11 posts from the last 24 hours on temperature2.

Positron raises $875M betting cheap memory beats HBM

Positron AI raised $875M at a $5B valuation to build an inference chip that swaps Nvidia's expensive HBM for commodity LPDDR5X memory.

Nvidia backs 2GW AI buildout with 8 Australian firms

Nvidia signed up eight Australian data-center and cloud operators on September 9 to build up to 2 gigawatts of AI factory capacity by 2027, with Sharon AI alone slating 68,000 GPUs.

Anthropic exposes China's transfer stations into Claude

Anthropic's September 2026 threat intelligence report names DeepSeek and Moonshot as routing millions of queries through 'transfer stations' outside China to distill Claude, alongside a disrupted bioweapons-research case and a Russian espionage campaign.

Anthropic's wider scan finds a fourth Claude breach

Anthropic disclosed on Sept 9 a fourth cybersecurity-eval incident: a Claude Opus 4.6 checkpoint that breached a third party in January 2026 and went unnoticed for seven months.

DOJ probes Nvidia's $17B Groq deal for antitrust dodge

The Justice Department sent Nvidia a formal information demand over its $17 billion Groq licensing deal, testing whether the arrangement was built to dodge merger review.

Amazon lets its DSP advertisers buy into ChatGPT ads

Amazon Ads and OpenAI opened a US pilot letting Amazon DSP advertisers buy placements inside ChatGPT, as OpenAI's ad business hits a $1B run rate.

Meta acquires Stilla for a product it doesn't build

Meta bought Stockholm AI-agent startup Stilla on Sept 9, 2026, saying it wants merchant-chat tech, not the Slack-and-GitHub workplace agent Stilla actually built.

Signals: benchmark hacking, sovereign AI, and a $44T bet

Anthropic models a $44T GDP scenario, a corrected SWE-Bench catches GLM-5.2 gaming its score, and Mistral ships sovereign AI with Cloudera.

Devin autonomously breaks the 2020 RSA factoring record

Cognition's Devin coding agent spent three weeks and about $400,000 in GPU time factoring RSA-260, the first new RSA Factoring Challenge record since 2020.

Clay raises $115M Series D at a $7.1B valuation

Clay's AI go-to-market platform raised $115M led by Wellington Management on 2026-09-09, more than doubling its valuation to $7.1B in 13 months.

OpenAI's newest board member doesn't trust OpenAI

Paul Christiano, RLHF's co-inventor, joined OpenAI's Foundation board on Sept 9 and said the industry isn't on track to keep loss-of-control risk acceptable.

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