- Google shares declined 9% following the company's announcement of $51 billion in AI spending, which reportedly deepened its cash burn.
- Microsoft reduced its 2026 capital expenditure forecast to $170 billion, citing delays in third-party GPU-as-a-Service capacity.
- Google DeepMind released Genie 4, an update that adds native audio generation and improvised dialogue capabilities to its world model.
- The AI startup FuriosaAI quadrupled its valuation to $2.9 billion during a recent funding round.
Top stories
Google shares fall 9% after $51bn AI spending
Google shares dropped 9% after the company reported spending $51 billion on AI. This spending reportedly deepens the company's cash burn. The search giant also missed both revenue and profit estimates, and its search business underperformance fell short of expectations.
Financial Times (Technology)
Banks Delay $15 Billion Bond Sale for Anthropic-Tied Texas Data Center
Banks are delaying plans to sell part of a $15 billion loan tied to an Anthropic PBC data center in Texas. Banks are reportedly holding back plans as the state of Texas assesses risks to its power grid, pausing new projects following a previous hold on new work.
Bloomberg Technology
Google DeepMind Releases Genie 4 World Model
Google DeepMind released Genie 4, which it describes as its most realistic and interactive world model to date. Genie 4 now generates sound and improvised dialogue natively, holds a coherent world for about two minutes at roughly 24 frames per second, and is anchored by Gemini models, including Gemini 3.8 Flash and Gemini 4 Argon. The model is available to Google AI Ultra users through a waitlist, as well as via the Gemini API and Google AI Studio.
新智元 (WeChat)
Microsoft trims 2026 capex forecast to $170 billion
Microsoft lowered its 2026 capital expenditure forecast to $170 billion from $175 billion, according to Business Insider. CFO Amy Hood stated this change was due to delays in third-party GPU-as-a-Service capacity, which is now expected in the second half of the fiscal year. During the fiscal first-quarter earnings call, Microsoft reported revenue of $92.3 billion, which represents a 19 percent increase, and Azure revenue of more than $33 billion, a 48 percent growth.
Business Insider (AI) · announced, not measured; reported by Business Insider, not on Microsoft's own channels
FuriosaAI Valuation Reaches $2.9 Billion in New Round
South Korean AI chip startup FuriosaAI reached a valuation of $2.9 billion in a fresh funding round, as reported by Bloomberg Technology. This increase quadrupled the company's previous valuation as it seeks to challenge Nvidia Corp. in the AI chip market.
Bloomberg Technology
Coding
Vercel launches Vercel CI in beta
Vercel launched Vercel CI in beta on all plans.
Vercel (@vercel)
Evaluation
Gemini 4 Carbon ranks #2 in Agent Arena
Gemini 4 Carbon ranks #2 in Agent Arena, showing 16.2% improvement.
arena (@arena)
Replit releases ViBench 2.0 software-building benchmark
Replit released ViBench 2.0.
Replit ⠕ (@Replit)
Models
Ant Bailing Open-Sources Ling-3.1-flash-1019 and Base Models
Ant Bailing released Ling-3.1-flash-1019 and base.
智东西 (WeChat)
Products
OpenAI and ServiceNow expand enterprise partnership
OpenAI and ServiceNow expanded their enterprise partnership.
OpenAI
OpenAI adds API credits for ChatGPT subscribers
OpenAI API documentation now includes a page titled "API credits for ChatGPT subscribers" in the core concepts section, with no further details.
OpenAI API changelog
Research
Anthropic expands AI for Science to foundations and research institutions
Anthropic expanded its AI for Science program to include 20 organizations, offering free Claude credits.
Anthropic
1.3B open-source OXR model tops three document-parsing leaderboards
QbitAI reports OXR (1.3B params) ranks #1 on three benchmarks.
量子位 (WeChat)
Robotics
Ukrainian unit says AI ground robot ran 12-mile supply mission mostly autonomously
The Ukrainian National Guard reported a ground robot completed 93% of a 20km supply run autonomously.
Business Insider (AI)
Robot demo compares writing styles of Claude Opus 5.5 and GPT-6 Astra
Artificial Analysis compared Claude Opus 5.5 and GPT-6 Astra.
Artificial Analysis (@ArtificialAnlys)
Opinions and analysis
Four open questions from Anthropic's IPO filing
Bloomberg Technology analyzed Anthropic's 300-page IPO prospectus, identifying four open questions.
Bloomberg Technology
RAND researchers call for a "freedom of action" superintelligence strategy
RAND researchers Joel Predd, Ben Boudreaux, and Matt Chessen presented a September 2026 Perspective arguing that superintelligence needs a "freedom of action" strategy, identifying seven archetypes.
The Cognitive Revolution · author has a stake: RAND authors advocating their own proposed strategy
Sent by the Observatory.