Daily Brief Archive

Anthropic reportedly plans to raise $25 billion at a valuation of approximately $350 billion, with GIC and Coatue each investing $1.5 billion as lead investors; xAI-related reports indicate the 1GW Colossus 2 cluster is now online and planned to scale to 1.5GW by April for training Grok 5; China Telecom's TeleAI has open-sourced TeleChat3-105B-A4.7-Thinking with approximately 4.7B active parameters

Marvell to acquire Celestial AI for $3.25 billion to integrate photonic interconnects; Google Vertex AI exposes a privilege escalation path allowing low-privilege users to obtain Service Agent tokens, deemed 'by design'; Pixel2Play open-sources 8,300 hours of labeled data and code for general real-time game AI

Meituan open-sources and releases LongCat-Flash-Thinking-2601, featuring re-thinking with 8-way parallel reasoning to enhance tool usage generalization; OpenAI pilots ads in ChatGPT free and $8/month Go versions in the US, stating ads won't affect responses or share conversations with advertisers; ClickHouse acquires Langfuse and commits to keeping the project MIT-licensed and self-hostable, disclosing over 23.1 million monthly SDK installs

OpenAI signs over $10 billion compute deal with Cerebras, securing up to 750MW of low-latency compute capacity through 2028; Google Cloud enables BigQuery to host SQL-native inference for Hugging Face and Model Garden open models (preview); GitHub Copilot introduces a verifiable memory system, boosting PR merge rate by 7% in A/B testing

Aisix Technology launches PixVerse R1, ushering in a new paradigm of real-time interactive AI video; Zhipu AI and Huawei jointly open-source GLM-Image, a SOTA multimodal model trained end-to-end on domestic chips; OpenAI signs over $10 billion AI chip compute agreement with Cerebras

Baichuan Intelligence released and open-sourced the 235B-parameter Baichuan-M3, claiming top performance in HealthBench and related benchmarks; DeepSeek's paper introduces Engram conditional memory to decouple storage and computation, bypassing GPU HBM limits and improving benchmarks on a 27B model; Google released MedGemma 1.5 and MedASR, reducing medical dictation word error rate by up to 82% compared to Whisper large-v3

Apple and Google reached a multi-year agreement to power the new Siri with Gemini series models, while the ChatGPT integration agreement remains unchanged; Nvidia and Lilly will invest up to $10 billion over five years to co-establish a joint AI/robotics drug discovery lab; A report discloses Meta has secured 6.6GW of power through nuclear agreements, with the first deliveries targeted for 2030/2032.

Google launches UCP and adds direct checkout and Business Agent to Gemini/AI Mode; Indonesia and Malaysia temporarily block Grok over sexualized deepfakes, moving image capabilities behind an $8 monthly subscription; Databricks raises over $4 billion, valuing the company at $134 billion, and discloses ARR of $4.8 billion

OpenAI and SoftBank each invest $500 million in SB Energy to boost AI data center construction; TrendForce forecasts DRAM prices in Q1 2026 to rise 50%–55% compared to Q4 2025; Apple proposes GSM-Symbolic and measures a 17.5% accuracy drop in OpenAI o1 Preview