Friday, Sep 11, 2026
AI;DR
2026-09-11- oracleOracle's AI backlog hit $664B as Q1 cloud infrastructure revenue jumped 121% to $7.4B. Capex tripled to $28.5B to deliver 850 MW and 300,000+ GPUs, underscoring AI demand outpacing supply.
- deepseekDeepSeek's V4.1 Flash launched on its own API with multimodal support; Venice added same-day private access. All V4 Pro requests will route to V4.1 Flash from Sept. 14 until V4.1 Pro ships.
- microsoftMicrosoft plans to triple data center capacity to 38 GW by 2032, with AI compute alone rising from 2 GW to ~13 GW. The buildout follows shortages that forced it to turn away AI customers.
- cognitionCognition launched SWE-2, a voice-driven Devin model scoring 50.0% on FrontierCode. Reinforcement learning at scale cuts cost up to 70%, with the medium effort tier using 81% less than SWE-1.7.
- anthropicAnthropic's threat report says a Yemeni group used Claude to write guidance software for a 2,000+ km ballistic missile and built an offline toolkit. Separate Iran, UAE, and Russia-linked abuses prompted account bans.
- openaiOpenAI released its Navier-Stokes blow-up proof alongside a formal Lean 4 verification, a notable milestone for AI-assisted mathematics.
- uaeUAE pledged roughly $46B (€40B) for new German projects including ~1 GW of data centers, raising total UAE investment in Germany to €74B. The visit also produced 29 corporate deals worth over €9.4B.
- anthropicTrump dismissed AI extinction fears, saying the US is about a year ahead of China and that maintaining that lead is his priority. Nvidia's Huang rejected resigning researcher Jacob Coxon's warnings as outlandish.
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