Tuesday, Nov 3, 2026
AI;DR
2026-11-03 · 15 stories- Anthropic reported Q3 revenue of $16.96B, while the NYT reported $16.8B, but growth flattened and the company swung to a $567M operating loss. The slowdown pressures compute providers such as CoreWeave.+1
- anthropicGoldman Sachs is removing Claude Code and GitHub Copilot from traders and bankers, restricting them to engineers. The bank cited productivity and risk management after its CIO praised vibe coding in July.
- China’s Oct. 16, 2026 Announcement No. 48 proposes export controls on 23 AI technologies, including frontier model weights and agent architectures, while pre-export registration takes effect immediately. Comments close Nov. 15, 2026.
- llmAstra can natively read and write neural-network weights, performing better than expected from humans or conventional algorithms. The approach was used to improve Qwen.
- Oracle plans to raise $20B through $10B of stock and $10B of unsecured bonds to fund AI data centers for customers including OpenAI and repay debt. Its shares fell over 6% after the plan.
- LongCat-2.5 is a 1.6T-parameter model with native multimodality for agentic tasks. Its training used domestic chips throughout, highlighting China’s push for local AI infrastructure.
- llmDeep Principle released Hydrogen-1.0, a 753B open-weight scientific model post-trained from GLM-5.3. It scored 38.3% on FrontierScience-Research for scientific discovery.
- agentMomentic launched Mo, an AI QA engineer that tests apps in plain English and maintains those tests. It says the agent has found 117,010 bugs, with reproduction steps and evidence.
- anthropicInvestors are urging Anthropic to price its IPO at $1.5T-$1.6T, below the previously discussed $2T, citing a tech-stock selloff and room for a first-day gain. Google could buy up to $10B in shares.
- OpenAI’s next GPT will be based on the internal model that solved the Navier-Stokes equations. It deployed 10,000 agents for about four days, and Sam Altman said the model will be public soon.
- The BAAJA’s ratepayer protections would make data centers pay over $50B for power transmission over 10 years. State rules requiring them to fund generation could add $100B or more.
- anthropicAnthropic warned it is very close to recursive self-improvement, or RSI, when AI becomes capable of training itself and rapidly accelerating its capabilities. The prospect concerns AI doomers.
- Sources told the New York Times that Anthropic expects more than 3.5GW of compute capacity in 2026. The company is expanding direct hardware procurement to include Nvidia and AMD.
- Marvell agreed to acquire optical-components maker Lumentum in a $115B deal as it seeks to challenge Broadcom. Nvidia invested $2B in both companies.
- South Korea will nearly double government AI spending to 21.3T won next year. President Lee said the investment aims to strengthen economic growth and fund AI and other new growth drivers.