What is moving in AI, live.

$115B

Marvell agreed to acquire Lumentum in a $115 billion all-stock deal to build AI optical connectivity.

Paid by Marvell Technology. Received by Lumentum.

Democrats won Congress and key governor races, putting data center permits, power costs and AI rules in play.

AI-driven research acceleration will remain near the METR estimate of about 2x (1.97, range 1.3-2.8) rather than compounding sharply, because the time-horizon test is saturating (doubling time 129 days).

Basis: METR's 5 November review reports a 1.97x acceleration factor and a saturating time-horizon test (source 5).

Mistral: Mistral released Voice Agents, a managed real-time voice pipeline with an SDK and telephony, browser, and custom-audio interfaces.

$193B

Anthropic

Anthropic's IPO filing shows $16.96B quarterly revenue, a Q3 operating loss and $895.4B in infrastructure commitments.

Fable 5.2: The Self-Improvement Loop Keeps Loopin’ … (plus Gemini Carbon)

Fable 5.2 scores 41% on Scale AI and CAIS Remote Labor Index, up from 3.8% a year ago.

Claude Opus 5.5 in Claude Code

Expert hands-on finding that Claude is much better than alternatives for software engineering, and Claude Code's release notes show active investment in agent task management, spend tracking and latency tuning.

Entrepreneurs should build on-site and bridging power businesses (used turbines, converted jet engines, behind-the-meter generation) for data-center developers, since projected gas turbine orders of 129 GW exceed global production capacity of 60-70 GW and buyers are already scouring for second-hand turbines.

Basis: Source reports 129 GW projected turbine orders against 60-70 GW global production capacity and buyers turning to used turbines.

1,047

U.S. AI data center projects tracked right now

408 are approved or under construction, with 204.6 GW of capacity, across 41 states.

• Announced343
• Approved118
• Under construction290
• Operational91

$84.5B

Musk says SpaceX revenue could fall if AI compute becomes plentiful and cheap, as Anthropic deal faces repricing.

Paid by Anthropic. Received by SpaceX.

Constellation signed long-term nuclear PPAs with Walmart, Amazon and Google to power data-center demand and fund capacity expansions.

Gas turbine supply will stay the hardest power bottleneck through 2027: projected orders of 129 GW against 60-70 GW of global production capacity will keep pushing buyers to second-hand turbines and converted jet engines.

Basis: Source 15 reports 129 GW of projected turbine orders versus 60-70 GW of production capacity, with buyers already scouring for used turbines.

Cursor: Cursor released the Agent SDK for defining, testing, and deploying agents as code.

Nvidia

NVIDIA's supply and capacity commitments jumped to $79 billion from $19 billion as Vera Rubin shipments began.

JUST RECORDED: Elon Musk Leaves Audience Speechless In Latest Interview (MUST WATCH)

Musk says 200 GW a year of AI would mean a 40% annual increase in the US power grid, which is infeasible.

GPT-6.1 Terra in ChatGPT Work / Codex

Expert finding that OpenAI models are more token-efficient than Claude for browser use, and Terra is explicitly designed for fast, efficient computer use at scale with a 75% cost cut versus Haiku 4.5.

Operators should deploy coding and research agents internally now, because METR found AI may have doubled Anthropic's research pace (acceleration factor 1.97) and more than 80% of merged code was authored by Claude, and OpenAI reports 3.1 agent workdays per human workday.

Basis: Source reports a 1.97 research acceleration factor, over 80% Claude-authored merged code, and 3.1 agent workdays per human workday.

$64.4B

Anthropic launches IPO roadshow targeting up to $1.4 trillion valuation and $64.4 billion raise.

Received by Anthropic.

Data centers raise wholesale power prices over 10% and shift grid costs regressively onto households, study finds.

Enterprise AI deployment spending will continue its steep climb past the $177 billion reported for the past year, with frontier labs holding about 69% of deployment spend.

Basis: Source 19 reports spending surging from $33B to $177B in one year with 69% frontier-lab share.

Claude models: Claude Haiku 5.5 is available with the fastest latency and pricing from $0.10/$0.50 per million tokens.

$11B

OpenAI

OpenAI closed the first $11 billion of a new round at a $1.25 trillion valuation, while Anthropic prepares an IPO.

Anthropic Just Admitted It’s Holding Back Its Own AI…

Anthropic released Fable and Mythos 5.2, claiming it held back capabilities that could accelerate AI development.

Claude Opus 5.5 in Claude apps (Pro/Max/Team)

Expert finding that Opus 5.5 is the first model where AI-produced content is genuinely publishable; Max and Team plans now include monthly API credits for running content agents.