Anthropic is the unnamed "Customer B" behind 34.5% of SpaceX's Q3 revenue, Bloomberg reports, overtaking the US government, but it can exit from 2027.

OpenAI revenue hit $10bn for Microsoft. Nadella says relying on a few big buyers is ‘not a business as far as I’m concerned’.

Eight states join the Toast FTC lawsuit over hidden fees, a $0.99 charge on diners and cancellation hurdles. Toast says it will fight in court.

OpenAI will point its robotics programme at data centres, Sam Altman told Cheeky Pint, setting out his idea of self-replicating data centres.

Copilot daily users grew nearly 50% last quarter and five times in a year, Nadella says. Microsoft gave no new count of paying users.

Intel forecast Q4 sales of $15B to $16B, short of the $17B analysts expected, as a memory shortage hits PC demand. Its shares fell more than 20% late on.

Ottawa's Solink has raised more than $100M led by Vertu Capital to expand AI that turns shops' existing security cameras into data on theft and service.

Alphabet commitments include $924bn of purchases. Its filing says AI agents have taken ‘actions outside of their intended scope’ in testing.

Baseten's open-weights joey-1 is a 2B model that picks answers instead of writing text, costing $0.01 per million tokens with 20ms response times.

Marvell Lumentum deal ‘makes strategic sense given the highly complementary product portfolios,’ RBC says, as talks near a deal.

Schindler cited ‘lower monetization’ in AI Mode searches. Alphabet shares fell over 12%, wiping $511bn, as Google takes AI Mode ads global.

OpenAI's updated Model Spec builds its AI's behaviour around five values, drops most style rules and calls the model GPT, not "the assistant".