ZeroHour
DashboardNewsCVEsExploitsIncidentsAIBriefAnalyticsEntitiesWatchlistIOCsAsk the feedSourcesFeeds & APIKiosk mode

Source: The Decoder

42 stories in the last 30d

Sortlatesthotimportance
DomainAllCyberAIWindow24h3d7d30dAllIn the wildImportant onlyShow duplicates
CategoryAllAI industry 43AI safety & security 10Model release 7AI policy 6AI research 5AI tools & infra 2
SeverityAllcritical 0high 1medium 2low 0info 70source: The Decoder ✕

Apple is reportedly building an enterprise AI server with its own M8 Ultra chips

Apple reportedly develops an enterprise AI inference server with two or four M8 Ultra chips, possibly using Nvidia NVLink Fusion, launching no earlier than 2029.

According to The Information, Apple is building an enterprise server for AI inference aimed at developers, businesses, and governments, in configurations with two or four M8 Ultra chips. Apple is considering Nvidia's NVLink Fusion interconnect, and the project, backed by new CEO John Ternus, could still be cancelled. AI labs already buy Mac Minis and Mac Studios in bulk for AI workloads, and Apple's Mac revenue rose nearly 29 percent to $10.4 billion last quarter.

The Decoderupdated · 1h agofirst · 5h agoAI industry 3 sources

Anthropic merges Claude Chat, Cowork, and more into a single product

Anthropic merged Claude Chat and Cowork into one product and launched Claude Docs and Slides for creating and exporting documents and presentations.

Anthropic is folding Claude Chat and Cowork into a single product where Claude automatically determines what a task needs, eliminating tab switching. It also introduced Claude Docs and Claude Slides for creating, editing, and exporting documents and presentations as PowerPoint or PDF, with Claude Design now integrated into conversations. The rollout starts with Pro and Max plans, followed by Team and Free tiers; enterprise admins receive at least 30 days' notice.

The Decoderupdated · 5h agofirst · 7h agoAI industry 5 sources

Google Deepmind launches interdisciplinary institute to tackle the big questions around AGI

Google DeepMind launches the DeepMind Institute, an interdisciplinary hub for AGI safety, governance, and risk research.

Google DeepMind has founded the DeepMind Institute (DMI), a platform for interdisciplinary research and debate on artificial general intelligence. Directed by Shane Legg, James Manyika, and Nobel laureate Demis Hassabis, it will bring together technologists, artists, humanists, and policy experts to address AGI safety, governance, and risks such as cyberattacks and loss of control. DeepMind leadership says AGI is close, with Legg suggesting a precursor could arrive by 2028.

The Decoder · 6h agoAI industry 2 sources

Former OpenAI researcher builds an AI model that judges options instead of writing text

TypeSafe AI launches Jev, a judgment-only model built by ex-OpenAI staff that classifies inputs with 70-500 ms latency instead of generating text.

Startup TypeSafe AI, co-founded by former OpenAI researcher and InstructGPT co-author Diogo Almeida, introduced Jev, a model that scores developer-defined answer options with probabilities rather than generating free-form text. The company claims 70-500 ms responses, parallel multi-question evaluation, and $0.042 per million input tokens with free outputs, targeting request routing, sales intent scoring, and assistant guardrail checks. Benchmarks are self-built and not independently verified, the 'no hallucination' guarantee only covers output structure, and access is currently via waitlist.

The Decoder · 8h agoAI industry

Mozilla's new Smart Window assistant runs on Mistral's models

Mozilla's Firefox Smart Window beta AI browsing assistant, powered by Mistral's models, launches in France and North America with no conversation storage.

Mozilla and Mistral partnered to power the Firefox Smart Window beta, an AI browsing assistant for complex searches, content recall, and tab summarization. The feature is available first in France and North America, with the UK and Germany to follow later this year. Mistral commits to storing no conversation data, and chats are not kept on Mozilla's servers by default.

The Decoder · 8h agoAI industry 2 sources1

AI labs have a data trust problem that their policies haven't solved

Nvidia, Palantir, and Booz Allen restrict Anthropic's Fable over data-retention distrust, exposing gaps in AI labs' customer data policies.

Nvidia limits Anthropic's Fable to non-sensitive work and runs its own Nemotron models for internal tasks, while Palantir blocks Fable deployment until Anthropic grants irrevocable zero-data-retention guarantees, and Booz Allen bans it for proprietary cybersecurity work. John Schulman and researcher Sarah Hooker explain that labs can still extract customer IP from metadata, user traces, and synthetic data even under zero data retention. The trust crisis crystallized around Tristan Buckmaster's accusation that OpenAI's Codex absorbed his Navier-Stokes drafts, though OpenAI later stated his prompts could not have influenced its model.

The Decoder · 1d agoAI industry

After warning AI is too dangerous, Bill Gates bets a billion on its upside

Gates Foundation pledges at least $1 billion over two years to widen AI access in health, education and agriculture, warning of a rich-poor divide.

The Gates Foundation's 2026 Goalkeepers report outlines spending of at least $1 billion over two years on AI access in health, education and farming. Gates notes over 90% of early LLM training data was English, with speech recognition error rates below 6% in English but above 60% in Yoruba. Cited projects include Penda Health clinics in Kenya (16-point diagnostic accuracy gain), Gemini Guided Learning in Sierra Leone (1.7 years of learning gains in eight weeks), and India's MahaVISTAAR reaching 740,000+ farmers at under 18 cents per person.

The Decoder · 1d agoAI industry1

Agility Robotics says its new Digit 5 robot can work next to people without safety fences

Agility Robotics unveiled Digit 5, a humanoid warehouse robot that can work safely alongside people without fences, with deliveries from early 2027.

Agility Robotics announced Digit 5, a humanoid robot for warehouses and factories that uses AI and sensors to detect people and stop or step aside without safety fences. It lifts up to 22.7 kg (40% more than Digit 4), charges in 9 minutes for 90 minutes of runtime, and is the first partner for Nvidia's Halos robotics safety platform. Agility cites over $300 million in orders, with first deliveries in early 2027 and production capacity of up to 10,000 units per year in Salem, Oregon.

The Decoder · 1d agoAI industry

Apple brings a fully revamped Siri built on Google's Gemini, but not to the EU

Apple shipped its fully rebuilt Siri running on Google's Gemini models with iOS 27, initially excluding the EU and China over regulatory hurdles.

Apple released 'Siri AI' as an English beta within iOS 27, iPadOS 27, macOS 27, watchOS 27, and visionOS 27, built on Google's Gemini models running partly on-device and partly through Private Cloud Compute. The rollout excludes the EU and China at launch due to regulatory requirements, with French, Japanese, Korean, Portuguese, and Spanish support due next month. Early reviewers call it a step forward but report failures on personal-context queries and occasional hallucinations. Siri integrates with third-party apps like WhatsApp and Audible, with Outlook, Notability, and Tripsy coming later.

The Decoder · 1d agoAI industry

Not everyone is convinced that Big AI's proposed development slowdown is really about safety

Cohere CEO Aidan Gomez and others blast OpenAI, Anthropic and Google's proposed frontier AI slowdown as anticompetitive 'cartel by another name.'

Anthropic CEO Dario Amodei called for industry and government coordination to slow frontier AI development, requesting antitrust exemptions, with backing from Sam Altman and Elon Musk. Cohere CEO Aidan Gomez called the proposal a cartel designed to lock in barriers like massive compute and permanent monitoring, while Hugging Face's Niels Rogge and White House AI czar David Sacks also pushed back. Trump labeled AI takeover warnings a hoax, and China rejected the slowdown plans as a US ploy.

The Decoder · 1d agoAI industry

OpenAI has hundreds of contract workers reading your ChatGPT conversations

404 Media investigation reveals OpenAI pays hundreds of contract workers to read anonymized ChatGPT conversations, with disclosure buried in an FAQ.

A 404 Media investigation found OpenAI uses hundreds of contract workers, recruited via Crossing Hurdles and paid over $50/hour through Mercor, to rate real ChatGPT conversations on a seven-point scale to reduce sycophancy. Prompts are anonymized but can still contain sensitive personal data despite a privacy filter OpenAI admits can make mistakes. Users can opt out only via the default-enabled 'Improve the model for everyone' setting, which applies solely to new chats. Anthropic and Google confirmed similar human-review programs for Claude and Gemini.

The Decoder · 2d agoAI industry

Anthropic eyes Nasdaq listing as a second profitable quarter aims to win over investors ahead of a mega-IPO

Anthropic reports a second straight profitable quarter with $11.5B quarterly revenue and prepares a Nasdaq IPO at a possible $2T-plus valuation.

Anthropic told investors it will be profitable for a second consecutive quarter, though the claim uses an adjusted metric excluding costs like stock-based compensation. Quarterly revenue jumped 14-fold year over year to $11.5 billion, with an annualized run rate of $65 billion at the end of July and gross margins above 80 percent before revenue-sharing and training costs. The company plans a Nasdaq listing at a possible valuation of $2 trillion or more, while SemiAnalysis expects $120 billion in annualized revenue by year-end. The news coincides with CEO Dario Amodei's public call to slow AI development, backed by Sam Altman and Elon Musk.

The Decoder · 2d agoAI industry

Clay Mathematics Institute says the Navier-Stokes Millennium Prize Problem has "apparently been settled"

Clay Mathematics Institute says the Navier-Stokes Millennium Problem appears settled amid accusations OpenAI misused a mathematician's leaked drafts.

The Clay Mathematics Institute stated the Navier-Stokes Millennium Prize Problem, one of seven problems worth $1 million each, has 'apparently been settled' and the solution is under review. A dispute has erupted around the work: mathematician Tristan Buckmaster accuses OpenAI of redirecting resources to the problem after rumors of his research leaked, using his drafts in training data, and excluding co-author Levent Alpöge, who works at Anthropic. CMI also noted new technologies' increasing ability to accelerate mathematical research.

The Decoder · 2d agoAI industry1

Sam Altman calls for pacing AI development but promises rapid progress will continue

Sam Altman urges paced AI development with pre-training safety protocols as OpenAI, Anthropic, and Google discuss independent self-regulation oversight.

Sam Altman called for a uniform nationwide safety framework for advanced AI while insisting progress will remain rapid, saying pacing is not stopping. OpenAI now sets explicit safety protocols before training runs that could yield major capability jumps, and Altman hopes other companies propose their own approaches. Dario Amodei, Demis Hassabis, Satya Nadella, and Elon Musk also backed better-controlled AI development. The Information reports OpenAI, Anthropic, and Google have discussed self-regulation through an independent oversight body, while smaller players like Cohere warn of cartel dynamics.

The Decoder · 2d agoAI industry

Elevenlabs makes Music v2.5 available via app and API with free and pro tier options

ElevenLabs releases Music v2.5 via app and API, claiming fuller, more natural songs preferred over v2 in blind listening tests.

ElevenLabs launched Music v2.5 for ElevenMusic, reporting that listeners preferred it in a blind test across 47,885 comparison pairs, especially for R&B, Soul, Hip-Hop, Rock, and orchestral tracks. The free tier offers five lossless downloads per day and Pro includes 400 per month, with attribution required on free and commercial use restricted by industry. Tracks based on other artists' songs are blocked, and v2 remains available alongside the API. ElevenLabs says existing Music models were trained on 'licensed stems and music,' distinguishing it from competitor Suno, which faces lawsuits for training on copyrighted content; a Universal Music Group licensing deal covers only future separate products.

The Decoder · 3d agoAI industry

Two-year university study finds banning AI from classrooms leaves students worse off

A two-year university study found students banned from using ChatGPT performed worst, while formal prompt-engineering training advantages faded as everyday AI familiarity grew.

Researcher Schrepel ran a classroom experiment in 2024 (66 students) and 2025 (164 participants) comparing a no-AI group, unguided ChatGPT users, and trained students revising EU AI Act provisions. The no-AI group finished last both years, hitting 'idea exhaustion' after 10-15 minutes, while the trained group's advantage nearly vanished by 2025 as everyday chatbot familiarity rose. Schrepel now argues blanket AI bans harm outcomes and universities should rethink bans and pure literature-review theses.

The Decoder · 3d agoAI industry

Altman, Musk, and Hassabis back Amodei's call to add independent oversight

Altman, Musk, and Hassabis endorse Amodei's call for independent oversight inside AI labs; Altman also rules out a 2026 OpenAI IPO.

OpenAI CEO Sam Altman, Elon Musk, and former DeepMind CEO Demis Hassabis have at least partly endorsed Anthropic CEO Dario Amodei's proposals, agreeing on the need for independent oversight inside AI labs. Altman additionally told Fortune that OpenAI will not go public this year, citing safety concerns, a decision he had already shared internally in June. Google researcher Peyman Milanfar pushed back on the underlying recursive self-improvement assumption, arguing such feedback loops are inherently unstable and that stability itself is the real speed limit.

The Decoder · 3d agoAI industry1

Muse can shop, write emails, and negotiate prices for users, all through WhatsApp

Meta launched Muse, a WhatsApp-controlled agent running on an isolated VM with a Sentinel gatekeeper, able to shop, email, book travel, and negotiate.

Meta introduced Muse, an autonomous agent controlled through WhatsApp that runs on its own cloud virtual machine, plans multi-step tasks, browses, fills forms, and negotiates on users' behalf. Payments run through Stripe's Link using one-time cards, which Meta calls the first AI agent covered by Link's purchase protection, with Shop Pay and 1Password integration planned. A second agent, Sentinel, gates all Muse network access and holds credentials, and a Muse Confidential VM with user-held encryption keys is planned later this year. Muse's model reportedly scored 44-48 on Artificial Analysis Intelligence Index v4.3, up from 31 for Muse Spark in April, near GPT-5.6 Sol's 47; it launches first in the US on iOS and Android.

The Decoderupdated · 4d agofirst · 6d agoAI industry 10 sources1

GPT-6 Astra appears to show a "step change" in spatial reasoning based on early benchmarks

Early StationeryBench robotics results show OpenAI's GPT-6 Astra far ahead of Ai2's MolmoAct2 at dual-arm manipulation, completing 7 of 100 tasks versus zero.

A new robotics benchmark called StationeryBench tested OpenAI's GPT-6 Astra against Ai2's MolmoAct2 on five desk-object tasks using identical dual-arm YAM robots over 200 trials. Astra fully completed 7 of 100 tasks with a median progress score of 46 out of 100, while MolmoAct2 completed zero with a median score of 12. Cornell and Google DeepMind researcher Yoav Artzi called the result a 'step change in spatial reasoning' and noted Astra approaches human-level accuracy on the unpublished REMAP benchmark. He speculated OpenAI trained the model on large amounts of 3D data such as Blender scenes, and OpenAI reportedly plans consumer robots.

The Decoder · 4d agoAI industry 2 sources1

Nvidia wants to pour up to $10 billion into Anthropic's record-breaking IPO

Nvidia is reportedly in talks to invest up to $10 billion in Anthropic's IPO, which targets a $2 trillion valuation, making it history's largest.

Reuters reports Nvidia is negotiating to become an anchor investor with up to $10 billion in Anthropic's planned IPO, locking in shares before they hit the open market. Anthropic aims to raise up to $100 billion at a roughly $2 trillion valuation, with the IPO expected to complete before the US midterms in November. Anthropic's revenue reportedly grew from about $9 billion at the end of 2025 to over $65 billion by July 2026. The company already runs on Nvidia GPUs and committed in 2025 to purchasing $30 billion in Azure compute packed with Nvidia chips.

The Decoder · 4d agoAI industry1

Leading mathematicians fear AI is making their field dumber, and warn the rest of us is next

Twenty-five Fields Medal winners, including Terence Tao, warn AI companies' benchmark-driven approach to mathematics is misaligned with the discipline's purpose of understanding.

In a joint statement, 25 Fields Medal winners including Terence Tao, Peter Scholze, and Maryna Viazovska warn that AI systems solving major open problems at machine speed undermine conceptual understanding and raise severe attribution and plagiarism questions. The statement lands amid a controversy accusing OpenAI of training math models to beat researchers to a rumored partial solution of a Millennium Prize Problem. The signatories describe a general threat to intellectual work across professions and call for urgent action by mathematicians, AI companies, and society, while not seeking a ban.

The Decoder · 4d agoAI industry1

Ex-Deepmind VP Vinyals says AI self-improvement is coming but won't trigger an intelligence explosion

Ex-DeepMind research VP Oriol Vinyals says recursive self-improvement is coming but slow, and co-founds Discovery Loop with Jeff Dean to automate research.

Oriol Vinyals, former VP of Research at Google DeepMind who worked on AlphaStar, AlphaCode, and Gemini, argued at Agentic AI Summit 2026 that recursive self-improvement will progress gradually without an intelligence explosion. He identifies idea generation ('research taste') and evaluation as the two biggest bottlenecks, noting benchmarks like SWE-Bench Pro and ML-Bench mostly test the already-working steps and suffer from overfitting and scheming. He is co-founding Discovery Loop with Jeff Dean as CEO, Sanjay Ghemawat, and Quoc Le to automate the full research cycle, starting with AI research.

The Decoder · 5d agoAI industry1

Class action lawsuit accuses Anthropic of overselling Claude subscriptions with deceptive usage multipliers

Class action lawsuit alleges Anthropic's Claude Max plan misrepresents usage multipliers via five-hour and weekly caps.

A class action filed by the same law firm over the summer claims Anthropic's $100 five-times and $200 twenty-times Max plan multipliers apply only within five-hour windows and are capped weekly, delivering less usage than advertised. Anthropic moved to dismiss, saying details were available via hyperlinks during purchase. Plaintiffs argue consumers cannot verify AI service delivery and must rely on honest advertising.

The Decoder · 5d agoAI industry2

Nvidia and Palantir team up to run supply chains with AI, starting with Nvidia's own million-part operation

Nvidia and Palantir integrated open Nemotron models and cuOpt into Foundry to run AI-driven supply chains, starting with Nvidia's million-part operation.

Nvidia and Palantir announced a partnership to run supply chains with AI, first deployed on Nvidia's own network of millions of parts and thousands of suppliers; a single Vera Rubin rack contains 1.3 million components. Palantir is integrating open Nemotron models into its Foundry platform for customer fine-tuning, while Nvidia cuOpt handles scenario planning and optimization, with decisions fed back to improve models over time. The stack runs on customer hardware or in the cloud through the Sovereign AI OS reference architecture with infrastructure partners Dell, Cisco, Rackspace, and Nebius, with more details shown at AIPCon 11.

The Decoder · 6d agoAI industry1

AI safety panic goes mainstream after Anthropic researcher's warnings land on CNN and Fox News

Departing Anthropic researcher Jacob Coxon's AI extinction warnings reached CNN, Fox News, and US politicians, pushing AI safety debate mainstream.

Jacob Coxon, a departing Anthropic researcher, warned that self-improving AI poses an existential threat, earning coverage on CNN and Fox News plus attention from US politicians and a Joe Rogan episode. Safety researchers at Anthropic and OpenAI supported his views, and Paul Christiano warned humanity could permanently lose control of a superintelligence without better oversight. Christiano joined the OpenAI Foundation board and its Safety and Security Committee, though without voting rights. The article cautions that the extinction scenario remains extreme and contested, while citing rogue hacking agents from OpenAI and Anthropic as concrete demonstrations of AI risk.

The Decoder · 6d agoAI industry

Top AI spenders cut per-employee costs by nearly 10 percent in August

Ramp's September AI Index shows top AI spenders' per-employee costs fell 9.7% in August as firms migrate from frontier models to cheaper standard models.

Ramp's September 2026 AI Index reports median per-employee AI spending at the top 1% of spenders fell 9.7% in August to $7,205, partly attributed to August vacations, falling token prices, and migration to cheaper models. The effective price per million tokens dropped 41% from its March 2026 peak to $0.68, and frontier models like Opus, Fable, and Sol fell from 53% to 45% of tokens consumed. Anthropic was paid for by 43.8% of US companies (up 0.34 points) versus 39.8% for OpenAI (up 0.09 points), while open-weight models remain marginal at 6.4% of AI-using firms.

The Decoder · 6d agoAI industry1

Anthropic built an economic model that frames its CEO's bleakest job forecasts as an outlier scenario

Anthropic published an economic model with three US economic scenarios through 2030, framing CEO Dario Amodei's bleakest job-loss forecasts as the outlier outcome.

Anthropic released an economic model outlining three scenarios for AI's impact on the US economy through 2030. The modest scenario resembles the internet's impact with stable wages, the middle scenario doubles growth while knowledge worker wages stagnate, and the extreme scenario projects 17.9% knowledge worker unemployment with labor's GDP share falling from 60% to 45%. CEO Dario Amodei's May 2025 warning of up to half of entry-level office jobs vanishing and 10-20% unemployment aligns with the extreme scenario, which the model treats as the least likely outcome.

The Decoder · 7d agoAI industry1

AWS is using Qualcomm for AI inference while Qualcomm uses AWS Bedrock to design the chips

Qualcomm will design custom AI inference chips for AWS while using Bedrock for chip design, its third major data center win since June.

Qualcomm is designing custom AI inference chips for AWS across multiple product generations and co-developing optical interconnects with up to 1.6 Tbps bandwidth. In return, Qualcomm uses Amazon Bedrock to accelerate its chip design process. The deal is Qualcomm's third major data center win since June, after Meta adopted the Dragonfly C1000 server processor and Microsoft began deploying Qualcomm's HBC memory architecture in Azure; Qualcomm targets $15 billion in data center revenue by 2029.

The Decoder · 7d agoAI industry1

Hugging Face's new ML Intern lets anyone run machine learning experiments through a simple chat

Hugging Face launched ML Intern, a chat-based agent that autonomously selects models, trains, and ships demos within user-approved compute budgets.

Hugging Face's ML Intern lets users describe a project in chat, then finds models, datasets, and tools on the Hub, GitHub, and the web before estimating compute costs and enforcing an approved budget. It autonomously creates datasets, trains models, monitors jobs, uploads results, writes reports, and builds demos, each with its own tracking dashboard. A demo training run took about six hours and cost under $0.50. The launch comes as Hugging Face is being acquired by Nvidia, whose CEO Jensen Huang has pledged to keep the platform open and hardware-neutral.

The Decoder · 7d agoAI industry1

OpenAI's millennium proof dispute raises the question of whether researchers can trust AI labs

Mathematician Tristan Buckmaster accused OpenAI of pressuring him and possibly training on his drafts amid OpenAI's race to claim a Navier-Stokes millennium proof.

OpenAI published a blog post and Sam Altman defended the team behind its AI-generated proof of the Navier-Stokes Millennium Problem after mathematician Tristan Buckmaster accused the company of academic misconduct. Buckmaster and co-author Levent Alpöge, who works at Anthropic, allege OpenAI pressured Buckmaster, sidelined Alpöge, and may have trained on drafts they entered into OpenAI's systems. OpenAI acknowledges it cannot rule out that de-identified data from their product usage helped improve its models. Mathematician Terence Tao warned the episode could discourage researchers from sharing work, reversing centuries of open science.

The Decoder · 7d agoAI industry1

OpenAI researcher allegedly pressured mathematician to drop Anthropic co-author from math breakthrough paper

OpenAI researcher Sébastien Bubeck allegedly pressured mathematician Tristan Buckmaster to drop his Anthropic co-author from an AI-assisted Navier-Stokes breakthrough paper.

Mathematician Tristan Buckmaster says OpenAI, after learning of his and Levent Alpöge's AI-assisted progress on the Navier-Stokes equations, pressed him to drop his Anthropic-employed co-author and dictated how any results would be announced. He says Sébastien Bubeck claimed an internal OpenAI model had produced a roughly 100-page proof for Navier-Stokes with forcing and allegedly told him 'Why would you ruin your career?' when he threatened to go public. Buckmaster published a public statement detailing the exchanges; OpenAI has not yet responded. The pair had worked with models including Claude and OpenAI Codex running GPT-5.6 Sol on the Clay Millennium Problem, which carries a $1 million prize.

The Decoder · 8d agoAI industry1

Patagonia has what AI data centers want, including no resistance so far

Developers are eyeing Argentina's Patagonia for AI data centers; Pampa Energía plans up to 500 MW in Neuquén, with grid buildout near $900 million.

Reuters reporting highlights Argentina's Patagonia as a candidate region for large AI data centers, drawing on cool climate, hydropower, wind energy, and Vaca Muerta shale gas. Pampa Energía plans a facility of up to 500 MW in Neuquén province, is seeking investors with first contracts expected by end of 2026, and estimates grid infrastructure alone at around $900 million. Green Capital targets an initial 300 MW in Chubut scaling to 3,000 MW, while OpenAI's announced project with Sur Energy remains unsigned. Open questions include grid connections, undersea cables, potential conflicts with Indigenous Mapuche families, and investment stability after the 2027 presidential election.

The Decoder · 8d agoAI industry

ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip

ASML secures TSMC, Samsung, and Intel commitments for twelve-inch photomasks while Huawei funds China's DUV lithography push to bypass export controls.

ASML, the world's only EUV lithography maker, has locked in commitments from TSMC, Samsung, and Intel to move photomasks from six-inch to twelve inches, which ASML CTO Marco Pieters says could raise High-NA throughput by 40 percent; TSMC and ASML plan a test line by 2031 with production on High-NA tools by 2033. Meanwhile Huawei is orchestrating China's push to build DUV lithography equipment and reduce dependence on ASML, centered on Shanghai equipment maker Yuliangsheng, with SMIC testing the machines and Huawei's Habo fund backing Zeiss rivals and light-source developers. Bernstein analysts note the main bottlenecks remain projection lenses and light sources.

The Decoder · 8d agoAI industry

Meta drops AI usage from engineer performance reviews after "tokenmaxxing" backfires

Meta removed AI-tool usage from engineer performance reviews after 'tokenmaxxing' inflated metrics, with internal AI costs heading toward billions in 2026.

Executives Maher Saba and Santosh Janardhan said in an internal memo, seen by The Information, that AI dashboards and token counters will no longer factor into performance reviews; quality, speed, and complexity of work will count instead. The change follows 'tokenmaxxing,' where employees burned AI tokens in bulk to rank on internal leaderboards. Internal AI use is projected to cost billions in 2026, prompting Meta to introduce budgets and a central dashboard starting in 2027. Separately, Meta is testing its AI agent tool Hatch for autonomous computer tasks, though some employees resist linking it to personal accounts over privacy concerns.

The Decoder · 8d agoAI industry

Mistral AI raises 3 billion euros in Europe's largest-ever tech funding round despite lagging behind rivals

Mistral AI closed a €3 billion Series D led by Samsung Electronics, valuing the lab at over €21 billion.

Mistral AI raised €3 billion in what it calls the largest equity round ever by a European tech company, lifting its valuation past €21 billion after ASML valued it near €12 billion in September 2025. Samsung Electronics leads the round with EQT's Scaleup Europe Fund and PSG Equity as co-leads; new investors include Advent, BlackRock-managed funds, and Luxembourg. The company also took an $830 million loan in March to fund its own data centers and serves 125+ enterprise customers including Airbus, ASML, and HSBC. Mistral Medium 3.5 trails open rivals like Qwen and Kimi and doesn't compete with top closed US models.

The Decoder · 8d agoAI industry1

Anthropic reportedly signs $517 billion in compute deals after Dario Amodei warned rivals about reckless risk

Anthropic signed compute contracts worth up to $517 billion in eleven months, adding 14.8 gigawatts amid the AI capacity race.

According to The Information, Anthropic locked in contracts worth up to $517 billion over eleven months, adding at least 14.8 gigawatts of compute since October 2025 on top of 1–2 gigawatts it already had, and is planning its own data centers. Bloomberg reports Anthropic's annualized revenue topped $65 billion, while OpenAI was above $40 billion as of July and targets 30 gigawatts by 2030. The spending follows Dario Amodei's early-2026 warning that rivals underestimated investment risk, while Sam Altman now cautions about 'unsustainable silliness' from neo-cloud providers.

The Decoder · 9d agoAI industry1

GPT-6 Astra beat Portal start to finish without human help in under 24 hours

Developer cozyblaze ran GPT-6 Astra through the full game Portal unaided in 23h43m using MCP-based control tooling.

A developer reported on X that OpenAI's GPT-6 Astra model completed the entire game Portal without human help, reaching the credits in about 23 hours and 43 minutes. The agent controlled the game via MCP and a modified SourcePauseTool that paused gameplay while the model reviewed screenshots and picked inputs. Token costs would total at least $570 at list price, though the run used a $200 Codex subscription. Code and documentation were published on GitHub.

The Decoder · 9d agoAI industry

ChatGPT claws back web traffic share to 55.5 percent as Gemini's brief comeback fades

Similarweb data shows ChatGPT regaining chatbot web traffic share to 55.5% while Gemini slipped to 25.6% and Claude grew to 9.3%.

Similarweb figures show ChatGPT's share of AI chatbot website traffic rising from 52.7% three months ago to 55.5%, though it remains far below its 73.3% share a year ago. Google Gemini declined from 27.8% to 25.6% after a brief comeback, while Anthropic's Claude grew from 1.9% to 9.3% year-over-year. DeepSeek (3.4%), Grok (2.4%), Copilot (1.6%), and Perplexity (0.9%) trail the leaders. The data covers website traffic only and excludes mobile and desktop app usage.

The Decoder · 9d agoAI industry

AI-designed drug appears to turn back the body's biological clock in early trial

Insilico Medicine's AI-designed drug rentosertib showed reduced predicted biological age in IPF trial blood analysis, published in Nature Biotechnology.

Insilico Medicine reported that rentosertib, an AI-designed drug candidate in Phase III trials for idiopathic pulmonary fibrosis, showed reduced predicted biological age in blood protein analysis of 42 trial patients. Six independent aging-clock models built by teams at Harvard, Oxford, Beijing, and Insilico all predicted lower biological age versus placebo, with drops of three to four years by week 4 and up to six years on one clock. The drug targets TNIK and was developed with two generative AI systems in about 18 months; Eli Lilly recently invested in the company. Experts including Eric Topol and Harvard's Vadim Gladyshev called the results encouraging but not definitive, citing small sample size.

The Decoder · 9d agoAI industry

How AI wiped out an entire industry in Nairobi

ChatGPT's rise collapsed Kenya's contract essay-writing industry, which once employed 40,000 people in Nairobi, cutting $40–70-per-paper earnings after 2022.

The New York Times reports that generative AI, primarily ChatGPT, wiped out Kenya's ghostwriting business, which at its peak employed at least 40,000 people in Nairobi writing academic papers for US and UK students. Writers like Teresios Bundi, who produced over 2,500 papers in twelve years, saw prices and orders collapse after ChatGPT's 2022 launch. Related gig work such as transcription, data annotation, and Meta content moderation has also dried up, leaving 'humanizers' who rewrite AI text to evade plagiarism checks. Kenya's government had promoted online gig work since 2016, and roughly 80 percent of the country's jobs are informal.

The Decoder · 9d agoAI industry