NVIDIA's $108b Quarter (3 minute read)
Nvidia will cross $100 billion in quarterly revenue next quarter. The company will see $432 billion in annual revenue, making it the sixth largest company in the world. Nvidia's business looks healthier and more diversified than ever before. However, there is a chance that custom silicon will eventually slow Big Tech's demand.
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What Z.ai's Ox Alpha reveals about AI economics (3 minute read)
GLM-5.3-Flash is Z.ai's first natively multimodal model in the GLM-5 series. The model was released anonymously as Ox Alpha on OpenCode and OpenRouter, where it completely overtook leaderboards and went viral. All of the traffic was served on Chinese AI chips. The model is architected for extreme efficiency and specifically designed for ultra-low-cost inference.
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ChatGPT Now Supports WebMCP (6 minute read)
OpenAI's ChatGPT desktop app's built-in browser and ChatGPT Sites now support WebMCP. ChatGPT and Codex can now use compatible websites' tools instead of guessing its way through the interface. Website teams should design, test, and understand the complete agent experience because users can now be agents, or a person and agent browsing together.
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Intelligent transcription with Gemini 3.5 Transcribe (8 minute read)
Gemini 3.5 Transcribe is a speech-to-text model designed for intelligent voice interactions. It can convert raw audio directly into accurate, polished, and formatted text. Gemini 3.5 Transcribe is available on the Gemini API in Google AI Studio and the Gemini Enterprise Agent Platform. The APIs support real-time streaming and pre-recorded audio processing.
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Muse Image (2 minute read)
Meta's Muse Image model can generate images grounded by search. It can reason before it renders. The model is priced for production volumes at $0.01 per image. Real-world examples of Muse Image workflows are available in the link.
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Thinking Machines Lab Co-Founder Barret Zoph Joins Google (3 minute read)
Barret Zoph was a co-founder at Thinking Machines Lab before defecting to OpenAI this year due to a dispute with Chief Executive Mira Murati. Zoph is now leaving OpenAI to join Google as vice-president of research. Google is currently restructuring its AI development efforts to catch up with rivals in developing AI that can create code. Zoph had worked as a research scientist at Google from 2016 through to 2022.
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Anthropic and Nscale strike $45 billion cloud deal (2 minute read)
Anthropic has inked a roughly $45 billion cloud deal with Nscale, a UK-based AI infrastructure company. Anthropic will rent around 460 megawatts of compute capacity at an Nscale data center development in West Virginia. The facility, which is expected to come online at the end of 2027, will have Nvidia's advanced Vera Rubin chips.
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