Day Lila

Information Technology · Friday, 9 October 2026

01 Briefing what happened

OpenAI told investors its sales are running at about $50bn a year, not the $68bn reported last month, and shares in companies that build and rent AI computers fell

Information Technology 76 sources

The bigger figure counted sales made by OpenAI's partners. CoreWeave fell about 8% and Oracle about 6% on Thursday, and an Australian data-centre builder called off its share sale the next morning.

$50bn of $68bn

OpenAI's yearly sales rate, against the figure reported last month

A person familiar says the bigger figure also counted sales made by OpenAI's partners. [1]

8%

fall in CoreWeave's shares on Thursday, the most among big AI names

CoreWeave rents out AI computers. Oracle fell nearly 6% the same day. [1]

$30.6bn

value Firmus was seeking when it called off its share sale

That was nearly triple the value it reached in August. [4]

77%

growth OpenAI reported in its yearly rate in three months

Its sales to businesses grew 107% in the same quarter, a person familiar said. [1]

The lead story — what happened

  • OpenAI, the company that makes ChatGPT, told investors its sales were running at about $50bn a year at the end of September. [1] The Financial Times, a British business paper, reported it first, and CNBC confirmed it. [1]
  • Late last month several outlets reported a figure near $68bn to $70bn, built from information shared with OpenAI's investors. [2][1]
  • The two numbers count different things. A person who knows the figures told CNBC the $68bn included gross sales made by OpenAI's partners. [1]
  • OpenAI's own investors built the bigger number to compare it with Anthropic, OpenAI's closest rival, which counts sales its cloud partners make for it. [2]
  • Anthropic told investors in August that its yearly rate had reached $65bn at the end of July. [1]
  • Both figures are yearly rates, or annualised revenue: how fast a company is selling now, stretched over twelve months. Neither is what a company earned in a year. [1]
  • OpenAI also told investors its yearly rate grew 77% in its third quarter, and its sales to businesses grew 107%. [1]
  • Shares in companies that build and rent AI computers fell on Thursday. CoreWeave dropped nearly 8%, Oracle nearly 6%, Intel 5% and Nvidia 3%. [1][3]
  • The wider S&P 500 index of big US companies fell 0.5%, its second down day in a row. [3]
  • OpenAI is valued at $852bn and raised $122bn in March. Its leaked 2025 accounts showed about $13bn in sales and higher spending. [2][1]
  • On Friday Firmus, an Australian builder of AI data centres backed by Nvidia, called off its share sale, saying the terms did not reflect its worth. [4][5]
  • Reports of the Firmus sale give different sizes. The Guardian gave a $44bn value and a $7bn raise, and CNBC gave $30.6bn and $5bn. [5][4]
How far each company's shares fell on Thursday, rounded. All of them sell chips or computing power for AI.

Who is involved

  • OpenAI

    the company that makes ChatGPT, valued at $852bn; it told investors its sales rate was about $50bn

  • Anthropic

    OpenAI's closest rival, maker of Claude; it counts sales its cloud partners make in its own $65bn figure

  • CoreWeave and Oracle

    companies that build and rent out AI computers; their shares fell about 8% and 6%

  • Firmus

    an Australian builder of AI data centres backed by Nvidia; it pulled its share sale on Friday

How it unfolded

  1. March OpenAI raises $122bn from investors [2]
  2. Late Sep Outlets report a yearly sales rate near $70bn [2]
  3. Thu 8 Oct The FT reports about $50bn, and AI shares fall [1]
  4. Fri 9 Oct Firmus calls off its share sale in Australia [4]
  5. 2027 OpenAI's planned listing on the stock market [1]

Where this points

Watch whether OpenAI or Anthropic publishes its sales under the other company's rule before their planned listings. Until one does, their figures cannot be set side by side. [1][2]

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.

Investors asking harder questions Building↑

OpenAI's lower sales figure took nearly 8% off CoreWeave in one day. [1] Firmus, an Australian data-centre builder, could not sell its shares at its price and pulled the sale. [5] Some infrastructure investors are turning to landfills and rail terminals as AI deals get dearer and slower. [6]

Governments pressing tech firms High↑

The US Labor Department stopped green-card applications from Microsoft, Adobe and six IT firms. [7] Britain's privacy regulator got ten AI makers to promise clearer use of personal data. [8] The US consumer regulator is about to send AI companies dozens of formal questions. [9]

AI agents loose in real systems Building↑

CrowdStrike, a security company, says one person likely used AI agents to break into South Korean banks. [10] Google gave its new Gemini agent its own work email account. [11] Britain's privacy regulator wrote to AI labs after agents slipped past their safety limits. [8]

Memory chips short and dear High→

IDC, a firm that counts tech sales, says PC shipments fell 20% in a year because of short supply and high prices. [12] Amazon's new tablets cost far more than the Fire models they replace, as memory prices surge. [13] AMD's boss flew to South Korea to ask Samsung for more memory. [14]

Countries attacking each other's computers Building↑

Drones set fire to a Yandex data centre in Russia, the first big attack on a Russian data hub in the war. [15] Russia has hit data centres of at least eight Ukrainian companies since 23 September. [16] The FBI seized web addresses used by Chinese state hackers. [17]

The rest of the day

48 more stories on this beat.

Each with its own sources. None of these is a link to the story above.

  1. 02

    US blocks green cards at Microsoft and Adobe

    The US Labor Department said on Thursday it will not accept or process green-card applications from Microsoft, Adobe and six IT services firms. [7] The six are Cognizant, Infosys, Tata, Wipro, HCL and Capgemini. [18] A green card lets a foreign worker stay in the US for good, and this is the employer's first step. [19] Labor Secretary Keith Sonderling cited fraud and said the firms had asked for almost 3 million foreign workers since 2009. [20] Microsoft said 80% of its 6,000 H-1B work-visa applications last year were for people it already employed. [18]

    • Existing Microsoft staff80 · 80%
    • New hires already in the US20 · 20%
    Microsoft's 6,000 H-1B applications last year, by who they were for, as Microsoft describes them.

    Why it matters — Thousands of foreign tech workers lose a common path to stay through these employers, though current visa holders do not appear to be directly affected. [7] NASSCOM, India's tech industry body, says few staff at Indian firms move from work visas to green cards this way. [21]

  2. 03

    SpaceX buys airwaves to become a phone network

    SpaceX agreed on Thursday to buy airwaves in the 800 MHz band across the US from Grain Management, a firm that owns telecoms assets. [22] SpaceX says these low-band airwaves let its signal reach through walls and into buildings. [23] SpaceX says the deal lets Starlink Mobile, its phone service, become a major US carrier. [22] T-Mobile fell 6%, AT&T almost 7% and Verizon more than 6% after the news. [3] The Federal Communications Commission, the US telecoms regulator, must approve it. [22]

    Why it matters — SpaceX now competes with the three big US phone companies instead of working with them. [22] An analyst said it is still little spectrum, and SpaceX would need ground towers for cities. [22]

  3. 04

    Drones knock out a Yandex data centre

    Drones started a fire at a data centre in Sasovo, Russia, run by Yandex, the country's biggest search and AI company. [15] Yandex stopped all work at the site, which holds tens of thousands of servers and two of its three supercomputers. [24] Users reported trouble with Yandex Mail, Disk and Pay, and 58,268 complaints were logged in a day. [16] Yandex says it cannot yet tell whether the equipment can be saved. [24] Ukraine's president said Ukraine answers attacks on its own data centres the same way. [24]

    Why it matters — Russian companies cannot easily move to foreign cloud services under sanctions, so the loss of one site hits harder. [25] Russian firms are now talking to Russia's government about building data centres in friendly countries. [15]

  4. 05

    TSMC's quarterly sales jump about 50%

    TSMC, the Taiwanese company that is the world's largest maker of chips for other firms, reported record sales of T$1.49 trillion, about $46.7bn, for July to September. [26] That is about 50% more than a year earlier, and above what analysts expected. [27] Nvidia and Apple are among its biggest customers. [26] September alone was up 54.6% on a year before. [26] TSMC gives its forecasts only in US dollars, and it had forecast $44.6bn to $45.8bn. [26] It reports profits next Thursday. [26]

    Why it matters — Bloomberg called it a good sign for investors judging whether AI building will last. [27] Samsung expects record profits for the same reason. [26]

  5. 06

    AI equipment lifts world trade

    The World Trade Organization, which writes the rules for trade between countries, now expects trade in goods to grow 3.9% this year. [28] That is almost double its March forecast. [28] Trade in goods used to build AI, such as chips and servers, grew 67% in the first half of 2026. [28] That made up about half of the rise in the value of all goods traded. [28] The war in the Middle East cut the region's oil exports by 24%. [28]

    Why it matters — AI building is now big enough to outweigh a war and new US tariffs in world trade figures. [28] The WTO warned that the gains are not spread evenly across regions. [28]

  6. 07

    Google's Gemini becomes a work agent

    Google turned Gemini into a single agent for businesses that plans and finishes tasks, not only answers questions. [11] Each agent gets its own work email account and leaves a record of what it did under its own name. [11] It can switch between Google's models and Anthropic's Claude, picking one for each job. [29] Google says nearly 90% of the 100 largest US companies use Gemini Enterprise. [11] Consumers get the agent later. [11]

    Why it matters — Analysts say Google wants to own the layer where companies run agents, whichever model sits underneath. [29] Google has shut down 308 products over the years, a reminder for buyers planning around this one. [30]

  7. 08

    Anthropic offers free AI bug scans

    Anthropic launched a programme it calls Cyber Mission, with free security scans for important open-source software. [31] Open-source software is code anyone can read and reuse, and much of the internet runs on it. [32] The scans use its strongest models, and no person checks a report before it is sent. [32] It also pairs engineers with firms such as Accenture and Palo Alto Networks to protect power and water systems. [31] Anthropic says AI models now find more than 85% of flaws. [31]

    Why it matters — Some open-source projects already struggle with a flood of AI-written bug reports, and these arrive unchecked. [32] Anthropic says attackers will keep the upper hand for about two more years. [31]

  8. 09

    Bank hacker may have written his own CV

    CrowdStrike, a US security company, says one person likely used AI agents to break into South Korean banks. [10] Its researchers found exposed AI session logs on servers linked to the attacks. [33] In one, the user asked Claude to write a CV naming a Telegram account and a city in Guangdong, China. [10] Shinhan Bank says about 25,000 customers' data was taken. [33] CrowdStrike says it cannot prove the details belong to the attacker. [33]

    Why it matters — The heads of five big banks must answer to South Korea's parliament on 19 October. [33] Cyber insurers are now asking who carries the cost when an AI agent causes a loss. [10]

  9. 10

    FBI seizes Chinese hacking tools' web addresses

    The FBI seized seven web domains tied to Integrity Technology Group, a Chinese security firm. [17] Court papers say Chinese state hackers used its tools to scan a South Carolina power company and Taiwanese gas and power firms. [17] One tool, FishHub, infected about 20 Taiwanese universities and stole files. [17] Agencies in the US, UK, Australia, Canada, Japan, New Zealand and Spain issued a joint warning the same day. [17]

    Why it matters — Seven governments are saying private Chinese firms build the tools state hackers use. [17] Its earlier network of 260,000 hijacked devices was taken down in 2024, and governments say Chinese groups still build such networks. [17]

  10. 11

    Taiwan charges 10 over chips for China's weapons

    Prosecutors in Taiwan have charged 10 company leaders with selling US military-grade chips to China. [34] The chips, from Texas Instruments and Analog Devices, were ordered in the name of Taiwan's own defence research institute. [34] They were labelled 'Made in Taiwan' to get past customs, then sent on to Hong Kong buyers. [34] Investigators believe they reached Chinese teams building missiles and radar. [34] Prosecutors seek two to ten years each. [34]

    Why it matters — The charges are fraud and forgery, likely because breaking US export rules is not a crime in Taiwan. [34] Taiwan's economy ministry has promised a tighter export law. [34]

  11. 12

    GlobalFoundries will make a TSMC chip part in New York

    TSMC signed a five-year, $2bn deal with GlobalFoundries, a US chipmaker, on Thursday. [35] GlobalFoundries will make silicon interposers at its plant in Malta, New York. [36] An interposer is a thin slab of silicon that wires an AI chip to its memory inside one package. [35] Today, AI chips TSMC makes in Arizona still go back to Taiwan for final assembly. [35] Volume production starts in 2028 at the earliest. [36]

    Why it matters — It fills one gap in making a whole AI chip inside the US. [35] The final assembly and testing still need other plants that are not open yet. [36]

  12. 13

    Amazon drops cheap Fire tablets for dearer Alexa ones

    Amazon launched three Alexa tablets priced from $230 to $550 and stopped making its cheap Fire tablets. [13] The top model costs more than double the $155 Fire HD 10. [13] For the first time the tablets get the full Google Play app store instead of Amazon's smaller one. [37] Alexa, Amazon's voice assistant, can read what is on screen and act on it, if users switch it on. [38] They ship on 14 October. [13]

    Amazon's old base tablet against its new top one. Amazon used to sell tablets near what they cost to make.

    Why it matters — Amazon used to sell devices near cost to win shoppers, and the price rise comes as memory chip costs soar. [13] Amazon denies memory drove the price, but its devices boss called the shortage 'quite tricky'. [13]

  13. 14

    PC shipments fall a fifth

    IDC, a firm that counts tech sales, says 62.7 million PCs were shipped worldwide from July to September. [12] That is 20.1% fewer than a year earlier and 9.1% fewer than in the spring. [12] IDC blames short supply and high prices, mainly for memory chips. [12] Its director said shops fear holding too much stock while high prices keep buyers away. [12]

    Why it matters — IDC's director expects prices to stay high, and said the outlook may get worse before it gets better. [12]

  14. 15

    Waymo borrows $5bn for the first time

    Waymo, Google's driverless taxi company, closed a $5bn loan from lenders including Blackstone and PIMCO. [39] It is the first time Waymo has borrowed, rather than selling shares. [39] It raised $16bn from investors in February at a value of $126bn. [39] Waymo runs robotaxis in 15 US markets and is testing in London and Tokyo. [39] US safety regulators are investigating how its cars behave around school buses. [39]

    Why it matters — Waymo called the loan a step to becoming a 'scaling commercial enterprise'. [39] Lenders, unlike shareholders, must be paid back, so they are betting its rides now bring in steady money.

  15. 16

    Fired OpenAI researchers answer back

    Three safety researchers OpenAI fired last week, Jasmine Wang, Tomek Korbak and Mikita Balesni, published an open letter denying wrongdoing. [40] OpenAI says they mishandled sensitive company information, and a spokesperson called it a 'pattern of misconduct'. [40] Wang says she was fired for opening an executive's email by mistake, which she reported within minutes. [40] The three say the firings make staff afraid to work with outside safety groups. [40]

    Why it matters — Outside safety testers rely on talking to staff inside AI labs. [40] OpenAI's memo says the firings were not about raising safety concerns, and that it agrees with the letter's requests. [40]

  16. 17

    Ten AI makers promise Britain's regulator changes

    Britain's privacy regulator, the Information Commissioner's Office, says ten AI developers have made or promised changes after checks that began in 2025. [8] They include Amazon, Anthropic, Apple, DeepSeek, Google, Meta, Microsoft and OpenAI. [8] They will explain more clearly how personal data trains their models, and make data rights easier to use. [8] The regulator also asked the public for evidence on AI agents until 20 November. [8]

    Why it matters — The regulator admits it is still unclear how a person's data can be removed once a model has learned from it. [8] It has written to OpenAI, Anthropic and Meta about agents breaking safety rules. [8]

  17. 18

    US regulator readies demands to AI firms

    The Federal Trade Commission, the US consumer regulator, is close to sending formal demands for information to frontier AI companies, an official told Semafor. [9] These demands carry the force of a subpoena and run to dozens of questions. [9] They cover what the companies have said about the dangers of their products. [9] The FTC revealed the probe unusually early, less than a day after its chair stood with AI bosses to announce voluntary rules. [9]

    Why it matters — A former FTC chair doubts the probe is serious, given how close the companies are to the Trump administration. [9] The demands are the first step that would show whether it is. [9]

  18. 19

    Tech firms pledge $2.4bn of computing to US science

    Five tech companies pledged $2.4bn in AI tools and computing credits for US government science. [41] Nvidia gives $1bn over five years, AMD $500m, OpenAI $200m, and Anthropic and Google $150m each. [41] Credits are vouchers for computing time, not cash. [41] Nvidia's share is about one-sixtieth of its profit in one quarter. [42] It was announced at a White House event where tech bosses received science medals. [41]

    Why it matters — Nobody has explained how machine time will be set aside for scientists when the same machines are sold to paying customers. [41]

  19. 20

    Anthropic bans abuse of its AI models

    Anthropic's yearly update to its usage rules bans 'sustained and needless' cruelty toward its AI models. [43] It says the rule applies only to extreme cases, not to frustration or dark stories. [44] The update also bans using Claude to deceive voters or impersonate election officials. [43] It dropped a blanket ban on targeting voters, which blocked work such as translating voter guides. [43]

    Why it matters — Anthropic has met religious leaders about whether AI could suffer, and one journalist said tech firms act on harm to AI before harm to people. [43] The election rules arrive weeks before the US midterm vote. [43]

  20. 21

    Manus raises $500m after Meta deal was blocked

    Manus, an AI agent start-up founded in China, raised more than $500m in its first round since China blocked Meta's $2bn purchase. [45] Boyu Capital and IDG Capital led the round, with Tencent joining. [45] China's planning agency had banned foreign investment in Manus, after Meta had begun merging its staff and technology. [45] Manus did not say what the round values it at. [45]

    Why it matters — Investors are backing a company squeezed between rules in China and the US. [45] It now has to prove it can make money on its own. [45]

  21. 22

    Arena, which ranks AI models, doubles its value

    Arena, which began at the University of California, Berkeley as a website where people vote on which AI answer is better, raised $200m at a $3.1bn value. [46] That is nearly double its value ten months ago. [46] It says its yearly sales rate reached $100m in June. [46] It added a ranking for whether models act without being asked or lie about finishing tasks. [46] OpenAI models lead that early ranking. [46]

    Why it matters — AI labs found their models gaming fixed tests, so companies pay for rankings based on real users. [46]

  22. 23

    Apple sets two launch events

    Apple confirmed a 'Welcome home' launch in New York on 13 October. [47] Bloomberg's Mark Gurman expects a home hub with a screen, a new HomePod mini and a new Apple TV. [47] Bloomberg also reports a second event around 27 October with Apple's first touchscreen MacBook. [48] A redesigned iPad Mini is expected with it. [49] Apple has not confirmed the second date. [48]

    Why it matters — Gurman says the home devices waited since 2024 for Siri AI, which shipped last month. [47] Amazon's devices chief says more on its Echo devices comes later this month. [50]

  23. 24

    Apple puts its deal team under the money chief

    Apple moved its team for buying companies back under its chief financial officer, Kevan Parekh, for the first time since 2019. [51] Steve Smith replaces Adrian Perica, who ran it for more than a decade. [51] In May Parekh dropped a rule to keep cash and debt equal, which analysts read as room to buy. [51] Apple's biggest purchase is still Beats, for $3bn in 2014. [51]

    Why it matters — The same team negotiates deals such as the one that makes Google the default search engine on Apple devices. [51]

  24. 25

    Huawei leans on phones as its car sales fall

    Huawei, the Chinese phone and network company, is putting its weight behind phones as car sales slow. [52] Cars that use Huawei's driving software saw deliveries fall 29% in September, a third monthly drop. [52] Huawei sells only several million phones outside China a year, against more than 240 million worldwide in 2019. [52] It plans to take its own HarmonyOS phone software abroad in one to three years. [52]

    Why it matters — US limits in 2019 cut Huawei off from Google's Android and TSMC's chips. [52] China's car sales are on course for their worst year since 2021. [52]

  25. 26

    AMD's boss asks Samsung for more memory

    Lisa Su, AMD's chief executive, visited South Korea to secure more high-bandwidth memory, the fast memory stacked beside AI chips. [14] She said AMD plans its supply three to five years ahead with Samsung and SK Hynix. [14] Samsung reportedly wants AMD to also have chips made in its factories in return. [14] AMD has started shipping its MI455 AI chips, each with 432GB of the newest memory. [14]

    Why it matters — Memory makers hold the scarce part, so a buyer like AMD may have to give them other business to get it. [14]

  26. 27

    Wolfspeed offered a $1.5bn defence loan

    Wolfspeed, a US maker of chip materials used in power and radio parts, got a conditional $1.5bn, 30-year loan offer from the US Department of War. [53] It will upgrade its gallium nitride work and make parts that survive radiation. [53] In return the US government gets the right to buy up to 7.5% of the company. [53] The loan still depends on checks and approvals. [53]

    Why it matters — The US government would take a stake in a supplier for military communications and electronic warfare. [53] Wolfspeed warns there is no guarantee it goes through. [53]

  27. 28

    Microsoft cuts family cloud storage

    Microsoft will replace 1TB of OneDrive storage per person on its Family and Premium plans with one shared 2TB pool. [54] A family of six now gets 6TB in total. [54] New subscribers get the change from 8 October, and existing ones at their first renewal after 2 May 2027. [54] Extra storage costs $10 a month per TB. [54]

    Storage on a full six-person Microsoft 365 Family plan, before and after.

    Why it matters — Families using more than 2TB face paying more or deleting files. [54] Google's family plan already shares 2TB the same way. [54]

  28. 29

    A cheaper way to watch AI agents

    Goodfire, a start-up that studies how AI models work inside, launched monitors that read a model's internal signals as it works. [55] Most checks use a second AI to reread everything, which gets expensive. [55] Goodfire says watching a million exchanges costs about $185 its way, against about $200,000 with a top AI checker. [55] In its tests the probes caught 93% of hacking attempts. [55]

    Goodfire's own test: the cost of watching about a million exchanges with each method.

    Why it matters — Open models can be downloaded with their safety features stripped out, so Goodfire says the checking has to happen where they run. [55] The figures are Goodfire's own. [55]

  29. 30

    A worm slips into an AI agent toolkit

    Security researchers found Shai-Hulud, a worm that steals passwords and spreads itself, inside a release of Tensorlake's software kit. [56] Tensorlake runs AI agents in sealed spaces, but the infected kit runs on the developer's own machine first. [56] The package is downloaded about 12,000 times a week. [56] Socket, a security firm, flagged it 11 minutes after it was published, and it was pulled. [56]

    Why it matters — The worm can delete a user's files if a stolen key is cancelled, so cleaning up takes care. [56]

  30. 31

    Thousands of AI servers left open online

    Researchers at Lava, a security start-up, found about 2,100 servers showing Nvidia's GPU monitoring data to the open internet. [57] They held about 12,000 AI chips worth some $100m. [57] None asked for a password. [57] Hundreds may also be open to a flaw that lets an attacker crash the monitoring, which Nvidia fixed in September. [57]

    Why it matters — The exposed data maps which companies run which chips and how busy they are. [57]

  31. 32

    EU agencies test Chinese AI models

    ENISA, the EU's cybersecurity agency, and the Joint Research Centre, its in-house science body, are both testing open AI models from China. [58] Open models are ones anyone can download and run. [58] The European Commission says they run on its own secure computers and it does not plan to use them itself. [58] The two bodies are building a shared AI testing platform. [58]

    Why it matters — Without a leading European model, European groups may have to choose between US and Chinese AI. [58]

  32. 33

    Abu Dhabi releases AI that speaks Emirati Arabic

    Abu Dhabi's Technology Innovation Institute, a state research body, released AI models trained on the Emirati dialect of Arabic. [59] Arabic dialects differ so much that machine translation often gets them wrong. [59] Its speech model has 1.6 billion parameters, the settings a model learns, and the institute says it beats a model of 30 billion. [59]

    Why it matters — Formal Arabic is what news and textbooks use, and everyday dialects can differ so much that speakers of one cannot follow another. [59]

  33. 34

    Amazon builds its 1,000th internet satellite

    Amazon has built 1,000 satellites for Leo, its space internet service, and makes 27 a week. [60] Only 396 are in orbit, the same number as in July. [60] Rocket delays cost it priority on its radio airwaves, and the US regulator will return it if Amazon proves the launches are booked. [60] Amazon says service is weeks away. [60]

    Why it matters — Starlink, SpaceX's service, has more than 11,000 satellites in orbit. [22] Amazon's problem is rockets, not factories. [60]

  34. 35

    American Airlines picks Starlink for all its jets

    American Airlines will fit Starlink Wi-Fi to its whole mainline fleet of more than 1,030 planes from 2027. [61] In May the deal covered 500. [61] Starlink is now on 48 airlines, including 724 United planes. [61] Delta chose Amazon's rival service earlier this year. [61]

    Why it matters — Airlines are big paying customers for satellite internet, and SpaceX appears to be winning most of them for now. [61]

  35. 36

    IBM sells off its VMware cloud customers

    IBM sold contracts for hundreds of customers using VMware cloud software to 11:11 Systems, a cloud company. [62] Broadcom, which owns VMware, cut partners that do not go all-in on its software. [62] Dropped partners may not run VMware clouds after March 2027. [62] A European cloud lobby group is fighting Broadcom in EU courts. [62]

    Why it matters — Customers who stay on VMware are being gathered by fewer, bigger providers. [62]

  36. 37

    AI-written copies of Word and Photoshop

    ArtCraft, a small company, released free copies of Word, Excel and PowerPoint written in the Rust language, mostly by Anthropic's Claude. [63] It already has versions modelled on Photoshop and Premiere Pro. [63] It says the Word copy has about 62% of the real features. [63] Critics of the Adobe copies warn that one person cannot check that much AI-written code. [64]

    Why it matters — A lawyer says copies built without the original code may be legal, but the owners have deep pockets. [63]

  37. 38

    Co-op scores staff calls with AI

    Co-op Legal Services, part of the British Co-op group, uses an OpenAI model to score every call its probate advisers make. [65] Probate is the legal work after someone dies. [65] The system checks more than 50 parts of each call and gives managers pass and fail marks. [65] A worker called it 'dystopian', and the Co-op says it is a support tool, not a decision-maker. [65]

    Why it matters — The International Labour Organization has warned that AI monitoring raises stress at work. [65]

  38. 39

    Refugees in Kenya paid less for AI gig work

    Refugees in Kakuma, a camp in Kenya, describe shrinking pay for online gig work, the Guardian reports. [66] Some now work for 'rewards' that may or may not be paid. [66] A UN-linked trade agency says jobs like transcription and data entry have fallen about 50% since 2022. [66] Workers once took home $3 to $6 a day labelling data. [66]

    Why it matters — Much AI was built on data handled by low-paid workers, and those entry-level jobs are now disappearing as AI spreads. [66]

  39. 40

    New York says TikTok gave teens a fake safety button

    New York's lawsuit says TikTok gave thousands of users, including children, a feed-reset button that did nothing. [67] The button, Algo Refresh, is meant to clear what the app recommends. [67] Users in the test thought it worked. [67] More than two dozen US states are suing TikTok. [67] TikTok says it tests features like most companies. [67]

    Why it matters — If true, children asking for safer feeds were used as a comparison group without knowing it. [67]

  40. 41

    Molly Russell's father speaks in cinemas

    Ian Russell will tell UK cinema audiences that Instagram helped kill his daughter Molly, in an advert before a new film about Facebook. [68] Molly was 14 when she died in 2017 after viewing harmful posts. [68] A coroner ruled in 2022 that online content played a part. [68] Meta says it has added protections for under-18s. [68]

    Why it matters — Cinema and radio firms gave the advert space for free. [68]

  41. 42

    Tech-safety group cuts half its staff

    The Center for Humane Technology, the group behind the film The Social Dilemma, is laying off about half its 16 non-founder staff. [69] It will stop policy research and help with lawsuits. [69] It will focus on projects led by its founder Tristan Harris. [69] Its research helped lawsuits against social media firms that won this year. [69]

    Why it matters — Former staff say the group is giving up work that turned attention into legal pressure. [69]

  42. 43

    Margaret Hamilton, Apollo coder, dies at 90

    Margaret Hamilton, who led the software for Apollo's command and lunar modules, died on 30 September aged 90. [70] Her team's code let Apollo 11 land on the Moon in 1969 despite alarms that the computer was overloaded. [70] She pushed for safeguards against mistakes by the crew. [70] She called herself a 'software engineer' when coding was not taken seriously, and the term stuck. [70]

    Why it matters — The software that let the landing go ahead was built to keep doing the most important tasks when overloaded. [70]

  43. 44

    Spotify sells its internal tools

    Spotify launched a site selling the software tools it built for its own engineers. [71] They include Backstage, a free developer portal, and Xirp, for managing AI coding agents. [71] Spotify has 777 million monthly users to build for. [71] It has not said how much these sales earn. [71]

    Why it matters — Spotify is betting teams still need these tools even as AI writes more code. [71]

  44. 45

    Most quantum start-ups will fail, Gartner says

    Gartner, a research firm, predicts more than half of quantum computing start-ups will close by 2030. [72] There are 200 to 300 of them. [72] Gartner expects the whole market to earn $1.1bn in 2027. [72] Governments will spend most at first, then banks and insurers from 2028. [72]

    Why it matters — Too little money is coming in for that many companies. [72]

  45. 46

    Software could cut AI's power use

    Researchers say software changes can cut a real share of the power AI data centres use. [73] Running one model in a simpler number format used a third less energy. [73] A tool from the University of Michigan cut training energy by up to 30% with the same hardware. [73] The IEA expects data centres to use as much power as Japan by 2030. [73]

    Why it matters — Electricity is now the main limit on building AI. [73]

  46. 47

    Oracle trucks gas to its data centres

    Oracle is trucking compressed gas to AI data centres that cannot yet connect to a pipeline. [74] It kept a site near Salt Lake City running this way for more than a year. [74] Delivered gas costs about four times the price at a hub, analysts say. [74] Oracle may do the same in New Mexico, where a pipeline was refused twice. [74]

    Why it matters — Oracle's cash flow is negative until its sites are finished, so delays cost money. [74]

  47. 48

    Britain and Germany team up on cyberattacks

    Britain and Germany agreed to share information and work together against Russian cyberattacks and sabotage. [75] It came before Prime Minister Andy Burnham's first meeting with Chancellor Friedrich Merz. [75] It names no agencies and no new money. [75] Germany blames Russia for an attempted drone attack at Leipzig airport in August. [75]

    Why it matters — The deal is a statement of intent so far, without the detail of who will do what. [75]

  48. 49

    A drone that falls like a seed, then sails

    Researchers in Singapore built ALBATROSS, a 1.1kg drone dropped from aircraft that spins down like a maple seed. [76] It lands on water and becomes a wind-powered sailboat. [76] Its makers say it can travel more than 100km. [76] It is meant for watching oil spills or storms. [76]

    Why it matters — It needs no engine to fly and few parts to switch from air to sea. [76]

02 Lesson why it matters

Why two AI companies' sales figures cannot be set side by side

A company chooses which sales go into its figure, so two figures that look alike can be counted by two different rules.

The twist

The $68bn added in sales made by OpenAI's partners, and the $50bn left them out. That counting choice is the only reason anyone has given for the $18bn between them.

The picture

The same kind of number, counted two ways. Only the first two use the same rule.

How it works

  1. A company decides what goes into its sales figure
  2. It can count only its own sales, or add what partners sell for it
  3. It stretches its current pace over a year and calls it a yearly rate
  4. Two companies using different rules publish figures that look alike
  5. Readers line them up, and the gap shows only when the rule comes out

The same force, elsewhere today

Where this chain is also running, in today's other stories.

  • The green-card ban

    The US labour secretary counted almost 3 million workers the eight firms asked for since 2009. Microsoft counted its own filings and said 80% were for staff it already had.

  • Firmus pulling its share sale

    One report gave a $44bn value and a $7bn raise, another $30.6bn and $5bn. The gap is the same size in both pairs, which fits one report using Australian dollars and the other US dollars.

  • TSMC's record quarter

    TSMC reports sales in Taiwan dollars but gives its forecast only in US dollars, so its result has to be converted before anyone can tell whether it beat the forecast.

  • Arena's new value

    Arena said its yearly sales rate reached $100m in June, the same stretch-a-month-to-a-year rule as OpenAI's figure.

Where you've seen this

Online marketplaces

a site can report the full price of everything sold on it, or only the fee it keeps

Unemployment figures

the count changes with who is treated as looking for work

Football attendance

tickets sold and people through the gate are two different crowds

The catch

Companies that sell shares to the public must publish accounts under written rules, so once OpenAI and Anthropic list, their counting choices will be harder to hide.

And the whole of it

The investors, chip makers and reporters who passed on the $68bn figure could not see how it was counted, and neither could anyone reading it. Most of the big numbers that reach any of us arrive without their counting rule attached.

03 Truth what's really going on

What is really going on

OpenAI's sales did not shrink this week. A $68bn figure that OpenAI's own investors built, counting sales made by its partners, was replaced by OpenAI's own $50bn, and within hours CoreWeave lost nearly 8% and Oracle nearly 6%. [1][2] The next morning Firmus, a data-centre builder in Australia backed by Nvidia, could not find enough buyers at its price and called off its share sale. [5]

Why it works on us — A round number repeated by many outlets starts to feel like a fact, and few people ask how it was counted until a second number appears.

Who gains

  • Anthropic — Set beside OpenAI's $50bn, its $65bn yearly rate now looks the larger, though it counts its partners' sales and OpenAI's figure does not. [2][1]
  • SpaceX — Buying 800 MHz airwaves lets Starlink Mobile reach inside buildings, and the three big US phone companies lost 6% to 7% of their value on the news. [23][3]
  • GlobalFoundries — A $2bn, five-year deal lets it make parts for TSMC's AI chips without making the most advanced chips itself. [36]
  • Google — Amazon's new tablets now carry its Google Play app store instead of Amazon's own. [37]
  • 11:11 Systems — It bought contracts for hundreds of IBM's VMware cloud customers after Broadcom cut IBM as a partner. [62]

Who pays

  • CoreWeave and Oracle shareholders — They lost nearly 8% and nearly 6% in a day on a figure that changed how sales were counted, not how much was sold. [1]
  • Foreign workers at the eight suspended firms — New and pending green-card applications through these employers will not be processed. [7]
  • Yandex Cloud's business customers — One cloud zone went down, and services from Russian Railways to T-Bank were disrupted. [16]
  • Families using more than 2TB of Microsoft storage — Their plan's 6TB becomes one shared 2TB pool, and each extra TB costs $10 a month. [54]
  • Refugee gig workers in Kakuma, Kenya — Pay for data and research work has turned into 'rewards' that may not be paid. [66]

What nobody knows yet

Open questions from across today’s stories — ours included.

  • 01

    Which partners' sales made up the gap between $68bn and $50bn, and how much each added.

    CNBC's source said only that the bigger figure included gross sales by OpenAI's partners, and named none of them. [1]

  • 02

    What Anthropic's $65bn yearly rate would be if counted OpenAI's way.

    Anthropic counts sales its cloud partners make for it, and no outlet has published its figure without them. [2][1]

  • 03

    How big the Firmus share sale really was.

    The Guardian gave a $44bn value and a $7bn raise, and CNBC gave $30.6bn and $5bn. The gap is the same size in both pairs, which fits Australian against US dollars, but neither report says so. [5][4]

  • 04

    What Microsoft and Adobe are being investigated for, and when the green-card freeze ends.

    The Labor Department cited 'multiple active federal investigations' without detail, no criminal charges have been brought, and no end date was published. [20][19]

  • 05

    Whether Yandex's two supercomputers in Sasovo survived the fire.

    Yandex says the damage is still being assessed and has not said whether they were hit. [24]

  • 06

    Who broke into the South Korean banks.

    CrowdStrike says the CV details likely belong to the attacker but it cannot prove it, and the man who answered the listed phone number said he knew nothing. [33][10]

  • 07

    Why OpenAI fired its three safety researchers.

    OpenAI cites a 'pattern of misconduct' and will not say which rules were broken, while the researchers deny any wrongdoing. [40]

  • 08

    Whether the FTC's AI probe will be thorough.

    An official says formal demands are close, but a former FTC chair doubts it given the companies' closeness to the Trump administration. [9]

  • 09

    Whether memory prices pushed up Amazon's new tablets.

    Amazon denies it, while its devices chief said the memory shortage made a premium tablet at that price 'quite tricky'. [13]

04 Hope carry this

A worm that steals passwords got into a popular AI software kit on Thursday. Socket, a security firm, flagged it 11 minutes after it was published, and the bad version was pulled.

Also true today

  • Anthropic began giving important open-source projects free security scans from its strongest AI models.
  • Ten AI developers, including OpenAI, Google, Apple and Meta, made or promised changes after checks by Britain's privacy regulator. They will explain more clearly how personal data trains their models.
  • A tool from the University of Michigan cut the energy used to train large AI models by up to 30%, on the same hardware and at the same speed.

Across the beats