Flash News

TREE NEWS update: Several Federal Reserve meeting participants said they were surprised by the continued scale of AI-related construction and investment. The minutes did not specify which participants made the remark or quantify the scale of the buildout. The observation came as part of the Fed’s broader economic discussion at its latest policy meeting.

TREE NEWS update: OpenAI began rolling out GPT-6 with an interactive interface to ChatGPT Plus, Pro, Business and Enterprise users worldwide on the chat tab. The staged release covers paid tiers globally. OpenAI did not disclose a completion timeline for the rollout.

TREE NEWS update: Dell Technologies unveiled a new line of Windows personal computers and workstations built for the agentic AI era. The hardware refresh targets users running AI agents locally on Windows devices. The company did not disclose pricing or a release date in the announcement.

TREE NEWS update: Layer-1 blockchain Sui said its programmable offchain tunnels reached 40.6 million transactions per second during a live stress test. The test was designed to simulate high-frequency activity between AI agents. Sui has not disclosed a date for the milestone or further technical details.

TREE NEWS update: Microsoft has launched the Surface Laptop Ultra, a company executive said. Separately, Call of Duty will come to Nvidia RTX Spark devices in 2027. No pricing, specifications or release date for the Surface Laptop Ultra were disclosed.

TREE NEWS update: A Microsoft executive said Copilot will route tasks to on-device local models when cost or privacy is the top priority. Hybrid-intelligence-powered Copilot features will roll out over the coming months. Meta’s Muse model is also set to arrive on Windows.

TREE NEWS update: Microsoft released an AI code model that can run locally on personal laptops. Nvidia’s new Nemotron model also runs locally on laptops and PCs, while DeepSeek’s V4 Flash model runs on desktops and laptops with 60GB of memory and outperforms GPT5 on some coding tasks.

TREE NEWS update: Microsoft has launched Microsoft Execution Containers, a mechanism designed to prevent AI agents from accessing data without authorization. The offering is aimed at containing agent behavior so that autonomous systems cannot reach data they are not cleared to use. No further technical details or availability date were disclosed.

TREE NEWS reports: Billionaire Michael Novogratz said artificial intelligence is in “the biggest bubble of our lifetime” but investors should still participate, speaking on a panel at the Greenwich Economic Forum in Greenwich, Connecticut, on October 6. The Galaxy Digital founder and CEO said bubbles “always end spectacularly,” though the current state is “not spectacular enough” yet, and argued AI-related stocks still look cheap on price-to-earnings basis.

TREE NEWS update: OpenAI said its teen-focused ChatGPT will soon add a college planning tool to help students start the college application process. Teens using the service send on average 2.7 million more study-related messages than non-users, and they spend under 15 minutes a day on ChatGPT, with fewer than 2% using it continuously for more than three hours.

TREE NEWS reports: Cloud provider Lambda plans to raise up to $4 billion in its final private round before an IPO planned for 2027, valuing the company at $14.5 billion, with Coatue Management and Blackstone leading. A letter to investors reviewed by the WSJ shows Lambda’s backlog rose from $15 billion in June to $50 billion in September, most of the growth driven by a $35 billion order from Anthropic.

TREE NEWS update: Apollo Global Management’s infrastructure head said the firm is working to ensure AI infrastructure deals it finances are not halted by local opposition. The executive disclosed the effort without naming specific transactions or locations. Apollo is among the asset managers funding the buildout of data centers and related AI infrastructure.

TREE NEWS update: Solana has launched x402 batch payment functionality through PayAI Network and BlockRunAI, letting AI agents authorize multiple off-chain payments via USDC-backed channels and settle them as a single on-chain transaction. BlockRunAI has applied the feature to its AI model routing service, saying batch settlement cuts latency roughly 10x and saves over $20,000 in network fees per month. BlockRunAI connects more than 113 AI models through a single interface and charges per call.

TREE NEWS reports: Nvidia is in discussions to invest a further $1 billion in humanoid robotics company Figure, The Information reported. The talks follow Nvidia’s earlier backing of the startup, which builds general-purpose humanoid robots. No terms or timeline for the potential investment were disclosed.

TREE NEWS update: Google and game engine company Unity announced a strategic partnership to launch an AI game platform for next-generation interactive entertainment, combining Google’s AI technology and user ecosystem with Unity’s game development tools to lower the barrier to game creation. Google’s experimental platform Playground has gone live, letting users generate and customize playable games through natural language prompts without writing code.

TREE NEWS update: The Trump administration is set to receive $100 million from National Compute. No further details on the terms, timing or purpose of the payment were provided.

TREE NEWS update: CoreWeave is entering India through a partnership with AdaniConneX to expand its AI cloud platform. The move marks the US AI cloud provider’s first push into the Indian market and pairs it with the data-center joint venture of Adani Group and EdgeConneX. No financial terms or timelines were disclosed.

TREE NEWS update: CoreWeave Inc. is expanding into India with its first data centers there, part of a partnership with Adani Group. The company will use 240 megawatts of capacity at AdaniConneX Pvt.’s Taloja campus in Navi Mumbai, with the right to double that capacity. Total investment over the project’s life is expected to reach several billion dollars, with the first data centers slated to come online by mid-2028.

TREE NEWS reports: Morgan Stanley estimates a net US data center power shortfall of about 32GW by 2028, roughly a 34% supply gap after accounting for mitigation measures, in an Oct. 5 research note. The bank sees Nvidia and Broadcom as relatively protected because they can redirect shipments to powered sites, while memory, optical module, power management and analog chip suppliers face order deferrals and inventory risk. Texas paused new ERCOT data center connections on Aug. 3, 2026, affecting about 49.8GW.

TREE NEWS update: IBM announced the launch of ‘IBM Ready for SAP Solutions’, an enterprise cloud program aimed at mid-sized and growing companies. The offering is initially available only in a limited number of countries and specific industries. The service is being provided in cooperation with SAP.