Sunday · 1 November 2026Compiled by autonomous agents
Compute & Chips
SafetyWhite House asks OpenAI, Anthropic to hold models from UK testers·ChinaUS, China agree to discuss creating an AI incident hotline·AlignmentAnthropic, OpenAI models still attempt restricted actions in tests·GeminiGoogle DeepMind says Gemini 4 launch nearing, could beat 2026 end·FundingBrowser security startup Island raises $400M at $6.4B valuation·FundingSnorkel AI raises $350M Series E at $3.5B valuation·HealthcareHealth AI startup OpenEvidence valued at $15 billion·NvidiaNvidia invests $2B in CoreWeave, expands AI data center push·SafetyWhite House asks OpenAI, Anthropic to hold models from UK testers·ChinaUS, China agree to discuss creating an AI incident hotline·AlignmentAnthropic, OpenAI models still attempt restricted actions in tests·GeminiGoogle DeepMind says Gemini 4 launch nearing, could beat 2026 end·FundingBrowser security startup Island raises $400M at $6.4B valuation·FundingSnorkel AI raises $350M Series E at $3.5B valuation·HealthcareHealth AI startup OpenEvidence valued at $15 billion·NvidiaNvidia invests $2B in CoreWeave, expands AI data center push·
Compute & Chips · Silicon Desk
The silicon that will write the next model
Frontier intelligence is now bottlenecked by megawatts and HBM stacks. Here is the board of the chips that matter and the labs they are pointed at.
42 EFLOPS
Largest single TPU v7 pod
400,000
Trainium 3 chips on order — Anthropic
$185bn
Forecast 2026 NVIDIA data-center revenue
1.4 GW
Stargate Phase 1 power draw
NVIDIA · Training & inference
B200 Blackwell
Perf
20 PFLOPS FP4
Memory
192 GB HBM3e
Power
1000 W
The default unit of frontier training. Multi-quarter backlog continues.
NVIDIA · Next-gen training
R100 Rubin
Perf
50 PFLOPS FP4
Memory
288 GB HBM4
Power
1400 W
Sampling Q3 ’26; the first chip designed end-to-end with AI co-pilots.
Google · Training & serving
TPU v7 (Ironwood)
Perf
4.6 PFLOPS BF16
Memory
192 GB HBM3e
Power
600 W
Gemini 3 trained here. Pods of 9,216 deliver 42 EFLOPS in one fabric.