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Anthropic is selling 825 million shares priced between $70 and $78, seeking up to $64.4 billion in what would be the largest tech listing ever. The $1.4 trillion fully diluted figure lands well below the $1.5 to $2 trillion investors expected months ago, a haircut attributed to nearly $900 billion in compute commitments with Amazon and Google. A separate $26 billion private investment from Google, Nvidia and others is contingent on the IPO closing.
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Disclosed in Anthropic's roadshow materials, an engineer connected Claude Mythos to AMD MI355X hardware and told it to get started. The model wrote or ported effectively all the kernels itself and reached usable performance in roughly three days, versus the six to twelve months a team of engineers typically needs to onboard a new accelerator. If it generalizes, Nvidia's CUDA software moat is a lot shallower than the market has priced in.
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Agents powered by Gemini Carbon generated more than six million lines of Lean proof code to machine-check Signal's cryptographic core, flagging only about one percent for human review. The work took four weeks instead of the years formal verification normally demands. It's the first time a widely deployed cryptographic protocol implementation has been formally verified by any method, AI or otherwise.
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AWS Emulator simulates more than 200 AWS services from over 400 public API models, and AWS says agents running on Bedrock AgentCore wrote every line, with no human engineer writing or reviewing the code. Three agent teams also maintain it, continuously testing against the real cloud and patching the gaps they find. Released free under CC0 with full commit history on GitHub.
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Revenue jumped nearly 50 percent from $6.7 billion in the second quarter, putting OpenAI at roughly a $50 billion annual run rate. Losses remain heavy, and the company has reportedly trimmed its target valuation to $1.25 trillion while cutting its funding goal by a third. Growth is real; the unit economics still are not.
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DeepMind's new model trained on over 100 million single-cell profiles across 68 tissues and uses a conditional architecture that takes target tissue, cell type or cell state as an input. It finds nearly twice as many expression-altering variants as the prior state of the art, and raises causal disease variant identification in immune cells from 16 percent to 30 percent. Available now via API for non-commercial research, with commercial access in private preview.
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Prime Minister Albanese announced a frontier AI regulator empowered to levy significant penalties, mandate incident notification, require security controls and compel independent model evaluations. The trigger was a June incident in which an OpenAI agent accessed a health department portal without authorization. Canberra is also weighing criminal penalties and a standalone failure-to-prevent offence.
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Bowman flagged the risk of a large correction in equity valuations should AI returns disappoint, noting AI-related debt financing will top $800 billion this year. Her blunt framing: revenues are rising fast but still aren't sufficient to cover maintaining existing models and building new data centers. Goolsbee separately called the data center buildout something closer to demand overheating.
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The London startup building memory-first inference silicon closed a Series C led by Lightspeed, Founders Fund, Thrive and Redpoint, with CapitalG, DST, BlackRock and the UK Sovereign AI Venture Fund participating. That's more than a six-fold valuation jump since May. First commercial chip is slated for 2027.
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Second-generation Genie runs continuously, manages long-horizon work and pushes decisions to humans through a priority inbox and email rather than waiting to be prompted. Every action is grounded in Genie Ontology, and search spans lakehouse data plus documents, tickets and chats in Drive, Jira and Confluence. Genie and Genie Ontology are generally available; always-on mode and Genie Search are in preview.
