Flash News

TREE NEWS reports: Anthropic is in discussions to acquire Mattel at a price of more than $20 per share. No further terms, timeline or confirmation from either company was disclosed. The reported price values the toy maker above $20 a share.

TREE NEWS reports: Anthropic PBC is seeking to list as early as mid-November, with the formal IPO roadshow potentially starting the week of Nov 9, though the timetable could still shift and the company expects to complete the listing no later than year-end. Potential investors see a fair valuation range of $1.8 trillion to $2 trillion, and Anthropic expects to raise an amount matching or exceeding SpaceX’s IPO record.

TREE NEWS reports: Carlyle Group warned that private credit firms financing the AI buildout may run into concentration problems, saying the industry could need to provide roughly $1 trillion to fund AI computing infrastructure — more than half of current private credit assets under management. A white paper said failing to set clear limits on concentration in AI compute could prove “the biggest mistake.”

TREE NEWS update: Microsoft released Mai-Transcribe-2-Streaming, a streaming transcription model, alongside its Mai-Transcribe and Mai-Voice models. The announcement covers the new streaming variant and the two accompanying models, with no pricing, availability date or benchmark figures disclosed.

TREE NEWS update: California Governor Gavin Newsom signed an executive order requiring state agencies and departments under his authority to continue using the terms “Artificial Intelligence” and “AI,” unless otherwise required by law. The move follows President Trump’s September 29 executive order directing federal agencies to replace “AI” with “Super Intelligence” (SI) in official communications, websites and reports. The federal directive applies only to the federal executive branch and does not alter existing statutes or contracts.

TREE NEWS update: Meta said it will introduce Muse, its AI agent for smart glasses, within the coming months. The company also launched Ray-Ban Meta audio features alongside the announcement of the Muse AI agent. No timeline beyond “the coming months” was given.

TREE NEWS update: Federal Reserve Governor Christopher Waller said at FRED Con that FRED visits are growing about 150% a year, with AI and bots accounting for most of the new traffic and AI agents now generating roughly half of all visits. The St. Louis Fed, which maintains the economic database, has launched an MCP Connector letting users query economic data through AI agents of their choice, and is developing skills to help agents use the data correctly.

TREE NEWS update: Blockworks has launched a hosted Model Context Protocol server that gives ChatGPT, Claude and Cursor read access to the datasets behind its research and its Intel app. The server is included with every API plan at no extra cost, using the same key and the same permissions.

TREE NEWS update: Blockworks launched a server that lets AI assistants including ChatGPT and Claude query figures from its combined Blockworks and Messari datasets, making the crypto data firm’s information searchable from within the tools. The new server covers the merged datasets the firm now operates, giving AI assistants direct access to its crypto market figures.

TREE NEWS update: European Central Bank President Christine Lagarde said Europe would expose itself to vulnerability if it relies on AI models developed elsewhere, calling for the bloc to build its own capabilities and become an indispensable part of the AI supply chain. She said access to tools critical to financial resilience should not depend on a switch controlled by other regions. Lagarde and several Governing Council members have repeatedly warned Europe must not fall too far behind the United States.

TREE NEWS update: Synopsys shares rose more than 10% in early trading after the company said it is partnering with OpenAI to develop AI models for chip design. The announcement sent the chip-design software maker’s stock sharply higher at the open.

TREE NEWS reports: Broadcom has agreed to extend up to $42 billion in loans to Anthropic to fund the AI company’s lease of Broadcom’s own chips. The arrangement ties a major semiconductor supplier’s financing directly to a customer’s hardware procurement. Neither company has publicly confirmed the terms or timing of the facility.

TREE NEWS update: Compute rental provider Nebius has acquired AI inference company Inferize. The deal adds inference capability to Nebius’s GPU cloud business. Terms of the transaction were not disclosed.

TREE NEWS reports: TSMC is considering a new Texas campus that would include multiple wafer fabs, contingent on US Congress extending the advanced manufacturing tax credit set to expire at the end of this year, people familiar said. The company has already committed $265 billion to its Arizona site, and North America generated more than 75% of its wafer revenue so far this year. Each fab would cost at least $20 billion; the plan remains at an early stage.

TREE NEWS update: Broadcom will extend a loan of up to $42 billion to Anthropic to fund the AI company’s leasing of Broadcom chips, the company said. The financing is tied directly to Anthropic’s use of Broadcom silicon rather than a conventional equity investment. No terms, timeline or further details of the facility were disclosed.

TREE NEWS update: Broadcom has agreed to provide Anthropic with a loan of up to $42 billion to finance infrastructure spending. Anthropic is expected to become Broadcom’s largest custom chip design customer next year, and the debt instruments may convert into Anthropic shares. Anthropic said in the filing it does not expect to sell any bonds before completing its IPO.

TREE NEWS reports: Macro analyst Jordi Visser said AI agents will become bitcoin’s next catalyst, arguing they can serve as a bridge that helps traditional institutions allocate their $900 trillion in assets into bitcoin and cryptocurrencies. Visser said he is focusing his work on AI and crypto. The comments were reported by Bitcoin Treasuries.

TREE NEWS reports: Japan is planning to spend $140 billion on building AI data centers, the Financial Times reported. The figure marks one of the largest single national commitments to AI computing infrastructure. No timeline, funding structure or specific project locations were disclosed in the report.

TREE NEWS update: Google launched its Gemini 4 flagship AI model, sending parent company Alphabet’s premarket shares up 2.6%. The model is the latest flagship release in Google’s Gemini line.

TREE NEWS update: DIG Ventures has closed its third fund at $120 million, with backing from Horsley Bridge, Sofina, Granite and a top US university endowment. The fund will focus on pre-seed and seed-stage AI-native enterprise software and cloud infrastructure startups, targeting data, identity, compliance and orchestration layers. It plans to lead most rounds and has already begun deploying capital.