Anthropic's S-1 goes public as its valuation slips to $1.5T; Nvidia buys $3B of Meta's AI share sale — October 27, 2026

OpenAI's new mid-tier Terra model goes after agent workloads on price, Oracle adds Google TPUs and Vera Rubin capacity, AMD joins Nvidia in buying into Meta's stock sale, and Anthropic publishes its own refutation of the Exponential Time Hypothesis.

Andy Jassy says AWS capacity is largely booked through 2027 as CNBC reports neocloud stocks and credit sliding under Nvidia's backstops. Plus Artificial Analysis puts Kimi K3.1 Pro fourth overall, and Nanbeige ships an open 33B agent model.

OpenAI is reportedly closing an up-to-$30 billion round at a $1.25 trillion pre-money valuation, led by UAE investors and Coatue, while efficiency neolab Flapping Airplanes raises $1 billion. Microsoft Research details how human-directed AI agents helped prove the KLS conjecture, and Recursive ships Flint, a 40B open coding model that runs on a laptop.

OpenAI's frontier models and Codex are coming to Google Cloud's Model Garden, payable from existing Google spend commitments, while Meta's Q3 report introduced a non-voting share class to fund AI. Plus Anthropic's always-on Claude Duet agent and Nvidia's multibillion-dollar bets on its packaging, testing and substrate suppliers.

A reported draft IPO prospectus puts Anthropic's first-half 2026 revenue at $16.3 billion against a net loss above $80 billion, as Nscale reportedly lines up Anthropic compute deals after losing Microsoft. Plus llm-d 1.0 and DeepSeek's DeepInfer, Meta's single-GPU Muse Glimmer 30B, and Modal's move to Nvidia Vera CPUs.