MODELSSep 29edition 2026-09-30
List prices match GPT-6 Sol at $2 and $10 per million tokens, but cached input falls to $0.10. OpenAI claims near-Astra performance; no outside test yet.
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MARKETSSep 29edition 2026-09-29
The Australian operator will provide contracted capacity and expansion options on Nvidia's DSX platform. Meta already runs Blackwell Ultra systems at Firmus's Melbourne site.
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MONEYSep 29edition 2026-09-30
Andreessen Horowitz and Bessemer lead. Unlike yesterday's big agent round, this one comes with stated revenue: more than $200m a year.
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MONEYSep 29edition 2026-09-30
TQ Ventures leads the Series B. The company says its Electron E1 is in volume production; the round is described as agreements, not a closing.
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MONEYSep 28edition 2026-09-28
The edge-AI chip company announced a Series C on Monday morning co-led by Fidelity and Amplify, taking total funding to $500m. The release names twelve customers and partners including Bosch, Micron and Synopsys. Its headline market claim — a $50 trillion market — is the founder's, not a measured figure.
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MONEYSep 28edition 2026-09-28
The board approved the increase on Monday morning, and the company says it expects to execute the total remaining program through fiscal year 2028. It is an authorization ceiling, not money spent, and not a commitment to spend it.
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AGENTSSep 28edition 2026-09-29
Meta Enterprise Platform packages the Muse agent, Meta Business Agent, Muse API and Muse Code for companies. Zuckerberg calls it “the next major pillar of our business”. There is no pricing yet.
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MARKETSSep 28edition 2026-09-28
Seoul's memory complex sold off hard on Monday. Two explanations are circulating — OpenAI's weekend training pause, and a Reuters report that SK Hynix's Solidigm is weighing a US listing at up to $150bn. The closing prices suggest both are true and neither is sufficient.
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MONEYSep 28edition 2026-09-29
The release headline says $10bn valuation; the body does not repeat it. The company leads on sandboxes and short-lived credentials rather than growth.
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MONEYSep 28edition 2026-09-29
A chipmaker is buying a model-research lab outright. Li becomes AMD's executive vice president and chief scientist, reporting to Lisa Su, and the deal is expected to close by the end of 2026.
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AGENTSSep 26edition 2026-09-28
A shopper can now tap Buy on an eligible listing and enter a Flipkart checkout without leaving Google's AI surface. It is a limited test of a narrow product set, and the timing is the point: a wider rollout is planned for later in October, into India's festive shopping season.
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MARKETSSep 21–24edition 2026-09-24
Muse hit number one free on both app stores in the US and Canada. Reuters tied a broad selloff in brokers, insurers and booking sites to it — and Amazon locked it out of shopping.
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MONEYSep 24edition 2026-09-25
Evolution Equity Partners led a Series F that takes the enterprise-browser company from the $4.8bn its own March 2025 release recorded. The pitch has changed: Island now sells identity, guardrails and cost governance for agents rather than browser security.
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MARKETSSep 24edition 2026-09-25
JPMorgan upgraded CoreWeave on Thursday, arguing short contracts at premium prices matter more than the debt pile. The pricing half checks out against Nebius's own rate card. So does the debt half, against CoreWeave's own releases — and it points the other way.
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LEAD · Money & marketsSep 24edition 2026-09-25
Akamai disclosed one minute after Thursday's close that Anthropic has contracted $11.6 billion over seven years for its distributed cloud, with a path to roughly $20 billion. The customer is being paid in equity: a warrant over 7.7 million shares at $111.33 that vests as the money is spent.
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MODELSSep 23edition 2026-09-24
Alibaba's Qwen shipped five audio models and cut speech prices by up to 95% on the same day Google launched Gemini 3.8 text-to-speech with voices built from written descriptions.
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MARKETSSep 23edition 2026-09-24
The Portuguese drone maker's Series D was led by UC Investments and Baillie Gifford. It follows the British Army's CORVUS award, worth up to £400m over ten years — a government programme used to price a private round.
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COSTSep 23edition 2026-09-24
Falling token prices and rising enterprise bills are not a contradiction. Agents take a different path every run, and tokens are only a fifth of what the run actually costs.
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MODELSSep 23edition 2026-09-25
Ember-1 shipped as a research preview on 23 September, trained to cut unnecessary reasoning tokens while holding quality. The headline says 40% fewer tokens; the customer A/B test inside the same post measures about 35%. In reasoning-token pricing, that percentage is the product.
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MARKETSSep 23edition 2026-09-24
The Guangzhou foundry set 12.01 yuan a share to raise 6.16bn yuan, about $918.5m, for 12-inch wafer lines. Strategic investors took about half the book, Alibaba's cloud arm among them.
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MARKETSSep 22edition 2026-09-22
A $350m Series E led by Insight Partners and S32 values the company at $3.5bn, up from $1.3bn seventeen months ago. It sells finished training datasets and reinforcement-learning environments to enterprises rather than model weights.
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INFRASTRUCTURESep 22edition 2026-09-24
Up from 39% in January — a fifteen-point swing in seven months. Sixty per cent say they would not be comfortable with a data centre operating in their area.
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MARKETSSep 22edition 2026-09-24
A Bloomberg basket of the 30 Chinese tech names with the largest overseas revenue is up 36% year to date. Domestically dependent peers are up 9%.
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COSTSep 22edition 2026-09-24
Epoch AI measures the cheapest model able to hit a given benchmark score, not the price of the best model available. On that measure cost falls roughly thirteen-fold a year.
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ModelsSep 21edition 2026-09-22
Three open models, a trillion-parameter Pro at the front, priced far below the closed frontier.
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MoneySep 21edition 2026-09-21
Sam Altman told Fortune that now "would be an ill-advised moment to go public." Skeptics read it as cover for heavy cash burn.
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MoneySep 21edition 2026-09-21
Ernst & Young named one of Meta's data-center financing vehicles a critical audit matter.
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PolicySep 21edition 2026-09-21
Steve Eisman, Dave Rubin and Tucker Carlson argue labs facing open-weight rivals are manufacturing a crisis to win rules that protect them.
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MoneySep 19–20edition 2026-09-22
The listing slips from October while the company waits on third-quarter numbers, with a reported $2 trillion valuation in view.
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AgentsSep 8edition 2026-09-22
The personal agent topped app stores and drove Meta’s best month in years, before this week’s Amazon block and security scare.
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