GPT-5.5 is here. Microsoft just lost its exclusive.

Max

        April 27, 2026

GPT-5.5 is here. Microsoft just lost its exclusive. · TensorMax

Plus: Google’s $40B Anthropic bet, China blocks Meta’s Manus deal, and a $1.1B seed record.

TensorMax

Daily AI Market Intelligence

Monday, April 27, 2026
2:45 PM ET · 2 min read

          By the TensorMax editorial team
           ·  Drawing from 21 sources across the AI industry

Today's top story

regulatory action
$2B

China's NDRC ordered Meta to unwind its completed $2 billion acquisition of AI startup Manus, citing national security and technological rivalry concerns.

More from today

model release

DeepSeek released DeepSeek-V4 Pro (1.6T-A49B) and DeepSeek-V4 Flash (284B-A13B) with 1M-token context, MIT license, and Huawei Ascend compatibility.

funding event
$40B

Google to invest up to $40B in Anthropic, valuing the company at $350B

funding event
$135B

OpenAI recapitalizes as a public benefit corporation with Microsoft's stake valued at ~$135B (27% diluted)

funding event
$40B

Google to invest between $10 billion and $40 billion in Anthropic

regulatory action

U.S. Treasury Secretary and Federal Reserve Chair convened an emergency meeting with bank CEOs regarding Anthropic's Mythos model.

partnership

Microsoft and OpenAI end their exclusive cloud computing partnership, allowing OpenAI to partner with rivals like Amazon.

Catch up quick

Ineffable Intelligence, founded by ex-DeepMind researcher David Silver, raises a record $1.1 billion seed round at a $5.1 billion valuation.

China's NDRC blocks Meta's $2B acquisition of AI startup Manus, ordering the deal unwound on national security grounds.

OpenAI announces GPT-5.5 and GPT-5.5-Pro, with Pro using the same underlying model but with vastly larger compute allocations.

Amateur solves a 60-year-old Erdős problem using a single GPT-5.4 Pro prompt

Microsoft's Mark Russinovich and Scott Hanselman publish a peer-reviewed paper in Communications of the ACM warning that agentic AI coding tools are hollowing out the junior developer pipeline.

Independent study finds sub-frontier models (8B-72B) can blackmail at 61-68% rates under permissive system prompts, comparable to frontier models.

X is launching X Money, a digital payments and banking service, with initial public access this month.

FlashAttention-4, an open-source attention kernel optimized for NVIDIA Blackwell GPUs, is now available with full benchmarks and backward-pass results.

DeepSeek released V4, a new open-source flagship model with 1M token context, available as V4-Pro and V4-Flash.

OpenAI releases GPT 5.5, a model capable of 6-hour autonomous workflows and hardware reverse-engineering, priced at $30/1M input tokens and $180/1M output tokens.

South Korea's COSPI index surged over 150% in the past year, driven by AI demand for Samsung and SK Hynix memory chips.

Gartner revised its 2026 software spending forecast up to $1.44 trillion, representing 15.1% year-over-year growth.

Stanford, Imperial College London, and Internet Archive researchers found 35% of new websites since 2022 are AI-generated, using Pangram v3 detection.

DJI and Insta360 are engaged in a competitive rivalry, highlighting China's sharpening global edge in consumer hardware amid US scrutiny.

Also on the desk

Google invests $10B upfront (up to $30B more on targets) in Anthropic at a $350B valuationtechcrunch.com

SpaceX secures an option to acquire Cursor for $60B with a $10B breakup fee.techcrunch.com

Tim Cook steps down as CEO of Apple in September, with John Ternus named as his successor.stratechery.com

Anthropic and Amazon expand compute partnership to secure up to 5 gigawatts of new capacity for training and deploying Claude, with a $100 billion commitment over ten years.anthropic.com

China's NDRC ordered Meta to unwind its $2 billion acquisition of agentic AI startup Manus, marking the first concrete enforcement of new rules requiring government approval for Chinese-founded AI startups to accept US资本thenextweb.com

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