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AI News Today: Anthropic Files for Its Nasdaq IPO · DX Today | No-Hype Podcast & News About AI & DX

• 0:00
  SPEAKER_05: It's Tuesday, October 27, 2026.
• 0:03
  SPEAKER_05: You're listening to the DX Today AI Daily Brief.
• 0:07
  SPEAKER_05: Today, Anthropic opens its books with a public filing for what could be one of the largest stock market debuts ever.
• 0:15
  SPEAKER_05: OpenAI cuts the price of its middle model in half.
• 0:19
  SPEAKER_05: And Microsoft offers buyouts to 60,000 employees as AI spending reshapes its workforce.
• 0:27
  SPEAKER_05: Let's get into it.
• 0:29
  SPEAKER_00: Anthropic has publicly filed its registration statement with the Securities and Exchange Commission, setting up a plan listing on the NASDAQ under the ticker ANT.
• 0:38
  SPEAKER_00: The Claudemaker posted about$16.3 billion in revenue in the first half of this year, more than 12 times the same period a year earlier, with second quarter revenue of$11.6 billion.
• 0:50
  SPEAKER_00: The filing also shows the cost of that growth.
• 0:53
  SPEAKER_00: Anthropic is still losing money, and it has signed non-cancelable computing contracts worth more than$400 billion.
• 1:01
  SPEAKER_00: On the same do I, Bank of America, Blackstone City, and Morgan Stanley announced a$63 billion financing to buy Broadcom chips and networking gear for Anthropic.
• 1:12
  SPEAKER_00: Among its risk factors, the company flags the tight supply of high bandwidth memory.
• 1:16
  SPEAKER_05: Next, a cheaper OpenAI model.
• 1:18
  SPEAKER_02: OpenAI has released GPT 6.1 Terra, the new middle tier of its model family, replacing the earlier Terra model.
• 1:28
  SPEAKER_02: The pricing is the headline.
• 1:30
  SPEAKER_02: It costs$1 per million input tokens and$5 per million output tokens, half of what its predecessor charged.
• 1:38
  SPEAKER_02: OpenAI says the model is built for computer use, visual reasoning, and software engineering.
• 1:45
  SPEAKER_02: And on the company's own figures, it matches its flagship Astra model on a benchmark of professional agent tasks called Agent's Last Exam at a fraction of the price per token.
• 1:58
  SPEAKER_02: Terra is available in ChatGPT work, in the Codex Coding tool, and through the developer API.
• 2:05
  SPEAKER_02: Early reaction has been mixed, with some users questioning the gains, but the price cut puts pressure on rivals selling mid-range models to businesses.
• 2:17
  SPEAKER_04: Now Meta raises a war chest.
• 2:19
  SPEAKER_04: MetaPlatforms says it plans to raise up to$95 billion by selling stock, its largest equity raise ever, to pay for its AI infrastructure build-out.
• 2:29
  SPEAKER_04: The company launched public offerings of about$35 billion in common and preferred shares, and it plans a separate program to sell up to$60 billion more over time.
• 2:40
  SPEAKER_04: One buyer has already stepped forward.
• 2:43
  SPEAKER_04: Nvidia says it will invest$3 billion in the offering, alongside an expanded partnership on Meta's Muse Assistant and its Muse family of models.
• 2:53
  SPEAKER_04: MetaShares slipped on the news.
• 2:55
  SPEAKER_04: The deal is a sign of how far the biggest technology companies are now willing to go, including diluting their own shareholders to keep funding the race for computing power.
• 3:05
  SPEAKER_04: From Meta to SpaceX.
• 3:07
  SPEAKER_01: SpaceX has signed what it calls the largest committed GPU financing ever.
• 3:13
  SPEAKER_01: In a regulatory filing, the company disclosed a binding commitment for a master finance lease worth roughly$40 billion with an entity managed by Apollo Global Management.
• 3:23
  SPEAKER_01: Under the arrangement, the Apollo entity will buy AI chips and related data center equipment and lease them to SpaceX, with reports saying the hardware is centered on Nvidia's next generation Vera Rubin chips.
• 3:35
  SPEAKER_01: The commitment is still subject to closing conditions.
• 3:38
  SPEAKER_01: The structure mirrors a growing trend in the industry, where lenders and private credit firms buy the hardware and the AI builder pays for it over time, rather than raising the full cost up front.
• 3:49
  SPEAKER_01: SpaceX has been expanding rapidly into AI compute.
• 3:52
  SPEAKER_03: Turning to the workforce, Microsoft is offering voluntary buyouts to about 60,000 employees, more than a quarter of its global workforce.
• 4:02
  SPEAKER_03: In a memo to staff, Chief People Officer Amy Coleman introduced what the company calls a voluntary exit offer, open to eligible employees at vice president level and below in participating teams in the United States, Canada, India, and the United Kingdom.
• 4:20
  SPEAKER_03: Staff have until December to decide.
• 4:22
  SPEAKER_03: The offer gives departing workers financial support and career planning help and lets Microsoft trim headcount without another round of forced layoffs.
• 4:32
  SPEAKER_03: It comes as the company pours tens of billions of dollars into AI and data centers, and as investors watch closely to see whether that spending pays off.
• 4:42
  SPEAKER_03: Microsoft did not say how many people it expects to accept.
• 4:46
  SPEAKER_05: Next, a quantum deal.
• 4:48
  SPEAKER_00: Intel has agreed to acquire Classic, an Israeli company that makes software for programming quantum computers.
• 4:55
  SPEAKER_00: Intel says combining Classic's synthesis platform with its own silicon spin qubit manufacturing will create a full-stack quantum computing platform from chip to code.
• 5:06
  SPEAKER_00: Intel did not disclose the price.
• 5:08
  SPEAKER_00: Israeli press reports value the deal at about$2.3 billion.
• 5:13
  SPEAKER_00: That would make it the largest acquisition yet in the quantum computing industry.
• 5:17
  SPEAKER_00: The deal is expected to close in the first half of next year, pending approvals.
• 5:22
  SPEAKER_00: It is also notable for a personal link.
• 5:24
  SPEAKER_00: Intel chief executive Lip Bo Tan was previously an investor in Clasik.
• 5:30
  SPEAKER_00: For Intel, the move is a long-term bet on a market that remains years from large-scale commercial use.
• 5:36
  SPEAKER_05: Now Apple's assistant goes global.
• 5:38
  SPEAKER_02: Apple has expanded Siri AI, its rebuilt and far more conversational version of Siri to five more languages.
• 5:47
  SPEAKER_02: With the 27.2 software updates released this week, Siri AI now works in French, Japanese, Korean, Portuguese, and Spanish.
• 5:59
  SPEAKER_02: Apple describes the assistant as able to understand personal context, see what is on the screen, and take actions inside apps across the system.
• 6:09
  SPEAKER_02: The feature remains labeled as a beta, and availability may vary by region.
• 6:15
  SPEAKER_02: Apple says more languages are coming.
• 6:17
  SPEAKER_02: The rollout matters because Siri has long trailed rival assistance, and the company is now racing to put its AI features in front of iPhone owners well beyond the English-speaking world.
• 6:30
  SPEAKER_04: Next, AI for chip designers.
• 6:33
  SPEAKER_04: Cadence Design Systems posted strong third-quarter results and raised its outlook for the year, riding demand for AI-driven chip design tools.
• 6:42
  SPEAKER_04: Revenue rose 22% to$1.63 billion, and adjusted earnings came in at$2.11 a share, ahead of expectations.
• 6:53
  SPEAKER_04: Alongside the results, Cadence launched Maestro, a portfolio of AI models built specifically for designing chips and systems.
• 7:01
  SPEAKER_04: Customers can run the models in the cloud or on their own hardware and train them further on private data.
• 7:07
  SPEAKER_04: Cadence says early results show quality gains of up to 30% over general purpose models.
• 7:13
  SPEAKER_04: The models draw on NVIDIA's open technology, setting Cadence apart from its rival Synopsis, which recently struck a deal with OpenAI.
• 7:21
  SPEAKER_04: Turning to telecom.
• 7:23
  SPEAKER_01: Verizon has signed an AI infrastructure deal with Amazon Web Services worth more than$2 billion.
• 7:29
  SPEAKER_01: Verizon will provide dark fiber, the unused optical cable that can carry huge amounts of data between data centers to support AI workloads for Amazon's cloud unit.
• 7:40
  SPEAKER_01: The agreement was announced alongside Verizon's third quarter results, in which the carrier added 406,000 post-paid phone customers and raised its full-year guidance for the third quarter in a row.
• 7:53
  SPEAKER_01: The deal shows how telecom companies are trying to turn their networks into a piece of the AI boom.
• 7:59
  SPEAKER_01: As cloud providers race to link data centers together, carriers that already own fiber routes are finding a new and lucrative set of customers.
• 8:08
  SPEAKER_01: Verizon shares fell despite the upbeat report.
• 8:11
  SPEAKER_03: Next, a bank buys AI.
• 8:13
  SPEAKER_03: Brazil's largest private bank, Itau Unibanco, has agreed to buy the artificial intelligence startup Neospace AI for 2.925 billion reis, or about$589 million.
• 8:28
  SPEAKER_03: Part of the price will be paid at closing, with the rest deferred over five years.
• 8:33
  SPEAKER_03: The deal still needs regulatory approval.
• 8:35
  SPEAKER_03: Ito says the purchase is meant to expand its ability to build its own AI technology for financial services rather than relying entirely on outside vendors.
• 8:45
  SPEAKER_03: It is a notable bet in Latin America, where traditional lenders are competing hard with digital challengers.
• 8:52
  SPEAKER_03: The move reflects a wider shift as large banks decide that owning AI talent and models is a strategic necessity.
• 8:59
  SPEAKER_05: Now, a chip startup consolidates.
• 9:22
  SPEAKER_00: New Reality builds technology to cut the cost of running AI systems in data centers.
• 9:28
  SPEAKER_00: Unconventional AI says the acquisition will speed up its path toward turning prototype chips into real products as it pursues an ambitious goal of AI computing that is 1,000 times more energy efficient than today, using ideas borrowed from biological systems.
• 9:44
  SPEAKER_00: The company raised$475 million last December, with backing that includes Jeff Bezos.
• 9:50
  SPEAKER_05: Finally, money for wealth tech.
• 9:52
  SPEAKER_02: Nevis, a startup founded by former Revolute executives, has raised$70 million in a Series B round to grow its AI operating system for wealth management.
• 10:05
  SPEAKER_02: EQT Ventures led the round, joined by Charles Schwab, Quantum Light, Sequoia Capital, Iconic, and Ribbit Capital.
• 10:15
  SPEAKER_02: Total funding now stands at$110 million, and a person familiar with the deal told Fortune it values the company at about$500 million.
• 10:27
  SPEAKER_02: Never spilled software that helps financial advisors automate client work.
• 10:32
  SPEAKER_02: The company says assets managed on its platform have grown from$50 billion to$700 billion this year.
• 10:40
  SPEAKER_02: Schwab's participation is notable since it is one of the largest custodians for independent advisors, a group that could become a major channel for Nevis.
• 10:50
  SPEAKER_05: That's your briefing for Tuesday, October the 27th, 2026.
• 10:55
  SPEAKER_05: For DX today, stay curious.