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Intel announced the acquisition of Israeli quantum software company Classiq for $2.3 billion, with the deal expected to close in the second half of next year. Classiq's platform uses AI natural language models and a Python-like language to help developers build quantum algorithms and applications, and already has more than 40 enterprise customers, including Comcast, AT&T, BMW, and Oak Ridge National Laboratory. Intel CTO Pushkar Ranade said the move will turn its 10-year-old quantum R&D team int

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AI inference is shifting from a one-off computational event to a continuous production workload, whose cost depends on traffic patterns, latency targets, model size, context length, and concurrency. The Stanford 2025 AI Index shows that the query price for GPT-3.5-level performance on MMLU fell from $20 per million tokens in November 2022 to $0.07 per million tokens for Gemini 1.5 Flash-8B in October 2024, a decline of more than 280x in about 18 months. But reasoning models and agents generate m

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A Yole Group report shows that in 2025 the global PCB industry's revenue was about US$88 billion, with an overall compound annual growth rate of 8.1%, but the AI-related segment's compound annual growth rate reached 45%–70%, while general-purpose boards were nearly stagnant. By 2031, circuit boards with 18 or more layers will grow at an annual rate of 15.7%, while 4–6 layer boards will grow at only 2.3%; servers and data centers' share of PCB demand has already risen from 16% in 2020 to 25%. Cop

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Mistral released the weights of its frontier open-source model Mistral Large 4 (ML4) on Hugging Face on Thursday; the model had only been available in preview three weeks earlier. Mistral calls ML4 "the world's best open-source agentic coding model," scoring 41% on Terminal-Bench 4.0, slightly above GLM-5.3's 40%, and says it uses an average of 47% fewer tokens per task than GLM-5.3; it scored 79% on the CyberGym E2E defensive cybersecurity test, compared with 29% for GLM-5.3. Mistral Vice Presi

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Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloa

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Altera has launched the Agilex 27, the first product in its Agilex 2X series, integrating hardened 800GbE and 1.6TbE Ethernet, PCIe 6.0/7.0 support, transceiver rates up to 256Gbps, and introducing the HyperFlow full-chip distributed data network. Altera claims its third-generation HyperFlex delivers 1.8x better performance per watt compared with Agilex 7. The accompanying QuartusIQ AI assistant integrates MCP, and internal benchmarks show design creation up to 10x faster and overall design cycl

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Mistral has released the weights of Mistral Large 4 on Hugging Face. The model, nicknamed Le Chonk, has approximately 1 trillion parameters with 52 billion activated per step, and supports text and image inputs. On Terminal-Bench 4.0, its score rose from 28% in the preview version to 41%, slightly above GLM-5.3's 40%, but on the new version of the Artificial Analysis Intelligence Index it scored only 26 points, below the 32 points of DeepSeek V4.1 Flash and GLM-5.3. API pricing is $0.70 per mill

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The Verge's Decoder podcast invited SemiAnalysis analyst Joey Brookhart to break down the S-1 filed by Anthropic, discussing its potential Nasdaq listing at a valuation of $1.5 trillion to $2 trillion. Brookhart said Anthropic has achieved over $70 billion in ARR, with inference gross margins turning from negative 94% two years ago to positive 85%, and revenue per megawatt of inference at about $65 million, but revenue is highly concentrated in coding scenarios, and about 70% of compute is used

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WIRED reports that generative AI is pushing formal verification toward commercialization. &Truth has raised $70 million and launched publicly, while Harmonic has raised a cumulative $295 million, and its math AI agent Aristotle supports verification of C code and Verilog hardware designs. Stanford researcher Chuyue Sun used AI tools to complete an engineering project in less than half a day at a cost of under $500, whereas three experts working by hand took five months to complete the same work.

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Google DeepMind has released Gemini 4 Carbon, which ranks first on the Artificial Analysis Intelligence Index v5 with a score of 59 and leads in 4 of 9 evaluations including HLE-Diamond and TB-Science. The model focuses on cybersecurity and long-horizon tasks, claiming 88.2% on SEC-bench Pro, 54.8% on ExploitGym, and 71.0% on CWE-bench, and is initially available only to trusted cybersecurity personnel through the Fairwind Program. In terms of specifications, it supports a 1M token context and 1

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The Baseten engineering team, through native audio decoding, KV cache FP8 quantization, and reduced host-device synchronization, increased batch transcription throughput for Qwen3-ASR 1.7B on a single RTX PRO 6000 by 7x and reduced latency by 6.9x. After optimization, the transcription cost for one hour of audio is approximately $0.0013, i.e., 1/10 of a cent per audio hour, with no significant change in word error rate. The optimized version has been made the default deployment in the Baseten Mo

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In his long-form article, Ed Zitron analyzes Anthropic's S-1, arguing that the document only discloses Q2 2026 data, and that the quarter's $974 million in profit came from two months of SpaceX compute discounts, while Q3 revenue, cash balance, and payment schedule were not disclosed. He tallies Anthropic's non-cancelable compute commitments with Google, Amazon, Microsoft, SpaceX, Broadcom, and others at approximately $269.4 billion, with an additional $125 billion to $150 billion in TPU purchas

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ut $17.1 billion, and its gross margin guidance dropped from 43% to 38%; its stock price plunged about 21% in after-hours trading on October 29. Anthropic filed for a Nasdaq IPO on October 26 (ticker ANT), with revenue of $16.286 billion in the first half of 2026, up about 1,300% year over year, and second-quarter operating profit of $974 million. The U.S. Department of Justice has opened inquiries into whether Nvidia's acquisition of Hugging Face for about $12.93 billion affects AI competition.

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On October 29, 2026, Cohere announced the first close of its Series E financing, targeting up to C$7 billion in funding at a corresponding valuation of C$35.7 billion, led by a company under Schwarz Group, with Bell Ventures, Bullhound Capital, and the Government of Canada joining as new investors. Cohere said this is the largest private financing for a Canadian tech company, and the funds will be used to advance its model and product roadmap, verticalized AI solutions for regulated industries,

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Fortinet has released the FortiGuard Inline AI Security Service, which through a cloud subscription enables FortiGate firewalls to inspect prompts, model responses, and MCP tool traffic in real time; the underlying engine is FortiAIGate, which integrates Virtue AI technology. The service can detect 35 categories of personally identifiable information and confidential data and supports alerting, blocking, or redaction, and also supports setting model permissions, budgets, and rate limits by organ

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Anthropic hiring manager Felix Reiseberg announced that the company will no longer use traditional coding interviews to evaluate candidates, citing the fact that Claude is already stronger than humans at both React challenges and assembly problems, and that truly impactful builders do not win through such tests. He advises junior engineers to pick an idea that can drive business impact, build a working prototype over the weekend, focus on just one good idea, and leverage their fresh perspective

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