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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

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

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

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

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 11 sources1

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

[AINews] Hot Chips: OpenAI’s Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6

OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.

At the 37th Hot Chips conference, OpenAI published first benchmark details for its custom Jalapeno inference chip, claiming 1.5-1.9x more work per watt, 1.7-3.6x lower end-to-end latency, and 2.1-4.1x higher interactive-workload performance versus NVIDIA GB200/GB300, with the 700W-rated part staying at or below 550W in tests. Deployment into OpenAI's own infrastructure begins by year-end, with Gen 2 deep in development and Gen 3 underway. OpenAI also said GPT-Astra and Codex helped write low-level kernels, reportedly 1.5-1.8x faster than human-expert code for selected attention and MoE blocks. Cerebras CS-5, Groq 3 LPX and Apple M6 were also featured at the conference.

Latent Space · 21d agoAI industry