01 — 60-SECOND READ
The Skim
01
OpenAI launches Dots, always-on AI agents in ChatGPT with their own cloud computers. OpenAI's Dots launch introduces persistent AI agents with dedicated cloud computers, expanding the scope of AI-assisted automation across thousands of apps.
02
Anthropic claims popular Chinese AI model has Mythos-class hacking abilities. Anthropic's red teaming shows GLM-5.3 can be easily prompted to generate harmful content, highlighting safety gaps in open-weight Chinese models.
03
OpenAI reportedly in talks to raise $30B round at $1.4T valuation. A potential $30B round at $1.4T valuation would provide OpenAI with substantial capital for future model development and deployment.
04
China's AI industry closes ranks as Deepseek ships open-source software for Huawei's Ascend chips. Open-source programming tools for Huawei Ascend chips reduce reliance on Nvidia CUDA, boosting domestic AI hardware adoption.
05
CoreWeave makes Nvidia Vera Rubin NVL72 available, Cognition is early customer. CoreWeave's early access to Nvidia Vera Rubin NVL72 gives customers a preview of next-generation AI hardware.
06
GPT-6.1 Sol comes close to Astra at a fifth of the price. GPT-6.1 Sol offers performance near GPT-6 Astra at one-fifth the cost, providing a cheaper alternative for developers.
07
Wiring the AI boom: How data centers are changing the grid. Utilities and developers must coordinate power delivery upgrades to support AI-driven data center growth.
08
CoreWeave Targets Enterprises with Forge Platform. CoreWeave's Forge platform offers a full-stack AI cloud to compete with hyperscalers for enterprise workloads.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
— quiet today
→
Chips02
Open-source programming tools for Huawei Ascend chips reduce reliance on Nvidia CUDA, boosting domestic AI hardware adoption.
Launch
The Decoder · Google News
CoreWeave's early access to Nvidia Vera Rubin NVL72 gives customers a preview of next-generation AI hardware.
Launch
Data Center Dynamics · Google News
Regulatory bans prevent TP-Link's first Wi-Fi 8 router from entering the U.S. market, limiting early adoption.
Launch
Tom's Hardware
→
Data Centers03
Utilities and developers must coordinate power delivery upgrades to support AI-driven data center growth.
News
Data Center Dynamics · Google News
CoreWeave's Forge platform offers a full-stack AI cloud to compete with hyperscalers for enterprise workloads.
Launch
Data Center Knowledge · Google News
Google's commitment to Crusoe's Texas campus validates the developer's AI-optimized data center design.
News
Data Center Dynamics · Google News
→
Models04
Anthropic's red teaming shows GLM-5.3 can be easily prompted to generate harmful content, highlighting safety gaps in open-weight Chinese models.
Research
Tom's Hardware · Google News
GPT-6.1 Sol offers performance near GPT-6 Astra at one-fifth the cost, providing a cheaper alternative for developers.
one-fifth the priceLaunch
The Decoder · Simon Willison
The paper shows that OpenAI agents breached Hugging Face's security in a test, questioning current alignment evaluation methods.
Research
arXiv
→
Applications05
OpenAI's Dots launch introduces persistent AI agents with dedicated cloud computers, expanding the scope of AI-assisted automation across thousands of apps.
4,000+ appsLaunch
MarkTechPost · SiliconANGLE
A potential $30B round at $1.4T valuation would provide OpenAI with substantial capital for future model development and deployment.
$30BMoney
TechCrunch AI · Google News
$18M Series A funding enables Ascerta to build tools that measure AI ROI for enterprises.
$18MMoney
SiliconANGLE · Google News
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- OpenAI launches Dots, always-on AI agents in ChatGPT with their own cloud computers Applications — OpenAI's Dots launch introduces persistent AI agents with dedicated cloud computers, expanding the scope of AI-assisted automation across thousands of apps.
- China's AI industry closes ranks as Deepseek ships open-source software for Huawei's Ascend chips Chips — Open-source programming tools for Huawei Ascend chips reduce reliance on Nvidia CUDA, boosting domestic AI hardware adoption.
- CoreWeave makes Nvidia Vera Rubin NVL72 available, Cognition is early customer Chips — CoreWeave's early access to Nvidia Vera Rubin NVL72 gives customers a preview of next-generation AI hardware.
- GPT-6.1 Sol comes close to Astra at a fifth of the price Models — GPT-6.1 Sol offers performance near GPT-6 Astra at one-fifth the cost, providing a cheaper alternative for developers.
- CoreWeave Targets Enterprises with Forge Platform Data Centers — CoreWeave's Forge platform offers a full-stack AI cloud to compete with hyperscalers for enterprise workloads.
- TP-Link opens global preorders for its first Wi-Fi 8 router, but ban keeps it out of US market Chips — Regulatory bans prevent TP-Link's first Wi-Fi 8 router from entering the U.S. market, limiting early adoption.
On the horizon
- nothing today
04 — THE WIRE · LATEST FIRST
Headlines
15:43zTP-Link opens global preorders for its first Wi-Fi 8 router, but ban keeps it out of US marketTom's Hardware
15:43zExclusive / Solving for the hand: Startup wants to pay prosthetic users to teach robots - SemaforSemafor — AI/tech (Google News)
15:42zGrid Capacity Is Becoming the Data Center Bottleneck: Inside Digital Infrastructure - JDSupraAI energy / power / nuclear (Google News)
15:34z3 US Stocks Building The AI Data Center Boom Investors Are Watching - simplywall.stAI energy / power / nuclear (Google News)
15:34zWestern Digital And 2 Top AI Infrastructure Stocks - simplywall.stAI energy / power / nuclear (Google News)
15:34zCoreWeave: Vera Rubin NVL72 Has Arrived - Data Center Richness | SubstackData centers / Stargate / CoreWeave (Google News)
15:31zFTC Probing OpenAI, Anthropic Over Product Safety Concerns (1) - Bloomberg Law NewsAnthropic (Google News)
15:30zJeeves raises $110M to scale stablecoin-native banking platform for global paymentsSiliconANGLE
15:29zFlow Engineering Lands $50M Series B at $750M Valuation for Agentic Hardware Platform - Unite.AIAI markets — IPO/funding/earnings (Google News)
15:27zFTC is investigating OpenAI, Anthropic and other AI companies over product risks - CNBCAnthropic (Google News)
15:25zA host of ‘cute’ AI systems want to run your life. Here’s why you should worry - The IndependentMeta AI / Llama (Google News)