Microsoft’s $10bn OpenAI revenue and wider Copilot access
There is a hard number behind Microsoft’s OpenAI relationship: $10bn in revenue for the quarter ending 30 September. GitHub is broadening Copilot access for enterprise customers, as Anthropic lays out its business ahead of an IPO.
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In short
Microsoft’s $10bn came from commercial arrangements with OpenAI in the quarter ended 30 September.
GitHub Enterprise gets Copilot without extra per-seat cost, but customers still pay for tokens.
Anthropic has published a detailed account of its business as it prepares for an IPO.
Strands Agents Tools versions before 0.8.6 could expose host secrets; upgrade and rotate accessible credentials.
A prompt-injection flaw in Strands Agents Tools versions before 0.8.6 could let remote attackers obtain an agent host’s environment variables, including cloud credentials and API keys. Users should upgrade and rotate credentials available to agents using the vulnerable tool.
Why it matters The flaw could expose sensitive credentials through an LLM-facing tool.
Google DeepMind released Gemini 4 Carbon two weeks after Gemini 4 Argon. It scored 59 on the Artificial Analysis Intelligence Index and is designed for extended agent workflows and the full cyber defence lifecycle.
Why it matters Its stated strengths in coding and cyber defence may be relevant to teams assessing frontier models.
Researchers detailed an apparently AI-assisted attack by a suspected China-linked actor that used PHP2Shell vulnerabilities to breach exposed systems. Observed on October 25, 2026, the activity also combined PHP2Shell with a kernel privilege-escalation exploit.
Why it matters It describes a real-world intrusion involving AI-assisted exploitation.
Meta is supporting research at five universities and providing access to its Muse models, including open-weight models. The support also includes computer-vision models such as SAM, V-JEPA and DINO, plus SeamlessM4T.
Why it matters Access to a broad set of AI models could support research across science and medicine.
Mistral’s public-preview Responses API returns model answers, reasoning and tool calls as separate items. It works with all chat models hosted by Mistral, including Large 4.
Why it matters Developers building agent workflows on Mistral can handle answers, reasoning and tool calls separately.
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Open source on GitHub
AI repositories, releases and agent tools that gained traction.
This collection provides self-contained design skills for AI coding tools such as Claude Code, Cursor, Codex, and Windsurf. Its landing-page skill covers intake questions, page structure, conversion copy, and a visual system.
Why it matters Coding agents can use reusable, specialised design capabilities.
OpenBot is a local-first desktop workspace for AI agents, including Codex, Claude Code, and Grok. It provides separate workspaces and conversations, task queues, file sharing, browser control, and agent-to-agent collaboration.
Why it matters Teams can bring several coding agents and shared tools into ongoing collaborative work.
This project provides a single CLAUDE.md file intended to improve Claude Code’s behaviour. Its guidelines draw on Andrej Karpathy’s observations about pitfalls in LLM coding.
Why it matters The guidelines target reliability in LLM-based coding.
Ollama v0.40.13 adds support for Liquid AI’s LFM3 models on Linux and Windows. The release includes the LFM3 audio and omni models with text-to-speech, extending availability beyond Apple silicon.
Why it matters Teams can use these models and audio capabilities on Linux and Windows.
Read at github.com →
Models and papers
New open models from Hugging Face and the papers people discuss.
New models. The badge shows whether the model runs on one NVIDIA DGX Spark (128 GB).
TAO is a joint scheduling framework for LLM-based agentic services that switch between GPU inference and external tools running on CPUs. It factors in when tools are ready to return results to improve admission and GPU placement decisions.
Why it matters It could help engineering teams use GPU capacity more efficiently in LLM agent systems.
Microsoft said it generated $10 billion from commercial arrangements with OpenAI in the quarter ending September 30. The figure includes revenue-sharing payments and shows the partnership’s financial importance to Microsoft.
Why it matters It shows the scale and financial impact of a major AI partnership.
GitHub is extending Copilot access to all GitHub Enterprise users without additional per-seat purchases, although customers will still pay for the tokens they use. The company is also adding four million cores and expanding its AI services.
Why it matters Enterprise teams should factor token costs into plans for wider Copilot access.
OpenAI is bringing hundreds of employees together to respond to suspected efforts to use its tools to disrupt the midterms. The initiative aims to track interference efforts.
Why it matters It addresses the potential misuse of AI tools during elections.
OpenAI and ServiceNow are expanding their partnership across enterprise workflows. They plan to bring OpenAI models and agents into ServiceNow, and ServiceNow workflows into ChatGPT and Codex.
Why it matters Companies may see AI models and agents integrated more closely with enterprise software and workflows.
Anthropic has released a detailed account of its business as it prepares for an IPO. The report examines figures in the company’s S-1 filing and what they suggest about the AI market.
Why it matters It offers insight into a major AI company’s finances and public-market plans.
An internal Amazon memo changed guidance for software engineers on using AI. It told employees to be more stringent about which tasks they use AI to accomplish.
Why it matters It signals how a major company is adjusting its approach to workplace AI adoption.
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From X
Posts from labs, researchers and builders that people shared most.
Gemini’s immersive explorations present topics such as the Silk Road, jet engines and lightning through interactive layers. Guided explanations let users explore each topic in more depth.
Why it matters The feature offers an interactive way to explain educational topics with AI.
Gemini can connect to a Strava account and use workout logs to create a personalised coaching plan. It uses users’ activity history as an input for planning.
Why it matters This shows how Gemini can use personal data in a practical assistant feature.
Mistral says Voxtral Mini Transcribe 3 ranks second on Voice Arena’s Diarization and ASR leaderboard. The post highlights its standing in speech recognition and speaker diarisation tasks.
Why it matters The ranking is a useful signal for engineers evaluating speech and transcription models.
Utah provided Claude Code to 34 developers across 10 state agencies. During the four-week pilot, 80% had a working environment within 30 minutes, and 71% reported saving at least 20 hours.
Why it matters The results offer evidence on coding-agent adoption in government teams.
The roadmap covers security fundamentals, networking, programming and automation, and operating-system and endpoint security. Topics include Linux, Git, APIs, Wireshark, Python, Bash and system hardening.
Why it matters It gives engineers entering cybersecurity a structured overview of relevant skills.
The article discusses coding agents and models, noting that Claude Opus 5.5 can build video games that are fun to play. It presents this as a change in what game-building agents can do.
Why it matters It offers an example of what current coding agents can produce, with a technical write-up.
The repository provides 68 trading, DeFi and quantitative-finance agent skills for Claude Code and other coding tools. The workflows cover market data, analysis, backtesting, risk and on-chain tasks.
Why it matters Engineering teams can inspect or install a substantial set of domain-specific skills.
Anthropic said an unreleased AI model found security flaws in Chrome, Safari, Android, Windows and Linux, then chained them into proof-of-concept exploits. The exploits were built in a lab, not observed in real attacks; Anthropic reported the flaws to vendors first, and all are now patched.
Why it matters The report shows how advanced AI could help discover and combine vulnerabilities, while clarifying the exploits were not used in the wild.
Spain’s AEPD says it received its first breach notification attributed to an AI agent. The report examines what the authority disclosed and withheld, and who confirms the account.
Why it matters It concerns a reported breach attributed to an AI agent and the transparency around it.
A vulnerability in Google AI Studio allowed attackers to steal data through prompt injection. A malicious file could trick the AI into sending other uploaded files to an attacker’s server via image tags.
Why it matters It describes a direct prompt-injection path to data theft in an AI product.
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