Anthropic Watch
Anthropic has agreements to pay SpaceX up to $84.5bn for Nvidia-based computing capacity through 2029, The Information reports, citing a confidential IPO prospectus reported by Reuters. The scale is striking, but the agreements can mostly be cancelled with 90 days’ notice, according to the report.
Watch Desk
FrontierSWE’s creators have released version 2 of their benchmark, expanding it to 34 technical challenges and introducing evaluations that run for up to 20 hours. They say Claude Fable 5.1 leads the results, ahead of GPT-5.6 and GLM-5.3, a ranking that puts long-horizon AI coding ability under fresh…
OpenAI Watch
Axios says OpenAI’s annualised revenue run rate is approaching $70bn, with business-to-business revenue more than doubling since July. If the figures hold, they offer a striking measure of the market OpenAI is trying to build ahead of a possible IPO.
Watch Desk
Proximal, a San Francisco startup supplying data for AI development, says its annualised revenue has topped $200 million just ten months after raising a $15 million seed round at a $300 million valuation. The figures, reported by The Information, offer a striking measure of the demand for coding…
Watch Desk
Jev AI’s new workflow guide shows how to use typed model decisions for tasks such as routing requests, checking safety and assessing answers, while leaving consequential actions to application code. Its useful rule is simple: let the model recommend a path, not quietly acquire permission to take it.
Watch Desk
Postman has made Fabric Gateway generally available, aiming to give organisations a central way to govern how AI agents and other systems find and use APIs and tools. The important shift is from connecting agents to services to managing what they can discover and access along the way.
Watch Desk
VIDIZMO is offering police a way to analyse data from Flock cameras with its AI tools, including facial recognition, according to 404 Media. The company says it has not yet built the specific Flock data-export integration it is advertising, but its proposal shows how third-party tools could add…
Watch Desk
Investors appear to have priced in a 32.6% lasting productivity boost for software engineering from AI, according to a working paper by economists at UC Berkeley and the London School of Economics. That is a measure of market expectations, not proof that engineers are already getting 32.6% more…
Watch Desk
A Hugging Face community article argues that powerful AI agents could make compute costs balloon, even as model access looks remarkably cheap to users. Its worked example puts a month of rented GPUs for a large open-weight coding model at about $5,172 to $6,034, against the author’s roughly…
Watch Desk
Dropbox engineers say they evolved calendar assistant Reclaim into an AI-native system by building a dedicated agent platform around its existing calendar context and features, rather than starting over. The design pairs large language models with shared scheduling actions and a preview step for users to review changes…
Watch Desk
AI agents can give a factually correct answer and still mislead by crediting the wrong source. Multiverse Computing describes a new verification system that checks both whether a claim is supported and whether it came from the source the agent says it used.
AMD Watch
AMD and Schneider Electric have produced a reference design for data centres built around AMD’s Helios AI racks, with configurations reaching 246kW per rack. The plans give operators a detailed starting point for the power and liquid-cooling demands of dense AI clusters, rather than leaving every project to…
Watch Desk
Anthropic and OpenAI are warning that advanced AI needs stronger safeguards, but an Associated Press investigation asks who might benefit from the way that warning is framed. Its account points to a live dispute over who sets the rules: governments, independent evaluators or the companies themselves.