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Stories curated for TechPulse
Nvidia in Early Talks to Acquire or Deepen Investment in Open-Weight AI Startup Reflection AI
Reports indicate Nvidia is in preliminary discussions to acquire, acqui-hire, or expand its stake in Reflection AI, the US open-weight model developer behind the Beam model, as Washington seeks stronger Western alternatives to Chinese open models.
OpenAI Releases 722 AI-Generated Math Manuscripts, Including Claimed Unique Games Proof
OpenAI published 722 mathematical manuscripts from an unreleased internal model on October 6, organized into 372 result families, with claims including a proof of the Unique Games Conjecture and partial Lean formalizations.
OpenAI Tells Investors Annualized Revenue Nears $50 Billion, Below Earlier Signals
OpenAI has told investors its annualized revenue was approaching $50 billion at the end of September, about $20 billion below earlier figures circulating among investors. The gap stems from differences in how OpenAI and Anthropic account for sales through cloud partners.
SEBI to issue AI and ML guidelines for capital markets with kill switches and human oversight
SEBI Chairman Tuhin Kanta Pandey said the regulator will shortly issue guidelines for responsible AI and machine learning use in Indian capital markets, featuring a tiered approach, accountability, data controls, kill switches, and human oversight, aligned with IOSCO standards.
SoftBank's Masayoshi Son seeks up to $100 billion from Gulf investors for AI acquisition fund
Financial Times reports SoftBank is in early talks with Gulf investors including UAE figures to raise up to $100 billion for a fund that would buy companies and improve operations using AI and robotics.
SpaceX Agrees to Buy 800 MHz Spectrum to Make Starlink Mobile a US Carrier
SpaceX has reached a definitive agreement to acquire Grain Management’s nationwide 800 MHz low-band spectrum portfolio, aiming to give Starlink Mobile indoor coverage and position it as a major US mobile carrier alongside its satellite network.
China's 24GW AI Compute Surge: Closing the Gap With 50GW More on the Way
A new SemiAnalysis report puts China's operational AI data center capacity at 24GW versus 56GW in the US, with another 50GW planned or under construction. The findings reveal a two-front infrastructure race shaped by chip shortages and aggressive state-backed power investment.
Oxide Computer raises $445M Series D at scale for on-prem AI clouds
Oxide Computer closed a $445 million Series D led by Eclipse, with AMD Ventures joining, to expand manufacturing of its integrated rack-scale systems as enterprises build owned AI infrastructure.
TypeSafe AI raises $870M at $7.5B valuation for Jev decision model
TypeSafe AI, maker of the non-text Jev model for calibrated decisions, raised about $870 million at a $7.5 billion valuation led by Andreessen Horowitz, just weeks after launch.
Microsoft Puts a Petaflop on Your Desk: Windows Goes All-In on Local AI
At its October 7 Windows and Surface event, Microsoft and Nvidia unveiled the RTX Spark-powered Surface Laptop Ultra and Dev Box, an on-device AI coding model, and new guardrails that let Windows 11 run 120B-parameter models and AI agents entirely offline.
NVIDIA pledges $1 billion for U.S. science compute under the Genesis Mission
NVIDIA committed $1 billion over five years to U.S. science and quantum research. The White House listed it inside a $2.4 billion industry package of tools and compute credits for the Genesis Mission.
Anthropic rolls out 3-tier access for cyber models
Anthropic merged its cyber verification and Glasswing programs into three access tiers for Claude Opus 5.5, Sonnet 5.5, and Mythos 5.1.