Anthropic IPO bankers reportedly prepare for a valuation of $1.5 trillion or more, OpenAI's Q3 revenue reportedly rose 50%, and more - Daily AI Brief #580

In this edition, covering 9 to 11 November:

• Bankers on Anthropic's IPO are reportedly preparing for a valuation of $1.5 trillion or more, with pricing scheduled for 18 November.
• OpenAI reportedly told investors its third quarter revenue rose about 50% to roughly $10 billion, and ChatGPT reached 1.2 billion weekly users, an OpenAI product lead says.
• TSMC's board approved investments of up to $500 million each in Anthropic and OpenAI, and TSMC's October revenue rose 59.7% from a year earlier.

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From our lists

A new AI Brief list covers AI predictive maintenance tools for industry.

AI predictive maintenance tools for industry

Anthropic

Bankers working on Anthropic's IPO are preparing for a valuation of $1.5 trillion or more after institutional investors covered the 825 million share offering on the first day of the roadshow, the Financial Times reports. Anthropic is marketing shares at $70 to $78 each to raise up to $64.35 billion, and Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC plan to buy $26 billion of nonvoting stock. The IPO is scheduled to price on 18 November, and trading on Nasdaq under the ticker ANT is scheduled to start on 19 November. IPO valuation

Anthropic launched Claude Meetings, which joins Google Meet calls and creates plans, timelines, answers and action items while the discussion is going on. It also introduced Claude Whiteboards and Claude Sheets in beta, made Claude Data generally available and added interactive connectors for Adobe, Atlassian and HubSpot. Claude Meetings

Cisco will add Anthropic's Claude Mythos to AI Defense so enterprises can test AI applications and agents with simulated multi-step attacks, and updated Splunk Agent Observability for tracking AI cost and quality. IBM plans to integrate Claude Mythos into Concert Protect to help security teams find unknown vulnerabilities, assess exploitability and speed up fixes, with developer approval required for generated fixes. Cisco AI Defense · IBM Concert Protect

VulnCheck says it has tracked 442 CVEs attributable to Anthropic during Project Glasswing, two of them exploited in the wild. Anthropic reports 37,966 findings, of which 217 are marked fixed. In a sample of 34 reports sent to curl, 19 were rejected as vulnerabilities, six were confirmed as low severity and nine were still under review. VulnCheck count

Cognizant formed a Claude Frontier Capability Group of more than 25,000 professionals and introduced a managed services model for running Claude based systems in production. It says more than 44,000 associates have been trained or certified on Claude. Anthropic also signed an agreement with teachers unions on protecting student privacy when schools use AI. Cognizant · Teachers unions

Anthropic's Fable 5.2 completed 41.3% of 240 professional projects in the RLI benchmark, up from 16% for Fable 5 and 2.5% for the top system a year earlier. The benchmark uses real Upwork jobs worth about $144,000 in areas including video editing, CAD design, game development and data analysis. Research from Harvard University, Anthropic and QuEra found that Claude can design quantum circuits with fewer Toffoli gates and qubits than baseline designs; it improved seven of eight tested computational building blocks and found a new reversible approach to modular inversion. Fable 5.2 on freelance jobs · Quantum circuits

OpenAI

OpenAI told investors that its third quarter revenue rose about 50% to roughly $10 billion, The Information reports, citing a person familiar with the matter. OpenAI has not published the figure, which is separate from the $10 billion Microsoft booked from its OpenAI arrangements. Third quarter revenue

ChatGPT grew from 1 billion to 1.2 billion weekly active users in 60 days, ChatGPT consumer product lead Adam Fry told CMSWire. He said ChatGPT search volume is about 20% of Google's, users create 1.5 billion images a week and voice has 250 million weekly users, and that OpenAI plans to merge the Chat and Work modes. 1.2 billion weekly users

OpenAI will retire Advanced and Standard voice in ChatGPT on 11 December and focus voice development on GPT-Live. It says voice usage has nearly doubled since GPT-Live launched in July; live video and screen sharing will keep using Advanced voice until GPT-Live supports them. Voice retirement

SoftBank Group completed its planned $30 billion follow-on investment in OpenAI in October, which brings its cumulative commitment to $64.6 billion and its ownership to about 13%. SoftBank reported a ¥768.0 billion net loss for the six months to 30 September, including a ¥597.2 billion loss tied to revised plans for buying equipment for US AI data centres. SoftBank and OpenAI

OpenAI deployed Control Room across its research infrastructure to track model inference workloads and stop them when safety or security concerns arise. The system can halt model output within 35 seconds and denies inference requests if the Control Room service fails. Control Room

ChatGPT Enterprise is now available through AWS Marketplace, so companies can buy it through their existing AWS purchasing and billing. OpenAI is also reportedly developing a dashboard that would show businesses how often ChatGPT mentions them and how many clicks those mentions receive; sources told Digiday it may be close to launch. ChatGPT on AWS Marketplace · Brand mention tracker

US ecommerce and online services businesses can now create verified profiles through OpenAI's Business Hub and publish free branded chat agents in ChatGPT, which use company supplied information, guide customers through product choices and send them to the business website to buy. OpenAI also offers sponsored versions and gives businesses aggregate conversation themes, mentions, views and website clicks, but not individual chats or prompts. Branded agents in ChatGPT

OpenAI acquired Odessia, an AI travel agent startup, and its founder Francis Davidson will join OpenAI to work on travel. Davidson says Odessia planned more than $60 million in annual travel for tens of thousands of early users this past summer. Research by OpenAI and Upwork across 63 work categories found that AI related freelance postings combined more types of tasks, were 45% more diverse by late 2025 and had larger fixed price budgets and more hours than other postings. Odessia · Freelance work study

TSMC

TSMC's board approved investments of up to $500 million each in Anthropic and OpenAI, up to $500 million for a semiconductor investment company and about $40.93 billion in capital appropriations. The board also approved third quarter revenue of NT$1,494.24 billion, net income of NT$763.06 billion and a dividend of NT$9.0 per share, to be paid on 8 April 2027. TSMC investments

TSMC's October revenue was NT$586.89 billion, or $17.88 billion, up 59.7% from a year earlier and 14.7% from September, supported partly by technology companies' AI spending. TSMC expects capital spending from 2026 to 2028 to exceed spending in the previous three years. October revenue

Nvidia

Jensen Huang withdrew from the ElevenLabs Summit, the Anthropic CEO Forum and other engagements, while Nvidia's independent investigation into his relationship with a Megaspeed executive continues. US Representatives Gregory Meeks, Gabe Amo and Sydney Kamlager-Dove asked Commerce Secretary Howard Lutnick to explain why the Trump administration approved advanced AI chip exports to China amid reports of possible Chinese intelligence ties involving Huang, and called for those exports to be halted. Huang withdraws · Chip export letter

Deutsche Telekom will add 20MW at its Tucherpark AI facility in Munich and deploy more Nvidia Blackwell Ultra B300, RTX PRO 6000 Blackwell Server Edition and B200 GPUs. It says the first phase raised Germany's AI computing capacity by 50% and was fully booked within seven months. Skild and Nvidia introduced Steel, a GPU accelerated physics solver for the open source Newton Physics Engine and Isaac Lab, which reached 3.8 times the geometric mean throughput of PhysX across 20 robot learning tasks in Skild's tests. Deutsche Telekom in Munich · Steel

Google, Adobe, Meta and Apple

Google made Gemini 4 Carbon available to developers through the paid API tier in Google AI Studio and Android Studio, and to Google AI Ultra subscribers in AI Studio and Google Antigravity. Prices start at $2 per million input tokens and $10 per million output tokens through 30 November. Gemini 4 Carbon

Google DeepMind introduced Gemini Robotics 2.5, a vision language action model tested on more than 200 tasks, and reports 30% to 100% higher task success rates and 20% to 30% faster completion than previous models. Apptronik's Apollo 2 robot sorted automotive parts with a 96% success rate at Mercedes-Benz production sites in Hungary and Germany. Google DeepMind also released the open source ASIMOV Jailbreak safety benchmark. Gemini Robotics 2.5

Google Cloud launched Gemini for healthcare in preview, a platform that connects clinical, administrative, billing and operational data for work such as medical record synthesis, coverage review and prior authorization. Hartford HealthCare, HCA Healthcare, Highmark Health, Northwell Health, Optum and Stanford School of Medicine take part as launch customers or contributors. Gemini for healthcare

Google DeepMind researchers used AlphaProof Code to formally verify key security properties of Signal's cryptographic protocol implementation in four weeks. The system generated more than six million lines of Lean proofs and found known bugs in older code, and Google DeepMind is releasing the verification artifacts. AlphaProof Code and Signal

At its MAX event in Miami, Adobe added AI features to Photoshop, Premiere, Illustrator, InDesign, Lightroom and Firefly, including the Firefly Builder prototyping tool. It also released a local Model Context Protocol that lets chatbots such as ChatGPT, Claude and Gemini use more Creative Cloud features. Adobe MAX

Meta extended its Muse personal AI agent to Apple Watch and Wear OS, with voice calls, text messages and dictation. Apple now gives Logic Pro users limited free use of its AI features and then charges $49.99 for an intelligence usage pack. Purchased credits roll over for up to 12 months and do not support Family Sharing. Muse on smartwatches · Logic Pro usage packs

Security

Fireworks AI says attackers reached its development machines through a third party cloud provider on 24 October. The incident affected resource metadata and billing information and exposed incomplete model weights and datasets for some customers. Hugging Face chief policy officer Irene Solaiman says attacks on OpenCode, Hugging Face and Fireworks show the risks open AI platforms face, and warns that stronger identity checks and access limits could reduce participation by independent researchers and hobbyists. Fireworks breach · Hugging Face warning

Black Kite's 2026 AI Supply Chain Report finds critical unpatched vulnerabilities at 34.2% of 18,160 AI companies, based on externally observed conditions that do not confirm breaches. Vanta agreed to buy Israeli AI security startup Pillar Security for about $150 million in cash and shares, and Pillar's more than 20 employees will form Vanta's Israeli R&D centre. Black Kite report · Vanta and Pillar

Bay came out of stealth with $50 million, including a $37 million Series A led by Battery Ventures, for monitoring and controlling AI agent actions; its customers include Micron, Peloton, ClickUp and Wix. Daylight raised an $80 million Series B led by Growth Equity at Goldman Sachs Alternatives, which brings its total funding to $120 million. Finite State raised a $27 million Series C led by funds managed by The O.H.I.O. Fund for finding vulnerabilities in device software and firmware. Lumbra raised a $25 million Series A led by Point72 Ventures and Ansa Capital for LumbraOS, which deploys and monitors AI agents in classified computing environments. Bay · Daylight · Finite State · Lumbra

Policy

The French Council on AI and Digital Technology gave President Emmanuel Macron a report on 10 November calling for stricter rules on AI assistants, especially for minors. It recommends limiting features that encourage dependence, anthropomorphism and flattery, better safeguards on self harm and eating disorder topics, and a button to report problematic responses. The European Commission is consulting until 23 November on revised Digital Services Act election guidelines for very large online platforms and search engines, which cover AI generated content. CIANum report · DSA election guidelines

A leaked draft of the EU Digital Fairness Act would require AI shopping agents to ask consumers for fresh approval when providers receive payments for recommendations or have conflicts with merchants. The European Commission formally proposed the Digital Fairness Act on 11 November. Ireland's Joint Oireachtas Committee on Artificial Intelligence published its third interim report, on AI's effects on truth and democracy, including AI generated non consensual sexual imagery of adults and children. It recommends stronger regulation of AI in public services, independent testing and monitoring of high risk systems, more protection for children and stronger enforcement of copyright law. Digital Fairness Act draft · Oireachtas AI report

US Senator Edward J. Markey asked Google CEO Sundar Pichai to let K-12 schools disable AI features such as Gemini, AI Overviews and Guided Learning while keeping access to Google Search. Chicago Public Schools blocked ChatGPT, Google Gemini and Claude on student accounts, devices and its network, citing student privacy and safety; Google says schools that disable AI features may also lose access to Google Search, and CPS has not decided how to respond. In the UK, Palantir used WhatsApp messages and a briefing document to urge former health minister Zubir Ahmed to consider adding GP records to its NHS federated data platform, although its £330 million contract excludes GP data. Markey letter to Google · Chicago schools block AI · Palantir and GP records

New York Governor Kathy Hochul launched the New York Center for AI Responsibility and Research at SUNY Binghamton University, where more than 80 researchers will study AI safety, test advanced AI systems independently, develop evaluation standards and train AI safety experts. Greg Morrisett of Cornell Tech and Jeannette Wing of Columbia University are the interim co directors, and the center will use computing resources from Empire AI. The state also opened a portal for frontier AI developers to register under its RAISE Act. New York AI safety center

Chips and data centres

The Danish Centre for AI Innovation, which runs the Gefion supercomputer, will receive DKK 500 million from Netcompany, EIFO and the Novo Nordisk Foundation, including DKK 325 million from Netcompany and DKK 150 million from EIFO; the foundation keeps a 52.6% majority stake. EuroHPC JU says technical issues invalidated all submissions to the EU AI gigafactories tender. Bidders must resubmit by 6 December for medium facilities, and the deadline for large facilities moves to February 2027. Gefion owners · AI gigafactory tenders

Fluidstack began building its Solis Arx campus on 99 acres in Wythe County, Virginia, a project expected to draw more than $1 billion in investment, with most construction finished by the end of 2027. Boosteroid, Gaw Capital and Firebird AI signed preliminary agreements for a 480MW data centre in Kazakhstan's Pavlodar region that could expand to 620MW. WhiteFiber says all 40 MW of contracted IT capacity at its NC-1 data centre in North Carolina is operational; it reported third quarter revenue of $24.0 million, up 19%, a net loss of $101.4 million and more than $700 million in new cloud services contracts. Fluidstack in Virginia · Kazakhstan data centre · WhiteFiber results

A Nature Climate Change study found that coal plants exposed to data centres built after 2020 had a lower risk of retirement, and the 937 affected units are projected to emit an additional 1.96 gigatonnes of CO2 before they retire. The Goldwater Institute and Frontier Institute sued Missoula, Montana, over a zoning ordinance that limits CubCloud AI's expansion of its small data centre, citing Montana's Right to Compute Act. Coal plant study · Missoula lawsuit

AMD made its 6th Gen EPYC SP7 server processors, based on the Zen 6 architecture, generally available for AI and enterprise workloads; systems are shipping from major server vendors, and Microsoft Azure and OCI instances are coming soon. Dresden AI chip company Sparxity, formerly SpiNNcloud, raised a Series A led by ICM HPQC Fund with Lockheed Martin Ventures, which takes its total funding to $90 million, for a new sparse AI chip. Staera Semiconductor came out of stealth with $4.6 million in pre seed funding led by Openspace Capital for Lightwire, an optical interconnect on one chip that it plans to release commercially in 2030. Marble launched with an $11 million seed round led by Polychain Capital for private credit financing for AI infrastructure operators. AMD EPYC · Sparxity · Staera · Marble

Funding

Mercor raised $750 million in a Series D at a $20 billion valuation, which included an employee tender offer and investment from Benchmark, Felicis, Apollo affiliates, Nvidia, Salesforce and others. It will use the money to expand infrastructure and research for evaluating and post training AI models and to build environments where AI agents learn professional workflows. Mercor

Path Robotics raised $300 million in a Series E led by Georgian at a $2.45 billion valuation for robotic welding and other manufacturing tasks, after a 17 fold rise in annual recurring revenue over 18 months. Nominal raised a $240 million Series C led by Lightspeed Venture Partners and Insight Partners at a $3 billion valuation for AI software that analyzes hardware test data. Tax research platform Blue J raised a $176 million Series E led by JMI Equity at a valuation of more than $700 million. Path Robotics · Nominal · Blue J

Garage raised a $41 million Series B led by Invus Opportunities, which brings its total funding to $60 million, to expand its AI marketplace for used heavy equipment into public works and sanitation; it says the platform serves more than 1,000 communities in the United States and Canada and has passed $100 million in annual platform sales. Nidus Technologies raised $30 million across pre seed and seed rounds led by Costanoa and Kleiner Perkins to train robots on proprietary data for wire harness production and other defense manufacturing tasks. Garage · Nidus

Sumary raised a $25 million seed round led by Singular for AI accounting software in Europe. SPARETECH raised a $20 million Series B co-led by Blume Equity and Insight Partners for AI that manages spare parts availability for manufacturers. geniosAI came out of stealth with $19.1 million in seed and Series A funding, with FactSet leading the Series A and Zoom and General Catalyst also investing, for financial analysis that traces figures to their sources. PuppyGraph raised a $10 million Series A led by Particle Future and defy.vc for a graph query engine that lets AI agents query existing data tables. Sumary · SPARETECH · geniosAI · PuppyGraph

PORT raised €14.5 million from the European Bank for Reconstruction and Development, Balnord and others for autonomous urban delivery, and will develop a robotic delivery system with Royal Mail. Ancep raised $8.5 million from Creandum, Kleiner Perkins and others for AI agents that handle administrative work for commercial insurance brokers. US law firm Blackletter raised a $6 million seed round led by Lerer Hippeau for its BlackletterOS platform. Light Frame raised a $5.1 million seed round led by Fortino Ventures for a core platform for private banks and wealth managers. PORT · Ancep · Blackletter · Light Frame

Agent F raised $4 million in pre seed funding led by Alpha Edison for an AI native ERP platform. Ridero raised $2.7 million in pre seed funding for AI automotive finance, and AutoSwift received close to A$10 million from X Star Technology for its AI WINGMAN dealership software. Swiss firm redalpine closed its $250 million RAC VIII fund, which will invest in about 20 early stage software and science companies in Europe. Agent F · Ridero · AutoSwift · redalpine fund

Markets and companies

Morgan Stanley, UBS and other brokerages said the recent AI stock selloff was excessive and named Anthropic's potential IPO and Nvidia's upcoming earnings as more important market catalysts. Omdia forecasts global AI software revenue of more than $200 billion in 2026, twice the 2024 level. Sakana AI is preparing to list in Japan or the United States as early as autumn 2027, with Goldman Sachs advising, Nikkei reports; Sakana AI has not confirmed the plan. AI selloff · Omdia forecast · Sakana AI listing

Data annotation firm Sama, which worked for Meta and OpenAI, is winding down and liquidating its assets, according to a 6 November letter to creditors reviewed by TIME; an unaudited balance sheet shows about $1 million in assets and $17 million in liabilities. Axonius expects 66 employees to leave, including 46 in Israel, as it reshapes engineering around AI, Calcalist reports. Sama · Axonius

Enterprise

Northern Trust and Microsoft built an AI client onboarding agent that cuts onboarding data preparation time by 83%. Databricks plans to invest more than $500 million in the Netherlands over three years, expand its Amsterdam R&D hub and double its local team. Cowbell introduced a standalone policy for US small and midsized businesses that covers losses and claims linked to AI agents, sold through wholesale brokers from 1 January 2027. Northern Trust and Microsoft · Databricks in the Netherlands · Cowbell AI liability

Hops, founded by Wrike founder Andrew Filev, launched its collaborative AI workspace for chats, documents, slides and custom apps, paid for with AI credits that customers buy. Ceipal launched Ceipal Ora, an agentic AI platform for staffing firms, and says 650 customer companies already use its agents and workflows. boost.ai launched Presis, a self hosted model for routing, scope and safety decisions that it says is at least 2.5 times faster and 33% cheaper in token costs than the models it replaces. Hops · Ceipal Ora · boost.ai Presis

RWS launched Weava at Web Summit in Lisbon, a platform that combines AI translation, cultural adaptation and audience evaluation. Texas Instruments added agentic AI tools to CCStudio that generate code, configure devices and build, flash and debug applications. RWS Weava · TI CCStudio

Zendesk introduced its Outcome AI Platform with AI service tools, Open Service Directory and Zendesk Bridge, and plans that let businesses pay for verified customer service outcomes instead of seats. Ogilvy launched ECHO, an AI platform developed with WPP and Creative Artists Agency that makes localised advertising from existing celebrity shoots, using talent scans stored in The CAA Vault; it checks content against usage agreements and brand safety rules and requires final approval before publication. Zendesk Outcome AI · Ogilvy ECHO

Health

Google.org gave Israel's Clalit Health Services a two year, $2 million grant for a multilingual conversational AI system that will help its roughly five million members book appointments and receive follow up guidance. Dimer Health and Bergen New Bridge Medical Center in New Jersey gave AI supported, clinician led care to 680 patients for 30 days after discharge and found unmet care needs in 23% of them. XpertDox will deploy autonomous medical coding at Camarena Health, and Elomia Health acquired Earkick, whose AI companion has been used by more than 250,000 people. Clalit grant · Dimer Health · XpertDox · Elomia and Earkick

Oura will acquire Counsel Health for $625 million in cash and combine Oura's biometric data with Counsel's medical AI and physician care in the Oura app. Counsel will keep serving its enterprise partners. Oura and Counsel Health

Research

The 2026 AI100 report from Stanford University's Institute for Human-Centered Artificial Intelligence examines how generative AI, large scale computing and data have moved AI into everyday life. Vals AI and NextLadder Ventures tested 23 AI models on 252 legal aid scenarios from six US states; the models scored 78% to 87% on general legal explanations and 30% to 50% on identifying local legal aid and court resources. AI100 report · Legal aid test

Atos and Inria will collaborate on physical AI, agentic AI, robotics, cybersecurity and digital twins. Quantinuum and RIKEN expanded their partnership after upgrading the Reimei quantum computer to Quantinuum's H2 system, and will work with SoftBank on connecting quantum computers and AI data centres in Japan. Atos and Inria · Quantinuum and RIKEN

Also

Amazon's Ring unveiled the $249.99 Ring Drone Cam for indoor home security and the $999.99 Ring Rover Cam for business patrols, which both use Ring's AI Pilot system to map spaces, plan routes and avoid obstacles. The Rover ships in the US on 16 December, and the Drone Cam is planned for 27 January 2027, pending Federal Communications Commission authorization. MiniMax released H3-Image, an open weight model for text to image generation, reference based generation and image editing that generates 4K images in under 10 seconds and handles up to 16 reference images; MiniMax says its price is 50% to 70% of comparable services. Ring drones · MiniMax H3-Image

Kora Systems, the Palo Alto company of Kirt McMaster, unveiled a free Linux desktop operating system for 2027 that lets AI models and agents work across applications, with an enterprise version in development with Saudi Arabia's Humain. Splice launched Create, a free beta Mac app for making music with licensed sounds through voice, text and interactive guidance. Kora OS · Splice Create

House House says large language models helped address technical problems and bugs in the final stage of Big Walk's development, accounting for well under 0.1% of its code. Big Walk