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An independent METR assessment, built on Anthropic's internal data, estimates the lab is now improving its models on well-specified tasks at roughly twice its pre-October-2025 pace, mostly because of its own AI tools. Anthropic redacted most of the evidence METR found most informative, so outsiders can't check the numbers.
A new arXiv preprint claims a theorem showing that JEPA models trained on different modalities converge to the same representation. It reports that a 109M-parameter text model out-aligns 72B LLMs. The results are striking, but they are benchmark-specific and not yet peer-reviewed.
OLED, IP67 water resistance and an A20 Pro chip make it a real upgrade. But the price is up $100, there's no 120Hz, and the best chip is locked to the 512GB model.
Search growth slowed, capex hit $51 billion a quarter, and investors finally asked the question Big Tech has dodged all year — when does the AI build-out pay for itself?
A brighter screen, built-in GPS, a real week of battery and iPhone support make it the Charge 6 successor fans wanted. Distance tracking that reads short and thin smart features hold it back.
Marvell agreed to buy optical-component maker Lumentum in an all-stock deal valued at about $115 billion, one of the largest tech acquisitions ever. The filing shows a $3.2 billion regulatory break fee and a close that could slip into late 2028.
Amazon's cloud unit accelerated for another quarter and now earns 63% of the company's operating profit, but $77 billion of quarterly capex pushed trailing free cash flow to minus $42 billion.
Layer3 Intel says paying customers of 28 commercial proxy services could route traffic out through six addresses on the Executive Office of the President's network, mostly in the evening. That points to at least one device enrolled in a proxy pool, a problem far more common than the address suggests.
Anthropic's updated S-1 shows revenue up about 12x year over year but slowing quarter to quarter, a swing to a $567 million operating loss on short-term compute, and nearly $900 billion in infrastructure commitments. Here's what the numbers say ahead of its Nasdaq listing.
AMD reported record Q3 2026 revenue of $13.4 billion, up 45%, as MI450 GPUs and Helios racks started shipping to Anthropic, Meta, Microsoft, OpenAI and Oracle. It forecasts about $17 billion for Q4, but free cash flow fell to $554 million as it built nearly $3 billion of inventory.
Super Micro reported preliminary fiscal Q1 revenue of $19.9 billion, up 298%, and lifted its full-year forecast to $72–82 billion on AI rack demand. The fine print matters as much as the headline. Margins are down sharply, operating cash flow was negative, and a single data center customer bought 44% of everything it sold.
Anthropic has open-sourced FlashProve, a research prototype that produces cryptographic proofs that a specific model generated a specific answer, without revealing the weights. It works on a 400B-parameter open model on one H100, but it costs about 70–95 times more GPU time than serving the model, and nobody has said they will deploy it.
