Lovable's latest funding round values the Swedish vibe coding startup at $6.6 billion, more than triple the $1.8 billion it reached in July, according to two sources who spoke to CNBC.
The FTC is investigating whether Microsoft used unfair methods of competition in cloud and AI, according to documents reviewed by The Verge, while Chinese regulators have found Nvidia in violation of antitrust law and a proposed class action targets AI labs over an agreement to slow development.
Oracle has sent a force majeure notice to the developer of the Project Jupiter campus. The company wants the right to hold back payments if the site does not come online by 2028. Its quarterly capital spending has climbed to $28.5 billion.
Producing 1 mm² of DRAM wafer in the 1b node costs 54 percent more than 1 mm² of an N2 wafer at TSMC. Netlist is suing memory makers and the companies that import their products into the US.
"One and a half 6000D cards beat one B300," a Chinese cloud compute supplier sums up its inference optimisation. Inspur points to a compute gap worth 381 billion dollars by 2030.
Seven Anthropic founders are asking shareholders to approve shares carrying 50.1 percent of the vote on most matters. The lab has also signed an $11.6 billion, seven-year deal with Akamai.
Analysts at The Information say DeepSeek's annual revenue has passed a billion dollars, and the second round is to raise 50 billion yuan at a valuation of 500 billion yuan. The company is preparing a Shanghai listing.
Zhipu and MiniMax, two Hong Kong-listed model labs, lost between 16 and 31 percent of their value this month. The immediate cause was a price cut at DeepSeek.
ARR for the corporate version of Baidu Dazi grew several times over month on month for two months running. Management has raised the annual target to three to five times its original level.
Polcom is expanding its Polcom AI Cloud platform, where infrastructure, models, and data will fall under Polish jurisdiction. The company plans to spend around PLN 150 million on the new data centre.
Yan Wentao, until recently a partner at Hillhouse Venture Capital, joined DeepSeek on 21 September. The hire ends a three-year stretch with no chief financial officer, just as the company prepares to go public.
Anthropic cut Opus 5.5 prices by 20 percent and cache reads by 60 percent. OpenAI counters with Sol and Luna. DeepSeek slashes Flash rates in China.
A CESifo paper finds no evidence of widespread displacement of recent graduates. Meanwhile, Adecco is handing an AI assistant to 27,000 employees in more than 40 countries.
Polcom is expanding Polcom AI Cloud, where infrastructure, models, and training data fall under Polish jurisdiction. Data Center 3 in Skawina is scheduled to open in 2030.
Jensen Huang projects 70 percent revenue growth next year. He says "one GPU" is no longer a $399 card. It is an $8.5 million system built from 2 million parts.
New Flash rates took effect on 10 September 2026: off-peak, 0.02 yuan per million cached input tokens and 4 yuan per million output tokens. Peak hours cost twice as much.
The Information reports that DeepSeek's annual revenue has passed $1 billion and that its second funding round stands at $7.5 billion. The company is preparing a listing in Shanghai.
China's publishing sector has received a platform that promises to cut repetitive work by more than 80 percent. Meanwhile, half the illustrations in a photography guide turned out to be machine-generated, complete with anatomical errors.