Anthropic's amended IPO filing reports $17bn of third-quarter revenue and $895bn of commitments
Anthropic filed an amended S-1 on 2 November that adds its third-quarter results. Revenue was $17.0bn in the three months to 30 September 2026 and $33.2bn in the first nine months, up 1,206% on a year earlier. The filing lists about $895.4bn of purchase commitments and leases, substantially all for compute and infrastructure, with about $447.5bn due before the end of 2030. The offering price range is still blank.
Mandiant says LLMjacking intrusions ran up more than $100,000 a day in fraudulent model charges
Google's Mandiant says it responded to several incidents in 2026 in which attackers hijacked companies' access to large language models, with fraudulent charges above $100,000 in a single day and cumulative charges reaching $1m at some organisations before access was revoked. Stolen cloud credentials, service account keys and GitHub tokens were the main way in. Google Threat Intelligence Group says resellers it calls LLM Mixers proxy and resell the stolen access.
The New York Times sues Brave, alleging it resells scraped journalism to AI companies
The New York Times has sued Brave Software for copyright infringement in the Southern District of New York. The complaint alleges Brave copied its journalism into a search index of over 30 billion pages and sells access through the Brave Search API to AI companies, naming Anthropic, Perplexity, Mistral, xAI and Cohere, for training and retrieval. It also alleges Brave offers products designed to get around publishers' access controls. These are allegations, and Brave has yet to answer them in court.
Anthropic adds server-side message threads to the Claude Messages API in beta
Anthropic has put message threads into beta on the Claude Messages API. The API keeps the conversation on the server, so each later request in a long conversation or agent loop sends only the new messages, which Anthropic says lowers time to first token. A thread expires 5 minutes after its last request and is deleted no more than 1 hour after its last use. Threads work on the Claude API, Claude Platform on AWS, Google Cloud and Microsoft Foundry.
SUSE reportedly cuts about 10% of staff, with its chief executive citing automation and AI
SUSE is cutting about 10% of its roughly 1,900 staff, according to an internal memo seen by The Register. Chief executive Dirk-Peter van Leeuwen wrote that "automation and AI are fundamentally shifting how software companies operate" and that the requirement for some existing roles "has greatly diminished". SUSE has not announced the cuts publicly.