year over year. Full-year guidance moved up to $13 billion to $13.3 billion. But capex ballooned to $14.5 billion and net loss widened, which split traders sharply in after-hours trading.
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Anthropic shipped Claude Sheets and Claude Whiteboards in beta on all paid plans and moved Claude Data to general availability, connecting to Snowflake, BigQuery, Salesforce, Amazon Redshift and ClickHouse with certified metric definitions — on by default for Enterprise plans November 19. Same day, OpenAI launched Businesses in ChatGPT in beta: claimable company profiles with engagement insights, plus branded Business Agents for eligible U.S. ecommerce and online-service firms. Both labs are quietly moving from chat box to productivity layer.
