Moonshot publishes the Kimi K3 weights, the largest open model ever released
Moonshot AI followed through on its promise and published the weights and technical report for Kimi K3, a 2.8-trillion-parameter model that is the biggest ever released with open weights. Latent Space noted the gap between the leading proprietary and open-weights models has narrowed to just 4 points on the Artificial Analysis Intelligence Index, the smallest since GLM-5 in February. The release is source-available rather than OSI open source (a licence with business carve-outs), and Moonshot also opened core stack pieces such as attention kernels and agent infrastructure.
Nvidia launches an Open Secure AI Alliance as the Hugging Face fallout spreads
Nvidia launched the Open Secure AI Alliance with 36 other organisations, including Microsoft, IBM, Cisco, CrowdStrike, Hugging Face, Palantir, Salesforce and the Linux Foundation, to build and share open security tooling for AI agents (identity systems, safer model formats, scanning harnesses, audit tools and red-team infrastructure). OpenAI, Google, Anthropic, Amazon and Meta are absent. The alliance points to the recent Hugging Face breach, during which closed tools reportedly blocked parts of the forensic investigation and Hugging Face ran the open-weight GLM-5.2 model on its own infrastructure to analyse more than 17,000 actions.
Microsoft ships MAI-Cyber-1-Flash, its first cybersecurity model
Microsoft introduced MAI-Cyber-1-Flash, a cybersecurity model wired into its MDASH agent system to hunt software bugs. Paired with MDASH it scored 96% on the CyberGym benchmark for large codebases, 12 points above Anthropic's Mythos, while claiming a 50% cost reduction. Microsoft also unveiled Project Perception, which uses teams of agents to simulate attacks, investigate threats and repair flaws autonomously. AI chief Mustafa Suleyman argued "token cost is now the real constraint for defenders".
Anthropic sets out its open-weights position
Amodei published a statement clarifying Anthropic's stance after criticism for not signing the Nvidia-led open letter, saying "Anthropic has never advocated for a ban on open-weights models" even though a ban would protect US companies from competition. He backed chip controls, distillation crackdowns and broader safety testing instead, said he agrees with much of the letter, but disputed the claim that open weights lead to better security for defenders.
OpenAI nears a $500bn Ohio data centre with Nvidia's $250bn financing backstop
OpenAI is close to leasing a roughly $500 billion, 10-gigawatt data-centre campus in southern Ohio, being developed by SoftBank's energy subsidiary. Nvidia is in talks to provide a roughly $250 billion financing backstop, guaranteeing a series of financing vehicles so the developer can raise debt on better terms. The deal is not final until Commerce Secretary Howard Lutnick signs off.
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Infrastructure · Funding
OpenAI, Nvidia
Nvidia invests in Ilya Sutskever's Safe Superintelligence
Nvidia made a substantial investment in Safe Superintelligence, the secretive lab founded by former OpenAI chief scientist Ilya Sutskever, as part of a long-term partnership that gives SSI access to large amounts of Nvidia's flagship GPUs. SSI had previously relied primarily on Google chips; Nvidia invested after a rare look at the startup's research.
TLDR →
Funding · Infrastructure
Nvidia
Shared Claude chats and Artifacts surface in Google search results
Shared Claude conversations and Artifacts reportedly turned up in Google search results, exposing personal information, apparent API keys and vibe-coded app data. Anthropic attributed the exposure to users sharing links and making them public, and moved to address it.
DeepSeek pauses a $70bn raise after a leaked investor call
DeepSeek paused its next fundraising round, which had targeted a roughly $70 billion valuation, after leaked comments from CEO Liang Wenfeng went viral. He reportedly admitted the company still trails US labs mainly because it lacks Nvidia compute, and said DeepSeek would prioritise open research over near-term monetisation. The pause appears tied to frustration over the leak rather than a change in strategy.
Veterans Affairs signs a $1.6bn Salesforce AI-agents deal
The US Department of Veterans Affairs signed a $1.6 billion deal for a fleet of Salesforce AI agents, while Oracle landed its own $7 billion defence deal, underlining how quickly agentic AI procurement is scaling inside government.
Analysts warn the tech sector's ~$1tn AI spend is being passed to customers
The Register reported that the tech sector is pouring around $1 trillion into AI in what one analyst called history's biggest infrastructure build-out, and that the resulting hardware and software price rises are being sent to customers, with banks and hyperscalers among those now sounding the alarm about an AI bubble.
Anthropic uses Claude to find cryptographic weaknesses
Anthropic researchers described using Claude (Mythos) to surface potential weaknesses in cryptographic implementations, including AES-related analysis, offered as an example of frontier models assisting security and mathematics research.
Cyera agrees to buy Oasis Security for about $1bn to secure AI agents
Data-security firm Cyera agreed to acquire identity-security startup Oasis Security for roughly $1bn, positioning the deal as a way to govern the fast-growing population of non-human and AI-agent identities inside enterprises.
Fish Audio raises $52m for AI voice models
Fish Audio raised a $52m seed round to build AI voice models aimed at creators and enterprises, adding to a busy run of funding for speech and audio generation startups.
Recursive Superintelligence signs a $410m compute deal with Amazon
AI startup Recursive Superintelligence signed a roughly $410m deal with Amazon for high-performance compute, another example of a lab locking in large-scale capacity through a cloud provider.
Perplexity's "Personal Computer" turns Windows PCs into AI agents
Perplexity launched Personal Computer, a tool that lets its AI operate a Windows PC directly to carry out multi-step tasks, extending the browser-agent race onto the desktop.
Hugging Face image models used to generate nonconsensual deepfakes
The Verge reported that image models hosted on Hugging Face were being used to create nonconsensual "undressing" deepfakes, including of women and children, renewing scrutiny of how open model platforms police abusive use.
Martin Fowler's site weighs the "orchestrator's tax" in agent design
A martinfowler.com article by Rahul Garg argued that giving an agent orchestrator too much to reason about degrades its working memory, and that offloading work to subagents is a way to pay down this "orchestrator's tax" in multi-agent systems.
Study: AI coding agents are eroding team collaboration
A study of 25,264 agent-generated pull requests across 2,361 popular GitHub repositories found that in 79% of cases the same developer both received and reviewed the agent's work, with little cross-team review, suggesting coding agents are pushing engineering back towards solo work.