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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.
NVIDIAChips · Data centres14 daysNVIDIA wants AI factories to arrive in a box, ready in 14 days
NVIDIA
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.
GoogleModels20%Google DeepMind releases Gemini Robotics 2.5 for real-world robots
Google
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.
OpenAIMoneyUS$20bnOpenAI trims its funding round to up to US$20bn
OpenAI
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.
GooglePolicyOne robots.txt line to opt a website out of AI training
Google
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.
CohereDeals · Data centres$1.6bnCanada to invest up to C$1.6bn in Cohere, which pledges C$1.7bn for compute
Cohere
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.
GoogleData centres · Deals$51.4bnGoogle Cloud revenue more than doubles as Alphabet spends $51.4bn in a quarter
Google
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.
GoogleChips · DealsGoogle's TPUs are coming to Oracle's cloud
Google
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.
GoogleModels$2Gemini 4 Argon: Google's biggest brain gets a 1M-token memory
Google
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.
MicrosoftModelsMAI-Image-2.6 is generally available in Microsoft Foundry
Microsoft
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.
AlibabaModelsAlibaba adds a real-time Qwen voice model that can call tools and search the web
Alibaba
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.
AnthropicDeals · Data centres$567bnAnthropic's IPO filing: up to $567bn committed to compute
Anthropic
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.
MoonshotModels$2Moonshot's Kimi K3.1 Pro: a 3 trillion parameter class model with weights due by 4 November
Moonshot
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.
ByteDanceModelsByteDance tests a 4K Seedance video model with film studios
ByteDance
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.
GoogleChips · Data centres960,000 VeraGoogle Cloud plans up to 960,000 Vera Rubin GPUs across multiple sites
Google
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.
xAIData centres · Deals$7.5bnSpaceX's AI arm now runs 1.7 GW of compute, and Musk blames power and cooling
xAI
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".
MistralModels$0.0035Mistral launches Voxtral 3 speech models and a voice agent kit
Mistral
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.
MetaData centres · Chips170 kWInside Prometheus: Meta's gigawatt cluster heads for 1 million GPUs
Meta
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.
MiniMaxModels$0.15MiniMax M3.1 Flash cuts agent task costs and publishes its weights
MiniMax
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.
DeepSeekModels$0.15DeepSeek ships a faster V4.1-Flash update, with open weights
DeepSeek
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.
DeepSeekModels · Deals$0.75DeepSeek opens its own search engine to developers at $0.75 per 1,000 calls
DeepSeek
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.
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.
MetaModelsMeta's Muse Wonder wants to sort out your insurance claim
Meta
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.
AnthropicModels$0.10Claude Haiku 5.5: up to 90% cheaper than Haiku 4.5, and faster
Anthropic
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.
MistralModels$0.70Mistral Large 4: a 1 trillion parameter open-weight model trained in Europe
Mistral
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.
AmazonModelsAmazon Nova 2.5 Sonic brings better reasoning to voice agents
Amazon
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.
Z.aiModels · DealsZ.ai's GLM-5.3 open-weight model arrives on Amazon Bedrock
Z.ai
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.
MicrosoftModels$0.54Microsoft's new transcription model shows words in about 100 ms
Microsoft
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.
AppleModelsApple's new Siri AI arrives, built with Google and run on Private Cloud Compute
Apple
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.
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
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)
ChatGPT Work is OpenAI's agent for longer tasks across connected apps and files, with scheduled tasks and approvals. Launched 9 July 2026.
Latest : GPT-6.1 Terra, a model for visual reasoning and computer use, is now in ChatGPT Work and Codex on paid plans. OpenAI Help Center (opens in a new tab)
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.
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.
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.
RumourRace
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.
Anthropic filed a public S-1 with the US SEC on 26 October 2026 for a proposed IPO. Share count and price were not set. anthropic.com (opens in a new tab)
Speculation and theories
SpeculationBoom
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.
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)
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.
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
PredictionCollapse
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.
Bloomberg says the seven other strategists it tracks see about 14% upside on average, so this call is the outlier. finance.yahoo.com (opens in a new tab)
OpenAI cut the target for its current funding round from about US$30bn to up to US$20bn, at a US$1.25tn valuation. The round had not closed. cnbc.com (opens in a new tab)
PredictionCollapse
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.
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)
PredictionCollapse
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.
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)
PredictionRace
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.
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
Interactive chart loads here. The figures are also in the table below.
Counted from the sourced stories on this page. Coverage, not importance.
Show the data as a table
Company
Stories
Google
6
xAI
3
Microsoft
3
Meta
3
Anthropic
3
OpenAI
2
Amazon
2
DeepSeek
2
Mistral
2
NVIDIA
1
Alibaba
1
Moonshot
1
Z.ai
1
MiniMax
1
ByteDance
1
Apple
1
Cohere
1
Rumours, theories and predictions by label
Interactive chart loads here. The figures are also in the table below.
None of these is fact. See each card for where it circulates and what is known.
Show the data as a table
Label
Items
Rumour
5
Speculation
2
Prediction
4
Latest models at a glance
Latest models at a glance
New: AI models compared. Sort and filter every model by price, context and weights, compare any two, work out costs for your token volume, and read our AI agents hub.
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.Output price, US$ per 1M tokensContext window, tokens Only where the company publishes it.
Model releases, 15 September to 31 October 2026Gemini 4 Argon is not plotted: Google gives no launch date on its release notes. Models released before 15 September are in the cards below.
Input price vs context windowLog price scale. Only models with both figures published. Ring = closed weights stated by the company.
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 weightsModels 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.
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
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.
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 YouTubeGemini 4 Argon: What's new and what's next Google for Developers on YouTube. Loads from YouTube only when you press play. Watch on YouTubeTeaching a humanoid robot to play cornhole with Gemini 4 Argon Google DeepMind on YouTube. Loads from YouTube only when you press play. Watch on YouTubeOpenAI DevDay 2026 Keynote (FULL) OpenAI on YouTube. Loads from YouTube only when you press play. Watch on YouTubeThe dots demo, take two | OpenAI DevDay 2026 OpenAI on YouTube. Loads from YouTube only when you press play. Watch on YouTubeIntroducing 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 YouTubeIntroducing Claude Fable 5.1 Anthropic on YouTube. Loads from YouTube only when you press play. Watch on YouTubeHow 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
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.