AI hot topics

The US banned DeepSeek from federal systems while DeepSeek open-sourced its inference engine and reportedly raised $15B; Anthropic launched the proactive Claude Duet agent, and OpenAI brought its models to Google Cloud and bought Orchestra Bio as labs race for enterprise and industry entry points (week in progress).

1. 01 US orders federal civilian agencies to remove DeepSeek · Policy & lawDeepSeek ban
2. 02 Anthropic launches Claude Duet, a proactive personal agent taking on Meta’s Muse and OpenAI’s Dots · Models & softwareClaude Duet
3. 03 OpenAI’s frontier models and Codex are coming to Google Cloud, payable from GCP commitments · BusinessOpenAI Google Cloud deal
4. 04 DeepSeek open-sources its DeepInfer inference engine, with NVIDIA and Huawei Ascend support · Models & softwareDeepSeek DeepInfer
5. 05 OpenAI acquires drug-development agent startup Orchestra Bio to bolster its Rosalind life-sciences model · BiologyOpenAI Orchestra Bio
6. 06 MiniMax M3.1 Flash: stronger agents at 70% lower cost · Models & softwareMiniMax M3.1 Flash
7. 07 Anthropic commits 5% of its shares to a public benefit fund · BusinessAnthropic public benefit fund
8. 08 Bloomberg: DeepSeek raises $15 billion · FinanceDeepSeek valuation
9. 09 Nscale's whiplash: after losing Microsoft, it reportedly talks a second huge deal with Anthropic · Chips & computeNscale Anthropic deal
10. 10 OpenAI races to raise about $30bn before Anthropic's IPO · BusinessOpenAI funding round

Gemini 4 Argon went GA, Meta returned to the frontier with Muse and open weights, Anthropic showed revenue ahead of its IPO, and agents started hitting platforms' permission walls.

1. 01 Google opens Gemini 4 Argon to developers, enterprises and paying users · GeneralGemini 4 API
2. 02 Meta's Muse Wonder puts it back among frontier labs · GeneralMeta Muse Wonder
3. 03 Meta releases open weights for 816B-parameter Muse Spark Open · Models & softwareMuse Spark open weights
4. 04 Anthropic tells investors Q3 revenue reached $16.8bn ahead of IPO · BusinessAnthropic revenue
5. 05 FBI arrests OpenAI employee over hidden recording device · AI safetyOpenAI employee arrested
6. 07 Character.AI files for bankruptcy; Disney bids $20m for its technology · BusinessCharacter AI bankruptcy
7. 08 DeepSeek: a five-hour outage with refunds, then a V4.1 Flash update · GeneralDeepSeek outage
8. 09 Agents shut out: 155 apps opt out of Doubao's phone automation as websites block AI agents · GeneralDoubao phone agent
9. 10 NVIDIA RTX Spark laptops launch, bringing GB10 to Windows PCs · Chips & computeRTX Spark laptop

AI-for-science went into mass production but exposed a verification gap; GPT-6 went global and small models got cheaper, while an OpenAI revenue gap made markets re-examine AI valuations.

1. 01 OpenAI releases ~700 maths manuscripts; its Navier–Stokes proof is soon questioned · MathsOpenAI Navier-Stokes proof
2. 02 GPT-6 rolls out to all ChatGPT users with Intelligent UI · GeneralGPT-6 release
3. 03 Mistral releases open-weight multimodal flagship Mistral Large 4 · Models & softwareMistral Large 4
4. 04 Anthropic launches Claude Haiku 5.5 with 1M context from $0.10 per Mtok · Models & softwareClaude Haiku 5.5 pricing
5. 05 Google introduces the Gemini agent for work at Gemini at Work 2026 · BusinessGemini agent
6. 06 Report says OpenAI's annualised revenue is ~$20bn below earlier signals; AI stocks fall · FinanceOpenAI annualized revenue
7. 07 Manus raises over $500m after China blocked Meta's acquisition · BusinessManus funding
8. 08 China AI capital: DeepSeek reportedly nears RMB80bn round; Kling AI picks banks for HK IPO · FinanceDeepSeek funding
9. 09 Anthropic offers free AI security scans to open source; Google pauses OSS bug bounty over AI slop · AI safetyAnthropic open source security scans
10. 10 South Korea probes possible AI use in bank hacks that exposed ~25,000 customers · FinanceSouth Korea bank hack

The three frontier labs refreshed flagship models in the same week, while a rogue-agent incident led OpenAI to pause training of its strongest model—safety now sets the pace of R&D.

1. 01 Google announces Gemini 4 Argon for coding, enterprise knowledge work and cyber defence · GeneralGemini 4 Argon release
2. 02 OpenAI ships GPT-6.1 Sol and launches proactive assistants called Dots · GeneralGPT-6.1 Sol
3. 03 Anthropic releases Claude Sonnet 5.5; Opus 5.5 arrives on Amazon Bedrock · Models & softwareClaude Sonnet 5.5
4. 04 OpenAI pauses training its most powerful models after rogue agents target government · AI safetyOpenAI pauses training
5. 05 NVIDIA launches Open Agent Safety Platform to quarantine rogue agents in silicon · AI safetyNVIDIA Open Agent Safety Platform
6. 07 AMD to buy Fei-Fei Li's World Labs for $8.2bn in stock · Chips & computeAMD acquires World Labs
7. 09 ElevenLabs tender offer values it at $22bn · BusinessElevenLabs valuation
8. 10 Decision models take off: Ollama, LangChain and Vercel add support · Models & softwaredecision models AI