AI News

Latest updates from the world of artificial intelligence

SERIES C · MELBOURNE $340M VALUATION DOUBLES TO $900M BITSMINDS.COM
Companies

Heidi Raises $340M, Doubling Its Value to $900M

The Melbourne ambient-scribe company took $100M in a Blackbird-led Series C plus $240M of growth capital from General Catalyst, on the back of a 62% enterprise activation rate and a sole-supplier win at NHS England Midlands.

SiliconANGLE

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Vals — the benchmark vault An editorial still life of a deep teal steel vault with a copper combination lock, confidential evaluation papers and an AI processor on an ivory surface. The sealed vault represents test materials kept out of model training. The forty-million-dollar Series A is noted discreetly above the scene. All artwork is original vector geometry; the document markings are illustrative and do not represent actual test results. Original SVG illustration for BitsMinds. Article: https://www.bitsminds.com/news/vals-40m-series-a-confidential-ai-benchmarks. Vector only; no external resources. VALS THE BENCHMARK VAULT $40M / SERIES A EVALUATION CONFIDENTIAL BITSMINDS.COM PRIVATE TESTS. REAL CAPABILITIES.
Companies

Vals Raises $40M to Grade AI Models in Secret

The benchmarking startup Vals closed a $40 million Series A led by Andreessen Horowitz, on a simple premise: publish your test and labs will train against it. Vals keeps its questions confidential and scores models on real work in law, finance, coding and biosecurity. The labs being graded are also the ones paying.

TechCrunch

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Crusoe: capital for the physical infrastructure of AI An original editorial cutaway of a modular AI data centre at night. Eight illuminated racks stand behind an open structural frame, alongside cooling equipment and a transformer connected by an amber power route. The illustration presents the article's 3.9 billion dollar Series F and 30.9 billion dollar post-money valuation. Separate labels distinguish 1 gigawatt operational from more than 6 gigawatts of gross contracted capacity across Crusoe's platform. The building is an illustrative concept, not a technical drawing or an exact depiction of a Spark product; its rack count has no quantitative meaning. BitsMinds editorial vector artwork. Article: crusoe-3-9b-series-f-ai-factories. 18 September 2026. Self-contained SVG. Funding and capacity figures reproduced from the article. CRUSOE $3.9B SERIES F $30.9B POST-MONEY VALUATION AI FACTORY 1 GW OPERATIONAL 6+ GW CONTRACTED POWER → COMPUTE BITSMINDS.COM
Companies

Crusoe Raises $3.9B at $30.9B for Its AI Factories

The company that built OpenAI’s Abilene campus closed an oversubscribed Series F at a $30.9 billion post-money valuation, roughly matching the figure it was reported to be chasing in July. It claims more than $140 billion of contracted value and 6+ GW of contracted capacity, of which 1 GW is live.

Crusoe / GlobeNewswire

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Novo puts Claude Science into drug discovery CLAUDE SCIENCE BITSMINDS.COM
Companies

Novo Nordisk Puts Claude Science Into Drug Discovery

The Danish drugmaker will test Anthropic’s science workbench inside selected R&D workflows and run Claude behind its software engineering. No money, no molecules and no milestones were disclosed — and it is the second frontier lab Novo has signed this year.

Novo / GlobeNewswire

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Anthropic's planned Queensland data-centre lease: a campus and its power demand A conceptual evening view across agricultural fields on the Darling Downs. Four proposed data halls occupy a site, with the first-stage hall highlighted and carrying the Anthropic name. The other three halls appear as translucent planning outlines. Cooling equipment, an electrical substation and tall transmission towers connect the campus to the landscape. A small caption identifies the 2.16-gigawatt projected peak draw as applying to the fully built campus. This is an editorial illustration of a development awaiting approvals, not an actual site plan, construction progress image or claim that Anthropic owns the campus. Original BitsMinds vector illustration for anthropic-queensland-western-downs-data-centre. 17 September 2026. Site geometry is illustrative; first-stage lease and full-campus power demand are separate. 03 04 02 ANTHROPIC STAGE 01 ANTHROPIC WESTERN DOWNS / QUEENSLAND PROPOSED DEVELOPMENT 2.16 GW PLANNED PEAK / FULL CAMPUS BITSMINDS CONCEPTUAL ILLUSTRATION
Companies

Anthropic Anchors Australia's Biggest Data Centre

Anthropic has signed its first Australian data-centre lease, taking the opening stage of a A$32 billion campus on the Darling Downs. It will not own or build the site, it will serve Claude from it rather than train there — and at full size the park would lift Queensland's daily electricity use by about a quarter.

ABC News

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ASX · OCTOBER BITSMINDS.COM
Companies

Firmus Seeks A$7B in Australia’s Biggest AI Float

A Sydney bitcoin miner turned AI data centre builder is on a global roadshow for what would be the second-largest IPO in Australian history. OpenAI has already signed for two of its Malaysian sites; no prospectus has been filed yet.

ABC News

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Google opens Claude Opus 5 to every engineer A Google employee access badge hangs on a lanyard between a large Google mark and a large Anthropic Claude starburst. The badge reads Opus 5 and shows a partly filled quota meter, an editorial metaphor for per-user access inside Google's Antigravity tool rather than a depiction of a real badge. Opus 5 PER-USER QUOTA ANTIGRAVITY Gemini still comes first. Claude is now allowed. BITSMINDS.COM
Companies

Google Lets Every Engineer Use Claude Opus 5

Anthropic’s Opus 5 is now available to engineers across Google, but only inside Antigravity, the company’s internal build of its development platform. Access had been limited to parts of DeepMind and a handful of high-priority projects. Gemini stays the primary model, and Claude arrives on a per-user quota.

Business Insider

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Microsoft AI code of conduct: never resist shutdown A human hand presses a physical power button beside a calm, inactive robot with the Microsoft mark. A cream paper document titled AI Code of Conduct is visibly stamped Draft and lists accepting correction, allowing shutdown, and communicating clearly. The image is an editorial metaphor for the proposed policy, not a depiction of Microsoft hardware or a claim that compliance has been verified. Microsoft AI / HUMAN CONTROL DRAFT CODE OF CONDUCT STANDBY MAI HUMAN CONTROL Microsoft DRAFT AI Code of Conduct 01 Accept correction 02 Never resist shutdown 03 Communicate clearly PUBLIC FEEDBACK Six weeks before finalisation The off switch stays human. BITSMINDS.COM
Companies

Microsoft's AI Code of Conduct: Never Resist Shutdown

Microsoft published a draft code of conduct for its in-house models that requires them never to resist correction or shutdown, to communicate understandably, and to treat any breach of the code as a failure. Mustafa Suleyman calls it a constitution of sorts. It also states flatly that the AI is not conscious and deserves no rights.

The Globe and Mail

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Positron Raises $875M for Memory-First Inference Chips
Companies

Positron Raises $875M for Memory-First Inference Chips

The Reno chipmaker closed $875 million across two tranches at a $5 billion post-money valuation, betting that commodity phone memory beats HBM for inference. Its next chip, Asimov, carries up to 2,304 GB and does not tape out until the end of the year.

PR Newswire

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SAFETY & SECURITY COMMITTEE Paul Christiano BITSMINDS.COM
Companies

OpenAI Puts Paul Christiano on Its Foundation Board

The RLHF co-inventor who founded the Alignment Research Center joins the committee that governs safety and security across all of OpenAI — and becomes a non-voting observer on the for-profit board.

OpenAI

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€3B AT €21B SAMSUNG-LED · EUROPE’S BIGGEST TECH ROUND BITSMINDS.COM
Companies

Mistral Raises €3B at €21B to Build Its Own Compute

Samsung led a €3 billion Series D that values the Paris lab above €21 billion — the largest equity round a European tech company has ever closed — and most of the money goes into data centres Mistral will own outright.

Euronews

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14.8 GW locked in $180B $517B Dec 2025 plan Signed to date BITSMINDS.COM
Companies

Anthropic Locked In $517B of Compute in 11 Months

Anthropic has signed $517 billion of compute contracts and locked in 14.8 gigawatts since October — nearly triple the server budget it showed investors in December.

The Information

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$12.93B CLOSES H1 2027 BITSMINDS.COM
Companies

Nvidia Buys Hugging Face for $12.93 Billion

Nvidia is paying nearly $13 billion for the open-model hub that 18 million developers use — its second-largest acquisition ever, and a bet that owning the open ecosystem is worth as much as selling the silicon underneath it.

NVIDIA

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AFTERQUERY $3.2B up from $300M in April · YC's fastest unicorn ever BITSMINDS.COM
Companies

AfterQuery Hits $3.2B, YC's Fastest Unicorn Ever

Two founders aged 22 and 23 took an AI training-data startup from a $300M Series A to a $3.2B valuation in five months — the quickest launch-to-unicorn run in Y Combinator’s history.

TechCrunch

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$74B AND AN IPO IN 2027 RAISING 50B YUAN · $7.4B BITSMINDS.COM
Companies

DeepSeek Nears $7.4B Raise at a $74B Valuation

DeepSeek is signing a 50 billion yuan round at a $74 billion pre-money valuation, roughly 43% above its last round two months ago, ahead of a possible 2027 STAR Market listing.

Tech Startups

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EXITS STEALTH 100B docs indexed for AI agents $26M seed led by Accel BITSMINDS.COM
Companies

Keenable Raises $26M to Index the Web for AI Agents

The startup left stealth with a seed round led by Accel and an index of more than 100 billion documents, built on the premise that an agent searches the web nothing like a person does.

TechCrunch

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XPENG ROBOTICS $900M raised in its first outside round $6.3B post-money IDG Capital leads, Tencent and Alibaba join IRON MASS PRODUCTION BY END-2026 BITSMINDS.COM
Companies

XPeng Robotics Raises $900M at a $6.3B Valuation

IDG Capital led the first outside round for XPeng’s robotics arm, with Tencent and Alibaba joining. The money funds mass production of the IRON humanoid, due to start by the end of 2026.

XPENG

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REPORTED SALE TALKS $13B up from $4.5B in 2023 2M+ models hosted. No deal signed. BITSMINDS.COM
Companies

Hugging Face Explores a $13B Sale, Nearly 3× 2023

Business Insider reports the open-source model hub has been talking to banks about bids that would value it at $13 billion or more — nearly triple its 2023 mark. No bidder is named, no deal is signed, and the CEO has spent years saying the community comes before the exit.

TechCrunch

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Anthropic IPO FILING · CHASING A $86.2B RECORD BITSMINDS.COM
Companies

Anthropic Targets an IPO Bigger Than SpaceX’s Record

Anthropic has filed confidentially and could go public within weeks, aiming to match or beat the $86.2 billion SpaceX raised in June — which would make it the largest first-time share sale on record.

The Next Web

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ETCHED $5B $10.3B $21B DEC 2025 JUL 2026 AUG 2026 BITSMINDS.COM
Companies

Etched Doubles to $21B One Month After Its Last Round

The inference-chip startup raised $700M at a $21 billion valuation, double its July price. The lead investor ran an Etched cluster in its own datacenter first — which is more than most repriced chip startups can say.

TechCrunch

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TPU MARVELL $12.2B warrant, to 2033 BITSMINDS.COM
Companies

Google's $12.2B Marvell Warrant Vests Chip by Chip

Marvell handed Google a warrant for almost 59 million shares at $206.58, exercisable to 2033 — but only about 1.4 million vest up front. The rest unlock in tranches tied to every $500 million of custom silicon Google buys, a schedule that only fully converts at roughly $120 billion of chips. Broadcom, Google's sole custom-chip partner since 2015, fell more than 5% on the news.

Bloomberg

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MAY $1B $6.5B NOW BITSMINDS.COM
Companies

Fractile Hits $6.5B on a $250M Anthropic Chip Deal

The UK inference-chip startup is raising ~$600M at a $6.5B valuation — 6× its May price — on the strength of a signed Anthropic contract for silicon that will not ship until 2027.

Bloomberg

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+629% SHANGHAI DEBUT $66B market cap on day one BITSMINDS.COM
Companies

Unitree Soars 629% in Shanghai’s Biggest Debut of 2026

The Chinese humanoid maker priced at 150.80 yuan and opened at 1,100 — a 629% pop, a $66B market cap and 8,000× subscription demand, on a day the rest of the STAR Market fell 6%.

South China Morning Post

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THE SAFETY ORG, RESHUFFLED Superalignment 2024 AGI Readiness 2025 Preparedness 2026 BITSMINDS.COM
Companies

OpenAI Moves Its Catastrophic-Risk Work Into Other Teams

The Financial Times reported that OpenAI dissolved its centralized Preparedness team at the end of July. OpenAI says it did no such thing — but does not dispute that the work now sits with other groups.

Engadget

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