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GitLab Raises Outlook as Flex Draws $20 Million in Early Commit...Fervo Targets October Start for Potential First U.S. Commercial...HyperVault Targets $7.4 Billion for a 1-Gigawatt AI Campus in H...More Than $45 Million in Data-Center Ads Pushes AI Infrastructu...Artificial Analysis Clarifies Astra’s 67-Point Coding Score Is...Anthropic’s Claude Built a 13-Million-Line Fermat Proof, Leavin...GitLab Raises Outlook as Flex Draws $20 Million in Early Commit...Fervo Targets October Start for Potential First U.S. Commercial...HyperVault Targets $7.4 Billion for a 1-Gigawatt AI Campus in H...More Than $45 Million in Data-Center Ads Pushes AI Infrastructu...Artificial Analysis Clarifies Astra’s 67-Point Coding Score Is...Anthropic’s Claude Built a 13-Million-Line Fermat Proof, Leavin...

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Showing 19-36 of 62Results matching "CNBC"

Earlier this week

10 stories
LaunchProducts

Anthropic’s EFS Puts Misuse-Monitoring Data in Customer Clouds, Not Its Own

The planned controls seek to preserve the longer-term activity patterns needed for safety monitoring while giving enterprises custody of the underlying records and their review process. Anthropic has introduced Enterprise Frontier Safeguards, a planned security layer that pairs zero data retention with automated checks for serious AI misuse. EFS keeps the monitoring context but shifts control of its storage.

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LaunchProducts

Waymo Opens Driverless Rides in 3 Cities, Bringing Its Service to 14 U.S. Markets

Waymo is putting public riders in three new markets, while Zoox is preparing supervised tests in two cities. The difference is not just geographic reach: it is the distinction between an available driverless service and a development step toward one. Waymo began welcoming public riders in Denver, San Diego and Tampa on Tuesday, taking its fully autonomous ride service to 14 cities.

3 min readRead story
Products

ChatGPT Work Tasks Stall as Microsoft Investigates Separate Exchange Online Issues

The simultaneous disruptions interrupted an enterprise agent’s ability to carry out work and degraded some Microsoft service functions, without establishing a shared incident. Some ChatGPT Work users could not begin or continue tasks on August 31 as Microsoft warned of degraded Exchange Online functionality. The disruptions occurred at the same time, but no connection between them had been reported.

2 min readRead story
Enterprise adoptionInfrastructure

Carrier’s Data-Center Orders Rose More Than 300%, Bringing Cooling Into AI Buildouts

The order increase gives the AI infrastructure buildout a concrete thermal-equipment demand marker, though it does not reveal the size of Carrier’s data-center revenue. AI data centers need cooling as well as chips and power. The clearest new evidence is an order figure, not an operating result: CNBC reported that Carrier Global’s data-center orders rose more than 300% in the latest quarter.

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Government actionInfrastructure

Vance Backs Data Centers With a Condition: Add Power, Not Local Bills

The vice president’s proposed bargain reframes the infrastructure fight: builders can pursue AI capacity, but must show communities they will expand electricity supply rather than deepen grid costs. Vice President JD Vance says data-center developers should build power plants alongside their facilities and put electricity back into the grid, rather than raise local utility bills. 31.

3 min readRead story
EarningsBusiness

Micron Trades at Just Above 6x Forward Earnings as Contracts Test Its Memory Cycle

Long-term customer agreements may curb both peak-price gains and later declines, but new supply and uncontracted sales leave the durability of Micron’s earnings open to debate. Micron has more than tripled this year and trades at just above six times forward earnings, according to CNBC. That tension rests on the difference between a contract plan and a demonstrated new earnings profile.

2 min readRead story

Last week

8 stories
Products

OpenAI’s Windows Client Contains Gated Office Task Threads for ChatGPT

The design joins file-embedded comments with private agent assignments, creating a review layer whose storage, metadata and enterprise controls remain unresolved. OpenAI ’s Windows ChatGPT and Codex client contains a gated system that can turn comments on Excel and PowerPoint elements into threaded assignments for ChatGPT. Both appear together in one sidebar, despite having different persistence behavior.

3 min readRead story
FundingStartups

DeepSeek Reportedly Seeks $7.4 Billion at $74 Billion Valuation for Compute Buildout

The proposed financing would move the AI lab further beyond its founder’s quant fund, while giving prospective investors a larger bet on research, infrastructure and a possible Shanghai listing. DeepSeek is reportedly seeking at least $7.4 billion in new funding at a potential $74 billion valuation, a proposed round aimed at research and development and an expansion of its computing infrastructure.

3 min readRead story
LawsuitPolicy

Judge Vacates Pentagon’s Anthropic Blacklist and Orders Defense Department Retraction

The decision removes a department-wide bar on Anthropic technology, while a related Washington case and possible agency-specific restrictions leave the full procurement picture unsettled. A federal judge has removed the Pentagon’s supply-chain-risk designation of Anthropic, undoing a measure that barred defense contractors from using the company’s technology in Department of Defense work. U.S.

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LaunchInfrastructure

Anthropic Puts Model-Agnostic MHS in Preview for AI-Controlled Machinery

Anthropic’s proposed interface could reduce the bespoke work of connecting agents to equipment, but broad adoption still rests on future safety work and an open-source release. Laboratory instruments, factory machinery and robots may become easier for AI agents to operate through a common interface. A common language for machines MHS is designed for devices with programmable interfaces.

2 min readRead story
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