Information Technology · Wednesday, 23 September 2026
Anthropic and OpenAI cut the price of their new AI models. They are the first releases since both backed a call to slow down.
Anthropic's Opus 5.5 costs about 40% less to run than the model before it, and OpenAI's GPT-6 Sol and Luna cost half as much. Customers are suing the labs over their slowdown pact, record labels sued Suno again, and robotaxis grew wherever a permit allowed.
40%
less to run a typical job on Opus 5.5 than on Opus 5, Anthropic says
Tokens cost 20% less, and the model uses fewer of them.
Half
the price of OpenAI's new Sol and Luna, against the models before them
Luna costs $0.10 per million tokens read.
13% vs 8%
of business AI spending tracked by Ramp: OpenAI's Astra against Anthropic's Fable
The gap Reuters said Anthropic's next release was meant to close.
The lead story — what happened
-
Anthropic, the maker of the Claude AI models, released Claude Opus 5.5 on Tuesday.
[1] [2] -
Anthropic says a typical job costs about 40% less to run on Opus 5.5 than on Opus 5. Each piece of text is cheaper, and the model uses fewer of them.
[1] [2] -
AI companies charge by the token, a small chunk of text that is the basic unit of AI work.
[4] Opus 5.5 costs $4 per million tokens read and $20 per million written, 20% less than Opus 5.[1] -
OpenAI released GPT-6 Sol and GPT-6 Luna, its mid-sized and small models, the same day. It says they cost half as much as the models they replace.
[1] -
Luna costs $0.10 per million tokens read and $0.50 per million written. Sol costs $2 and $10.
[1] -
Neither release is mainly about new abilities. Both labs are chasing business customers who send routine work to cheaper models, including free-to-download ones from Alibaba, Moonshot AI and DeepSeek in China.
[1] [2] -
They are the first releases since Anthropic's chief executive, Dario Amodei, called on the industry to slow down. OpenAI's Sam Altman and Elon Musk backed that call.
[2] -
Reuters reported last week that Anthropic was weighing a new model to answer OpenAI's GPT-6 Astra, released on 3 September.
[3] -
Astra takes about 13% of the business AI spending tracked by Ramp, a company-card firm, against 8% for Anthropic's top model, Claude Fable, Reuters said.
[3] -
Tests run by Anthropic and its partners show Opus 5.5 beating Astra at some coding and office work, by small margins.
[1] -
Anthropic says Opus 5.5 is strong in risky areas like cybersecurity and biology. Some requests on those topics may be quietly passed to an older model.
[1] -
Apple is pitching its new Macs to businesses as a way to run AI at the desk without paying OpenAI or Anthropic per token. Macs hold about 4.6% of business desktops against 91.3% for Windows, by IDC's count.
[4]
Who is involved
-
Anthropic
the maker of the Claude AI models, preparing to sell shares to the public; it released Opus 5.5
-
OpenAI
the maker of ChatGPT; it released GPT-6 Sol and Luna
-
Dario Amodei
Anthropic's chief executive; on 12 September he wrote that AI companies must slow down
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Alibaba, Moonshot AI and DeepSeek
Chinese companies whose free-to-download models cost far less, and are pulling business customers away
How it unfolded
-
3 Sep OpenAI releases GPT-6 Astra, its most powerful model
[1] [3] -
12 Sep Amodei writes that the industry must slow down
[3] -
18 Sep Four customers sue the labs over the slowdown pact
[5] -
18 Sep Reuters reports Anthropic is weighing a new model
[3] -
22 Sep Opus 5.5, GPT-6 Sol and GPT-6 Luna are released
[1] [2]
Where this points
Watch whether business customers bring routine work back to Anthropic and OpenAI at the new prices.
What is pushing on the whole day
The bar and the word are our reading of how hard each one is pushing today. The arrow is where it is heading. The evidence is in the stories below.
Anthropic says a typical job on its new model costs about 40% less.
Four customers sued Anthropic, OpenAI, SpaceXAI and Google over their plan to slow down together.
Nevada's 100-car limit on Amazon's Zoox runs out on 25 September.
Accelevation, which makes power and cooling kits for data centres, wants up to $720m from a share sale.
The rest of the day
21 more stories on this beat.
Each with its own sources. None of these is a link to the story above.
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02
Customers sue AI labs over their slowdown pact
Four people who pay for ChatGPT, Claude, Grok or Gemini filed a class action in a California federal court on 18 September.
[5] [6] They say Anthropic, OpenAI, SpaceXAI and Google broke US competition law by agreeing to slow how fast they improve their products.[5] The case is built only from public statements, starting with Amodei's essay and Altman's reply.[5] It asks for triple damages and a jury.[5] Why it matters — Amodei's essay had itself said such talks might need a legal waiver, and none exists.
[5] Mistral, France's main AI company, said last week that big firms were using the moment to protect their market position.[7] -
03
Universal and Sony sue Suno a second time
Universal and Sony, two of the three biggest record companies, sued Suno again on 18 September, this time over 60,202 recordings.
[8] Suno makes AI that writes songs from a typed request.[8] The labels say a forensic check of Suno's training data found the songs.[8] A judge told them to file a new case rather than add them to the first one, from June 2024.[8] They ask up to $150,000 per recording, a ceiling past $9bn in all.[8] 60,202Recordings in the new case$150,000Most a court can award per recordingThe two numbers in the labels' complaint. Multiplied, the legal ceiling passes $9bn; a court decides the real figure. Why it matters — The complaint lists three licence deals Suno signed since November 2025, with Warner, BMG and Believe, as proof that a market for training music exists.
[8] If a court accepts that, Suno's own deals become evidence against it.[8] -
04
AI labs ask Australia for a training exception
Anthropic and OpenAI have asked Australia's parliament to soften rules that stop AI firms training on Australian creative work without permission, Reuters reported on Tuesday.
[9] In October 2025 Australia's government ruled out a copyright exception for this kind of data mining.[9] Anthropic suggested a narrow, conditional approval and offered support for Australian creators, and OpenAI asked for a balanced framework.[9] Both tied the request to data centres they plan in Sydney and Queensland.[9] Why it matters — Papers released under Freedom of Information show Amodei raised copyright with Treasurer Jim Chalmers in April.
[9] Officials noted that Anthropic would say its investment depended on clear copyright rules.[9] -
05
A US appeals court wants AI filings checked
The 10th US Circuit Court of Appeals in Denver proposed on 18 September that lawyers certify a human has checked any filing written with AI help.
[10] The checker must confirm that every cited case exists and every quotation is accurate.[10] The rule would start on 1 January 2027 in six states, including Colorado and Utah, and cover people who represent themselves too.[10] It would be the first such rule among the 13 US federal appeals courts.[10] Why it matters — Courts keep receiving filings with case citations that AI made up, and the court's clerk says existing rules are not being followed.
[10] The 5th Circuit dropped a similar plan in 2024 after lawyers objected.[10] -
06
Waymo lets teenagers ride alone in Nashville
Waymo, the driverless-taxi company owned by Google's parent Alphabet, now lets 13- to 17-year-olds ride without an adult in Nashville, Tennessee.
[11] A parent or guardian must link the account, and a teen may bring up to three friends of the same age.[11] Phoenix was first, last year, and Waymo says more cities will follow where local rules allow.[11] Paid Waymo trips grew from 50,000 a week in May 2024 to more than half a million earlier this year.[11] Paid Waymo trips a week, May 202450,000Paid Waymo trips a week, early 2026500,000Weekly paid rides grew about tenfold in two years, while Waymo added about a dozen cities. Why it matters — Teenagers who cannot drive rely on parents or buses, so this opens a new group of riders.
[11] Waymo did not say how it checks the ages of the friends.[11] -
07
Hyundai will build tens of thousands of robotaxis
Hyundai will build tens of thousands of Ioniq 5 robotaxis for Waymo at its plant in Georgia, chief executive Jose Munoz said.
[12] He said the robotaxi business is already profitable.[12] US electric-car demand slowed after the tax credit ended, and Hyundai is filling its plant with robotaxis instead.[12] Waymo runs about 4,000 cars in US cities today.[12] Robotaxis Hyundai says it will build for Waymotens of thousands1,500EU-wide approval limit, per model, per yearWhat one plant in Georgia can build, set against what the EU's single approval route allows for one model each year. Why it matters — Europe cannot take numbers like these yet: the only approval that works across the whole EU for a fully driverless car allows 1,500 a year per model.
[12] Waymo's plan in Germany covers one city, Munich, from late 2027.[12] -
08
Waymo will carry riders in Singapore from 2028
Waymo will launch its first Southeast Asian robotaxi service in Singapore in 2028.
[13] Its electric Jaguar cars arrive in the coming months and will be driven by hand until 2027, while the system learns local roads and monsoon rain.[13] It is working with Singapore's transport ministry and Land Transport Authority.[13] Waymo did not give a fleet size, fares, hours or service area.[13] Why it matters — Cyclists and scooter riders matter more on Singapore's roads than on most US streets Waymo drives.
[13] Waymo says its US cars are in 94% fewer injury crashes than human drivers, a figure it publishes itself.[13] -
09
Waymo returns to San Antonio after the floods
Waymo restarted paid rides in San Antonio, Texas, five months after floods in April.
[14] Several of its cars slowed but did not stop at flooded streets and got stuck, which led to a recall in May.[14] Waymo says it changed its software to spot and avoid standing water.[14] Dozens of cars now cover a 60-mile area that includes downtown and the airport.[14] Why it matters — Waymo now offers paid rides in 15 US cities.
[14] A flood stopped the service in one city for five months, a limit that no permit set.[14] -
10
Zoox's 100-car limit in Nevada ends
A Nevada permit that held Amazon's Zoox to 100 robotaxis expires on 25 September, a state official and Zoox confirmed.
[15] Zoox builds box-shaped robotaxis with no steering wheel or pedals.[15] It began charging for rides in Las Vegas last month under a federal exemption that allows up to 2,500 such cars a year for two years.[15] A tracker estimates that just over 30 Zoox cars run in the city.[15] Zoox cars in Las Vegas, tracker estimate (just over 30)30Nevada's limit until 25 September100Zoox runs well under the old limit, so the limit was not what kept its fleet small. Why it matters — Waymo, Tesla and Uber all now hold driverless ride permits in Las Vegas, so Zoox gets room to grow as rivals arrive.
[15] Zoox would not say how many cars it will add.[15] -
11
A plane flies itself across the US
Joby Aviation says an aircraft flew itself 3,199 miles across the United States, from California to the Outer Banks in North Carolina.
[16] It used a converted Cessna Caravan fitted with Joby's self-flying system, which taxied, took off, cruised and landed.[16] [17] A pilot sat on board to meet the rules but gave no control input, Joby says, and staff watched remotely.[16] [17] The plane is now flying back west with stops.[16] Why it matters — Joby is best known for electric air taxis it plans to open to the public this year.
[16] It says the same self-flying kit can be fitted to existing planes and used for freight, rescue and the military.[16] [17] -
12
Qualcomm's new phone chips are its first at 2nm
Qualcomm, which designs the main chips for many high-end Android phones, launched the Snapdragon 8 Elite Gen 6 on Tuesday, with a faster Extreme version.
[18] [19] TSMC makes both on its 2-nanometre process, a first for Qualcomm.[18] [19] Qualcomm says the Extreme chip can run AI models with 30 billion parameters on the phone itself.[19] Motorola, Xiaomi, ZTE and others will use them.[18] [19] Why it matters — Counterpoint Research expects phone shipments to fall 14% this year, because memory costs have pushed prices up.
[19] Phone makers are leaning on expensive models, and AI that runs without the cloud is their pitch.[19] -
13
China's CXMT says its memory has caught up
CXMT, China's biggest maker of DRAM, the short-term memory a phone or computer works in, says its fifth-generation process is now in mass production.
[20] It says each silicon disc now has room for at least 50% more chips than before.[20] It got there without the advanced machines US export rules have kept from China since 2022, by repeating coarser printing steps four times.[20] The first products are memory chips for mid-range and high-end phones.[20] Why it matters — A new supplier matters while memory shortages push up the price of phones and PCs.
[20] Nobody outside CXMT has tested its claim to match Samsung, SK Hynix and Micron, and it has published no figure for how many chips pass testing.[20] -
14
DARPA gets its hands on Microsoft's quantum machine
Microsoft said on Tuesday it will give DARPA, the US military's research agency, hands-on access to its quantum computer at a new centre in Maryland.
[21] Until now DARPA tested Microsoft's machines remotely, in Washington state and in Europe.[21] The system uses Microsoft's Majorana 2 chip and can take newer chips later.[21] DARPA is judging whether any quantum design can be worth its cost by 2033.[21] Why it matters — Quantum computers might one day break the codes that protect messages today, which is why defence agencies care.
[21] Microsoft says it will have commercial systems by 2029.[21] -
15
A Singapore start-up grows chips a few atoms thick
Nexstrom, a start-up in Singapore, raised $12m to build machines that grow ultra-thin chip materials directly on standard 12-inch silicon discs.
[22] The materials are a few atoms thick and could let chips keep shrinking where ordinary silicon struggles.[22] Its chief scientist, Lance Li, used to lead research on chips beyond silicon at TSMC.[22] It expects its equipment to be ready for factories between 2030 and 2035.[22] Why it matters — Nexstrom plans to sell to chipmakers like TSMC, Samsung and Intel rather than compete with them.
[22] It says some are already testing its samples, but will not name them.[22] -
16
A data-centre supplier prices its share sale
Accelevation, an Ohio company that makes power, cooling and ready-built units for data centres, wants a value of up to $5.37bn in its US share sale.
[23] It and some shareholders aim to raise up to $720m, selling 30 million shares at $20 to $24 each.[23] Most of the money will pay off debt.[23] Olympus Partners, the private-equity firm that bought it in 2025, keeps about 85% of the votes.[23] Why it matters — It follows Nscale and SB Energy, which filed for share sales this month, as AI builders ask the stock market for money.
[23] Goldman Sachs expects data-centre power demand to rise 170% by 2030 from 2025.[23] -
17
A Silicon Valley investor opens a school
Andreessen Horowitz, a large Silicon Valley investment firm, is opening a school for would-be founders just out of high school.
[24] The first year is free for about 50 students, chosen on what they have built.[24] It is not accredited, so it gives no degree or college credits.[24] From 2028 a two-year course will charge fees close to an elite private university's.[24] Why it matters — Its ten founding partners, including Anthropic, OpenAI, Google and Nvidia, hope to hire its graduates.
[24] It opens while AI is shrinking entry-level tech jobs, so a direct path to a job has new pull.[24] -
18
Paramount settles and clears its Warner deal
Paramount Skydance settled lawsuits from 12 US state attorneys general and the Writers Guild, the union for film and TV writers, Bloomberg reported.
[25] That clears the way for its $110bn purchase of Warner Bros. Discovery.[25] The settlement includes protections meant to limit the combined company's market power and keep its news independent.[25] The company will control two big Hollywood studios, two streaming services and channels from CBS to HBO.[25] Why it matters — The writers' union and 12 states had sued over the deal, and settling means they accepted written protections instead of a court fight.
[25] CBS and HBO will sit under the same owner, which is why editorial independence was part of the terms.[25] -
19
Apple Pay heads to India with one bank
Apple Pay is expected to launch in India next month, starting with credit cards from Axis Bank, India's fourth-largest card issuer, Reuters reported.
[26] Apple has also talked to HDFC Bank and ICICI Bank, both bigger, but has not agreed terms.[26] It will not support UPI, India's state-backed instant phone payment system, at launch.[26] UPI carries about 84% of India's digital payments.[26] Why it matters — Apple is arriving with a card product in a country that mostly pays by phone transfer.
[26] The Economic Times reported that Apple asked for 0.15% to 0.20% of each payment, and banks offered about 0.10%.[26] -
20
Meta pays a plastics recycler
Meta signed its first deal to pay a plastics recycler, the three-year-old start-up MacroCycle of Cambridge, Massachusetts.
[27] Meta pays for the carbon emissions MacroCycle's plastic avoids, and counts them against its own, which are growing with AI.[27] The money helps fund MacroCycle's first plant in the US, sized for 5,000 tonnes of recycled plastic a year.[27] Its process can clean plastic from old clothes, of which only 0.5% is recycled today.[27] Why it matters — Meta's AI build-out is pushing its emissions up, and it is buying cuts made elsewhere to count against them.
[27] It also wants a steady supply of low-carbon plastic for its packaging and hardware.[27] -
21
A US battery maker opens in China, not Kentucky
EnerVenue, a US start-up that makes long-life nickel-hydrogen batteries, opened its factory in Changzhou, China, after dropping a $264m plan in Kentucky.
[28] Its chief executive, Henning Rath, said China's depth of skilled engineers and suppliers decided it.[28] The plant is about 95% automated and will employ about 400 people by the end of the year.[28] Graduate engineers there earn about 12,000 yuan, or $1,792, a month.[28] Why it matters — The Kentucky plan had promised 450 jobs.
[28] It is unclear whether batteries made in China will qualify for US clean-energy tax credits.[28] -
22
FintechOS turns a profit and raises $28m
FintechOS, a London company founded in Romania that sells software to banks and insurers, raised $28m in shares and debt.
[29] It says it became profitable in the first half of 2026, later than the 2024 date it had given investors.[29] It says recurring revenue rose 40% in a year and its US business grew 130%, without giving totals.[29] The money goes to US growth and more European clients.[29] Why it matters — Its software lets banks launch new products on top of their old systems instead of replacing them.
[29] Santander's investment bank provided the debt.[29]
The number on the permit decides how many driverless cars drive
Car makers can build robotaxis by the tens of thousands, but each government lets in a set number, and that number sets the pace.
The twist
A plant in Georgia can build tens of thousands of robotaxis a year. How many actually carry passengers is decided by a number a regulator writes on a permit, one city or country at a time.
The picture
How it works
- A new kind of vehicle is ready before the rules for it are
- A regulator lets it in with a permit that names a number of vehicles
- The company can grow only up to that number, in that one place
- It grows where the number is high and waits where it is low or missing
- So the map of permits, not the production line, shapes where the vehicles appear
The same force, elsewhere today
Where this chain is also running, in today's other stories.
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Zoox's 100-car limit in Nevada
Nevada's permit held Amazon's Zoox to 100 robotaxis until 25 September, so the state, not Amazon, set the ceiling in Las Vegas.
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Hyundai's robotaxis for Waymo
Hyundai can build tens of thousands in Georgia, but the EU-wide approval stops at 1,500 a year per model, so Waymo's plan in Germany covers one city, Munich.
-
Waymo in Singapore
Singapore's transport ministry has Waymo drive by hand until 2027 and carry the public only from 2028, so Singapore's government sets the timetable.
-
Waymo's teen accounts
Waymo offers rides to 13- to 17-year-olds only in cities whose local rules allow it, so Nashville got them and most of its cities did not.
Where you've seen this
City taxi licences
a city that issues a fixed number of taxi licences decides how many cabs drive, whatever the demand
Airport landing slots
an airline can buy more planes, but a busy airport's slots decide how many flights it runs there
Fishing quotas
a boat can catch more, but the quota written for that sea decides how much it lands
The catch
A limit only matters when a company can fill it: Zoox runs just over 30 cars in Las Vegas, well under the 100 it was allowed.
And the whole of it
Hyundai's workers in Georgia, parents in Nashville, officials in Singapore and the EU's approval officers each hold one piece of how fast these cars spread. None of them decides the pace alone, and none of them can see every city and country the cars are waiting to enter.
What is really going on
Anthropic and OpenAI cut their prices on Tuesday because business customers were moving routine AI work to cheaper models, including free-to-download ones from Chinese firms.
Who gains
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Businesses that pay Anthropic and OpenAI
— The same kind of job now costs them about 40% less on Opus 5.5, and half as much on Sol and Luna.
[1] -
Hyundai
— Its Georgia plant, built for electric cars that are selling slowly, now builds robotaxis for Waymo, a business its chief says is already profitable.
[12] -
Universal and Sony
— Suno's own licence deals with Warner, BMG and Believe let the labels argue in court that a paid market for training music already exists.
[8] -
Olympus Partners
— The private-equity firm keeps about 85% of Accelevation's votes while the share sale raises money to pay down its debt.
[23] -
Workers and suppliers in Changzhou, China
— EnerVenue built its battery plant there instead of Kentucky, for the local engineers and suppliers, and it will employ about 400 people.
[28]
Who pays
-
Anthropic, OpenAI, SpaceXAI and Google
— They face a claim for triple damages built from their executives' public statements and press reports about slowing down.
[5] -
Suno
— It faces a second lawsuit, and its licence deals and its own user terms are being used as evidence that it knew training needs permission.
[8] -
Lawyers and self-represented people in six US states
— They would have to certify that a human checked every citation in any filing written with AI help, from 2027.
[10] -
Kentucky
— EnerVenue dropped a $264m plant there that had promised 450 jobs.
[28] -
Riders in Europe
— The EU-wide approval route allows only 1,500 fully driverless cars a year per model, so fleets there stay small.
[12]
What nobody knows yet
Open questions from across today’s stories — ours included.
-
01
Whether Opus 5.5 really saves customers 40%.
The figure is Anthropic's own, for typical jobs at default settings, and no outside test of it has been published.
[1] -
02
Whether the labs are still coordinating on slowing down.
The Buist complaint says a working group was still meeting in mid-September, and no company had answered the claim when it was reported.
[5] -
03
Whether the slowdown pact has changed any product at all.
The complaint names no slowed release, cancelled model or changed training run in its 29 pages.
[5] -
04
How much Suno could have to pay.
The labels ask up to $150,000 per recording across 60,202 recordings, a ceiling past $9bn, but a court sets damages and Suno has not yet answered.
[8] -
05
Whether Australia will bend its copyright rules for AI training.
Australia's government ruled out an exception in October 2025, and the parliamentary committee has so far only received submissions.
[9] -
06
Whether the Denver appeals court will adopt its AI rule.
It is only a proposal, and the 5th Circuit dropped a similar plan in 2024 after lawyers objected.
[10] -
07
Whether CXMT's memory really matches Samsung, SK Hynix and Micron.
Nobody outside the company has measured the chips, and CXMT has published no figure for how many pass testing.
[20] -
08
How many robotaxis Waymo runs in how many cities.
One report puts Waymo at about 4,000 cars in 14 US cities, and another says it offers paid rides in 15; neither gives a date for its count.
[12] [14] -
09
How Waymo checks the ages of teenage riders' friends.
Waymo said teens may bring up to three guests aged 13 to 17, and did not say how those ages are verified.
[11]
Waymo's driverless cars are carrying paying riders in San Antonio again, five months after April floods left several of them stuck. The company changed its software so the cars spot and avoid standing water.
Also true today
- An aircraft flew itself 3,199 miles across the United States, from California to North Carolina's Outer Banks. It taxied, took off, flew and landed with no control input from the safety pilot on board.
- Meta signed its first deal to pay a plastics recycler, MacroCycle, and the money helps build the start-up's first plant. Its process cleans plastic from old clothes, of which only 0.5% is recycled today.
- OpenAI's two new AI models, GPT-6 Sol and GPT-6 Luna, cost half as much to use as the models they replace.
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