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Articles
Market
Microsoft and Google earnings: Azure grows 48%, Google Cloud doubles as AI spending climbs
Azure grew 48% and Google Cloud 103% last quarter as AI capex kept rising. Plus Clover-35B, an open diffusion model, and OpenCode, Zed and Cline updates.
Market
Oracle opens its cloud to Google TPUs, Meta plans $95B of stock for AI: the October 28 roundup
Oracle will offer Google TPUs in 2027, Meta plans $95B of stock sales for AI, Google ships a CLI for coding agents and Liquid AI releases LFM3.
Market
Anthropic's IPO: the economic strategy behind the S-1
Revenue, a mostly accounting loss, hundreds of billions committed to compute, founders in control: Anthropic's strategy as read in its S-1 filing.
Models
Anthropic files to go public, OpenAI launches GPT-6.1 Terra: the October 27 roundup
Anthropic publishes its S-1 ($16.3B of first-half revenue), OpenAI ships GPT-6.1 Terra at $1/$5 and two deals finance $103B of AI chips.