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Archive From the archive of The Latest A.I. News
This is an archive page with the A.I. news of Tuesday 3 November 2026, as it stood that day. The summaries have not been updated since, and a lot may have changed. Today's news is on The Latest A.I. News.
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Beyond Apple's and Palantir's results and Anthropic's IPO filing, the evening centers on Anthropic's RSI warning, Apple's 18+ rule for AI companions, and OpenAI's benchmark and new national-security adviser.
According to CNBC, Anthropic's updated S-1 reports quarterly revenue of about $17 billion, a net loss of around $23 billion and some $895 billion in compute commitments. The WSJ reports that institutional investors want a listing valuation of $1.5 to $1.6 trillion rather than the $2 trillion once expected. No price range has been set yet.
Marvell is acquiring Lumentum in an all-stock deal that CNBC puts at around $115 billion. The purchase should give Marvell more of the optical components used in AI data centers; closing is not expected until the first half of 2028. It ranks among the largest chip-industry deals ever.
Palantir reports third-quarter revenue up 96% to $2.31 billion, with its US commercial business up 148%, and raises its full-year outlook. The numbers arrive after October's slide in AI stocks and are seen as a test of demand for AI software.
Apple posted $114.48 billion in fourth-quarter revenue (+12%) and $30.7 billion in profit, with record Services revenue. CEO Ternus named the new AI-powered Siri as part of the holiday lineup; days earlier he said Apple does not want to ship AI for AI's sake.
According to TechCrunch, Anthropic's amended S-1 says it has already used AI to help build new models and may only notice acceleration after the fact. Internal estimates suggest it could soon meet its own RSP definition of sharply AI-accelerated progress; no current model has been designated as such. Anthropic says it does not expect Claude to build successors without meaningful human oversight.
Apple has told developers that apps with dating features, or AI companions with romantic or sexual content, must be rated 18+. Apps that share a user's real-world location with others must disclose it. Developers need to provide the new content descriptors from November 16, TechCrunch reports.
Oracle filed to raise $20 billion through stock and bonds, and CNBC reports its shares fell about 6%. Alphabet opened a €6 billion euro bond that drew more than €17 billion in orders, and Bloomberg says Meta is sounding out investors for a bond of at least $20 billion.
MIT CSAIL researchers had GPT-6 Astra edit the weights of Qwen3.5-0.8B directly, without ordinary training. Its MATH-500 score rose from 7.9% to 48.1%, mostly because a repetition failure was repaired. The results have not been independently reproduced, and a follow-up on another small model showed no gain.
OpenAI introduces its own benchmark for everyday tasks, on which GPT-6 Astra scores 80.6% versus 49.3% for GPT-5.2. The company reportedly has not released the full task set or grading method, so the figures cannot be checked independently.
CNBC reports that OpenAI is naming Dan Driscoll, formerly US Army Secretary, its first 'Senior Counselor for National Security Modernization'. Driscoll stepped down as Army Secretary at the end of August. The move fits OpenAI's growing work for defense and government.
China's Meituan has released a preview of LongCat-2.5, with roughly 1.6 trillion parameters, about 48 billion of them active per token. It targets long-running agent and coding tasks, handles images and text, and is available via chat and API; an open release has been announced but not yet made.
Squarespace is letting about 300 people go in a restructuring; it does not cite AI itself, but vibe-coding tools are pressuring the website-builder market. Linux company SUSE is cutting roughly a tenth of its staff and says AI is reshaping software work.
According to Wired's investigation, relayed by Bright, hundreds of apps in the App Store and Google Play pose as language, fitness or pet-photo apps. After a server-side switch they reveal features that generate sexual and violent imagery from uploaded photos. Google and Apple removed several apps after Wired asked.
Anthropic has announced an updated usage policy that takes effect on November 12. According to TechFlow, it bans training other models on Claude outputs without permission and using Claude for cyberattacks or fraud. In finance, healthcare, legal and hiring uses, qualified people must review the AI's recommendations.
OpenAI will apply the shared ChatGPT and Codex usage limit to Plus, Pro and Business plans from December, so heavy users may hit the cap sooner. It is also capping paid accounts per device and subscriptions per payment card; the exact maximums have not been published.
Goldman Sachs has reportedly restricted bankers' and traders' access to some AI tools, including Claude Code and Copilot, while engineers keep them; Goldman has reportedly not explained the move itself.
The Moscow Times reports that Putin has decreed that private data center operators must reserve a tenth of their capacity for state IT infrastructure. It is among the sharper government interventions in the data center industry.
CNBC reports that Brookfield (through its AI unit Radiant) and Drax are working on a 1-gigawatt AI data center at the Drax site in North Yorkshire. The project still needs planning approval, a grid connection and a tenant.
OpenAI announces a security sprint with Cathedral Systems to harden its systems and raises rewards for critical vulnerabilities. Top findings can reach roughly $172,000 in total.
According to Futurism, Meta initially rejected reports on 8 of 10 accounts posting AI-generated videos of coaches inappropriately touching young athletes. After Futurism's inquiry, Meta reversed those decisions.
According to New York Magazine, Bores wants the PAC to make AI safety a standard Democratic position by the 2028 primary.
A screenshot circulating on X shows the text 'Claude Mythos 5.5' in the page code of Anthropic's Mythos page. There is no release date, pricing or benchmark and Anthropic has not commented; hidden text does not prove a model will ship.
A crypto news site reports that Nvidia told cloud customers in Singapore, Malaysia and Japan that at least 51% of their services must go to non-Chinese firms. The threshold is not confirmed elsewhere. The Financial Times earlier reported that Nvidia had more than halved its list of approved buyers in Asia.
Next up: November 4: Apple Intelligence developer preview in China and, at the latest, open weights for Kimi K3.1 Pro; November 12: Anthropic's new usage policy takes effect; November 16: new App Store descrip
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Everything here is a summary of reports from other media, not original research. The label (Certain, High, Medium, Low) is my estimate of how reliable the source is. The summaries are generated automatically with AI and may contain mistakes; read the article itself for the details (the star marks the leading source). Sources: leading A.I. and tech sites and the official blogs of the A.I. companies.
