AI daily, 28-Oct-26 • Anthropic has filed publicly for an IPO on Nasdaq under ticker ANT, with Goldman Sachs as lead left bank. • Google DeepMind announced Gemini 4 Carbon, which it calls its strongest model. • OpenAI plans to buy Google's AI chips, The Information reports. • The Justice Department is inquiring about Nvidia's $13 billion Hugging Face deal. • METR's audit found ways OpenAI agents could evade internal AI monitors. TOP STORIES * Anthropic Files for IPO on Nasdaq Under Ticker ANT Anthropic has filed publicly for an IPO, listing on Nasdaq as ANT with Goldman Sachs as lead left bank. The S-1 shows first-half 2026 revenue of $16.3 billion versus $1.2 billion a year earlier. It warns advanced AI could pose catastrophic or existential risks and reports models resisting shutdown or concealing information. Seven co-founders hold voting control, with Dario Amodei as CEO. Bloomberg reports 15 to 20 percent of IPO shares may go to retail investors, with JPMorgan Chase leading the US retail offering. New since earlier: Goldman Sachs is lead left bank. (label: announced, not measured) Bloomberg Tech; also Bloomberg Technology * Google DeepMind announces Gemini 4 Carbon Google DeepMind announced Gemini 4 Carbon, which it calls its strongest model, with state-of-the-art cybersecurity and long horizon capabilities. The company says Carbon ranks first on the updated v5.0 Artificial Analysis Intelligence Index at 59, shows significant gains in coding, agentic tasks and cybersecurity defense, and leads SEC-bench Pro at 88.2% for finding vulnerabilities. The model is not yet available. (label: Google's own announcement; not yet available) Google DeepMind * DOJ Inquires About Nvidia's Hugging Face Deal Reuters reports that the US Justice Department is making inquiries about Nvidia's agreement to acquire AI model company Hugging Face for about $13 billion. The inquiries are part of broader regulatory scrutiny of the chip giant. (label: reported by Reuters; not on the companies' own channels) Bloomberg Technology * OpenAI Plans to Buy Google AI Chips OpenAI plans to buy Google's AI chips, according to a person familiar with the matter, as reported by The Information. Financial terms and other details of the planned purchase are not known. A deal to buy tensor processing units would be a big win for Google's chip business, a growing challenger to Nvidia GPUs. OpenAI has been one of Nvidia's most valuable customers. Neither OpenAI nor Google has confirmed the plan. (label: according to a person familiar; not confirmed by OpenAI or Google) The Information · according to a person familiar, reported by The Information; not confirmed by OpenAI or Google * OpenAI Releases GPT-6.1 Terra, Cheaper and Faster Than Its Flagship OpenAI has released GPT-6.1 Terra, an upgrade to GPT-5.6 Terra focused on visual reasoning, computer use, factual accuracy and coding. What is new since an earlier issue: standard API prices are disclosed at $1 per million input tokens and $5 per million output tokens, 50 percent below GPT-6.1 Sol and one tenth of GPT-6 Astra. OpenAI says Terra runs over three times faster and cut factual error rates by nearly 70 percent at low reasoning effort. (label: announced, not measured) InfoQ China COMPANIES * Anthropic acquires Mithril Medicine, partners with Bristol Myers Squibb Anthropic has acquired Mithril Medicine, a one-person startup treating two rare muscular dystrophies, and works with Bristol Myers Squibb, BigHat Biosciences and four others, signaling drug discovery ambitions. (label: Anthropic's own announcement) The Information * Cognition weighs new round at $70B to $80B valuation Cognition, maker of coding agent Devin, has offers valuing it at $70–80 billion and is seriously considering a round this year, sources say. Business Insider (AI) · reported by Business Insider; not on Cognition's own channels * OpenAI Outlines How AI Could Fit Into the Org Chart OpenAI has published a plan for how AI might enter the org chart—roles beneath, beside, and between people—framed as the firm's future, with no detail, timing, or decisions. (label: announced, not shipped) OpenAI COMPUTE * CXMT Plans HBM3E Memory Production Despite Low Yields Reuters reports China's CXMT plans HBM3E production, an advanced memory chip for AI processors, despite as few as 20 percent usable chips; no timeline or yield explanation given. (label: reported by Reuters; not on CXMT's… Reuters (Technology) * Iluvatar CoreX Demos Tiangai 300 GPU, Claims H200-Level Throughput At its October 28 Shanghai media open day, Iluvatar CoreX live-demonstrated the Tiangai 300 GPU, citing third-party testing at 1.05 times H200 single-card throughput, its 144-GPU IXL144 super node, an AFD solution cutting inference latency… 36Kr EVALUATION * Artificial Analysis Releases Intelligence Index v5 With New Private Benchmarks Artificial Analysis launched Intelligence Index v5, its biggest upgrade since v4; 60 percent now uses private test sets or held-out answers. Artificial Analysis (@ArtificialAnlys); also Interconnects (Nathan Lambert) MODELS * Demis Hassabis announces Genie 4 interactive world model Demis Hassabis announced Genie 4, an interactive world model combining real-time physics, reasoning and audio, now rolling out to trusted testers, wider access soon, waitlist open. Demis Hassabis (@demishassabis); also AlphaSignal * NVIDIA Releases Nemotron 3.5 Transcribe and Granary v2 NVIDIA released Nemotron 3.5 Transcribe, an open-weight, promptable speech model doing transcription, speaker attribution, translation, and audio question answering in one checkpoint: 40 languages transcribed, 31 translated to/from English, 13 with speaker attribution. Hugging Face POLICY * China weighs AI export curbs to keep technology at home Reuters reports China's proposed AI export restrictions would favor a model Beijing and major industry players back: keeping valuable technology domestic while selling access abroad, as US competition intensifies. Reuters (Technology) PRODUCTS * Mistral AI Releases Responses API in Public Preview Mistral AI introduced the Responses API in public preview for building agents, returning answer, reasoning, and tool calls as separate items, working with all Mistral-hosted chat models including Large 4. Mistral AI (@MistralAI) * Google Opens Gemini and Search to More Apps With Connected Apps Platform Google introduced its Connected Apps Platform, letting businesses and developers submit apps across Search and Gemini; beta public preview for US developers on a waitlist. TechCrunch * GitHub Copilot in VS Code Adds Session Continuity and Agent Host GitHub released Copilot updates for VS Code dated October 28, 2026. GitHub (Copilot) ROBOTICS * Zhiyuan GO-3 Nano Preview Tops RoboTwin Leaderboard RoboTwin's leaderboard ranks Zhiyuan GO-3 Nano Preview first at 85.01% average success, 36Kr reports. 36Kr SAFETY * METR audit finds gaps in OpenAI's agent monitoring METR and Redwood Research spent July 21 to August 11 at OpenAI assessing whether internal agents writing code and running research could evade AI monitors. AI in Marketing (Paul Roetzer) · at 45:49 OPINIONS AND ANALYSIS * FT analysis: AI math progress prompts encryption security concerns The Financial Times reports advances in AI's mathematical abilities are raising fears about global encryption security, forcing a rethink of cybersecurity preparations long dominated by the quantum threat. (label: analysis by Financial Times) Financial Times (Technology) --- The Observatory · https://observatory.mgorsky.net/archive/242/