Anthropic's filing shows $17B quarterly revenue, a $23.3B loss and $895B in commitments

Anthropic updated its filing to list its shares on the stock market. Bloomberg reports that its revenue for the third quarter was nearly $17 billion, 12 times more than a year earlier. Its net loss was $23.3 billion, up from $12.1 billion in the same quarter of 2025, and its operating expenses rose 292% to $17.5 billion. CNBC reports that the filing lists $895.4 billion in purchase commitments and lease agreements, "substantially all of which is related to compute and infrastructure". Separately, the Wall Street Journal reports that institutional investors told Anthropic its listing value should be about $1.5 trillion to $1.6 trillion, down from estimates of $2 trillion, citing a tech stock selloff.

Anthropic's filing warns its AI may soon be able to speed up its own development

Anthropic's revised stock market filing says it may "imminently meet" its threshold for recursive self-improvement, TechCrunch reports. That is the point where AI becomes good enough at training AI to cause a sharp acceleration in capabilities. The filing also says Anthropic may not spot a "significant acceleration" in its development until after it has happened.

OpenAI says its future data centres will cut power use when the grid is strained

OpenAI announced the Grid Protectors Program, a US effort for its future data centre campuses to reduce electricity demand when the power grid is under strain. It says it will work with utilities to support grid reliability and protect consumer electricity costs. The Verge reports the first pilot will be at an upcoming data centre in Effingham County, Georgia, where OpenAI promises to free up to 1,000 megawatts during extreme weather or emergencies, which it says is enough to power air conditioners in about 700,000 homes. Tom's Hardware separately reports OpenAI is promoting the term "AI compute campuses" for its data centres as public opposition grows.

Anthropic confirms its coding tool Claude Code now refuses to reproduce video games

An Anthropic employee confirmed that Claude Code, the company's AI coding tool, now has instructions not to reproduce games' intellectual property. Tom's Hardware reports that users also say Anthropic's Opus 5.5 model is blocking reverse-engineering tasks. The Verge says Anthropic will still let people use Claude Code to make games, just not copies of existing ones. Anthropic says it is "iterating" to find the right balance. Ars Technica argues the rule won't stop the wider wave of AI-made game copies.

Chipmaker Marvell agrees to buy optical parts maker Lumentum for $115B

Marvell Technology is buying Lumentum, which makes optical components for data centres, in an all-stock deal worth $115 billion including debt, Reuters reports. Reuters says Marvell wants to compete with Broadcom, and that Nvidia has invested in both Marvell and Lumentum. Bloomberg calls it one of the biggest tech deals ever and the largest of 2026. Lumentum's shares are up 128% this year, giving it a market value of about $76 billion.

Apple posts record iPhone revenue but warns memory chip costs will keep rising

Apple reported revenue of $114.48 billion for its fiscal fourth quarter, up 12%, in John Ternus' first results as CEO. iPhone revenue rose 17% to a record $57.58 billion, Mac rose 24% to $10.8 billion, iPad fell 10% and Services grew 10% to $31.57 billion. Ternus called memory pricing "unprecedented" and expects even higher memory costs this quarter, partly offset by recent price rises. TechCrunch reports Apple's inventory rose 154% to $14.5 billion. Ternus told Reuters Apple cannot predict when supply of its $1,999 foldable iPhone Duo will meet demand.

The 16GB Raspberry Pi 5 mini computer rises to $385, triple its launch price

The Raspberry Pi 5 with 16GB of memory now costs $385 after an $80 price increase, The Verge reports. It launched at $120. The rise is the latest in a series driven by the ongoing shortage of memory chips, and the 16GB versions of the Compute Module 5 also got more expensive. Tom's Hardware reports that hobbyists are already moving to cheaper Pico or ESP32 boards for small projects and to mini PCs for bigger ones.

Suspected hackers heat supermarket fridges to 50C across seven European countries

Supermarket chains in Belgium, Estonia, Ireland, Finland, Luxembourg, the Netherlands and Sweden said fridge and freezer temperatures in some shops rose overnight to as high as 50C, The Guardian reports. Several companies confirmed they had been hacked. Ahold Delhaize said dozens of its shops in Belgium and Luxembourg were hit, and Ireland's SuperValu said 13 of its 223 shops were affected. Sweden's cybersecurity centre said the country has many exposed control devices that need updating. It follows an attack in France last month on as many as 700 supermarkets. The EU food commissioner, Christophe Hansen, called it "a deliberate attempt to disrupt our food supply chain".

Nvidia's cloud tool Brev may have leaked keys that open customers' servers

Nvidia is investigating unauthorized activity on Brev, its cloud development platform, between October 4 and October 20, Tom's Hardware reports. The incident may have exposed SSH keys, the credentials used to log in to customers' virtual machines. Nvidia says it has rotated the affected keys and updated customer instances, and that it is not aware of any misuse.

The New York Times sues the Brave browser's maker for selling scraped news to AI firms

The New York Times and, in a separate case, the New York Daily News, the Chicago Tribune and the Orlando Sentinel have sued Brave Software, which makes the Brave web browser, The Verge reports. The complaints say Brave scraped their sites without permission and sold paid access to its search index to AI companies, naming Anthropic, Perplexity, Mistral, xAI and Cohere. They also object to Brave's "Paywall blocker" feature. Brave did not immediately reply. Perplexity called the suit "disinformation".

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