OpenAI raises $11 billion at a $1.25 trillion valuation, Anthropic IPO faces delay risk, and more - Daily AI Brief #577

In this edition, covering 6 and 7 November:

• OpenAI raised $11 billion, the first part of a funding round at a $1.25 trillion valuation, and the round could grow to about $20 billion.
• Anthropic investors now reportedly expect an IPO valuation of $1 trillion to $1.3 trillion after a technology stock selloff.
• A system running a non-public Anthropic model found a machine checked proof of the Aaronson Ambainis conjecture, open since 2008, Physical Superintelligence says.

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OpenAI

OpenAI received the first $11 billion tranche of a funding round at a $1.25 trillion valuation, and the round could still grow to about $20 billion after it lowered its earlier target of more than $30 billion. OpenAI introduced BioBasicsBench, a 100 task benchmark built with Ligo on how AI agents read raw wet lab evidence, where GPT-6 Astra scored 66.7% and GPT-5.6 Sol 43.8%. OpenAI funding · BioBasicsBench

A Danish man sued OpenAI in San Francisco, alleging ChatGPT told him he could legally stop paying rent before he was evicted. ChatGPT lawsuit

JPMorgan Chase will use OpenAI's Codex and cybersecurity models and explore AI for engineering, security and customer work. JPMorgan Chase

Anthropic

Anthropic investors now reportedly expect an IPO valuation of $1 trillion to $1.3 trillion, below the earlier $1.5 trillion target. IPO expectations

Potential Anthropic IPO investors are reportedly questioning whether the roadshow can begin next week after a technology stock selloff, as valuation discussions fell to $1.2 trillion to $1.3 trillion from $1.5 trillion. ProShares plans two Anthropic ETFs after the IPO, ANTU targeting twice the daily return and ANTY targeting minus twice the daily return. Ramp data shows spending among the heaviest AI users stayed subdued in August and September despite rising usage, as lower OpenAI and Anthropic prices weigh on revenue growth. Anthropic IPO · ProShares ETFs · Ramp data

Anthropic described how Claude stores knowledge between sessions and uses offline processing it calls dreaming to review logs, correct inaccurate notes and organize useful memories. Claude accidentally deleted University of Chicago law professor William Baude's Fall 2026 syllabus and a year of lecture notes while updating page numbers, and he recovered the files through Dropbox. Claude memory · Deleted files

In Anthropic Fellows research, newer Claude models traded profitably in a simulated EVE Online market, but agent teams almost never caught a teammate told to sabotage them. EVE Online study

Meta

Meta made Muse Voice available to all US users for calls and video chats with its Muse AI agent and a customizable animated avatar on mobile, web and Mac. Meta introduced Spaces, topic based work areas where users work with Muse agents on projects, and says Muse has 10 million users in the US and Canada. Meta President Dina Powell McCormick said data center projects must show local benefits, including electricity payments, tax support for teachers and first responders, local hiring and bipartisan backing. Muse Voice · Meta Spaces · Meta on data centers

Google

Google made Gemini Omni 1.2 Flash generally available through Google Cloud and the Gemini API, with video generation and editing up to 15 seconds and a 30% lower 720p price of $0.07 per second. Google acquired Crusoe's unfinished data center site in southeast Wyoming, where it plans to invest $17 billion, for undisclosed terms. Alphabet acquired nearly 3 million Qualcomm shares, worth about $547.9 million as of 30 September, as Qualcomm targets $15 billion in annual data center revenue by 2029. Gemini Omni 1.2 Flash · Crusoe Wyoming site · Alphabet and Qualcomm

Google DeepMind says human guided AI agents found two weaknesses in legacy 1024 bit RSA, including better methods for signature forgery, and modern 2048 bit RSA is not affected. RSA weaknesses

Microsoft

Microsoft is gradually ending a 2023 AI computing lease with Oracle whose older Nvidia servers no longer meet its Bing AI search needs, as part of a review of more than $80 billion in external cloud commitments. More than 100 Geef Tegengas activists entered a 78MW Pure Data Centres site in Amsterdam that will be used only by Microsoft, and Amsterdam police arrested one person. Microsoft and Oracle · Amsterdam protest

Tesla

Elon Musk says Tesla will reduce or end Cybertruck production at Gigafactory Texas around mid 2027 to make room for more Cybercab production, while service and spare parts continue. Tesla renamed its AI accelerators under the SI brand and says its sixth generation inference chip, SI6, will deliver 80 times the compute and nine times the memory of SI4. Cybertruck production · Tesla chip roadmap

Models and agents

Thinking Machines Lab launched Inkling 2 Small, a mixture of experts model with 594 billion total and 17 billion active parameters, and plans to release the weights under Apache 2.0 after safety testing. Cursor introduced Build Live Apps on paid plans, where a cloud agent builds a described web app, sets up a database and authentication, runs security checks and deploys it. Amazon is giving select US customers a text based Alexa shopping feature to search products, compare prices, place orders and track deliveries, and will expand access in the coming weeks. Inkling 2 Small · Cursor Build Live Apps · Alexa shopping by text

Markets and deals

The Nasdaq rose about 1.7% and Nvidia, AMD and Micron recovered part of their losses after the AI led selloff. Legal AI companies Harvey and Legora are reportedly talking with investment banks and other advisers about possible IPOs, and Legora says it is too early to discuss a timeline. Nasdaq recovery · Harvey and Legora

Sierra acquired Anon, whose technology handles website sign ins, browser navigation, form filling and multi factor authentication, for its enterprise AI agents. Amsterdam based Fourthline and Spain based Veridas are merging their identity verification businesses, and AshGrove is investing €40 million in Fourthline as part of a funding package of up to €65 million. Weta FX is conducting due diligence to buy a significant share of Taiwan's Moonshine Studio and signed an agreement with TAICCA covering AI research, content investment and talent development. Sierra and Anon · Fourthline and Veridas · Weta FX and Moonshine

Claimlane raised a €5.6 million Series A backed by Verb Ventures, Skagerak Capital and Vendep Capital for AI agents that automate warranty and supplier claims, and will expand in the US. Claimlane

Defense and robotics

The Pentagon awarded Los Angeles based Machina Labs a $9 million contract for an 18 month trial building metal airframes for LUCAS attack drones with AI powered robotic arms. EIFO joined TEKEVER's $580 million Series D, announced at a $6.4 billion valuation, and TEKEVER plans its first Nordic operational presence in Odense, Denmark. Ati Robotics says the US Department of War conditionally approved five of its platforms, including the Sherpa Mecha industrial humanoid, exempting them from the FCC Covered List. Machina Labs · TEKEVER in Denmark · Ati Robotics

Unitree Robotics is forming a joint venture with CNPC unit Kunlun Manufacturing, which will hold 60%, and Beijing Fanjie Intelligent Technology to build robots for oil and gas inspection and emergency response. South Korean physical AI company URobotics raised about $30 million in a Series A led by Kiwoom Investment and K2 Investment Partners for autonomous mobility and whole body control technology. Physicl, founded by former nfinite CEO Alex de Vigan, raised a $10 million seed round from Inovia Capital for simulations and synthetic training data for world model developers and robot builders. Unitree joint venture · URobotics · Physicl

Infrastructure and chips

SpaceXAI, now styled SpaceXSI, applied to build a data center campus requiring up to 6GW on 747 acres in Cochise County, Arizona, with a county decision scheduled for 9 December. NTT Global Data Centers will deploy 900 MW of Bloom Energy fuel cells as primary onsite power across multiple data center projects worldwide, with initial shipments in 2027. ING is auctioning about 12 data center loans worth about $500 million, including a $25 million stake in the Stargate project in New Mexico, with bids due by 19 November. SpaceXAI in Arizona · NTT and Bloom Energy · ING data center loans

The European Commission launched a €525 million platform with €440 million in grants for chip design startups and small firms and €85 million for cloud infrastructure, support services and open source tools. Taiwan's Innodisk reported third quarter revenue of NT$25.9 billion, up 579.9% year over year, and AI related businesses made up more than 40% of group revenue. EU chip design plan · Innodisk

TSMC is weighing production of 3D DRAM memory chips at Nvidia's request, possibly in new or converted plants, The Information reports. TSMC 3D DRAM

Policy

US Democrats are preparing bills that would require independent evaluations of advanced AI models, clarify corporate liability for AI harms and address data center infrastructure demands. Bernie Sanders and newly elected Democrats renewed calls for national and local data center moratoriums after the Democratic midterm victories. A ProPublica report says Interior Secretary Doug Burgum, who supports data centers on federal land, holds between $18.1 million and $64.4 million in AI related investments through Arthur Ventures. Democratic AI bills · Data center moratorium calls · Burgum holdings

An amendment to the UK Cyber Security and Resilience Bill would let ministers set rules on AI agent safeguards, incident reporting and investigations at essential service operators and cloud providers. The Bank of England estimates AI raised UK productivity by 0.5% over the past three years and found little overall effect on employment so far. Apple will add Shared Location and Dating and Relationships age descriptors to App Store Connect on 16 November, and developers must complete the declarations by 12 January 2027. UK AI agent rules · Bank of England · App Store age ratings

Security

Jacob Soall, Sharon Hazan and Guy Sheetrit were indicted in New York, accused of using AI generated voices and images of executives and attorneys to get companies to transfer about $129 million. Check Point Research found 1,608 publicly accessible ARTEX panels used for largely autonomous attacks, and Chinese models, especially DeepSeek Flash, were the most common in the exposed systems. Censys found more than 800 ARTEX deployments online without passwords, and the Chinese made tool has been linked to attacks on South Korean financial companies and ConnectWise customers. $129 million fraud case · Check Point on ARTEX · Censys on ARTEX

Microsoft says Cambodia based Storm-3358 used the ARTEX agent framework in October to break into financial firms and steal data. Storm-3358

Science and health

Physical Superintelligence says a system running a non-public Anthropic model found a Lean checked proof of the Aaronson Ambainis conjecture, open since 2008. Aaronson Ambainis proof

Cancer Research UK and Harvard will test AURORA, an agentic AI system built by a Harvard team, across three Cancer Grand Challenges projects, with human researchers keeping scientific control. The University of Exeter will lead the six year £20 million BRAINIAC Hub to build AI for dementia prevention and detection, with clinics planned across the UK from 2029. AURORA · BRAINIAC Hub

Also

French director Bruno Dumont completed The End, an English language science fiction thriller made entirely with generative AI from his home in Paris, without actors or a traditional film crew. LeBron James and Luka Dončić sent cease and desist letters to sports betting app Bron AI, owned by PlayVision Inc., over use of their names, images and likenesses in promotions. The End · Bron AI