Lam Research posts record $8.22 billion quarterly revenue, up 54% year over year
Non-GAAP EPS was $2.20; the company guides December-quarter revenue to $8.6 billion plus or minus $400 million.
NVIDIA unveils DSX POD, a containerized Vera Rubin AI factory meant to deploy in weeks
Each pod packs seven NVL72 racks, or 504 GPUs, pre-cabled and liquid-cooled; partner systems are planned for early 2027.
About 2,000 GPT-Rosalind agents analyse a whole-brain CRISPR atlas in 32 minutes
OpenAI, PerturbAI and Scripps ran one agent per gene perturbation on a 7.7-million-cell mouse dataset; the leads are hypotheses in a preprint.
OpenAI acquires Orchestra Bio to bring drug-development tracking into its Rosalind suite
Orchestra's agents monitor studies and timelines while humans keep decisions; terms, pricing and release dates were not disclosed.
Meta details Prometheus, its gigawatt-scale Ohio AI cluster, and plans to reach one million GPUs
Meta says the first phase is complete and trained its Muse models, using hundreds of thousands of GPUs across connected buildings.
Tenstorrent raises $1.5 billion at a $6.2 billion valuation to scale Galaxy AI servers
NVIDIA simulates a 104-qubit magic state protocol with realistic noise on Europe's JUPITER supercomputer
China proposes export controls on 23 AI technologies, including frontier model weights and agents
StepFun releases Step 5 Preview open weights, a 600B multimodal MoE model
Monkey recordings show the brain switching between seen and suppressed images about 15 times a second
FDA approves Viatris's Ryzumvi eye drops for presbyopia in adults
Microsoft AI finishes pre-training MAI-Base-2, a 2.8-trillion-parameter mixture-of-experts model
Anthropic previews Claude Duet, a standalone agent app that monitors connected apps and acts with approval
The waitlisted research preview is for U.S. Pro and Max subscribers on iOS, Android and web, sharing existing usage limits.
Humans& launches Ampersand v0.1, a model trained to help groups pursue shared goals over time
It is available now through an OpenAI-compatible agents API with no waitlist; benchmark claims come from the company.
Rapport's RAP-219 meets Phase 2 endpoints in acute bipolar mania
YMRS scores improved 3.1 points more than placebo at week 3 in 253 inpatients (p=0.045); Phase 3 is planned for late 2027.
NVIDIA and UW's Institute for Protein Design release RFD4-Proteina as an open protein design model
The BSD-licensed model jointly designs sequence and all-atom structure across seven tasks, including binders, enzymes and antibodies.
FDA grants accelerated approval to dostarlimab for dMMR locally advanced rectal cancer
Disc Medicine's bitopertin meets all endpoints in Phase 3 APOLLO for erythropoietic protoporphyria
Elorian releases Glimpse, a visual reasoning model that re-inspects images while it thinks
Anthropic gives METR staff employee-level access and lets it publish risk assessments without veto
IonQ and the University of Cambridge open a quantum innovation centre at the Cavendish Laboratory
FDA approves self-administered autoinjector for UCB's myasthenia gravis drug Zilbrysq
Taiwan plans to make unauthorized AI chip and server exports to China a crime, reports say
Tesla reports flat Q3 revenue of $28.05 billion as GAAP profit falls to $787 million
Net income was down from $1.37 billion a year earlier; on the call Musk discussed Optimus production and training plans.
EU Council backs letting AI developers rely on GDPR legitimate interest to process personal data
The Digital Omnibus position keeps safeguards including the right to object; Parliament must still adopt its stance before trilogues.
Bob McGrew's Arda raises $160 million at $1.5 billion to speed up U.S. factory lines with AI
Altimeter, Accel and Khosla co-led the Series A; the software turns product designs into assembly instructions, with Anduril as design partner.