SecurityAI OpenAI releases GPT-6 Cyber and rates its hacking skill as critical OpenAI rates its new security model GPT-6 Cyber as critical for cybersecurity, so only vetted defenders in its Daybreak Red tier get access.
AI METR finds Anthropic is improving its models about twice as fast as before Evaluator METR says Anthropic's model gains on well-defined tasks now come about twice as fast as in 2024 and 2025, mostly from AI-assisted research work.
SecurityAIOpen Source OpenAI says its AI agents built working root exploits for 948 Linux kernel bugs An unreleased OpenAI cyber model found and exploited 948 Linux kernel flaws in one run costing about 1.2 million dollars; patches are going to maintainers.
AICloud Microsoft passes on an option to more than double its Texas AI capacity deal with Nscale Microsoft will not take up a 700 megawatt second phase at Nscale's Texas site, reports say; the current contract stands and adds to data-centre doubts.
ChipsMarketsAI Marvell agrees to buy Lumentum for about 115 billion dollars to own AI optics Marvell will buy optical maker Lumentum in an all-stock deal valued at about 115 billion dollars, a bet that AI data centres move from copper to light.
AISecurity Google launches Gemini 4 Carbon for security work but only cyber defenders get it Google's Gemini 4 Carbon finds, tests and patches software flaws. Vetted defenders get it first, because the same skills can serve attackers.
AIOpen Source Mistral publishes the weights of its trillion-parameter Large 4 model Mistral released open weights for Large 4, a one trillion parameter model. Anyone can now run a near-frontier coding model on their own infrastructure.
AIPolicy & Regulation Apple Intelligence comes to China in December, powered by Alibaba's Qwen Apple confirmed its AI features reach China with iOS 27.3 in December, with a developer beta on 4 November and Alibaba's Qwen model built into Siri.
MarketsCloudAI Amazon posts its best margin ever while AI spending turns cash flow sharply negative Amazon grew third-quarter sales 12 percent to 201.9 billion dollars and AWS 39 percent, but 77 billion in quarterly capex left free cash flow negative.
MarketsCloudAI Microsoft's Azure grows 48 percent while the company stays cash positive Microsoft's first fiscal-2027 quarter brought revenue of 92.3 billion dollars, up 19 percent, with Azure up 48 percent and capex of 39.4 billion dollars.
MarketsCloudAI Alphabet's cloud revenue doubles but heavy spending pushes cash flow negative again Alphabet grew third-quarter revenue 25 percent to 127.6 billion dollars and Google Cloud 103 percent, but 51 billion in capex left cash flow negative.
Policy & RegulationAI EU cites EN 18286 as the first harmonised standard under the AI Act A Commission implementing decision references EN 18286:2026 on AI quality management, giving providers a first route to a presumption of conformity.
