- Anthropic has struck a deal worth 3.4 billion dollars to generate gas-fired power for its data centers, according to the Financial Times.
- OpenAI released GPT-6 Cyber, a cybersecurity-focused model, to select Daybreak Red customers.
- Anthropic's S-1 filing, as described by investor Jamin Ball, reports 141 billion dollars raised to date.
- OpenAI pledged to cover power costs and make payments to towns hosting its future data centers after voters in several places rejected them.
- DeepSeek reported 1.54 million daily users on its AI agent platform.
Top stories
Anthropic agrees $3.4bn deal to generate gas-fired power for data centers
Anthropic has struck a deal worth 3.4 billion dollars to generate gas-fired power for data centers. According to the Financial Times, the AI lab is bypassing traditional suppliers to secure scarce equipment as demand for energy surges.
Financial Times (Technology)
OpenAI releases GPT-6 Cyber after a pipeline found 1,724 Linux kernel vulnerabilities
OpenAI introduced GPT-6 Cyber, a cybersecurity-specialized variant of GPT-6 Astra, for select Daybreak Red customers. OpenAI rates it Critical in cybersecurity under its Preparedness Framework. An autonomous OpenAI pipeline running the model reproduced 1,724 Linux kernel vulnerabilities and wrote working exploits for 948 privilege escalations, according to Big Technology. OpenAI also reports finding 81 previously unknown high-severity vulnerabilities in Firefox.
Tibor Blaho (@btibor91); also InfoQ (WeChat)
Altimeter's Jamin Ball: Anthropic S-1 shows $141 billion raised, $134 billion cash and 14x revenue growth
Speaking on Latent Space, Altimeter's Jamin Ball says Anthropic's S-1 reports 141 billion dollars of capital raised to date, including equity, converts and safes, and a cash balance of 134 billion dollars. He says lifetime burn was only about 7 billion dollars. Serving-compute spend rose 2.3 times while revenue rose 14 times, and gross margins are 85 percent. Ball also discloses Altimeter's large position in Anthropic.
Latent Space
OpenAI pledges to cover power costs and pay $80M in Georgia and $40M in Ohio after voters reject data centers
Two days after the midterms, OpenAI announced commitments for towns hosting its future data centers. These include paying for electricity and infrastructure, publishing water and power use, ending most confidentiality agreements with officials, and giving residents input. OpenAI pledged 80 million dollars in Effingham County, Georgia, and 40 million dollars in Pike County, Ohio. In Alhambra, California, 83 percent of voters approved a ban on data centers.
The Neuron
DeepSeek reports 1.54 million daily users on its AI agent platform
DeepSeek released adoption figures for its AI agent infrastructure, reporting 1.54 million daily users. According to Bloomberg Technology, the Chinese company is challenging Anthropic and OpenAI with applications built around open-source AI. DeepSeek Harness says daily users counted through its official API reached 1.54 million as of November 4, consuming about 92 trillion tokens a day.
Bloomberg Technology; also InfoQ (WeChat)
Coding
Goldman Sachs Restricts Claude Code and Microsoft's GitHub to Engineers, Cutting Off Bankers and Traders
Goldman Sachs restricted Anthropic's Claude Code and Microsoft's GitHub to its engineers, so most bankers and traders can no longer use them.
Hacker News
Companies
Menlo Ventures reports enterprise AI spending rose to $177 billion in 2026, with Chinese open-source models taking 89 percent of open-source spending
Menlo Ventures' 2026 State of Enterprise AI Report says enterprise AI deployment spending rose from 33 billion to 177 billion dollars in a year.
新智元 (WeChat)
OpenAI hires former Claude Code product lead Cat Wu, third core departure from the team in ten days
Cat Wu, former product lead of Anthropic's Claude Code and Cowork, announced she is joining OpenAI as a product lead.
AI科技评论 (WeChat)
Sand.ai Completes $200 Million Series A+, Its Third Round in 2026
Shanghai video-generation startup Sand.ai announced a 200 million dollar Series A+ round, its third in 2026, bringing ten-month funding to 300 million dollars.
智东西 (WeChat)
Evaluation
Alibaba researchers' Co-Design Bench finds top coding agent GPT-6 Astra fully solves only 26.4 percent of real-world tasks
Alibaba and Asian university researchers built Co-Design Bench, a coding-agent benchmark drawn from real user change requests.
The Decoder
In the field
Anthropic analyzes about 207,000 science-related Claude sessions and finds data analysis is the biggest use case
Anthropic analyzed about 207,000 science-related Claude sessions from August 2 to September 30, 2026.
宝玉 (@dotey)
Models
Baidu releases and open-sources ERNIE 5.5 Flash Base, a 280B-parameter MoE model activating 14B parameters per token
Baidu open-sourced ERNIE 5.5 Flash Base on November 5.
智东西 (WeChat)
Policy
Elvis and Eminem rights holders sue Suno over AI voice clones
Rights holders of Elvis Presley's music and the publisher of some of Eminem's biggest records are suing Suno, alleging its AI generates mimicking music and lyrics.
The Verge
Products
DeepSeek Harness tops 1.4 million DAU and 5.48 million MAU in about a month, with estimated daily token use above 91 trillion
DeepSeek says its Harness product has about 1.4 million daily and 5.48 million monthly active users after a little over a month.
新智元 (WeChat)
Anthropic details Claude's cross-session memory and "dreaming" cleanup step
On November 6, Anthropic's engineering team published a post on designing cross-session memory for Claude.
宝玉 (@dotey)
Users report OpenAI deactivating ChatGPT accounts on November 7; OpenAI has not explained the wave
On November 7, users reported ChatGPT accounts suddenly deactivated, centered on low-price regions like the Philippines, Turkey and Egypt.
InfoQ (WeChat) · according to a netizen's X post, reported by InfoQ; not independently verified
Perplexity launches Teammates, AI agents that keep working after the tab closes
Perplexity announced Teammates, AI agents that coordinate across sessions and keep working without prompts.
The New Stack
Research
Tsinghua and NUS researchers open-source VISTA, raising LIBERO-Pro task success from 17.5% to 95.0% without updating weights
Tsinghua and National University of Singapore researchers open-sourced VISTA, letting a Meta-agent improve a Harness while model weights stay fixed.
量子位 (WeChat)
Robotics
Agility Robotics goes public via SPAC, raising about $465 million
Agility Robotics went public Thursday via a merger with a SPAC raising about 465 million dollars, funding Digit warehouse robot production.
Business Insider (AI)
Opinions and analysis
Meta's proposed $60 billion ATM sale sits within roughly $100 billion of potential AI share sales, The Information reports
The Information reports tech giants, chipmakers and AI cloud providers sold or priced over 300 billion dollars of new stock and convertible securities this year.
The Information
Sent by the Observatory.