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Claude formalized Fermat's Last Theorem in 11 days

The Frontier

Claude formalized Fermat's Last Theorem in 11 days

Anthropic says a team of Claude agents produced the first complete, machine-checked formalization of Fermat’s Last Theorem — and Kevin Buzzard, the Imperial College London mathematician who has spent years on the same problem, has already compiled the result and confirmed it checks out. Also today: React’s compiler has gone Rust-native, and one real codebase got most of its build time back. Claude just closed the last open problem on formal mathematics' most famous benchmark list. Working on Pr

MLPerf Storage starts measuring inference, not just training

The Stack

MLPerf Storage starts measuring inference, not just training

Two releases this week attack the same blind spot: almost everything we can measure about AI infrastructure was built for training, and almost all the money is now being spent on inference. MLCommons shipped MLPerf Storage v3.0, and the headline is that the suite now tests inference workloads. Alongside the training and checkpointing tests it has run for years, v3.0 adds a KV cache test that measures storage performance for the read/write churn of LLM inference caching, and a vector database te

Nscale lines up $3.5B in pre-IPO cash with Nvidia at the table

The Arena

Nscale lines up $3.5B in pre-IPO cash with Nvidia at the table

The neocloud that went from obscurity to a $45 billion Anthropic contract in under a year is now selling that story to IPO investors — and one of its suppliers is helping fund the pitch. Also: Roland finally ships a generative music tool, and it is deliberately not a song machine. Nscale is in talks to raise as much as $3.5 billion ahead of a planned IPO, and Nvidia is on both sides of the deal. Bloomberg reported Friday that the London-based AI cloud firm is seeking to sell up to $1.5 billion

GitHub's HydraFusion routes between models to match Opus 5 at 67% less cost

The Stack

GitHub's HydraFusion routes between models to match Opus 5 at 67% less cost

GitHub is shipping a new way of building coding agents: instead of picking one model and hoping it holds, its Copilot runtime now drafts, critiques, and escalates between models on the fly. The first benchmark numbers suggest the orchestration is doing real work, not just splitting the bill. GitHub's Project HydraFusion matches Opus 5 on agentic coding at a fraction of the cost. The research preview, live in Copilot CLI today, treats workflow selection as an optimization problem. For each reque

US, China schedule first dedicated AI safety talks of Trump's second term

The Guardrails

US, China schedule first dedicated AI safety talks of Trump's second term

The U.S. and China are opening a direct channel on AI risk for the first time in this administration, and a Beijing-based model lab is filing for one of the largest Chinese AI listings on record. Two different stories, one shared anxiety: that frontier agents and adversarial distillation are outrunning the guardrails built for them. The U.S. and China will hold their first dedicated AI safety talks of the Trump era in mid-September, Reuters reported Thursday, with Treasury Secretary Scott Besse

Anthropic's $2 trillion IPO turns its trustee experiment into a public-market question

The Guardrails

Anthropic's $2 trillion IPO turns its trustee experiment into a public-market question

Anthropic is heading for an IPO that could value the Claude maker at $2 trillion — and the Long-Term Benefit Trust, the small group of self-appointed advisers who control a majority of Anthropic's board, is about to be examined by a much broader and less forgiving investor base. The trust has never had to draw a hard red line against Anthropic's commercial leadership; that is about to change. The Long-Term Benefit Trust (LTBT) holds no equity but appoints or dismisses four of Anthropic's seven

The Take — Calling Astra AGI is flippant. The field's silence is worse.

The Frontier

The Take — Calling Astra AGI is flippant. The field's silence is worse.

M.G. Siegler is right that calling GPT-6 Astra "AGI" is marketing. He is wrong that OpenAI alone is to blame. When Greg Brockman stood in front of reporters last Thursday and told them "we are now in the AGI era," he was performing exactly the move Siegler calls flippant — but he was performing it on a stage the rest of the frontier-AI field had abandoned to him. Nobody serious has bothered to define the term in a decade, and the bill is now due. I think the AGI argument is the wrong argument.

Abu Dhabi's G42 courts US buyers to keep its AI chip pipeline open past 2027

The Arena

Abu Dhabi's G42 courts US buyers to keep its AI chip pipeline open past 2027

Abu Dhabi's flagship AI company is shopping itself to Washington — and PUBG's parent is betting $250 million that India's AI appetite is real. G42 is exploring selling a majority stake to an American company, or spinning out an entirely new US-based vehicle, to lock in continued access to advanced AI chips after April 2027. That's the framing in a Bloomberg report picked up by Techmeme on Friday. Two structures are reportedly on the table: a US majority shareholder for the existing company, or

Experian ships an Agent OS with ServiceNow as its first partner

The Arena

Experian ships an Agent OS with ServiceNow as its first partner

The week's enterprise-AI theme is "kill switches and minimum access." Today it came from a credit bureau. Experian launched an "Agent OS" today, putting ServiceNow's agents at the front of the queue and selling the rest of the package — identity controls, logging, model selection, a common gateway, a Model Context Protocol server — to every other ServiceNow customer. The credit-rating giant has spent years running machine learning underneath consumer-finance products; today's news repackages th

Why a credit bureau built the cleanest enterprise agent stack in 2026

The Arena

Why a credit bureau built the cleanest enterprise agent stack in 2026

Experian is not where you'd expect the most thoughtful enterprise AI rollout of the year to come from. The 145-year-old credit data company lives in a regulated box, sells to lenders who live in an even more regulated box, and is the kind of incumbent that usually shows up in agentic-AI pitches as the roadkill, not the road. This week it shipped Agent OS anyway, and the design — kill switches, minimum-access identity, adversarial testing baked into every deployment — is what every other enterpri

Pennsylvania voters move AI data centers to the top of the ballot

The Guardrails

Pennsylvania voters move AI data centers to the top of the ballot

Two fresh polls, a Financial Times dispatch from the state, and a governor's course-correction all point at the same story: AI data centers have stopped being a zoning story and started being a ballot-box story in Pennsylvania, and Kimi K3 just topped a new domain-specific reasoning benchmark aimed at geoscience. Two new Pennsylvania polls put data centers at the top of voter concerns, and the issue is now reshaping both the governor's race and the down-ballot legislative map. A Franklin & Mars

Changan ships a self-developed end-to-end driving LLM after 1.45 billion km of validation

The Frontier

Changan ships a self-developed end-to-end driving LLM after 1.45 billion km of validation

Changan became the latest major Chinese automaker to put a self-developed end-to-end driving model on the road, releasing what it calls an in-house large model for assisted driving that has been validated on roughly 1.45 billion kilometers of driving data, according to Chinese financial outlets. The release puts one of China's "big four" state-owned automakers into the same architectural camp as XPeng, Huawei, Li Auto and the other Chinese OEMs that have decided the road to L3 and beyond runs th

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