Friday, November 6, 2026

Anthropic IPO buyers see valuation as low as $1.1T (opens bloomberg.com)

The FT reports Anthropic still plans to list before Thanksgiving, aiming to raise $80B-$100B at a $1.25T to $1.75T valuation.

Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm (opens theinformation.com)

Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm, which is pushing into serving the AI data center market — Google's investment arm Google Ventures has acquired nearly 3 million shares of the chip maker Qualcomm, as a result of Qualcomm's purchase of chip software startup…

Nasdaq Sinks 5% as Investors Retreat from AI Trade After Election (opens wsj.com)

AI physics startup PSI says a system running a non-public Anthropic model proved the Aaronson-Ambainis conjecture (opens psi.inc)

AI physics startup PSI says a system running a non-public Anthropic model proved the Aaronson-Ambainis conjecture, a quantum computing question open since 2008 — The Aaronson-Ambainis conjecture is now a theorem. — Open since 2008, the conjecture of Scott Aaronson and Andris Ambainis concerns …

Agility Robotics co-founder on its Nasdaq debut, lessons from Amazon, and the future of work (opens geekwire.com)

Agility Robotics, which makes the Digit humanoid robot for warehouses and factories, began trading on the Nasdaq on Thursday after a $2.5 billion SPAC merger. Co-founder Jonathan Hurst described how Amazon's warehouse tests convinced the company it needed a robot that could work safely next to…

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal (opens bloomberg.com)

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips — Microsoft Corp.

TSMC is weighing a move into AI memory chips at Nvidia’s request (opens thenextweb.com)

TSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at Nvidia’s request, The Information reports. It would put TSMC up against Samsung, SK Hynix and Micron as AI demand keeps memory scarce.

Axiom Math wants to keep AI slop out of mathematics (opens techcrunch.com)

As AI floods math with unchecked proofs, Axiom Math is betting on verification. The startup’s AI agents just formally verified the Stacks Project, one of the field’s biggest libraries.