Policy Lead story

Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh, raced to design a policy to protect a data center developer from a $1 million-a-day late fee.

Why it matters

Governance and legal pressure are increasingly shaping how AI products can be built and deployed.

theinformation.com Oct 25, 4:31 PM GMT+1 signal 80 verified

Open coverage

The ledger

240 ranked

Signal Sort

What the US Movement Against Data Centers Can Learn From Abroad

Paris Marx, author of Hyperscale, has been tracking global data center development for years. The US has a lot to learn from what’s happened everywhere from Ireland to New Zealand.

Models wired.com Oct 25, 11:00 AM GMT+1 signal 76 verified

The AI graveyard: a running list of projects and startups that didn’t make it

From Apple's repeatedly delayed Siri AI to OpenAI's messy "super app" launch, here's a look at the AI projects that shut down or missed expectations.

Models techcrunch.com Oct 24, 9:00 PM GMT+2 signal 73 verified

Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.

A new study found Grok's AI overwhelmingly recommends Republican candidates while OpenAI's GPT favors Democrats, with the two AI models disagreeing in more than 90% of nearly 500 election races.

Models techcrunch.com Oct 24, 5:00 PM GMT+2 signal 67 verified

NVIDIA Eyes Software Revenue With a $2,000 per GPU Yearly Figure From Huang

NVIDIA CEO Jensen Huang has put a rough price on the software side of the company's AI business.

Big Tech techpowerup.com Oct 25, 4:21 PM GMT+1 signal 66 verified

UK Commits £600M to Counter AI-Driven Health and Security Threats

Britain’s government has set out around £600 million ($800 million) in funding focused largely on defending against health and security risks posed by artificial intelligence.

Startups theaiinsider.tech Oct 25, 4:08 PM GMT+1 signal 66 verified

Indurex Raises €7M to Bring Engineering Intelligence to Critical Infrastructure and Industrial Operations

Insider Brief PRESS RELEASE—Indurex, a company pioneering artificial intelligence (AI) for Cyber-Physical Systems (CPS) security, today announced it has raised €7 million to protect the safety and engineering layer of critical infrastructure, smart manufacturing and connected industrial operations.

Chips theaiinsider.tech Oct 25, 3:41 PM GMT+1 signal 66 verified

Study Finds Grok and GPT Models Show Opposing Partisan Leans on U.S. Midterm Races

A new study has found that the AI models behind two major chatbots recommend opposing political candidates when pushed to choose in this year’s U.S.

Models theaiinsider.tech Oct 25, 3:28 PM GMT+1 signal 66 verified

Canva Enters AI Image Generation Race With In-House Canva Craft Model

Design platform Canva has released Canva Craft, its first image generation model, built by its research team to compete with similar models from Google, OpenAI, ByteDance and Meta.

Models theaiinsider.tech Oct 25, 3:20 PM GMT+1 signal 66 verified

Ukrainian drone attacks hammer Russia's finance ministry data center, damaged facility reportedly holds tax databases

Reports say that this is one of three data centers that the Russian finance ministry operated.

Chips tomshardware.com Oct 25, 3:05 PM GMT+1 signal 66 verified

NVIDIA discusses $2,000-per-GPU annual software fee for running agents on AI infrastructure

Nvidia CEO Jensen Huang is reportedly weighing annual software fees of around $2,000 per GPU for enterprise AI, a model that could generate $10 billion a year if five million licenses were sold.

Models tomshardware.com Oct 25, 2:00 PM GMT+1 signal 66 verified

OpenAI checked fired researchers’ phones for Signal chats, WSJ reports

“I was told that there was a breach of trust because I interacted with a third party through unsanctioned channels,” Tomek Korbak said.

Startups thenextweb.com Oct 25, 12:57 PM GMT+1 signal 66 verified

Anthropic Launches OSS Scanner, a Free AI Vulnerability Scanner

Anthropic has launched OSS Scanner, a free, opt-in vulnerability scanner for critical open-source projects.

Chips marktechpost.com Oct 25, 12:32 PM GMT+1 signal 66 verified

OpenAI's isolated red-team agents built a hidden CPU cache channel to talk with no network or shared files

OpenAI’s red-team agents passed hidden messages through the CPU cache, a covert trick already shown to move data between cloud VMs.

Big Tech tomshardware.com Oct 25, 12:30 PM GMT+1 signal 66 verified

One of Google DeepMind's top execs says lifelong learners will have an edge in the AI workplace

Extra-curricular activities on a CV show if someone has a preset for "lifelong learning," said Google DeepMind exec, Lila Ibrahim.

Startups businessinsider.com Oct 25, 12:00 PM GMT+1 signal 66 verified

NVIDIA eyes converting old nuclear plants into massive AI data centers

Nvidia and PreussenElektra are studying whether decommissioned sites of German nuclear power plants can be repurposed as AI data centers, potentially cutting development time by reusing existing grid connections, land, and industrial infrastructure.

Chips tomshardware.com Oct 25, 11:30 AM GMT+1 signal 66 verified

Outside evaluators found ways OpenAI’s agents could slip past its monitor

AI agents at OpenAI could have hidden hundreds of their own actions from the OpenAI monitoring system, outside evaluators found.

Startups thenextweb.com Oct 25, 11:29 AM GMT+1 signal 66 verified

OpenAI cuts its valuation target to $1.25tn as it nears a $30bn round

OpenAI has lowered the valuation it is seeking for its new funding round to $1.25tn, from the $1.4tn it pitched earlier this month.

Startups thenextweb.com Oct 25, 11:17 AM GMT+1 signal 66 verified

I hope Apple’s touchscreen MacBook takes some lessons from this Lenovo laptop

It looks like the long-rumored touchscreen MacBook might actually get announced next week, and after using the Lenovo Yoga 9n for our testing of Nvidia's RTX Spark platform, it got me thinking: this is a lot of what I want from a touchscreen MacBook. Like the Apple silicon in modern MacBook Pros, RTX Spark is […]

Chips theverge.com Oct 24, 4:00 PM GMT+2 signal 66 verified

AI can uncover hidden software flaws, but raises new security risks

On October 21, PHP released fixes for two critical vulnerabilities that could enable unauthenticated remote code execution (RCE), urging users to update to the latest supported PHP 8 versions

Big Tech thehindubusinessline.com Oct 25, 4:20 PM GMT+1 signal 64

Weflayr raises $2.5 million pre‑seed to build AI inference routing layer

Paris‑based startup Weflayr announced a $2.5 million pre‑seed round to develop an intelligent routing layer that benchmarks and routes AI model inference requests based on a customer’s own production data.

Models aiunderstanding.org Oct 25, 4:20 PM GMT+1 signal 64

Anthropic Met 15+ Faith Groups on Claude’s Ethics [2026]

Tech companies building AI systems are now asking clergy, scholars and ethicists a question that engineers rarely face: what does it mean for a machine to be good? ABC News reported from Los Angeles on October 25, 2026 that several of the biggest names in AI are turning to religious voices for moral guidance, and […]

Chips tech-insider.org Oct 25, 3:54 PM GMT+1 signal 64

Claude Code Pricing vs Codex vs Gemini: $20 to $500 [2026]

Claude Code pricing looks simple until you line it up against Codex and Gemini CLI. One tool sells seats and plan tiers, one hides inside ChatGPT subscriptions, and one is free software that bills you through whichever model you plug in. As of October 25, 2026, Google lists the Gemini 4 Argon launch rate at […]

Chips tech-insider.org Oct 25, 3:46 PM GMT+1 signal 64

Google’s 4 Ad Safeguards for Gmail, Photos AI Data [2026]

Google changed the privacy policy that governs its AI search tools, and the new wording opens a door that used to be bolted shut. Under the update that took effect on October 16, 2026, data that users allow Search or Gemini Apps to read from Gmail, Google Photos, and Drive may be used to personalize […]

Chips tech-insider.org Oct 25, 3:34 PM GMT+1 signal 64

Suspected Chinese Operator Uses ARTEX AI Framework in Global Hacking Campaign

Zscaler ThreatLabz exposes a global ARTEX AI hacking campaign. See how an operator used ARTEX AI hacking tools, DeepSeek, GLM, and Grok to steal data.

AI securityonline.info Oct 25, 3:30 PM GMT+1 signal 64

Signals

All →

Model release Kimi K3.1 Pro

Moonshot introduces Kimi K3.1 Pro

Moonshot describes Kimi K3.1 Pro as an open-weight model with a 1M-token context window, 2.8T total and 104B active parameters, and multimodal capabilities.

observed Oct 23, 7:15 PM GMT+2

1 source

@kimi_moonshot — Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model. 🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal. 🔹 Full-project coding: games in Unreal, Unity & Godot

Quota reset Codex

Codex usage reset

@thsottiaux stated that a reset took place alongside Day 18 updates covering Decisions API and Codex.

observed Oct 23, 6:46 AM GMT+2applies Oct 23, 6:46 AM GMT+2that’s a reset

1 source

@thsottiaux — Day 18/ Decisions API is GA, OpenResponses joined the Linux Foundation, we shipped some performance improvements and Uber is going all-in on codex & work. But yes… that’s a reset!

Dev tool Artificial Analysis

Artificial Analysis launches Coding Agent Index v2.0

@artificialanlys launched Coding Agent Index v2.0, replacing DeepSWE with FrontierCode v1.1 and revising SWE-Atlas-QnA grading with Claude Opus 5.5 leading.

observed Oct 23, 2:17 AM GMT+2

1 source

@artificialanlys — Announcing Artificial Analysis Coding Agent Index v2.0: FrontierCode v1.1 from Cognition replaces DeepSWE, SWE-Atlas-QnA grading is revised, and Claude Opus 5.5 in Claude Code leads at 61.7 Today we

Model release Perplexity Decision Model

Perplexity Decision Model runs locally on Mac

@aravsrinivas states that the Perplexity Decision Model can now run fully locally on Mac as an open-weight, compact model.

observed Oct 23, 2:00 AM GMT+2

1 source

@aravsrinivas — You can now run the Perplexity Decision Model fully locally on your Mac, without any data leaving your machine. The power of open-weight and compact models!

Dev tool Claude

Claude API and Managed Agents available on Google Cloud

Access to the full Claude API is now available from Google Cloud accounts, including Claude Managed Agents, code execution, Opus 5.5 fast mode, and new features as they launch.

observed Oct 22, 11:27 PM GMT+2applies Oct 22, 11:27 PM GMT+2now

1 source

@claudedevs — We’ve added a new way to access Claude on Google Cloud. You can now use the full Claude API from your Google Cloud account, including Claude Managed Agents, code execution, Opus 5.5 fast mode, and new

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 Oct 22, 8:17 PM GMT+2

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.

Just in

Story techcrunch.com

Topic radar

All →

AI infrastructure and compute -6.3

Reports connect data center expansion, power and memory supply, and GPU software pricing with the growing costs of AI infrastructure.

4 sources Capital and consolidation -7.6

Funding and investment coverage includes an AI chip financing round, inference infrastructure funding, and public investment in AI security research.

4 sources

Quick takes

Cloud distribution partnerships are bringing competing frontier models and coding workflows into shared enterprise marketplaces.AI infrastructure constraints are extending beyond compute supply to project delays, energy siting, and local acceptance of data centers.Enterprise AI adoption is moving from individual tools toward organization-wide workflows, as large employers expand access across teams.AI companies are increasing policy engagement as safety, security, and deployment standards become part of market operations.Model deployment is spanning cloud, local devices, and self-managed infrastructure as providers target distinct privacy and operating needs.Simulation assets and robot training workflows are connecting generative AI infrastructure with physical automation development.Large-scale enterprise rollouts and expanding advertising access show AI products moving into both workplace operations and commercial distribution.AI adoption is moving into organizational workflows, from broad employee access to conversational advertising and specialized decision services.

Just in

Story techcrunch.com

TechCrunch Mobility: Blue-green is the color of autonomy

Models Oct 25, 5:05 PM GMT+1 Story businessinsider.com

Apollo says AI has delivered 'zero financial payoff' outside the tech industry

Startups Oct 25, 5:02 PM GMT+1 Story bleepingcomputer.com

AI coding agents hijacked using AGENTS.md file in Downloads folder

AI Oct 25, 4:49 PM GMT+1 Story aiunderstanding.org

R/opensource bans AI-built projects for 98,000 weekly visitors

Models Oct 25, 4:47 PM GMT+1

Market pulse

neutral

AI pulse 49/100

AI-linked equities are quiet; the tracked basket is moving in a narrow band while Super Micro Computer -2.31%, Advanced Micro Devices +1.74%, Taiwan Semiconductor Manufacturing +1.49% show the largest moves.

Ticker	Company	Move
SMCI	Super Micro Computer	-2.31%
AMD	Advanced Micro Devices	+1.74%
TSM	Taiwan Semiconductor Manufacturing	+1.49%
GOOGL	Alphabet.	-1.24%

Landscape

Oct 25, 2:08 AM GMT+1

Coding Agents

Claude Ships MCP Tasks and Elicitations in Claude Code — Durable Agent Workflows, Narrow Launch

Anthropic shipped support for MCP Tasks and Elicitations in the Claude Code CLI on October 23, 2026 — the…

4 evidence links

Model Releases

The AI graveyard: a running list of projects and startups that didn’t make it

From Apple's repeatedly delayed Siri AI to OpenAI's messy "super app" launch, here's a look at the AI…

4 evidence links

Hot Builder Skills

Traders Are Letting xAI's Grok Bot Run Unsupervised, and It Already Lost Money

A May 2026 Morse code prompt injection drained $200,000 in DRB tokens from xAI's Bankrbot, exposing the gap…

4 evidence links

AI Infrastructure

South Korea moves to shield consumers from rising AI data center power costs

The South Korean government is planning to implement dedicated electricity rates for AI data centers to…

4 evidence links

Research & Evals

Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.

A new study found Grok's AI overwhelmingly recommends Republican candidates while OpenAI's GPT favors…

4 evidence links

Recent leads

History →

Sun 25 Oct 2026 Policy

Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

The ledger

What the US Movement Against Data Centers Can Learn From Abroad

The AI graveyard: a running list of projects and startups that didn’t make it

Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.

NVIDIA Eyes Software Revenue With a $2,000 per GPU Yearly Figure From Huang

UK Commits £600M to Counter AI-Driven Health and Security Threats

Indurex Raises €7M to Bring Engineering Intelligence to Critical Infrastructure and Industrial Operations

Study Finds Grok and GPT Models Show Opposing Partisan Leans on U.S. Midterm Races

Canva Enters AI Image Generation Race With In-House Canva Craft Model

Ukrainian drone attacks hammer Russia's finance ministry data center, damaged facility reportedly holds tax databases

NVIDIA discusses $2,000-per-GPU annual software fee for running agents on AI infrastructure

OpenAI checked fired researchers’ phones for Signal chats, WSJ reports

Anthropic Launches OSS Scanner, a Free AI Vulnerability Scanner

OpenAI's isolated red-team agents built a hidden CPU cache channel to talk with no network or shared files

One of Google DeepMind's top execs says lifelong learners will have an edge in the AI workplace

NVIDIA eyes converting old nuclear plants into massive AI data centers

Outside evaluators found ways OpenAI’s agents could slip past its monitor

OpenAI cuts its valuation target to $1.25tn as it nears a $30bn round

I hope Apple’s touchscreen MacBook takes some lessons from this Lenovo laptop

AI can uncover hidden software flaws, but raises new security risks

Weflayr raises $2.5 million pre‑seed to build AI inference routing layer

Anthropic Met 15+ Faith Groups on Claude’s Ethics [2026]

Claude Code Pricing vs Codex vs Gemini: $20 to $500 [2026]

Google’s 4 Ad Safeguards for Gmail, Photos AI Data [2026]

Suspected Chinese Operator Uses ARTEX AI Framework in Global Hacking Campaign

What X is saying

Signals

Moonshot introduces Kimi K3.1 Pro

Codex usage reset

Artificial Analysis launches Coding Agent Index v2.0

Perplexity Decision Model runs locally on Mac

Claude API and Managed Agents available on Google Cloud

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

Just in

TechCrunch Mobility: Blue-green is the color of autonomy

Apollo says AI has delivered 'zero financial payoff' outside the tech industry

AI coding agents hijacked using AGENTS.md file in Downloads folder

R/opensource bans AI-built projects for 98,000 weekly visitors

Topic radar

Quick takes

Just in

TechCrunch Mobility: Blue-green is the color of autonomy

Apollo says AI has delivered 'zero financial payoff' outside the tech industry

AI coding agents hijacked using AGENTS.md file in Downloads folder

R/opensource bans AI-built projects for 98,000 weekly visitors

Market pulse

Landscape

Coding Agents

Claude Ships MCP Tasks and Elicitations in Claude Code — Durable Agent Workflows, Narrow Launch

Model Releases

The AI graveyard: a running list of projects and startups that didn’t make it

Hot Builder Skills

Traders Are Letting xAI's Grok Bot Run Unsupervised, and It Already Lost Money

AI Infrastructure

South Korea moves to shield consumers from rising AI data center power costs

Research & Evals

Forced to pick, Grok’s AI model chooses Republicans. OpenAI’s picks Democrats.

Recent leads

Data Center Late Fees Hit $5 Million or More Per Day, Spawning New Insurance

Bernstein says only 35% of announced US data center capacity is likely to materialize

Securing our frontier model training environment

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

OpenAI models are coming to Google Cloud

ALTK-Evolve: How learned memory tops the τ²-bench leaderboard on customer service tasks without a frontier model