Reports
What is new in AI, each with source and date.
- Anthropic reportedly has to expect a lower valuation for its IPO. After the slump in chip stocks, $1.2tn to $1.3tn is being discussed. Expectations are also falling on Polymarket.
- Kalshi now clearly sees Google ahead of Anthropic for the best model at the end of the year. The price for Gemini has risen since the morning from about 47 to 59.9 percent. Polymarket remains almost unchanged.
- AWS brings bots with their own memory to the Kiro Crew development environment. Each bot is a named, long-running agent with its own notes, its own permissions and parallel sessions.
- Polymarket sees Anthropic at 84 percent for the best agent at the end of November. OpenAI and Google each stand at just over 8 percent in this market. Kalshi sees the end of the year for the best model as closer than Polymarket does.
- Anthropic reportedly plans to start its roadshow next week. Traders on Polymarket now see a first trading day by 20 November at only 49 percent.
- Crusoe sells unfinished data center project in Wyoming to Google. The purchase price is not known. Google plans to invest $17bn in the site.
- China accepts comments on export controls for frontier AI until 15 November. The draft covers model weights, agents, and training data. A registration before export already applies.
- Markets see Google ahead for No. 1, Anthropic for the best agent. Polymarket gives Google 74 percent for the end of November and 64 percent for the end of the year. In the agent market Anthropic leads with 57 percent.
- US Department of Justice creates task force against misuse of advanced AI. It is to prosecute foreign states, criminals, and companies. The existing division for AI cases is merged into it.
- OpenAI has reportedly raised $11bn at a $1.25tn valuation. On the same day, Business Insider reports on a $5bn round for Thinking Machines.
- Chip stocks slump, Nasdaq 100 loses 6.4 percent. According to CNBC, Nvidia and Qualcomm each fall more than 9 percent. The semiconductor index loses 12 percent.
- Traders expect Anthropic's market debut most likely in the week from 16 November. Polymarket prices give about 55 percent for the window from 16 to 20 November. Anthropic itself names no date.
- Google ends Anthropic's run at the top of the Text Arena. In the Polymarket October market, Google stands at 100 percent. Anthropic had previously been ahead for eight months.
- Google presents Gemini 4 Carbon, at first only for cyber defenders. The model follows two weeks after Gemini 4 Argon. Google does not name a date for broad access.
- Anthropic makes IPO prospectus public and reports $16.3bn in half-year revenue. The prospectus shows a $80.7bn net loss in the first half of 2026. The ticker on the Nasdaq is to be ANT.
- OpenAI releases GPT-6.1 Terra for controlling computers. According to OpenAI, the model costs half as much as GPT-6.1 Sol and is said to be more than three times as fast.