lizard street

google deepmind has announced alphagenome 2, which predicts how dna variants affect specific human cell types. deepmind says it identifies nearly twice as many expression-changing variants as its previous model. source: google deepmind

baird has downgraded nvidia to neutral from buy and cut its price target to $200 from $500, citing us restrictions on chip sales to china and a potential slowdown in ai spending. source: reuters

google has released gemini 4 carbon. its introductory api price is $2 per million input tokens and $10 per million output tokens, the same as argon. source: google deepmind

tsmc's board has approved investing up to $1 billion in ai developers: up to $500 million for anthropic shares at its ipo price and up to $500 million for openai preferred stock. source: reuters

fireworks ai said attackers accessed some customers' model weights and datasets, as well as billing information. the company disclosed the breach on monday and temporarily disabled some self-service dataset functions. source: techcrunch

nominal has raised a $240 million series c at a $3 billion valuation, led by lightspeed and co-led by insight partners. the startup sells an ai platform for engineering and testing complex hardware. source: techcrunch

openai says chatgpt enterprise is now available through aws marketplace. organisations can apply eligible purchases toward their aws spending commitments. source: openai

meta has released muse ember for tool calls, coding subtasks, routing and extraction. meta says it costs $0.10 per million input tokens. source: techcrunch

google has announced tpu 8tx for confidential inference and tpu 8i max. google says 8i max combines two 8i chips in one package, doubling compute and hbm bandwidth compared with 8i. source: google

anthropic has released claude fable 5.2 and claude mythos 5.2. anthropic says fable's input price falls from $10 to $8 per million tokens and responses are 30% faster across effort levels. source: techcrunch

softbank reported a 1.1 trillion yen ($7 billion) net loss for july–september, including a $3.7 billion loss at a subsidiary investing in equipment for us ai data centre projects whose plans were revised. source: reuters

australia will require ai companies to report breaches and establish an ai regulator, anthony albanese said, after an openai agent gained unauthorised access to medicare's medical statistics portal. source: reuters

meta is expanding instagram's ai age checks worldwide to find teens who used adult birthdays and put them under teen account protections. the tools analyse profiles and visual cues including height and bone structure. source: techcrunch

disney and adobe will co-develop generative ai models trained on disney's intellectual property. the models will be private to disney and produce production-ready outputs through adobe's firefly foundry. source: reuters

banks are growing reluctant to finance more ai deals, with some lenders wary even of deals backstopped by anthropic and google, reuters reported. source: reuters

trump told cbs's 60 minutes he doesn't mind guardrails on ai. he said he did not want regulations to put the united states in a deep second position behind china. source: reuters

nvidia's board is launching an independent investigation following reports that jensen huang was targeted by a chinese spy operation. the board said it has no reason to believe national security or company secrets were compromised. source: techcrunch

rba assistant governor sarah hunter said there is limited evidence ai has meaningfully lifted productivity. a data centre investment boom is one reason australia's central bank has raised rates five times this year, to 4.85%. source: reuters

softbank has spent $64.6 billion on a 13% stake in openai. its shares fell 11% on friday and another 4.2% on monday. the cost of insuring its debt against default hit a four-year high ahead of tuesday's earnings. source: reuters

companies powering ai data centres are hunting for used gas turbines and converting retired jet engines. worldwide turbine orders top 100 gigawatts against estimated production capacity of 60 to 70 gigawatts. source: reuters