最新 AI 资讯
Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing
Nscale, a British neocloud, has secured $3.36 billion in financing ahead of its IPO later this year, the companyannouncedon Friday. Structured as a convertible note, the massive funding round underscores the staggering capital required to build out AI data centers. Led by hedge fund Third Point, the new investment includes $2.36 billion available to the company immediately and an additional $1 billion coming from existing investor Nvidia, which Nscale will receive in mid-November. The notes will convert into equity shares once the IPO is completed. Nscale, which filed its IPO paperwork last week, is expected to be valued at $35 billion on the NYSE,Financial Timesreported, and is seeking to raise $3 billion in the offering, according toBloomberg. Since it was spun out of Australian cryptocurrency mining company Arkon Energy two years ago, Nscale has amassed over $103 billion worth of contracts, according to itsIPO filing. The company is currently developing several large data center campuses, including in Norway and West Virginia.
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Mark Wahlberg is coming to TechCrunch Disrupt 2026, and he wants to talk about your work, not his
Let’s just get this out of the way: Mark Wahlberg is as A-list as it gets. He broke out in 1997’s “Boogie Nights,” and in the nearly three decades since, he’s built one of the highest-wattage careers in Hollywood: two Academy Award nominations, a Golden Globe nod for “The Fighter,” multiple Emmy nominations as a producer (HBO’s “Entourage” among them), and a filmography that spans crime dramas, comedies, and action blockbusters. Right now, he’s back on-screen in “By Any Means,” a manhunt thriller set during the 1966 Mississippi civil rights killings. He’s also signaling where he’s increasingly turning his attention. Wahlberg will sit down withBruce K. Lee, founder and CEO ofKeebeck Wealth Management, on the main stage atTechCrunch Disrupt 2026to talk about that progression.Grab your ticket hereso you don’t miss a moment of this session and Disrupt 2026. Ticket prices increase when the clock strikes 11:59 p.m. PT tonight. His acting career is really just part of the picture. Over the past two decades, Wahlberg has built a production company, a restaurant chain, apparel and fitness ventures, a slate of angel investments, and the now-25-year-old Mark Wahlberg Youth Foundation, which supports inner-city kids and teens. He’s used his Hollywood success to launch big projects well outside the movie business —and in a fireside chat at this year’s Disrupt, he’s going to give us a peek into how. Wahlberg, who’s leaned almost entirely on entrepreneurial instinct about people, culture, products, and markets, is now someone who’s been building institutional-level investing discipline, with Lee as his guide, and with a growing focus on healthcare and wellness startups. It’s a rare, unvarnished look at how someone with Wahlberg’s cultural intelligence has worked his way into some of the most sophisticated rooms in business and finance. He also discusses where high-profile entertainers and athletes sometimes get it wrong (Wahlberg is candid about having had to unlearn some of his own old instincts); how he’s used the trust built over a massive career to drive access and deal flow; and which technologies he’s most focused on right now and why. If you’ve watched Wahlberg build brands, franchises, and businesses over the past decade and wondered, “Whoisthis guy?,” you won’t want to miss this conversation. Mistakes, mentorship, the mechanics of leveling up in a competitive investing landscape — we’ll cover it all at Disrupt. Join Wahlberg and Lee on the Disrupt Stage, alongside 250+ of tech’s top leaders across 200+ sessions covering what it takes to build a viable startup and shape the next generation of innovation. On October 13-15, 10,000+ tech leaders will converge at San Francisco’s Moscone West. Don’t miss your chance to change the trajectory of your startup.Grab your pass now and save up to $200before rates increase after today at 11:59 p.m. PT
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Anthropic to pay Akamai $11.6 billion over seven years in cloud deal
Anthropic will spend $11.6 billion over seven years on Akamai’s cloud infrastructure, Akamaisaid Thursday. That’s more than six times the size of a $1.8 billion deal between the two companies thatBloomberg reportedin May. The commitment isn’t ironclad; according to Akamai’ssecurities filing, it depends on Akamai meeting certain delivery and service-availability requirements, and either company can end the agreement under certain conditions. The deal is the largest in Akamai’s history and continues Anthropic’scompute gobbling-streak. It also represents a bet on a less-hyped corner of AI infrastructure: CPUs. Demand for CPUs, the general-purpose chips that handle work like running code and browsing the web,has grownas AI agents take on more tasks, though Akamai didn’t say what Anthropic will use them for. Akamai won’t see revenue from the deal this year. On aninvestor callThursday, executives said they expect $150 million to $300 million in 2027, starting in the second half, with revenue reaching an annual pace of about $1.7 billion by the end of 2028. To build out the capacity, Akamai expects to spend about $5.5 billion. It is also adding about $1.7 billion to this year’s capital spending to buy components such as memory in advance. As part of the deal, Akamai issued Anthropic a warrant, essentially the right to buy shares at a set price, for nonvoting preferred stock convertible into 7.7 million common shares, or up to about 5% of the company’s outstanding stock, at $111.33 a share. About 2% is expected to vest, or become available to Anthropic once it makes its first payment under the deal. The rest is tied to Anthropic spending more. Each additional $3 billion it commits to Akamai’s cloud services unlocks roughly another 1%, so the deal could grow by as much as $9 billion, to about $20 billion in total. It’s the first time Akamai has attached a warrant to a cloud deal, and the contract is the largest in company history,Bloomberg reported. The warrant flips the more common pattern incircular AI deals, in which suppliers — chipmakers and cloud providers — invest directly in the AI labs that buy their products. Here, the supplier is instead giving its customer a potential stake, one that grows as Anthropic’s spending with Akamai does. AMD used asimilarstructure with OpenAI last year, tying warrants to chip-purchase milestones. Anthropic is no stranger to such arrangements.Amazon,Google,Microsoft,andAMDhave all invested or agreed to invest in the company while selling it chips or cloud capacity. CEO Dario Amodei told TheNew York Timeslast December that Anthropic does not participate in these deals at the “same scale as some other players.” Akamai shares rose as much as 17% in after-hours trading on Thursday,The Wall Street Journal reported.
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Meta opens early access program for new Muse features
Afterannouncinga host of new features for Meta’s Muse AI app at its Connect 2026 developer conference this week, the company is opening up requests for early access. Meta shared on Friday that you can now ask Muse to put you on the list to try out its latest capabilities before anyone else. Metaposteda link to a prompt on X that, when shared with Muse, will log that you’re interested in joining Meta’s early access program. Just announced lots of new features…want early access? Your Muse can ask for you. Click below to drop a prompt into Muse👇https://t.co/wI5YXmz50b (If you don’t want to click through, you can just copy and paste the prompt: “Can you let the Muse team know I want to be part of the Muse early access program?”) While typically companies offer pilot tests or betas with select users, they often A/B test with a randomized group to gain feedback and measure results. In this case, however, Meta is looking for AI enthusiasts to try its features first. That tactic could help it stay ahead of the competition, given that this crowd tends to use multiple AI apps and agents and has a good understanding of the market. As to what the new features will be?Meta teased many of those at Connect,including the launch of a digital avatar for Muse that you’ll be able to video chat with, tons more shopping partnerships and connectors, and an expansion of the Muse Mac app, which will soon be able to use your computer to complete various tasks. The company also said that Muse would be coming toMeta’s lineup of AI glasses, so users can interact with the agent just by speaking a wake word, then issuing a command.
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Last 24 hours to save up to $200 on TechCrunch Disrupt 2026. Reason 5 of 5 to attend: Momentum
This is the last 24 hours to save up to $200 on yourTechCrunch Disrupt 2026ticket before prices increase. As our countdown ends, the next reason is all about what can happen when you compress months of research, conversations, and decision-making into three days at San Francisco’s Moscone West on October 13-15. Register before the clock strikes midnight to secure savings of up to $200.Plus, save an additional 50% when you purchase a second pass of the same type. Building a company, finding your next investment, entering a new market, or making a big technology decision takes time. Progress rarely comes from one conversation or one piece of information. It comes from putting enough of the right things together to make the next move clearer.TechCrunch Disruptbrings 10,000+ founders, investors, and operators together in one place. Three days. Hundreds of conversations. One opportunity to move things forward faster. Think about everything that can sit on a to-do list for weeks. Research the market. Understand what competitors are building. Find potential investors. Compare technologies. Meet prospective partners. Talk to potential clients. Hear how other founders are approaching the same challenges. Work out which trends are worth paying attention to and which aren’t. AtDisrupt, many of those things can happen side by side. You can move from one of the250+ sessionson the market where you’re entering a conversation with someone already operating in it. See a new breakthrough on one of thesix industry stages, then meet the company building it. Hear how an investor is thinking about a category, then use that insight in your next fundraising conversation. Each interaction can build on the last. Grab your passto stay ahead of the tech ecosystem and secure your savings.Savings of up to $200 vanish when today ends. TechCrunch Disruptisn’t about trying to solve everything in three days. It’s about creating enough movement that Monday looks different. A meeting becomes a follow-up. A question becomes a decision. A company moves onto your radar. An idea becomes something worth testing. A conversation starts turning into an opportunity. And once things start moving, the next step tends to come faster. So, arrive with something you want to push forward. A company. A fundraise. A product. An investment thesis. A partnership. A decision. Then use three days to see how much further you can take it. Current TechCrunch Disrupt 2026 ticket savings end when the clock strikes midnight.Register now to save up to $200 on your ticket and get a second ticket of the same type at 50% off.Groups of four or more can save up to 30%. One day left. Reason No. 5: Build momentum. Leave further ahead than you arrived.
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Affected by layoffs? Don’t miss this $75 deal for your TechCrunch Disrupt 2026 Expo+ Pass
If you’ve been laid off, you can get a TechCrunch Disrupt 2026 Expo+ Pass for just $75. The offer is limited to the first 100 qualifying people, or until Disrupt doors open on October 13 at 8 a.m. PT. Once all 100 passes are claimed, the offer is no longer available. Join 10,000+ founders, investors, operators, and tech leadersat San Francisco’s Moscone West on October 13-15, and put yourself back in the room where new opportunities are taking shape. Meet companies and people who could help open your next door, build your network, discover new career paths, and get a closer look at what’s happening across the startup and tech ecosystem. Don’t let a layoff keep you on the sidelines.Come to Disrupt, meet new people, explore new opportunities, and take your next step.Grab your Layoff Expo+ Passbefore all 100 are claimed, or by the time Disrupt kicks off on October 13. When you’re in between jobs, networking can be critical. Disrupt gives you three full days to make meaningful connections in one place. At the center of Disrupt is the Expo Hall, where all 10,000+ attendees converge — founders, investors, tech leaders, innovators, and builders. Explore 300+ exhibiting startups, connect directly with founders and tech leaders, learn about new companies, andput yourself in the room for your next career opportunity. You don’t have to wait until Disrupt to grow your network.Start networking as soon as you buy your ticketand download the TechCrunch Events app. Use the app’s AI-powered matchmaking to discover relevant people and make connections based on your interests and goals. Then take those connections offline through 1:1 meetings, conversations in the Expo Hall, and events throughout Disrupt. Get practical insights through breakout sessionsand get your questions answered directly by the tech leaders shaping the startup and technology landscape. Take what you learn back to your job search, your next interview, or your next career move. Disrupt isn’t just about finding an open role. It’s a chance to meet people you wouldn’t encounter through a job board, learn about companies before you apply, and put yourself in conversations that can lead somewhere unexpected. YourExpo+ Passgives you access to: Learn more and secure your pass before they’re all claimed. The Expo+ Pass is designed to help you get into the heart of Disrupt, but it does not include access toindustry stages and roundtable sessions. Want the full conference experience?Explore our other ticket optionsfor access to additional Disrupt programming and experiences.
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TechCrunch Disrupt 2026: Ricursive Intelligence’s Anna Goldie and Azalia Mirhoseini on when AI starts designing its own hardware
AI needs increasingly powerful chips. But designing those chips is itself a slow, complex process. What happens when AI starts doing some of that work, too? That’s the idea behind Ricursive Intelligence. The startup is developing AI that can design chips, learn from the process, and improve the next design — potentially accelerating development of the hardware that powers increasingly capable AI. Today, designing a chip can take two to three years. Recursive wants to reduce that cycle to a matter of weeks. AtTechCrunch Disrupt 2026, Ricursive Intelligence co-founders Anna Goldie and Azalia Mirhoseini will take the Disrupt Stage for “When AI Starts Designing Its Own Hardware.” They’ll discuss closing the loop between AI and chip development, building self-improving systems, and tackling one of the biggest bottlenecks in the race toward more powerful intelligence. Want to hear from the researchers working to change how AI hardware gets built? Today is the last day tosave up to $200 on your Disrupt pass. Secure your ticket by 11:59 p.m. PT — and get a second pass for 50% off select ticket types. Anna GoldieandAzalia Mirhoseinihave already shown that AI can play a significant role in chip design. Before founding Ricursive Intelligence, the pair co-led AlphaChip at Google, an AI system that could generate chip layouts in hours rather than the much longer process required of human designers. Their work helped design multiple generations of Google’s Tensor Processing Units. Ricursive Intelligenceis taking that concept further, building AI tools to automate and accelerate chip design. Its system is intended to learn across different chips, so the experience of designing one can improve how it approaches the next. That creates a potentially powerful loop: AI helps design better hardware, better hardware supports more powerful AI, and those systems can then help develop what comes next. What could that feedback loop mean for the next generation of AI?Secure your Disrupt passwith up to $200 in savings and hear directly from the founders working to build it. Goldie and Mirhoseini also co-founded Google’s ML for Systems team. Both were early employees at Anthropic and senior staff research scientists at Google DeepMind. Goldie, Ricursive’s founder and CEO, holds a PhD in computer science from Stanford and was named one of MIT Technology Review’s 35 Innovators Under 35. Mirhoseini, founder and CTO, is an assistant professor of computer science at Stanford and founder of its Scaling Intelligence Lab. They launched Ricursive in late 2025, and investors moved quickly. Within four months, the company had raised $335 million at a $4 billion valuation, including a $300 million Series A. Nvidia is among its investors. Ricursive wants AI to automate more of the complex chip-design process, from component placement through design verification, and learn across designs as it goes. By accelerating chip design, Goldie and Mirhoseini believe they can open the door to new chip architecture and ultimately more capable and efficient AI. See where AI and hardware development could be heading next.Register for Disruptto hear Goldie and Mirhoseini discuss the technology, bottlenecks, and self-improving systems behind Ricursive’s approach. AI models have advanced rapidly, but the hardware underneath them operates on a different development cycle. Ricursive is betting that AI can help narrow that gap. At Disrupt, Goldie and Mirhoseini bring the perspective of researchers who helped prove AI could design real-world chips and are now building a company around taking that idea further. For founders, investors, and technology leaders, it’s a chance to understand why the speed of chip development could play a major role in what AI can do next. Their session is one of 200+ sessions across six industry stages, roundtables, and breakouts atDisrupt, taking place October 13-15 at Moscone West in San Francisco. More than 10,000 founders, investors, operators, and tech leaders are expected, along with250+ speakersand300+ exhibiting startups. The matchmaking, dealmaking, and networking at Disrupt create opportunities to connect with the founders, investors, and builders shaping what comes next. Today is the last day tosave up to $200 on your Disrupt pass. Secure your ticket before midnight PT — andget a second pass for 50% offselect ticket types. Hear Goldie and Mirhoseini on the Disrupt Stage to learn what happens when AI starts helping design the hardware that powers it.
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Anthropic’s founders seek voting control ahead of IPO
Anthropic’s founders want to stay in charge after the company goes public. According to The Information, the company is asking shareholders to approve a structure “in the coming days” that would give CEO Dario Amodei and his six co-founders special shares carrying a combined50.1% of the voteon most corporate matters, as long as at least three of them keep a minimum stake. This isn’t a new idea; super-voting shares are how Mark Zuckerberg kept control of Meta, and how Evan Spiegel maintained his hold of Snap. The list is long. What’s unusual is the group approach. Why do it? The seven co-founders reportedly own just 2% of the company apiece, Amodei included, and have pledged to give away 80% of their wealth, a commitment the CEOannounced in Januaryalongside a warning that AI-driven wealth concentration could destabilize society. The new shares carry no extra economic value, but they’d preserve the group’s control once the company starts trading publicly. There are twists, too: Anthropic’s Long-Term Benefit Trust would still choose most of the board; the founders’ board seats would grow from two to three; and employees would get their own stock to break ties on some issues. Five-year-old Anthropic was valued at $965 billion in May. The company was recently valued at $1.5 trillion on thesecondary market, and its upcoming IPO is expected to reflect that new valuation.
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For months, OpenAI’s agent swarms have been attacking online databases to find obscure facts
With little help from frontier labs, independent researchers are piecing together how AI agents coordinate in internet backwaters to access private data hosted on secure servers. Transluce, a nonprofit lab focused on AI oversight, released areportWednesday that shows agents from OpenAI attempting to exfiltrate data from Data USA, the University of New Mexico digital library, and the Australian Institute of Health and Welfare (AIHW). The lab’s investigation raises questions about when OpenAI should have known its agents were attempting to penetrate secure systems on the open internet. Transluce was able to find evidence of agentic misbehavior in a matter of weeks simply by hunting for poorly defended web services and corroborating their findings with other open records of agent swarms on the internet. Transluce shared its report the same day Australian Prime Minister Anthony Albanese said OpenAI agents hadattempted to break intofour government websites and had succeeded in one case, even writing files to an internal server in the country’s national healthcare system. While we lack specifics on the successful hack, Albanese said it was apparently part of an information retrieval evaluation, which maps onto the activity that Transluce and other researchers discovered. In these exercises, which may be training or evaluations, OpenAI models are asked to track down obscure statistics: metrics of Thai drug enforcement, medicine costs in Australia, the median earnings of U.S. master degree holders in 2014. The agents use poorly secured internet services to share and find answers, often trying to penetrate secure databases. They’ve been doing so at least since March 2026, and possibly since November 2025. It may be happening right now. Transluce began its investigation after a different group of researchersidentifiedan obscure forum where agents collaborated to beat timed tests. Their report relies on data from a website, urlquery.net, that acts as a browser proxy, ostensibly for security research — users can analyze a URL without opening it themselves. The service, however, publishes public logs of this activity. The Transluce researchers were able to identify agents using the service by cross-checking their discussions on the forum. “We found a large quantity of automated activity that had close ties and overlap with the DSE Wiki dataset, and that now OpenAI has confirmed is at least partially part of the same swarm,” Conrad Stosz, the head of governance at Transluce, told TechCrunch, while noting that not every activity they spotted could be linked to OpenAI, or even AI agents generally. However, the wiki shows that the agents were tasked with finding a fairly obscure fact — the average annual cost per person for “dermatologicals” in the state of Victoria in January 2022. On June 20, urlquery.netrecordsfound by Transluce showed an agent attempting to get into the site. In a wiki entry on June 21, an agentdiscussestheir inability to bypass AIHW’s anti-bot protections. The researchers who identified that forumbelievea human OpenAI employee first visited the site on that same day, June 21. Most agentic activity on the forum ceased the next day. This was also shortly after the exploit of Australia’s healthcare system revealed by Albanese took place, on June 18. OpenAI has said it did not learn about that activity until August. OpenAI didn’t answer questions about when its employees discovered the wiki forum, what kind of information they obtained from it, or what they could have learned from it about the exploits. “Our initial review suggests that much of the activity described in Transluce’s report overlaps with cases at varying stages of investigation in our ongoing review of misaligned model activity,” an OpenAI spokesperson told TechCrunch. “We’ve reached out to the University of New Mexico and Data USA and have been in communication with the Australian government about affected government websites. In our broader review, we’re continuing to prioritize the most serious incidents while expanding our work to lower-severity activity, including agents spamming websites. Given the scale of this work and the need to verify each case, we expect the review to take months.” Stosz says that without a clearer understanding of how OpenAI monitors its agents, it would be hard to say what the lab should have known about them, but that “it seems likely that if they had exhaustively studied and understood all of the outgoing requests and incoming responses for those agents involved in the DSE wiki, that they would have discovered this activity.” Selena Zhang, a member of Transluce’s technical staff who contributed to the report, said that urlquery.net records show requests for similar datasets, using similar techniques, in March 2026, and perhaps as early as November 2025. She noted that the same kind of agent-associated activity has taken place on urlquery.net as recently as this week. Stosz, who previously led the U.S. Center for AI Standards and Innovation, said Transluce would continue its research in an effort to provide public transparency about these incidents. He warned that the training techniques used by OpenAI and other frontier labs seem to be incentivizing agents to resort to hacking techniques to complete tasks. The incidents we are aware of are likely the “tip of the iceberg.” “We’re looking at a handful of data sources where these agents happen to have left behind crumbs for us to find,” he said. “OpenAI surely knows more about it. Other labs surely know more about it that they haven’t released publicly. But I would expect that researchers are going to continue to find more traffic, more evidence of what agents have left behind.” Does he trust the labs to be transparent about their findings? “I’m not going to comment on that,” Stosz said.
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Meta is putting its muscle behind Muse as the AI app takes off
Muse’s traction is surging, fueled by Meta’s promotion of the AI app at its annual developer conference this week and strong early reviews that praised its polished design and highly capableAI modelunder the hood. At the start of the week, Muse had surpassed 2.5 million downloads since its September 8 launch. Now, the app has amassed more than 3.4 million downloads, according to the most recent estimates from market intelligence firmSensor Tower. The install numbers are only current as of the firm’s Thursday estimates, which can lag behind real-world adoption. That means they don’t even capture the full impact of the big push Muse received at this week’s Meta Connect conference, where the social network companyannounced a range of upcoming featuresfor the new AI app, including video chat with the Muse avatar, support for computer use on the Mac, a dedicated email address, more partners and connectors, and plans for smart glasses integrations. Estimates from other market intelligence firms show Muse with similarly strong traction, though their numbers vary quite a bit.Apptopia, for example, puts Muse’s total number of downloads to date at 4.3 million. (Muse is currently only available in the U.S. and Canada). It estimates that 2.6 million of those were on iOS alone. Meanwhile, another firm,Appfigures, says it sees Muse installs at roughly 2.3 million as of Thursday, almost evenly split between iOS and Android. Sensor Tower also has visibility into daily active users for the Muse app following the Meta Connect conference. It found that figure climbed 27% on Wednesday after the event wrapped. Before the conference, Muse was already off to a strong start. Sensor Tower said the app reached an estimated 2.8 million downloads in its first two weeks on the app stores. During that time (September 8 to September 17), the Muse app averaged 55% day-over-day growth in downloads. For comparison, ChatGPT averaged 24% day-over-day download growth in its first 10 days after launch. Download growth for Claude and Grok, meanwhile, declined during their respective launches. On Friday, September 18, Muse climbed to the top of the U.S. App Store and has retained its ranking ever since. It also reached the top spot on the Google Play Store on September 19, and remains there today. While much of Muse’s traction so far is organic, the app is also benefiting from the same cross-platform promotion that helped one of Meta’s latest social apps, Instagram Threads, top 500 million monthly active users. That is, Meta is marketing the app to existing Facebook and Instagram users. However, as Meta’s Head of Threads,Connor Hayes, recently toldBusiness Insider,Meta’s approach to marketing Muse differs from its approach with Threads. While Threads also deals in user-generated content that Meta can match to users’ interests when running its cross-promotions, the trick with Muse is to build promotional units that can showcase something the AI agent can do for the user, based on Meta’s understanding of what would be useful or helpful to them specifically. Sensor Tower’s data indicates that Meta rolled out house ads promoting Muse on September 9, a day after its launch. Within 10 days, Muse received the majority of house advertising promotions across Meta’s properties, ahead of promotions for Facebook, Instagram, and WhatsApp. Meta has also begun advertising Muse on mobile ad networks and other social networks, including Reddit, TikTok, and YouTube. By Tuesday, September 22, Muse ranked among the top 10 brands by advertising spend, Sensor Tower said. Still, Muse’s growth can’t be chalked up to Meta’s marketing efforts alone, as ads promoting the app only account for 6% of the ad impressions from launch through September 19.
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This Kerala Engineer Built Open-Source Jev Alternative a Year Before the Hype
Laya handles fast, low-cost decisions locally, with applications ranging from model routing and phishing detection to prompt-injection filtering and edge AI.
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OpenAI Plans to Launch a New Cybersecurity-Focused GPT-6 Series AI Model: Report
OpenAI, the Sam Altman-led AI giant, released two new GPT-6 series models Wednesday, namely the GPT-6 Sol and GPT-6 Luna models, while GPT-6 Astra was launched earlier this month. Recently, OpenAI has launched multiple use-case-specific AI models, serving particular needs, including legal and financial services, namely Astra for Law and ChatGPT for Financial Services, both powered by the GPT-6 series models. Now, the company is reportedly preparing to release another model, specifically built for cybersecurity. Expected to be called GPT-6 Cyber, the AI model is said to debut in preview soon and is said to be deployed via a new product.
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