Releases

Grok

NVIDIA said Meta will adopt Spectrum-6 Ethernet switches for its Vera Rubin deployments and that Google's Falcon transport is now supported on Spectrum-X. AMD, Google, Meta and NVIDIA also published the Open Data Center Specification v0.7, and Google, Meta, Microsoft and NVIDIA introduced an OCP Grid Resilience Specification.

At the OCP Global Summit, NVIDIA said its Vera CPU MGX rack for agentic AI, inference and storage is now shipping, contributed third-generation Vera Rubin MGX rack and tray designs (hoseless liquid-cooled tray, 5,000 A busbar) to OCP, and introduced a USFP 400Gb-per-lane networking module with Cisco.

Azure Maia AI Accelerator · Maia 300

Muse · Muse Wonder

The Wall Street Journal reported Amazon is in talks to buy Nvidia-backed Decart, maker of the Lucy real-time video model and Oasis simulation model, for around $7 billion. Neither company confirmed; Decart was valued near $4 billion in May.

Gamma

The Financial Times reported that NVIDIA is in talks to acquire, or invest more into, US open-weights AI lab Reflection AI; the deal could be structured as an acquihire to avoid antitrust scrutiny. No deal value disclosed; not confirmed by either company.

Microsoft CEO Satya Nadella said frontier AI models need a human-controlled 'emergency brake' and urged companies to treat autonomous models as insider risks, with access controls that sit outside the model.

TypeSafe AI's Ashby jobs board listed 10 open roles, all at its San Francisco office, including Members of Technical Staff, a Product Manager, a Founding Recruiter and a Founding Marketer. One listing is a tongue-in-cheek six-week contract role.

Sierra published the first draft of Personal Agent Protocol, code-named Poppy, and added 35 companies to the protocol's design process.

Baseten AI Infrastructure Platform

The New York Times reported Meta's Muse AI agent has about 1.8 million daily users, in a story on Mark Zuckerberg's decision to rush out the agent. Figure from press report; not verified against the original article in this run.

Bloomberg reported, citing unnamed sources, that OpenAI is negotiating a round of $30B or more at a $1.4 trillion pre-money valuation, with investors including Abu Dhabi's MGX and other UAE funds. Not confirmed by OpenAI.

Bloomberg, citing unnamed sources, reported OpenAI's annualized revenue was about $50B at the end of September 2026 and that it targets at least $70B by end of 2026. The figure counts only OpenAI's net share of cloud-partner sales, so it is not directly comparable to earlier gross run-rate reports. OpenAI declined to comment.

Microsoft AI released Microsoft-Decision-1, a text-only model that returns calibrated probabilities over fixed answer options for routing, classification, verification and agent control instead of generating text. Post-trained from Alibaba's Qwen3.5-9B, 32K context; available as a proprietary API in Microsoft Foundry and via OpenRouter's Decisions API at $0.042 per 1M input tokens with free output. · 1

Claude

Press coverage of the Series A described TypeSafe AI as having a team of just over 20 people. Approximate figure from secondary reporting, not a company disclosure.

TypeSafe AI said Jev surpassed one million users within days of launch and is used by about a third of Fortune 500 companies, which it declined to name. Company-reported figures, not independently verified.

Andreessen Horowitz general partner Martin Casado joined TypeSafe AI's board as part of the company's Series A.

TypeSafe AI announced an $870 million Series A led by Andreessen Horowitz, with participation from Sequoia Capital, existing investor DCVC and angel investors, less than a month after launching Jev.

Synthesia's official careers page reports more than 900 global employees.

A third-party scan counted 45 currently listed roles at Lovable.

A third-party jobs tracker listed nine open roles at OpenEvidence.

A third-party tracker listed 119 open roles at Glean and reported that they were rechecked against the company's hiring board.

Recent Glean recruiting materials described more than 1,000 employees across over 25 countries.

A third-party jobs tracker listed 279 open positions associated with Legora; the figure may include duplicates or syndicated listings.

Legora's customer page reported more than 90,000 lawyers using the platform across over 1,790 teams worldwide.

World Labs' official careers page listed 11 open roles across research, engineering and business functions.

A third-party company tracker estimated approximately 200 employees at Physical Intelligence.

A third-party company tracker listed 37 open roles at Physical Intelligence.

A third-party jobs-board snapshot listed 58 open roles at SambaNova.

Skild AI's official careers page displayed 46 current openings spanning AI research, robotics, software, hardware, operations and commercial roles.

fleming-1

X-BAT

Mercor introduced a research team focused on evaluating AI on real work, measuring expert-data quality and post-training models to close observed capability gaps.

Crusoe Cloud

Gemini Enterprise

OSS Scanner

A third-party scan of Synthesia's careers board counted 43 open roles.

A third-party scan counted eight open roles on Genspark's public hiring listings.

A third-party scan of Together AI's hiring board counted 79 open roles.

A third-party scan counted 110 open roles across Baseten's public hiring listings.

A third-party jobs-board snapshot listed 93 open roles at Cognition and reported that vacancies were rechecked against the company's own hiring board.

A third-party jobs tracker listed 295 open roles at Applied Intuition.

Revelio Labs estimated Applied Intuition's workforce at 1,513 employees.

An independent tracker counted 48 live postings on Reflection's hiring system. The count is a point-in-time external snapshot.

An independent tracker reading Crusoe's applicant-tracking system counted 358 open postings. The figure may include multi-location listings and is marked illustrative.

Suno states that more than 100 million people have created music on the platform.

Oracle reports a community of five million registered customers and developers; this is a community-size adoption proxy.