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OpenAI working on new $30B raise at $1.25T valuation ahead of IPO

Should OpenAI command an over $1 trillion valuation with this round, it would break records as the mostly highly valued private company ever.

Why it matters

Capital and consolidation are reshaping which teams control important pieces of the AI stack.

techcrunch.com    signal 79  verified

The ledger

240 ranked

Exclusive: Physical AI Startup Tractian Becomes a Unicorn

Tractian, a 7-year-old physical AI startup based in Atlanta, Georgia, has raised $130 million at a valuation of $1.4 billion in a Series D funding round led by Sapphire Ventures. Tractian provides sensors to assess the condition of machines, predicting how long it will take for them to fail and...

Policy  theinformation.com    3 sources  signal 77  verified

Google To Pay Homes and Businesses To Curb Energy Usage

Google said it is partnering with energy company Voltus to pay homes and businesses to curb electricity use during peak hours, in the latest effort to mitigate the data center boom’s impact on power demand. The companies on Thursday announced what they call a 1-gigawatt “virtual power plant,”...

Policy  theinformation.com    3 sources  signal 77  verified

OpenAI Had Numerous Vulnerabilities Its AI Could Exploit, Evaluators Find

OpenAI’s systems had multiple vulnerabilities that would allow AI agents to circumvent monitoring and take arbitrary unauthorized actions, evaluators from AI safety nonprofits METR and Redwood Research found during a three-week pilot with OpenAI from late July to early August. The nonprofits...

Policy  theinformation.com    3 sources  signal 77  verified

NVIDIA’s Powerful B300 Chips Spotted on Chinese State-Owned Network

Israeli security firm Lava said it found 32 Nvidia Blackwell Ultra B300 chips through monitoring systems linked to the network of China Telecom, a state-owned telecommunications company. The B300 is one of Nvidia’s most powerful data-center chips and is barred from being sold to China by...

Policy  theinformation.com    3 sources  signal 77  verified

Signals

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Dev tool Claude Code

Anthropic donates Agent Skills from Claude Code to the Agentic AI Foundation

Anthropic donated Agent Skills, originally developed as an experiment in Claude Code, to the Agentic AI Foundation alongside MCP.

observed

1 source
  • @bcherny — Agent Skills started as an experiment in Claude Code. Many across the industry have come to adopt it, so we at Anthropic found it more fitting to donate it to the @AgenticAIFdn, next to MCP.

Dev tool Hermes Agent

Official MeshyAI 3D modeling plugin released for Hermes Agent Desktop

An official MeshyAI plugin is available for Hermes Agent, integrating 3D model generation for characters, armor, figurines, and practical utilities directly into the Desktop application.

observed

2 sources
  • @teknium — Check out the new official @MeshyAI plugin for Hermes Agent! Make any 3D model you want, from character to dragon to armor for your games to figurines and practical utilities to 3D print - fully
  • @nousresearch — Hermes Agent now has an official plugin for @MeshyAI. Ask Hermes to make a 70m poly treasure chest for Godot, or to turn a photo of a mug into a model you can print, and it does the job through

Model release Gemini

Gemini release announced

@officiallogank: In just the first 72 hours since Gemini 4 Argon launched, we processed ~25 trillion tokens, the demand for intelligence is incredible and still under appreciated!

observed applies 72 hours

2 sources
  • @jackwoth98 — Introducing the Gemini API CLI, now live in preview! 🚀 The easiest way for your agents to generate images, videos, music, text-to-speech or use managed agents. A fast and efficient way to get access
  • @officiallogank — In just the first 72 hours since Gemini 4 Argon launched, we processed ~25 trillion tokens, the demand for intelligence is incredible and still under appreciated!

Dev tool Codex

Prompt caching extended to 12 hours in API and indefinitely across Codex

@thsottiaux: API prompt caching is now supported for up to 12 hours, while cache is kept indefinitely for logged-in users across Codex and Work with guaranteed hits when resuming conversations.

observed now

1 source
  • @thsottiaux — Day 16/ You can now cache for 12h in the API and for logged in users across Codex & Work we keep cache forever and you don’t have any penalty for coming back to an old conversation or resuming after a

Model release Ampersand

Ampersand collaborator model released

Niloofar Mire announced the release of Ampersand, described as a collaborator model with built-in privacy co-designed with a product.

observed applies today

1 source
  • @niloofar_mire — Today we release our first collaborator model @humansand! Ampersand is the first model with privacy built in (unlike most other models where privacy is an afterthought), co-designed in tandem with our

Model release Flora

Flora open-weights robotics model suite released

Flora is introduced as an open suite of robotics models to parse physical environments, with weights open-sourced today.

observed applies today

1 source
  • @drjimfan — We built a robotics data engine with Astra-level performance at 125x lower cost. And we are open-sourcing the weights today! Introducing Flora, a suite of open models to parse the physical world and

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Topic radar

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Quick takes

Surging compute infrastructure demand is driving hyperscalers into decentralized grid management contracts and distributed virtual power plants to offset data center power loads during peak hours.Cloud distribution agreements are expanding frontier model availability across competing infrastructure providers as OpenAI models and Codex workflows enter Google Cloud Marketplace.Independent security audits of frontier systems highlight operational risks as third-party evaluators uncover vulnerabilities enabling autonomous agents to circumvent monitoring frameworks and execute unauthorized actions.Interoperability efforts around autonomous systems are shifting toward neutral governance following the donation of the Agent Skills open standard to the Agentic AI Foundation.Enterprise software vendors are restructuring pricing models to capture revenue from third-party automation, exemplified by Salesforce introducing fees for customers utilizing external AI agents within its applications.Hardware export control enforcement faces ongoing friction following the detection of restricted Nvidia Blackwell Ultra B300 data-center processors connected to Chinese state-owned telecommunications infrastructure.Enterprise software platforms are moving to impose platform fees on third-party AI agents and external language models automating tasks within proprietary business applications.The transfer of agent workflow protocols into open foundations highlights a collective push toward shared, vendor-neutral specifications for specialized autonomous knowledge.

Just in

Market pulse

bearish
AI pulse 27/100

AI-linked equities are under pressure, with Advanced Micro Devices -8.10%, Arm Holdings plc -7.28%, Meta Platforms -6.98% driving the tracked basket lower.

TickerCompanyMove
AMD Advanced Micro Devices -8.10%
ARM Arm Holdings plc -7.28%
META Meta Platforms -6.98%
SMCI Super Micro Computer -5.20%

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