Cloud & infrastructure
The infrastructure behind the agents: model hosting, APIs, managed services, running costs, and how much of it depends on a few suppliers.
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.
Agents
OpenAI and ServiceNow bring ChatGPT closer to enterprise workflows
OpenAI and ServiceNow expand their partnership: a ChatGPT plugin is available, while Codex integration and security tools are planned for 2027.
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.
Coding agents
Anthropic makes the case for a single agent, Nanbeige4.3-33B, Cline Desktop 0.0.49: the October 26 roundup
Anthropic backs a single agent over subagents, Nanbeige ships an open 33B model, Cline Desktop shows diffs and late data centers now cost $5M a day.
Coding agents
OpenAI wins Anthropic customers on price, Block's Dessa, AWS Infinity, Ollama speaks: the October 25 roundup
OpenAI lures Replit and Rippling with discounts, Block unveils Dessa, AWS open-sources the Infinity runtime, Ollama speaks and Qwen Code reaches 0.26.1.
Coding agents
Cursor Computer Use, unified Claude Enterprise, OpenAI trains offline, Agensh: the October 25 roundup
Cursor agents now drive desktop apps, Claude Enterprise merges chat and Cowork, OpenAI trains with no internet access and Microsoft open-sources Agensh.
Models
Kimi K3.1 Pro, Codex CLI 0.164, Copilot in Teams, Replit: the October 24 roundup
Moonshot ships Kimi K3.1 Pro (1M tokens, weights promised by Nov 4), Codex CLI 0.164 adds presets, Copilot lands in Teams and Replit adds agent skills.
Coding agents
Flint runs locally, Replit Monitoring Agent, Google's EGM plugin, Claude on Google Cloud: the October 23 roundup
Recursive ships Flint, a local coding model under Apache 2.0, Replit launches an on-call agent, Google opens its EGM plugin, Claude goes Anthropic-managed.
Coding agents
VS Code 1.143, GPT-6 on Google Cloud, NVIDIA DSX POD: the October 22 roundup
VS Code 1.143 pits several models against one task, Google Cloud adds GPT-6 to Model Garden and NVIDIA promises AI factories set up in 14 days.
Models
AI data centers: $3.7 trillion a year in revenue by 2032 to pay off, according to a paper published by Brookings
A Columbia economist puts US AI investment at $10.3 trillion from 2025 to 2032, and the revenue needed to pay it off at $3.725 trillion a year.
Models
DeepSeek is reportedly helping Huawei design its next AI chips: what is sourced and what is not
According to The Information, Huawei engineers work inside DeepSeek's offices to fit future Ascend chips to its models. The report rests on two anonymous sources.
Models
Gemini 4 Argon: nearly 25 trillion tokens in 72 hours, three times Gemini 3
Google says Gemini 4 Argon processed nearly 25 trillion tokens in the 72 hours after launch, about three times Gemini 3, and that it is short of capacity.
Coding agents
Scope, DeepInfer, Humming: tooling for agents and inference goes open source
From Oct 19 to 21, Microsoft, Vercel, DeepSeek and vLLM open-sourced building blocks to test coding agents, resume them after a crash and serve models.
Models
Model APIs: Anthropic overtook OpenAI in two years
Between 2023 and 2025, Anthropic went from 12% to 40% of enterprise API spend, OpenAI from 50% to 27%. Open source is shrinking.