Esc

↑↓ move Enter openFull search with filters

AI news · updated 11 November 2026

AI news: what the AI giants just shipped, and what it means

Models, chips, deals, money and the people behind them, from 17 AI companies in the US, China, France and Canada. Short, plain English, and every story links to where it came from. Rumours and predictions are kept apart and labelled.

34

sourced stories

17

companies covered

5

AI bots tracked

11

rumours, theories and predictions, labelled

Key takeaways

  • 34 sourced AI stories from 17 companies, updated 11 November 2026.
  • Each story says what changed, what it costs and why it matters, with a link to the source.
  • Compare the models behind the news in the AI model comparison, and the products that use them in the agent finder.

NVIDIA United States

NVIDIA wants AI factories to arrive in a box, ready in 14 days

Why it matters: DSX POD ships Vera Rubin racks in containers with liquid cooling and rack power fitted and tested at the factory. NVIDIA says deployment at a prepared site drops from six months to as little as 14 days, so the site's power and cooling must be ready first.

ChipsData centres

Source: NVIDIA Newsroom (opens in a new tab) · Official post on X (opens in a new tab)

Latest stories

Google United States

Google DeepMind releases Gemini Robotics 2.5 for real-world robots

Why it matters: DeepMind says its new vision-language-action model, built with Gemini 4 Argon, was tested on more than 200 tasks, finishes tasks 20% to 30% faster than the previous version and packed automotive parts with a 96% success rate in proof-of-concept tests at Mercedes-Benz. It is rolling out through partners including Agile Robots, Apptronik and Boston Dynamics. The figures are DeepMind's own; more robot training and inference means more GPU demand in data centres.

Models

Source: SiliconANGLE (opens in a new tab)

OpenAI United States

OpenAI trims its funding round to up to US$20bn

Why it matters: CNBC confirmed OpenAI is now seeking up to US$20bn, down from about US$30bn, and the FT put the post-money valuation at US$1.25tn. The round is still open. Less fresh equity means more scrutiny of every gigawatt OpenAI has signed for.

Money

Source: CNBC (opens in a new tab)

Google United States

One robots.txt line to opt a website out of AI training

Why it matters: Google says it will support a shared AI training control in robots.txt, alongside Microsoft, OpenAI and Anthropic. It is based on an IETF draft. Website owners get one switch instead of one per crawler.

Policy

Source: Google Search Central Blog (opens in a new tab)

Amazon United States

Amazon sticks with about $220bn of cash capex for 2026

Why it matters: Amazon repeated its outlook: "We continue to expect 2026 cash capital expenditures to be approximately $220 billion."

Data centres

Source: Amazon.com, Inc. (opens in a new tab)

Cohere Canada

Canada to invest up to C$1.6bn in Cohere, which pledges C$1.7bn for compute

Why it matters: The Canadian government will take an equity stake of up to C$1.6 billion alongside NVIDIA, Bell and Schwarz Group. Cohere commits at least C$1.7 billion to more computing infrastructure in Canada by 2030 and 1,000 new technical jobs.

DealsData centres

Source: Prime Minister of Canada (opens in a new tab)

Google United States

Google Cloud revenue more than doubles as Alphabet spends $51.4bn in a quarter

Why it matters: Alphabet put $51.4bn into capex in Q3, about 35% of its technical infrastructure spend going to data centres. Google Cloud revenue grew 103% to $30.7bn.

Data centresDeals

Source: Alphabet (SEC exhibit 99.1) (opens in a new tab), The Motley Fool (call transcript) (opens in a new tab)

Microsoft United States

Microsoft: about $170bn of capex this calendar year

Why it matters: Microsoft expects Q2 capex above $50bn and about $170bn for the calendar year, including finance leases.

Data centres

Source: Microsoft Investor Relations (opens in a new tab)

Google United States

Google's TPUs are coming to Oracle's cloud

Why it matters: Oracle will offer Google TPUs on OCI from calendar 2027, with OCI providing the power, cooling and rack-scale direct liquid cooling. Rival clouds now share chips, and liquid cooling is the default.

ChipsDeals

Source: Oracle (opens in a new tab)

Google United States

Gemini 4 Argon: Google's biggest brain gets a 1M-token memory

Why it matters: Google's most capable model reads and writes up to about 1M tokens in one go, with low, medium and high thinking levels. It costs $2/$10 per 1M tokens until 30 November.

Models

Source: Google AI for Developers (opens in a new tab) · Official post on X (opens in a new tab)
Date the Gemini 4 Argon release notes were last updated. Google gives no launch date on that page.

Microsoft United States

MAI-Image-2.6 is generally available in Microsoft Foundry

Why it matters: Microsoft AI's image models MAI-Image-2.6 and 2.6-Flash moved to general availability, and Microsoft AI says a 2.7 preview ranks #3 on Arena's image-editing board.

Models

Source: Microsoft AI on X (opens in a new tab)

Alibaba China

Alibaba adds a real-time Qwen voice model that can call tools and search the web

Why it matters: Qwen-Audio-3.1-Realtime-Flash takes text and audio in and out, supports function calling, web search and voice cloning, and has a 262,144-token context window, says Alibaba Cloud's model list. It runs on Alibaba Cloud Model Studio.

Models

Source: Alibaba Cloud Model Studio (opens in a new tab)

OpenAI United States

GPT-6.1 Terra halves the price and works your computer for you

Why it matters: OpenAI says Terra matches GPT-6 Astra on Agents' Last Exam at a tenth of the price per token and finishes tasks over 3x faster.

Models

Source: OpenAI (opens in a new tab) · Official post on X (opens in a new tab)

Anthropic United States

Anthropic's IPO filing: up to $567bn committed to compute

Why it matters: Fortune reports $542–567bn of compute commitments and a plan, "Anthropic Direct", to lease dedicated data centres whose partners secure land, power and buildings.

DealsData centres

Source: Fortune (opens in a new tab) · Official post on X (opens in a new tab)

Moonshot China

Moonshot's Kimi K3.1 Pro: a 3 trillion parameter class model with weights due by 4 November

Why it matters: K3.1 Pro has a 1M-token context and costs $2 in and $10 out per 1M tokens on the Kimi API, a third below Kimi K3. Moonshot says full weights follow by 4 November 2026. Its Terminal-Bench 4.0 score of 65.7% is Moonshot's own claim.

Models

Source: Kimi (opens in a new tab), Kimi Forum (launch date) (opens in a new tab)

ByteDance China

ByteDance tests a 4K Seedance video model with film studios

Why it matters: Volcano Engine released Seedance 2.5 4K for film and TV work, with 10-bit colour and cheap 480p draft previews. It is open only to selected enterprise customers for now. High-resolution video generation is one of the heaviest inference loads.

Models

Source: TechNode (opens in a new tab)

Google United States

Google Cloud plans up to 960,000 Vera Rubin GPUs across multiple sites

Why it matters: A5X instances on NVIDIA Vera Rubin NVL72 reach general availability next month (November 2026) and use Google Cloud's fourth-generation liquid cooling. Google and NVIDIA are also exploring ways to fit more capacity within data centre power budgets.

ChipsData centres

Source: NVIDIA Blog (opens in a new tab)

Meta United States

Meta narrows 2026 capex to $135–145bn

Why it matters: Meta raised the bottom of its 2026 capex range, including finance-lease principal, from $130bn to $135bn.

Data centres

Source: Meta Platforms (SEC Form 8-K, exhibit 99.1) (opens in a new tab)

Anthropic United States

Claude Duet: an assistant that comes to you first

Why it matters: A research-preview app where Claude works as a proactive agent and checks with you before acting on your behalf.

Models

Source: Claude on X (opens in a new tab)

xAI United States

SpaceX's AI arm now runs 1.7 GW of compute, and Musk blames power and cooling

Why it matters: The Super Intelligence segment made $7.5bn of revenue in Q3. Musk said the limit on deploying AI is "more in power and cooling and infrastructure than it is in chips".

Data centresDeals

Source: TechCrunch (opens in a new tab)

Mistral France

Mistral launches Voxtral 3 speech models and a voice agent kit

Why it matters: Four Voxtral 3 models cover transcription in 50+ languages and text to speech, with a managed voice agent pipeline. Mistral offers EU, US and global hosted endpoints or self-hosting, so audio can stay on your own infrastructure. Transcription starts at $0.0035 per minute.

Models

Source: Mistral (opens in a new tab), Mistral Docs changelog (opens in a new tab)

Meta United States

Inside Prometheus: Meta's gigawatt cluster heads for 1 million GPUs

Why it matters: Meta's next Vera Rubin racks run fully liquid-cooled at over 170 kW each. Starting or pausing a training job can swing tens of megawatts in seconds, so Meta uses batteries and power capping.

Data centresChips

Source: Engineering at Meta (opens in a new tab) · Official post on X (opens in a new tab)

MiniMax China

MiniMax M3.1 Flash cuts agent task costs and publishes its weights

Why it matters: MiniMax says M3.1 Flash is nearly three times faster and 70% cheaper on agent tasks than its predecessor, at $0.15 in and $0.60 out per 1M tokens. Weights for the 428 billion parameter model followed on 23 October. Speed and cost figures are MiniMax's own.

Models

Source: MiniMax (opens in a new tab), TechNode (opens in a new tab)

DeepSeek China

DeepSeek ships a faster V4.1-Flash update, with open weights

Why it matters: DeepSeek says V4.1-Flash-1017 finishes tasks faster with shorter answers at unchanged API prices, from $0.15 in and $0.60 out per 1M tokens off-peak. The weights are on Hugging Face under the MIT licence. Benchmark gains are DeepSeek's own figures.

Models

Source: DeepSeek API Docs (opens in a new tab), SiliconANGLE (opens in a new tab)

DeepSeek China

DeepSeek opens its own search engine to developers at $0.75 per 1,000 calls

Why it matters: DeepSeek's Search and Fetch APIs give agents web results and pages as text. Calls made through its own harness, Claude Code or Codex were free until billing began on 1 November 2026, Beijing time. More agent traffic means more inference load on DeepSeek's capacity.

ModelsDeals

Source: DeepSeek API Docs (opens in a new tab)

xAI United States

Grok Voice 3.0 answers in under a second

Why it matters: SpaceXSI says its new speech-to-speech model sets a record for resolving customer support calls, at the same API price as Grok Voice 2.0.

Models

Source: SpaceXSI (opens in a new tab) · Official post on X (opens in a new tab)

Meta United States

Meta's Muse Wonder wants to sort out your insurance claim

Why it matters: Muse Wonder and Muse Wonder Full are Meta's most capable models, built for agent work in law, finance and health, with Active Memory and Active Focus.

Models

Source: Meta (opens in a new tab) · Official post on X (opens in a new tab)

Anthropic United States

Claude Haiku 5.5: up to 90% cheaper than Haiku 4.5, and faster

Why it matters: Anthropic's fastest model costs $0.10/$0.50 per 1M tokens for prompts up to 100k. Anthropic says it costs around 75% less to run on average.

Models

Source: Anthropic (opens in a new tab)

Mistral France

Mistral Large 4: a 1 trillion parameter open-weight model trained in Europe

Why it matters: Mistral previewed Large 4 on 6 October and has since released the weights. It is a mixture-of-experts model with 52 billion active parameters and a 1M-token context, priced at $0.70 in and $2.10 out per 1M tokens. It is also on Microsoft Foundry and NVIDIA-hosted endpoints.

Models

Source: Mistral (opens in a new tab), Mistral (open weights post) (opens in a new tab)

Amazon United States

Amazon Nova 2.5 Sonic brings better reasoning to voice agents

Why it matters: The speech-to-speech model improves reasoning, instruction following and tool calls with lower latency, says AWS. It speaks seven languages, has a 256K context window and runs on Amazon Bedrock in four regions including Europe (Stockholm), at Nova 2 Sonic prices.

Models

Source: AWS What's New (opens in a new tab)

Z.ai China

Z.ai's GLM-5.3 open-weight model arrives on Amazon Bedrock

Why it matters: AWS now serves GLM-5.3, a 753 billion parameter mixture-of-experts model with about 40 billion active and a 1M-token context, to eligible enterprise customers. It gives Chinese open-weight models a route into US cloud procurement.

ModelsDeals

Source: AWS What's New (opens in a new tab)

Microsoft United States

Microsoft's new transcription model shows words in about 100 ms

Why it matters: MAI-Transcribe-2-Streaming handles 60 languages at $0.54 per hour of audio (introductory). MAI-Voice-2.1 speaks 23 languages in one voice.

Models

Source: Microsoft AI (opens in a new tab)

xAI United States

Grok 4.7: bigger base model, same price as before

Why it matters: Grok 4.7 uses a larger base model than Grok 4.6, at the same price and speed: from $2 per 1M input and $6 per 1M output tokens.

Models

Source: SpaceXSI (opens in a new tab) · Official post on X (opens in a new tab)

Apple United States

Apple's new Siri AI arrives, built with Google and run on Private Cloud Compute

Why it matters: Siri AI launched in beta in English with iOS 27, powered by Apple Foundation Models built with Google. Server features have daily usage limits, and Apple says expanded access will cost a fee in future. It is not initially available in the EU on iPhone.

Models

Source: Apple Newsroom (opens in a new tab)

AI bots and assistants

AI bots and agents: what is new

Compare every agent

The assistants people use day to day, in no order of preference. Each latest update comes from the maker's own page, checked 1 November 2026.

xAI United States

Grok Bot

Always-on AI teammates with a cloud computer of their own. They sign in to your apps and inboxes, finish multi-step work and come back for approval. Launched in beta on 11 August 2026.

Latest : Team Bots: Bots a whole team can share, working from the same files, apps and context. xAI news (opens in a new tab)

Sourced profile: Grok Bot

This Week in AI

This Week in AI #01

Our weekly video round-up of the AI race. It loads from YouTube only when you press play.

Plays from youtube-nocookie.com when you press play.
Build Watch
Plays from youtube-nocookie.com when you press play.
Agent Alert
Plays from youtube-nocookie.com when you press play.
Robot Watch
Plays from youtube-nocookie.com when you press play.

Subscribe on YouTube (opens in a new tab)All videos

The people behind the AI race

The people behind the AI race

14 leaders and researchers who shape the models, chips and data centres. Roles are as stated on each linked page. Photos are freely licensed and credited on each card.

Chips

Labs

No freely licensed photo found, so none is shown.

Labs Flag of China

Liang Wenfeng

DeepSeek

Founder and CEO of DeepSeek and co-founder of the hedge fund High-Flyer.

Source: Wikipedia: Liang Wenfeng (opens in a new tab), accessed 1 November 2026

Hyperscalers

Researchers

Rumours, theories and predictions

Rumours, theories and predictions

Not fact. Everything in this section is a rumour, a theory or a forecast. Each card says where it circulates and sits beside what is actually known, with its own source. We do not endorse any of it, and none of it is investment advice.

Rumour (5)Speculation (2)Prediction (4)

Rumours: unconfirmed reports

Rumour RaceClaim by a public figure

Elon Musk predicted SpaceX's annual recurring revenue will be "somewhere between $500 billion and $1 trillion" by the end of 2027.

The claim

Reported by Elon Musk on the SpaceX results livestream, reported by TechCrunch.

Circulates in: TechCrunch: SpaceX's AI business is beating expectations (opens in a new tab)

What is known

  • Reported Q3 revenue was $14.6bn, $7.5bn of it from the Super Intelligence segment. The ARR figure is a forecast by the CEO, not a reported result.

Rumour Race

NVIDIA may co-sign the debt behind an Anthropic data centre

The claim

NVIDIA is reported to be in talks to back the debt for Nscale's West Virginia data centre for Anthropic, taking over the site temporarily if Nscale defaults. Nothing is signed.

Circulates in: TechCrunch: Nvidia weighs playing the cosigner for Nscale's AI data center in West Virginia (opens in a new tab)

What is known

Speculation and theories

Speculation Boom

The "circular money" theory: AI demand is partly self-financed

The claim

Sceptics argue that when chip makers and clouds invest in or guarantee the AI labs that buy their chips and capacity, demand and valuations can look stronger than they are, and losses could spread if AI revenue disappoints.

Circulates in: Axios: Nvidia reignites "circular" AI concerns as it weighs OpenAI financing guarantee (opens in a new tab), Bloomberg: AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other (opens in a new tab)

What is known

  • LSEG's FTSE Russell research says public evidence does not show the synthetic, derivative chains that amplified 2008, and suggests the late 1990s telecoms overbuild as a closer comparison. lseg.com (opens in a new tab)
  • Bloomberg notes a circular deal is different from a fraudulent round-trip transaction. bloomberg.com (opens in a new tab)

Speculation Theory

The "dead internet" theory

The claim

A theory that most of the internet is now bot activity and automated content. It began as a conspiracy theory about deliberate control and is now used loosely to describe the flood of generative AI content.

Circulates in: Wikipedia: Dead Internet theory (opens in a new tab)

What is known

  • Google, Microsoft, OpenAI and Anthropic said they will honour a shared robots.txt signal that lets websites opt out of AI training. It is an IETF draft, not yet a standard. developers.google.com (opens in a new tab)

Predictions about the race, the boom and a collapse

Prediction Collapse

The AI bubble bursts in 2027 or 2028

The claim

Joachim Klement, head of market strategy at Panmure Liberum, says his core conviction is that the AI bubble bursts in 2027 or 2028. His year-end 2027 target for the S&P 500 is 5,000 points, which he put at 36% below the level at the time.

Circulates in: Bloomberg, via Yahoo Finance: AI Bubble Risks Worst S&P 500 Crash Since 2008, Strategist Says (opens in a new tab)

What is known

Prediction Collapse

A slow leak, then defensive stocks win

The claim

Capital Economics forecasts the S&P 500 at 6,500 by the end of 2027, about 16% lower, if air keeps leaking out of the AI trade or the bubble bursts. It also expects a final tech-led rally in 2026 first.

Circulates in: CNBC: Firm that correctly called the AI rally slowdown says here's where to hide out (opens in a new tab)

What is known

  • CNBC reports that Alphabet and Meta both showed negative free cash flow in their latest quarter while spending heavily on AI infrastructure. cnbc.com (opens in a new tab)

Prediction Collapse

US$3.5tn of AI infrastructure written off by 2030

The claim

Gartner analyst Will Sommer predicts some US$3.5tn of AI infrastructure spending could be written off by the end of 2030, and that 80% of neoclouds will stop operating independently by 2030, bought or gone under.

Circulates in: The Telegraph: The tech 'death spiral' that could destroy the AI boom (opens in a new tab)

What is known

  • Gartner's stated reason is that enterprise and consumer AI revenue will not be enough to give profitable returns on all planned AI capital spending. Hyperscaler capex itself is filed quarterly and tracked on our investment page. telegraph.co.uk (opens in a new tab)

Prediction Race

AGI, or "powerful AI", before 2030

The claim

Lab leaders keep giving dates. Trackers record Sam Altman saying OpenAI will have an internal system it calls AGI by the end of 2026, Dario Amodei putting "powerful AI" in 2027 to 2028, and Demis Hassabis near 2030. There is no agreed definition of AGI.

Circulates in: AGI Watch: AGI timeline predictions, tracked (opens in a new tab)

What is known

  • These are statements of opinion collected by a tracker, not results. The tracker itself notes Altman concedes there is no agreed definition. agiwatch.ai (opens in a new tab)

Checked 1 November 2026. Rumour means an unconfirmed report of a specific event. Speculation means a theory or interpretation. Prediction means a forecast with a date or a number. We update or remove items when they are confirmed, denied or overtaken. Not investment advice.

The AI news in charts

The AI news in charts

Stories on this page by company

Counted from the sourced stories on this page. Coverage, not importance.

Show the data as a table
CompanyStories
Google6
xAI3
Microsoft3
Meta3
Anthropic3
OpenAI2
Amazon2
DeepSeek2
Mistral2
NVIDIA1
Alibaba1
Moonshot1
Z.ai1
MiniMax1
ByteDance1
Apple1
Cohere1
Rumours, theories and predictions by label

None of these is fact. See each card for where it circulates and what is known.

Show the data as a table
LabelItems
Rumour5
Speculation2
Prediction4
Latest models at a glance

Latest models at a glance

Chinese models (DeepSeek, Qwen) and AI chips (Huawei Ascend, Alibaba T-Head) are covered in China: data centres and AI infrastructure.

Input price, US$ per 1M tokens List prices as published. Lower is cheaper. Muse Wonder uses Cursor's listed price; Meta has not published one.
GPT-6.1 Terra1Gemini 4 Argon2Grok 4.72Claude Haiku 5.50.1Muse Wonder (Cursor)4DeepSeek-V4.1-Flash-10170.3Qwen3.8-Max2Mistral Large 40.7Kimi K3.1 Pro2GLM-5.31.4MiniMax M3.1 Flash0.15
Output price, US$ per 1M tokens
GPT-6.1 Terra5Gemini 4 Argon10Grok 4.76Claude Haiku 5.50.5Muse Wonder (Cursor)20DeepSeek-V4.1-Flash-10171.2Qwen3.8-Max6Mistral Large 42.1Kimi K3.1 Pro10GLM-5.34.4MiniMax M3.1 Flash0.6
Context window, tokens Only where the company publishes it.
Gemini 4 Argon1,048,576Grok 4.7500,000DeepSeek-V4.1-Flash-10171,000,000Qwen3.8-Max1,000,000Mistral Large 41,000,000Amazon Nova 2 Lite and Nova 2.5 Sonic1,000,000Kimi K3.1 Pro1,048,576GLM-5.31,000,000MiniMax M3.1 Flash1,000,000
Model releases, 15 September to 31 October 2026 Gemini 4 Argon is not plotted: Google gives no launch date on its release notes. Models released before 15 September are in the cards below.
Grok 4.721 SeptemberMAI-Voice-2.11 OctoberAmazon Nova 2 Lite5 OctoberMistral Large 46 OctoberClaude Haiku 5.57 OctoberMuse Wonder12 OctoberDeepSeek-V4.1-Flash-101717 OctoberMiniMax M3.1 Flash19 OctoberKimi K3.1 Pro23 OctoberGPT-6.1 Terra26 October
Input price vs context window Log price scale. Only models with both figures published. Ring = closed weights stated by the company.
$0.1$1$10500K1MGemini 4 Argon: $2 in, 1.05M tokensGrok 4.7: $2 in, 500K tokensDeepSeek-V4.1-Flash-1017: $0.3 in, 1M tokensQwen3.8-Max: $2 in, 1M tokensMistral Large 4: $0.7 in, 1M tokensKimi K3.1 Pro: $2 in, 1.05M tokensGLM-5.3: $1.4 in, 1M tokensMiniMax M3.1 Flash: $0.15 in, 1M tokens
  • Gemini 4 Argon
  • Grok 4.7
  • DeepSeek-V4.1-Flash-1017
  • Qwen3.8-Max
  • Mistral Large 4
  • Kimi K3.1 Pro
  • GLM-5.3
  • MiniMax M3.1 Flash
Open vs closed weights Models on this page where the company states it.
6 open3 closed

Open: DeepSeek, Alibaba, Mistral, Z.ai, MiniMax, Cohere. Closed: Amazon, ByteDance, Apple. Kimi K3.1 Pro weights are due by 4 November. The original seven cards do not state this yet.

CompanyModelIn $/1MOut $/1MContextWeights
Anthropic United StatesClaude Haiku 5.50.10.5n/pn/p
MiniMax ChinaMiniMax M3.1 Flash0.150.61MOpen
DeepSeek ChinaDeepSeek-V4.1-Flash-10170.31.21MOpen
Mistral FranceMistral Large 40.72.11MOpen
OpenAI United StatesGPT-6.1 Terra15n/pn/p
Z.ai ChinaGLM-5.31.44.41MOpen
Google United StatesGemini 4 Argon2101.05Mn/p
xAI United StatesGrok 4.726500Kn/p
Alibaba ChinaQwen3.8-Max261MOpen
Moonshot ChinaKimi K3.1 Pro2101.05MDue
Meta United StatesMuse Wonder420n/pn/p
Microsoft United StatesMAI-Voice-2.1 and MAI-Transcribe-2-Streamingn/pn/pn/pn/p
Amazon United StatesAmazon Nova 2 Lite and Nova 2.5 Sonicn/pn/p1MClosed
ByteDance ChinaSeed2.1 Pro and Turbon/pn/pn/pClosed
Apple United StatesApple Foundation Models 3n/pn/pn/pClosed
Cohere CanadaCommand A+n/pn/pn/pOpen

n/p = not published by the company on the pages we checked. Prices are list prices for standard requests and can change. Muse Wonder uses Cursor's listed price.

OpenAI United States

GPT-6.1 Terra

Fast model for computer use, visual reasoning and writing.

API price: $1 in / $5 out per 1M tokens

What changed

  • Standard API prices 50% lower than GPT-5.6 Terra (OpenAI).
  • Matches GPT-6 Astra on Agents' Last Exam at one-tenth the price per token (OpenAI).
  • Finishes tasks over 3x faster on average than GPT-6 Astra and GPT-6.1 Sol (OpenAI).
  • Available to Plus, Pro, Enterprise and Edu users in ChatGPT Work and Codex, and in the API.

Evidence and limitations

Speed and benchmark comparisons are OpenAI's own claims. we have not seen independent tests yet.

Why it matters

Everyday users
Cheaper, quicker help that can click through apps for you.
Businesses
Agent workflows that were too pricey may now pencil out.
Data centre people
Lower prices usually mean more usage, so more inference load.

Sources: openai.com (opens in a new tab), x.com (opens in a new tab)

Google United States No launch date published

Gemini 4 Argon

Google's most capable model for hard coding, agent, maths and science work.

API price: $2 in / $10 out per 1M tokens to 30 Nov 2026. $4 / $20 from 1 Dec

What changed

  • One shared 1,048,576-token window for input, thinking and output.
  • Long decode: a single answer can run past 64K tokens, up to 1M.
  • Agentic video understanding is generally available.
  • Explicit context caching is not supported. sampling parameters are ignored.

Evidence and limitations

Features and prices are from Google's developer docs. Google gives no launch date there, and the price doubles on 1 December 2026.

Why it matters

Everyday users
Can work through very long documents or code in one go.
Businesses
Check the price rise on 1 December before budgeting.
Data centre people
Long, thinking-heavy answers use more compute per request.

Sources: ai.google.dev (opens in a new tab)

xAI United States

Grok 4.7

SpaceXSI's model for coding, agent tasks and knowledge work.

API price: $2 in / $6 out per 1M tokens (under 200k prompt tokens)

What changed

  • New, larger base model than Grok 4.6.
  • Same price and speed as Grok 4.6.
  • Longer reinforcement-learning run on harder, multi-hour tasks.
  • 500k context window on the xAI API.

Evidence and limitations

CursorBench scores are SpaceXSI's own published figures (manufacturer claim). Prices from SpaceXSI's API release notes.

CursorBench 4.0: manufacturer claim
Grok 4.6 High40.4%Grok 4.7 xHigh46.3%

Why it matters

Everyday users
A stronger model at no extra cost.
Businesses
Upgrade without a budget change.
Data centre people
Larger models at flat prices push providers to squeeze more from each GPU.

Sources: x.ai (opens in a new tab), docs.x.ai (opens in a new tab)

Anthropic United States

Claude Haiku 5.5

Anthropic's fastest, cheapest model for high-volume, quick tasks.

API price: $0.10 in / $0.50 out per 1M tokens (prompts up to 100k)

What changed

  • Priced 90% lower than Haiku 4.5 for prompts up to 100k tokens, 50% lower above.
  • About 75% cheaper to run on average, says Anthropic.
  • First Haiku with an adjustable effort setting.
  • Available on AWS, Google Cloud and Microsoft Azure.

Evidence and limitations

OSWorld scores and the 75% saving are Anthropic's own figures (manufacturer claim). The saving depends on prompt size.

OSWorld 2.1 (offline subset): manufacturer claim
Haiku 4.515.7%Haiku 5.572.4%

Why it matters

Everyday users
Snappier chat and support bots.
Businesses
Big savings on summaries, classification and sub-agents.
Data centre people
Cheap small models move work to high-volume inference.

Sources: anthropic.com (opens in a new tab)

Meta United States

Muse Wonder

Meta's model for personal and professional agent tasks.

API price: Cursor's listed price: $4 in / $20 out per 1M tokens (Meta has not published one)

What changed

  • Built on the groundwork of Muse Spark, says Meta.
  • Adds Active Memory across conversations and Active Focus on hard tasks.
  • Available through the Meta Model API and Muse Code. Muse Wonder Full for Muse Code subscribers.

Evidence and limitations

Meta published no price or benchmark table in its announcement. The price shown is Cursor's listed price, not Meta's.

Why it matters

Everyday users
Coming to Muse first for subscribers.
Businesses
Another frontier option on Cursor, OpenRouter, Vercel and others.
Data centre people
Trained on Meta's gigawatt-scale Prometheus cluster.

Sources: about.fb.com (opens in a new tab), x.com (opens in a new tab)

Microsoft United States

MAI-Voice-2.1 and MAI-Transcribe-2-Streaming

Speech-to-text and text-to-speech for voice agents.

API price: Transcribe: $0.54 per audio hour (introductory to end of 2026). Voice-2.1: $22, Flash: $15 per 1M characters

What changed

  • First streaming transcription model from Microsoft AI: first partial results in just over 100 ms.
  • Voice-2.1 supports 23 languages and 26 locales with one voice.
  • Flash variant: 55% faster inference, says Microsoft.

Evidence and limitations

Rankings and speed figures are Microsoft's own claims, citing Artificial Analysis for accuracy.

Why it matters

Everyday users
More natural voice assistants that keep up with you.
Businesses
Cheaper multilingual call-centre agents.
Data centre people
Real-time voice is latency-sensitive, favouring capacity near users.

Sources: microsoft.ai (opens in a new tab)

DeepSeek China

DeepSeek-V4.1-Flash-1017

DeepSeek's fast, low-cost reasoning model for coding, agents and vision.

API price: $0.30 in / $1.20 out per 1M tokens at peak. half that off-peak

Weights
Open (MIT licence)
Context
1,000,000 tokens
Built for
Consumers (app), developers (API)
Runs on
DeepSeek's own API, plus Alibaba Cloud Model Studio and other hosts

What changed

  • Minor update to V4.1-Flash with shorter outputs and faster task completion.
  • 1M-token context, up to 384K output tokens.
  • Same deepseek-flash API name and price as before.

Evidence and limitations

Benchmarks are DeepSeek's own (manufacturer claim). SiliconANGLE notes Claude Opus 5 still leads on most of DeepSeek's published tests.

DeepSWE v1.1: manufacturer claim
V4.1-Flash74.2%V4.1-Flash-101777%

Why it matters

Everyday users
A strong free-to-try assistant in the DeepSeek app.
Businesses
Very low token prices, cheaper still off-peak.
Data centre people
Off-peak pricing nudges demand into quiet hours.

Sources: api-docs.deepseek.com (opens in a new tab), huggingface.co (opens in a new tab), alibabacloud.com (opens in a new tab)

Alibaba China

Qwen3.8-Max

Alibaba's largest Qwen model, for coding, professional work and long agent tasks.

API price: $2 in / $6 out per 1M tokens

Weights
Open (text-only checkpoint, Qwen3.8-Max licence)
Context
1,000,000 tokens
Built for
Developers and enterprise
Runs on
Alibaba Cloud Model Studio and Qwen Cloud. Weights also served by Together AI, Fireworks and others

What changed

  • 2.4 trillion parameters, 95 billion active per token.
  • 1M-token context on the hosted API with vision input.
  • Open checkpoint on Hugging Face is text-only.

Evidence and limitations

Arena rankings and benchmark scores are Alibaba's own (manufacturer claim).

Terminal Bench 2.1: manufacturer claim
Qwen3.7-Max74.5%Qwen3.8-Max86.6%

Why it matters

Everyday users
Available in Alibaba's QwenWork agent app.
Businesses
Frontier-class option with self-hosting possible.
Data centre people
Running a 2.4T model yourself needs a large multi-GPU cluster.

Sources: alibabacloud.com (opens in a new tab), qwencloud.com (opens in a new tab), huggingface.co (opens in a new tab)

Mistral France

Mistral Large 4

Mistral's flagship multimodal model for coding, cyber defence and enterprise work.

API price: $0.70 in / $2.10 out per 1M tokens

Weights
Open (Mistral Ecosystem Open-Weight licence, modified MIT)
Context
1,000,000 tokens
Built for
Developers, enterprise and public sector
Runs on
Mistral API, Microsoft Foundry, NVIDIA-hosted endpoints, or your own servers. Trained in Europe

What changed

  • 1 trillion parameters, 52 billion active.
  • Weights released after a public preview.
  • Three reasoning modes: low, medium, high.

Evidence and limitations

Terminal-Bench gain (13 points to 41%) is Mistral's claim. It cites Artificial Analysis for its Coding Agent Index score of 48%.

Terminal-Bench 4.0: manufacturer claim
Preview28%Open release41%

Why it matters

Everyday users
Try it in Mistral's Vibe Code.
Businesses
A European open model for data-sovereign deployments. Model-as-a-service firms need a separate licence.
Data centre people
Self-hosting pushes demand to sovereign and on-premises capacity.

Sources: mistral.ai (opens in a new tab), mistral.ai (opens in a new tab), docs.mistral.ai (opens in a new tab)

Amazon United States

Amazon Nova 2 Lite and Nova 2.5 Sonic

Amazon's own models for everyday reasoning (Lite) and real-time voice agents (Sonic).

API price: Published on the Amazon Bedrock pricing page by region. Nova 2.5 Sonic costs the same as Nova 2 Sonic

Weights
Closed
Context
1,000,000 tokens
Built for
Developers and enterprise on AWS
Runs on
Amazon Bedrock in AWS data centres. custom versions on SageMaker

What changed

  • Nova 2 Lite: 1M-token context with adjustable thinking.
  • Nova 2.5 Sonic: better reasoning and tool calls, 256K context, seven languages.
  • Sonic available in Europe (Stockholm).

Evidence and limitations

Comparisons with rival models are Amazon's claims. Prices vary by region and tier, so check the Bedrock page.

Why it matters

Everyday users
Powers voice assistants and support lines built on AWS.
Businesses
Native AWS models, customisable with your own data.
Data centre people
Keeps model inference inside AWS's own estate.

Sources: aws.amazon.com (opens in a new tab), aws.amazon.com (opens in a new tab), aws.amazon.com (opens in a new tab)

Moonshot China

Kimi K3.1 Pro

Moonshot's most capable model, for coding, 3D creation, finance research and long agent tasks.

API price: $2 in / $10 out per 1M tokens. Highspeed $4 / $20

Weights
Weights due by 4 November 2026 (not yet released)
Context
1,048,576 tokens
Built for
Consumers (Kimi app), developers (API), enterprise (Kimi Business)
Runs on
Kimi API and apps

What changed

  • Post-trained version of Kimi K3 with much more RL compute.
  • Highspeed variant runs 2 to 3 times faster.
  • Prices a third lower than K3.

Evidence and limitations

Scores are Moonshot's own (manufacturer claim), on an internal benchmark. Weights were not yet out on 31 October.

Kimi Code Bench 3.0 (internal): manufacturer claim
Kimi K355.95%K3.1 Pro61.2%

Why it matters

Everyday users
In the Kimi app on the free tier with limits.
Businesses
Near-frontier coding at half the price of the top closed models, says VentureBeat.
Data centre people
A 3T-class model is costly to self-host.

Sources: kimi.ai (opens in a new tab), kimi.ai (opens in a new tab), platform.kimi.ai (opens in a new tab)

Z.ai China

GLM-5.3

Z.ai's flagship for coding, long agent tasks and security research.

API price: $1.40 in / $4.40 out per 1M tokens

Weights
Open
Context
1,000,000 tokens
Built for
Developers and enterprise
Runs on
Z.ai API, Amazon Bedrock, or self-hosted

What changed

  • Same base as GLM-5.2, all gains from post-training.
  • 753B parameters, about 40B active, 1M context, 128K output.
  • Thinking is always on, with low, high and max effort.

Evidence and limitations

Benchmarks are Z.ai's own (manufacturer claim). Z.ai says it still trails the top closed models on exploit benchmarks.

Terminal Bench 3.0: manufacturer claim
GLM-5.24.6%GLM-5.328.3%

Why it matters

Everyday users
Powers Z.ai's GLM Coding Plan.
Businesses
Available inside AWS for enterprise buyers.
Data centre people
Open weights mean more self-hosted inference demand.

Sources: z.ai (opens in a new tab), docs.z.ai (opens in a new tab), aws.amazon.com (opens in a new tab)

MiniMax China

MiniMax M3.1 Flash

MiniMax's fast, cheap model for agents, coding, computer use and security work.

API price: $0.15 in / $0.60 out per 1M tokens

Weights
Open (released 23 October)
Context
1,000,000 tokens
Built for
Developers
Runs on
MiniMax API, M Plan and MiniMax Code, or self-hosted with SGLang or vLLM

What changed

  • 428B parameters, 23B active per token.
  • Nearly 3 times faster inference, says MiniMax.
  • 73.7% on DeepSWE v1.1 (MiniMax's figure).

Evidence and limitations

Speed, cost and benchmark figures are MiniMax's own (manufacturer claim).

Why it matters

Everyday users
Runs in MiniMax Code on desktop.
Businesses
One of the cheapest capable agent models listed here.
Data centre people
Sparser models squeeze more answers from each GPU.

Sources: minimax.io (opens in a new tab), platform.minimax.io (opens in a new tab), technode.com (opens in a new tab)

ByteDance China

Seed2.1 Pro and Turbo

ByteDance's model family behind the Doubao assistant, for agents, coding and video understanding.

API price: Not published in US dollars on the sources we checked

Weights
Closed (no open weights announced)
Context
Not published
Built for
Consumers (Doubao app) and enterprise (Volcano Engine)
Runs on
ByteDance's Volcano Engine cloud

What changed

  • Two sizes: Pro and Turbo.
  • Better multi-step agent and end-to-end coding work.
  • Seed2.1 Pro tops GDPVal, says ByteDance.

Evidence and limitations

Rankings are ByteDance's own (manufacturer claim). No context window published.

Why it matters

Everyday users
Powers the Doubao app, popular in China.
Businesses
Sold through Volcano Engine.
Data centre people
ByteDance is one of China's largest AI compute buyers.

Sources: seed.bytedance.com (opens in a new tab), seed.bytedance.com (opens in a new tab)

Apple United States

Apple Foundation Models 3

Apple's on-device and cloud models behind Siri AI and Apple Intelligence.

API price: No per-token API price. Server features have daily limits. Apple says a paid tier is coming

Weights
Closed
Context
Not published
Built for
Consumers and app developers
Runs on
On device, and Private Cloud Compute on Apple silicon. AFM 3 Cloud Pro runs on NVIDIA GPUs in Google Cloud

What changed

  • Five models, from a 3B on-device model to AFM 3 Cloud Pro.
  • Built in collaboration with Google.
  • AFM 3 Core Advanced: 20B sparse model, 1B to 4B active.

Evidence and limitations

Quality results are Apple's own human preference tests (manufacturer claim). Announced 8 June 2026, released to users 14 September.

Why it matters

Everyday users
Powers Siri AI on recent iPhones, iPads and Macs.
Businesses
Apps can tap on-device models through Apple's framework.
Data centre people
Apple now rents NVIDIA capacity in Google Cloud for its top model.

Sources: machinelearning.apple.com (opens in a new tab), apple.com (opens in a new tab)

Cohere Canada

Command A+

Cohere's enterprise model for agents, reasoning, vision and 48 languages.

API price: Not listed on Cohere's public pricing page

Weights
Open (Apache 2.0)
Context
Not published
Built for
Enterprise and government
Runs on
Cohere API and Model Vault, or self-hosted on 1 B200 or 2 H100 GPUs

What changed

  • Cohere's first mixture-of-experts model: 218B total, 25B active.
  • Text and image input.
  • Covers all official EU languages.

Evidence and limitations

Capability claims are Cohere's own. No context window or token price published on the pages we checked.

Why it matters

Everyday users
Mostly used inside business tools rather than a consumer app.
Businesses
Runs privately on modest hardware.
Data centre people
Small GPU footprint per instance suits on-premises racks.

Sources: docs.cohere.com (opens in a new tab), cohere.com (opens in a new tab)

Watch

Watch

Official uploads from each company's YouTube channel. Nothing loads from YouTube until you press play, and then it uses youtube-nocookie.com. We did not find an official SpaceXSI (xAI) YouTube upload; see its posts on X below.

NVIDIA GTC Berlin 2026 Keynote With CEO Jensen Huang NVIDIA on YouTube. Loads from YouTube only when you press play. Watch on YouTube
Gemini 4 Argon: What's new and what's next Google for Developers on YouTube. Loads from YouTube only when you press play. Watch on YouTube
Teaching a humanoid robot to play cornhole with Gemini 4 Argon Google DeepMind on YouTube. Loads from YouTube only when you press play. Watch on YouTube
OpenAI DevDay 2026 Keynote (FULL) OpenAI on YouTube. Loads from YouTube only when you press play. Watch on YouTube
The dots demo, take two | OpenAI DevDay 2026 OpenAI on YouTube. Loads from YouTube only when you press play. Watch on YouTube
Introducing Muse Wonder & Muse Wonder Full: frontier models for agentic tasks AI at Meta on YouTube. Loads from YouTube only when you press play. Watch on YouTube
Introducing Claude Fable 5.1 Anthropic on YouTube. Loads from YouTube only when you press play. Watch on YouTube
How NHS ambulance teams are using Microsoft Copilot to rethink patient pathways Microsoft on YouTube. Loads from YouTube only when you press play. Watch on YouTube

Official posts on X

Follow the money

Follow the money

Quarterly capex for the biggest AI and cloud spenders, with their guidance, is on Market intelligence. Rack power and cooling figures are in chip power and IT equipment. Listing a company here is not a recommendation.

Common questions

What is on the AI news page?

The latest news from the big AI companies, the people behind them and what it means for power and cooling, each story with a link to where it came from.

Why does AI news matter for data centres?

Every new AI model has to be trained and run on thousands of chips in data centres, so AI plans turn into building and electricity plans.

Why it matters The IEA calls AI the most important reason data centre electricity use is set to more than double by 2030.

  • Around 415 TWh in 2024
  • Around 945 TWh expected in 2030

Source: IEA, Energy and AI (2025)

Are the rumours and predictions true?

Not necessarily. They are things people are saying, shown next to the known facts and clearly labelled Rumour, Speculation or Prediction.

Why it matters Treat them like a weather forecast, not a news report. Nothing here is investment advice.

How often is it updated?

Regularly. The date at the top of the page shows the last update.

Can I watch it instead?

Yes. This Week in AI is a short weekly video that sums up the main stories. It is on the page and on our YouTube channel.

Was this page helpful? No, tell us why New here? Start here