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OpenAI unveils ChatGPT for Financial Services, a version of ChatGPT Work made with "design partners" Morgan Stanley and Evercore to research like an analyst

Sep 10

Emma Roth / The Verge:

Universal Music Group partners with ElevenLabs to launch a new AI-powered platform that will let users create song remixes, mashups, and more from its catalog

Sep 10

Tibo / @thsottiaux:

OpenAI says it will pause new $200/month ChatGPT Pro subscriptions amid "unprecedented" Astra demand; existing accounts, other plans, and API are unaffected

Sep 10

Zack Whittaker / TechCrunch:

ID verification service IDScan confirms that a data breach involved the theft of driver's licenses from its systems after hackers offered 153M licenses for sale

Sep 10

Reuters:

Altera is preparing to confidentially file for an IPO in the coming weeks; the offering could raise over $2B, with a listing as early as this year

Sep 10

Jordan Novet / CNBC:

Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours

Sep 10

Anzar Mehraj / Reuters:

Adobe reports Q3 revenue up 13% YoY to $6.76B, vs. $6.7B est., AI-first annual recurring revenue up 150% YoY, and forecasts Q4 revenue slightly below estimates

Sep 10

Bloomberg:

Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips

Sep 10

Wall Street Journal:

The Pentagon is in talks to lend roughly $5B to neocloud Fluidstack; Fluidstack is being advised on its loan application by Palmer Luckey's Erebor Bank

Sep 10

Lucinda Shen / Axios:

London-based Xapien, which uses AI for background checks and due diligence, raised a $56M Series B led by Spectrum Equity

12:02 AM

The Information:

AI assistant Instinct is looking to raise $1B in new funding after recently raising $250M, as it seeks more computing power amid capacity constraints

12:45 AM

Parmy Olson / Bloomberg:

Only 4% of the startups in YC's 2026 spring batch had a native mobile app as their main product, down from 15% in 2013, as startups focus on AI and agents

1:15 AM

Maxwell Zeff / Wired:

OpenAI asked members of Congress for guidance on whether orchestrating an industry-wide slowdown in AI development would be legal under antitrust law

1:30 AM

Bloomberg:

Sam Altman told OpenAI employees that the company is considering slowing cutting-edge AI development, and he hopes other AI companies will do the same

Sep 10

Wall Street Journal:

Anthropic details distillation efforts by Chinese companies, like Moonshot and DeepSeek, sending user queries to Claude via "transfer stations" outside China

Sep 10

Bloomberg:

PIF is considering combining EA with Savvy Games to better coordinate its gaming assets, but not before Savvy closes its $6B Moonton acquisition

Sep 10

Kenneth Chang / New York Times:

Interview with mathematician Tristan Buckmaster on being drawn into the OpenAI-Anthropic fight; OpenAI says it made progress on another Millennium Prize problem

Sep 10

Grace Kay / The Information:

SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs

Sep 10

Mark Chediak / Bloomberg:

TAR, which builds off-grid power systems for data centers, raised a $120M Series A led by Spark Capital at a ~$1B valuation

Sep 10

Tim Fernholz / TechCrunch:

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OpenAI unveils ChatGPT for Financial Services, a version of ChatGPT Work made with "design partners" Morgan Stanley and Evercore to research like an analyst

Universal Music Group partners with ElevenLabs to launch a new AI-powered platform that will let users create song remixes, mashups, and more from its catalog

OpenAI says it will pause new $200/month ChatGPT Pro subscriptions amid "unprecedented" Astra demand; existing accounts, other plans, and API are unaffected

ID verification service IDScan confirms that a data breach involved the theft of driver's licenses from its systems after hackers offered 153M licenses for sale

Altera is preparing to confidentially file for an IPO in the coming weeks; the offering could raise over $2B, with a listing as early as this year

Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours

Adobe reports Q3 revenue up 13% YoY to $6.76B, vs. $6.7B est., AI-first annual recurring revenue up 150% YoY, and forecasts Q4 revenue slightly below estimates

Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips

The Pentagon is in talks to lend roughly $5B to neocloud Fluidstack; Fluidstack is being advised on its loan application by Palmer Luckey's Erebor Bank

London-based Xapien, which uses AI for background checks and due diligence, raised a $56M Series B led by Spectrum Equity

AI assistant Instinct is looking to raise $1B in new funding after recently raising $250M, as it seeks more computing power amid capacity constraints

Only 4% of the startups in YC's 2026 spring batch had a native mobile app as their main product, down from 15% in 2013, as startups focus on AI and agents

OpenAI asked members of Congress for guidance on whether orchestrating an industry-wide slowdown in AI development would be legal under antitrust law

Sam Altman told OpenAI employees that the company is considering slowing cutting-edge AI development, and he hopes other AI companies will do the same

Anthropic details distillation efforts by Chinese companies, like Moonshot and DeepSeek, sending user queries to Claude via "transfer stations" outside China

PIF is considering combining EA with Savvy Games to better coordinate its gaming assets, but not before Savvy closes its $6B Moonton acquisition

Interview with mathematician Tristan Buckmaster on being drawn into the OpenAI-Anthropic fight; OpenAI says it made progress on another Millennium Prize problem

SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs

TAR, which builds off-grid power systems for data centers, raised a $120M Series A led by Spark Capital at a ~$1B valuation

Maven Robotics, whose wheeled robots travel up to 10 mph and lift up to 30kg using two arms, emerges from stealth after raising $100M