9 posts from the last 24 hours on temperature2.

Alphabet's free cash flow sinks to negative $9.1 billion

Alphabet's Q3 2026 free cash flow fell to negative $9.1B as quarterly capex more than doubled, and the stock dropped over 10% even though Google Cloud revenue doubled.

Claude Code and DeepSeek turn up in a 25-server breach

Dream found Anthropic's Claude Code and a DeepSeek-and-Kimi offensive platform in the toolkit behind a 25-server breach that hit three US government-linked systems.

Google's Genie 4 adds native audio to AI world models

Google DeepMind's Genie 4 adds native audio and doubles scene length to two minutes, landing as AMD, Amazon and Rivian spend billions on rival world-model startups.

Gemini 4 Carbon overtakes Opus 5.5 on the AI Index

Google DeepMind shipped a new frontier model two weeks after its last one, and it knocked Claude Opus 5.5 off the top of Artificial Analysis's benchmark within hours.

Oracle will run 150,000 Nvidia Vera CPUs by Q4 2026

Nvidia and Oracle put Vera Rubin NVL72 and standalone Vera CPUs live on OCI, with Oracle deploying an initial 150,000 Vera chips as its Superclusters scale to multi-gigawatt capacity.

Trump says the US will ban the term 'AI' for 'SI'

Trump reaffirmed on Truth Social that federal agencies must swap 'artificial intelligence' for 'super intelligence' in official documents.

Intelligence Index v5 quadruples gap to open-weight AI

Artificial Analysis rebuilt its flagship benchmark on mostly-private tests, and the gap to the best open-weight model jumped from 3 points to 12.

Signals: a Cerebras deal, a chip bust, a memory tax

Oracle adds Cerebras wafer-scale chips to its cloud, Malaysia seizes a $12.1M smuggled AI chip shipment, and two papers find LLM judges and agent memory both less reliable than assumed.

OpenAI, Nvidia's biggest buyer, plans to buy Google TPUs

The Information reports OpenAI will buy Google's TPUs to train frontier models, deepening a rental deal and testing its $600B Nvidia commitment.

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