Weekly edition ·

The week when Anthropic and Nvidia signed $35 billion in AI

Anthropic's $35 billion commitment with Lambda, anchored by Nvidia in chips, equity, and leasing, was the main highlight of the week. Google repriced Gemini Flash and restricted access to Cyber, while Dell raised its AI guidance and Cisco disclosed a new critical vulnerability in Nexus 9000 switches.

In this edition

  1. Strategy · High

    Google Launches Gemini 3.8 Flash at $0.75 per Million Tokens and Reserves Cyber Variant for Selected Clients

    The third Flash version in six weeks comes with a promotional price until December 31 and outperforms Claude Opus 5 in three of the five benchmarks released by Google itself. Immediate pricing effect on agents.

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  2. Security & Risk · High

    Astra Becomes OpenAI's First Model to Reach 'Critical' Cybersecurity Level

    OpenAI announced on Tuesday (2) that Astra is the company’s first model to achieve 'Critical' status under its Preparedness Framework. 100% on ExploitBench and two zero-days discovered independently triggered access gating.

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  3. Security & Risk · High

    Cisco Discloses 9.8 Vulnerability in Nexus 9000: Open TCP 43210 in Default VRF Allows RCE as Root

    Advisory cisco-sa-n9k-s1-rce-EH8dEtr, published on September 2, affects switches N9K-C9804, N9K-C9808, and eight other references. Data center fabric needs to apply a patch or close the port.

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  4. Markets · High

    Dell Closes Quarter with $95 Billion in AI Backlog and Sets the Standard for the Second Wave of Capex

    Revenue grows 58% this quarter to $47 billion, and Dell raises annual guidance by $25 billion. The AI server backlog suggests that the peak of the cycle has yet to come.

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  5. Strategy · High

    Anthropic Secures $35 Billion with Lambda, Transforming Nvidia into Landlord, Chip Provider, and Equity Holder in the Same Contract

    A six-year contract for 350 MW in Texas closes the week in which Anthropic amassed $130 billion in computing commitments. Nvidia anchors chip supply, equity, and the lease itself.

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