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Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+ (Deborah Sophia/Reuters)

October 28, 2026
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Deborah Sophia / Reuters:
Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+  —  Oracle said it expects capital spending to peak this fiscal year and next as it builds more cloud capacity, but pledged to raise …



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Artificial Analysis unveils the Intelligence Index v5 with new coding and science benchmarks; 60% of the Index is based on private test sets or held-out answers (Artificial Analysis)

October 28, 2026
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Artificial Analysis:
Artificial Analysis unveils the Intelligence Index v5 with new coding and science benchmarks; 60% of the Index is based on private test sets or held-out answers  —  The Artificial Analysis Intelligence Index is our composite measure of model capabilities across tasks reflecting real-world usage today. v5 …



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Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026 (Bloomberg)

October 27, 2026
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Bloomberg:
Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026  —  Physical Intelligence, a startup developing artificial intelligence software to power robots for real-world tasks …



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Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares (Anthony Hughes/Bloomberg)

October 27, 2026
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Anthony Hughes / Bloomberg:
Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares  —  Meta Platforms Inc.'s upsized $25 billion share sale attracted demand for about five times the available shares …



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Memo: Amazon says measuring AI adoption solely by token usage or code generation is "deeply flawed," as it discourages staff from tokenmaxxing (Annie Palmer/CNBC)

October 27, 2026
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Annie Palmer / CNBC:
Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed,” as it discourages staff from tokenmaxxing  —  Amazon laid out its AI usage guidelines for software engineers in a memo to staffers, and discouraged employees from turning to …



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Anthropic's S-1 shows a governance structure that suits a "fun quirky little mission-driven worker cooperative" seeking to raise billions as a public company (Matt Levine/Bloomberg)

October 26, 2026
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Matt Levine / Bloomberg:
Anthropic's S-1 shows a governance structure that suits a “fun quirky little mission-driven worker cooperative” seeking to raise billions as a public company  —  Also share classes and fake polls.  —  Happy Anthropic S-1 day  —  Here's the draft prospectus for Anthropic PBC's initial public offering.



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OpenAI releases GPT-6.1 Terra, touting "fast and capable computer use at scale" and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens (OpenAI)

October 26, 2026
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OpenAI:
OpenAI releases GPT-6.1 Terra, touting “fast and capable computer use at scale” and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens  —  Delivering fast and capable computer use at scale  —  , a fast, efficient model that combines detailed visual reasoning …



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