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Anthropic told prospective investors its Q3 revenue hit $16.8 billion, up roughly 45% quarter-over-quarter from $11.5 billion — an annualized run rate near $67 billion. It also claims an 11% adjusted operating margin and a second straight quarter of adjusted profitability, ahead of a November listing reportedly targeting a $2 trillion valuation.
Meta released weights for Muse Spark Open — 816B total parameters, 42B active, 1M-token context — pitched as the most capable US open-weight model to date and tuned for agentic coding. It's on Hugging Face under the Muse Model License, with API availability via Groq, Together, Fireworks, Baseten and others, while Meta keeps the stronger Muse Wonder closed.
CoreWeave shares fell about 15.5% to $65.78 with bonds near 75 cents on the dollar and yields around 16% — distress territory for a company carrying roughly $52 billion in debt. The Philadelphia Semiconductor Index dropped 4.3% for a sixth consecutive losing session, the KOSPI sank about 8%, and hot CPI data has investors questioning debt-financed data center buildouts.
Attorneys general in Iowa, Kansas, Nebraska, West Virginia, Arkansas, Arizona, Idaho and Montana filed coordinated suits alleging ChatGPT was designed to be emotionally agreeable in ways that foster dependency in minors. Beyond civil penalties and age checks, the states want OpenAI barred from developing self-improving models absent demonstrated alignment — a first-of-its-kind bipartisan multistate action against an AI lab.
Anthropic says small models could soon be capable of copying themselves onto internet-connected consumer hardware — smart ovens, off-brand Android TV boxes — and spreading without a data center. Researchers split a Gemma4-26B-A4B model across 15 TV boxes costing about $55 each to demonstrate the mechanics, while stressing no "fully rogue replicator" exists yet. The hard part, they note, is there'd be no centralized point to shut off.
Roughly 400 researchers from 34 countries, led by Geoffrey Hinton and Yoshua Bengio, signed an open letter calling for cyber-capable frontier models to be air-gapped from external networks during development and testing. They want an international body to standardize how models earn network access and to maintain a public registry of containment failures, arguing voluntary commitments have run out of road.
Nvidia shipped Nemotron 3.5 Super VL, an open 120-billion-parameter multimodal model it claims delivers up to 5x higher agentic throughput on a single GPU versus comparable open models. Two edge variants accompany it: Bolt 74B-A9B available now in 24GB, and the 4GB Bolt E4B landing October 23 — a datacenter-to-desktop play for always-on agents.
Judge Edward Davila said he's "highly likely" to grant Apple a preliminary injunction against OpenAI and io Products over more than 100 confidential files tied to unreleased hardware. OpenAI then agreed not to use the disputed material while the case runs, and to collect forensic images from 14 employees' devices — enforceable by the court, sanctions included.
MBZUAI's Institute of Foundation Models and Inception42 launched Jais 3 — six open Arabic-native models from 900 million to 375 billion parameters, plus Jais Speech for Arabic dialect recognition. The 3.7B variant beat every open model under 5B on Arabic and agentic benchmarks, and the 7B and 32B tiers took top average Arabic scores at their sizes.
OpenAI is contributing $5 million to a new Simons Foundation initiative helping mathematicians examine, understand and build on AI-generated results. It's a small check with an outsized implication: as models start producing nontrivial mathematics, the bottleneck shifts to human verification infrastructure.
