This is a song about the latest tech headlines. *Anthropic is reportedly continuing with plans to list before the Thanksgiving holiday this month, expecting to raise $80-$100 billion at a valuation of $1.25T to $1.75T. *OpenAI has reportedly closed on new funding of roughly $11 billion at a $1.25T valuation. The round could increase to as much as $20 billion in total. *Microsoft is reportedly ending its arrangements to rent AI computing from Oracle. Has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips. The news sent Oracle's stock down 5+ percentage points yesterday afternoon before it ended the day up 0.8%. *ChatGPT can now turn images into GIFs with its latest update. *Crusoe, an 8-year-old, Denver-based data center developer recently valued at $30.9 billion, it has sold an unfinished data centerproject in southeastern Wyoming to Google. Google, which Crusoe had tried and failed to land as a customer for the project, is taking over the development after reportedly raising concerns about its cost and construction timeline under Crusoe’s management. *webAI announces Meridian-1 CivOE, a 12B AI model that statistically matched Gemini 4 Argon and outperformed Claude Opus 5.5 in evaluation. Achieved, instead of scaling model size, built intelligence that adapts to the work through specialized experts.The same 12B foundation went from 59.8 to 85.5 through specialization. A 25.7-point improvement without making the foundation model larger. Demonstrates that highly capable specialized AI can increasingly run privately on hardware enterprises already own fundamentally changing the economics of deploying intelligence at scale. *Perplexity announced Teammates, always-on AI agents designed for workplace use that can handlemultiple roles simultaneously drawing on existing projects skills and memory from Perplexity tools. The agents integrate with Perplexity Computer to support ongoing, large-scale work, feature dedicated threads for tracking progress, and can be accessed through Slack. Will handle multiple roles and execute large-scale tasks simultaneously. The offering requires Perplexity’s $200/month Max plan. *Meta introduces Spaces, a new way to collaborate with a Muse agent. *New York outpaces SF tech growth with tech jobs up 32% in the last decade. *Nvidia is reportedly requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips. *TSMC is reportedly considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages due to the AI boom. *Google spent ~$548 million to buy ~3 million shares of Qualcomm, which is pushing into serving the AI data center market.
