AI NEWS · BY CODELEO
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18 items
AWS has sold out its main 2026 capacity and is essentially sold out for 2027
AWS has sold out its main 2026 capacity, is essentially sold out for 2027 and has a large share of 2028 committed; the company plans about $220B of capex this year and still cannot meet demand.
- planned capex for 2026
- $220Bplanned capex for 2026
- the year capacity is essentially sold out
- 2027the year capacity is essentially sold out
- annualised AI revenue
- $25Bannualised AI revenue
- Compute & infrastructure
- Capital allocation
Other records this week
Anthropic hands its agent-skill format to a neutral foundation
Anthropic donated Agent Skills, its open standard, to the Linux Foundation's Agentic AI Foundation — including the name, logo, GitHub organisation and domain. More than 70 platforms have integrated it, with about 1M skills published and 280M installs.
Read the record
Meta publishes the weights for Muse Spark Open
Meta released Muse Spark Open, an open-weights model that runs on two paired Mac desktops and scores 39 on the Artificial Analysis Intelligence Index. Meta calls it the most capable open-weights model from the US.
Read the record
This week
2
012 minMicrosoft extends Project Perception to internal agents, saying frontier models must be assumed untrusted
A Microsoft security executive said frontier models cannot be trusted regardless of origin, as the company extended Project Perception, its July agentic security system, to agents running inside the enterprise.
Security & governance · Platforms & agentsRead the record
022 minAnthropic plans to move 5% of its shares into a public benefit fund
On 18 October Anthropic said it would move 5% of its shares — about $48B — into a new public benefit fund, subject to shareholder approval, with another 2% at each 50% rise in valuation; the money can go to large nonprofit grants or direct distributions.
Capital allocation · Org redesignRead the record
Last week
6
012 minChina debuts its first fully domestic 100,000-card AI supercluster
On 18 October the first fully domestic 100,000-card AI supercluster, Sugon 8000, debuted in Shenzhen at the 2026 national HPC conference: a heterogeneous domestic-chip architecture that fuses HPC and AI natively, already running in Zhengzhou and connected to the national supercomputing network.
Compute & infrastructure · Capital allocationRead the record
022 minOpenCode says an incident affected 1.4% of Console users
OpenCode said on 17 October that an incident the previous night, tied to a large-scale distillation attack, affected 1.4% of OpenCode Console users; it emailed those affected and is working with Anthropic, OpenAI and Google.
Security & governance · Platforms & agentsRead the record
032 minAnthropic study: junior share of its technical staff fell to 14%
Anthropic's internal study shows the junior share of its technical org falling from 21% in early 2025 to 14%, and from 27% to 9% of new technical hires; meeting time per employee rose 20%, and by August 2026 agent hours reached 6× employee hours.
Workforce · Org redesignRead the record
042 minShandong announces 726 AI pilot projects with ¥11.7B in signed investment
From 14 to 16 October the 2026 AI Industry Conference ran in Jinan. Shandong announced a first batch of 726 industry pilot projects with ¥11.7B in signed investment, projected to add more than ¥17B in annual revenue; provincial AI core revenue reached ¥128.9B in 2025, up 39.2%.
Capital allocation · Application layerRead the record- 052 min
Google opens Gemini 4 Argon with a 1M-token output ceiling
On 13 October US Eastern (14 October in Beijing), Google opened Gemini 4 Argon globally: a single-response output ceiling of 1M tokens, a 1,048,576-token context shared across input, thinking and output, available through AI Studio, the Gemini API and Antigravity.
Application layer · Platforms & agentsRead the record 
062 minDeepSeek plans to lead a seed round in robotics startup Winverse AI
People familiar with the matter say DeepSeek plans to lead a seed round in robotics AI startup Winverse AI — tens of millions of dollars at a post-money valuation of about $400M — with Meituan's Long-Z among the funds that committed; the deal is not final.
Capital allocation · Application layerRead the record
2026.10.05 – 10.11
2
012 minOpenAI investor file puts annualised revenue near $50B
OpenAI's investor file shows annualised revenue near $50B at end-September, about $20B below the $70B figure circulating; Nvidia and Oracle fell and the Nasdaq Composite closed down more than 1%.
Capital allocation · AI ROIRead the record
022 minNvidia discussed another $1B investment in Figure
Nvidia has discussed investing another $1B in humanoid robotics company Figure; neither side has confirmed the deal.
Capital allocation · Application layerRead the record
2026.09.21 – 09.27
2
012 minEY executive: only about one in ten firms can prove AI returns on the P&L
The executive said most firms have not turned AI use into auditable revenue growth or cost reduction.
AI ROIRead the record
022 minAtlassian lets external AI read platform data, says activity rose
Atlassian let third-party AI access in-platform work records and transcripts; the company says customer activity rose afterwards.
Platforms & agentsRead the record
2026.09.14 – 09.20
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2025.11.03 – 11.09
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2025.04.07 – 04.13
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