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Why it matters: a software firm is putting an AI agent in a customer-facing role for part of its customer base.

https://t.co/NADn3gAfjX

CEO Chuck Ganapathi: "fewer people in some roles, new skills in others".

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JOBS: Gainsight is cutting about 270 roles, per https://t.co/6tDfWlJZt9, citing a person familiar. The CEO confirmed cuts but not the number.

In its new model, its largest customers get a dedicated person; smaller ones get an AI agent.

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Email and calendars are down for many orgs, and the admin center itself has been hard to reach.

https://t.co/v5cPaTvebz
https://t.co/uI0keEYJrr

Downdetector counts are complaints, not users.

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HEADS UP: Microsoft 365 is down for many users. Exchange Online mailboxes won't connect via web, desktop or mobile (EX1550543), and Microsoft now says it "may affect Microsoft 365 service connectivity for users in any region."

No cause or restore time yet.

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Sources:
https://t.co/ydN727vQ2W
https://t.co/6kou8psFDR
https://t.co/0uERLs3imb
https://t.co/9ZGz4Jy6Dc

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What actually shipped in AI today:
- Google: Gemini Decisions API, $0.10 per 1M input tokens
- DeepMind: AlphaGenome 2 API for non-commercial research
- LiteLLM: master-key leak patched on four release lines
- Anthropic: IPO range set at $70-$78; no price yet

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https://t.co/LOuCbccXQF

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Nvidia’s board met late Wednesday to decide whether co-founder Jensen Huang stays as CEO, a source told Reuters. No decision has been announced. Our report covers the board’s inquiry, the Justice Department and Congress, and the options directors face. https://t.co/W3THwPbISJ

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UPDATE: Jensen Huang has resigned as Nvidia's CEO and from its board, effective immediately, per the company. CFO Colette Kress is interim CEO, and Harvey Jones becomes Nvidia's first board chair.

My earlier report is updated. Full piece in the reply.

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Why it matters: it is on track to be the largest IPO on record, and it will set a public price for a frontier AI lab.

https://t.co/9ZGz4Jy6Dc
https://t.co/OUfOGsUIcW

Oversubscription is per Bloomberg's sources; Anthropic has not commented on demand.

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MARKETS: Anthropic's IPO is "oversubscribed multiple times," Bloomberg reports, citing people familiar.

The filed range is $70 to $78 a share for about 801 million new shares, up to roughly $90B with a private placement. Price and first trading day: not announced yet.

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Nvidia’s board met late Wednesday to decide whether co-founder Jensen Huang stays as CEO, a source told Reuters. No decision has been announced. Our report covers the board’s inquiry, the Justice Department and Congress, and the options directors face. https://t.co/W3THwPbISJ

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Why it matters: Nvidia has no named successor, and it supplies most of the world's AI chips.

https://t.co/vurNtsu4fH
https://t.co/uwpMQ0JPDw

Separately, House committee chairs say they may subpoena Huang.

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UPDATE: Nvidia's board is preparing to remove CEO Jensen Huang, the WSJ reports, citing people familiar with the matter. Bloomberg says Nvidia is working with an outside firm on possible successors.

Nvidia hasn't commented. Shares fell about 8% after hours.

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Why it matters: a $1.25T private valuation sets the bar every AI lab IPO and funding round will be measured against.

https://t.co/rmTO1Xe6uS

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FUNDING: OpenAI has reportedly raised $11B so far at a $1.25 trillion valuation, per Bloomberg.

The round hasn't closed and could total about $20B. OpenAI hasn't confirmed it.

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Why it matters: power and local approval are now the bottlenecks for AI data centers, and this bets on going around both.

https://t.co/Ky24GEBDTG

Led by Magnetar, with Iconiq, Origin Ventures and Trinity Capital.

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FUNDING: Torus raised a $500M Series C, per Bloomberg, for Foundry: a shipping-container unit that pairs batteries with AI inference chips, 1 to 20 MW each.

The pitch: move the chips to where the grid already has power, instead of waiting on new data centers.

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Why it matters: if AI can cut the resources quantum algorithms need, useful quantum computing could arrive on smaller machines.

https://t.co/OEU40FGpcx

Paper: arXiv 2610.22367 (not peer-reviewed).

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RESEARCH: Claude, paired with an automated checker, designed quantum circuit building blocks that need far fewer resources. One decoder dropped from 5.1M to about 440K Toffoli gates, 12x fewer.

Harvard, Anthropic and QuEra preprint. Estimates, not hardware runs.

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Why it matters: your fine-tuned weights and training data are only as safe as your provider's weakest supplier.

https://t.co/eOZby0qG1N
https://t.co/5QYXHz0TRx

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BREACH: Fireworks AI says attackers accessed billing data and, for some customers, partial model weights and datasets.

It's the inference provider's second incident since October. It says card numbers weren't stored.

If you fine-tune on a hosted platform, ask what it keeps.