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Latest news, developments and reporting on Companies.

Companies · Products & Applications · Large Language Models

Replit ends Anthropic work, CEO says, citing cost and performance

Replit CEO says it no longer works with Anthropic, citing cost and performance; a person familiar disputes that.

Markets · Companies · AI Chips & Compute

CoreWeave Stock Rout Exposes Debt-Market Stress in AI Infrastructure Build-Out

CoreWeave shares fell nearly 12% Friday and about 25% for the week as its 2031 bond yield approached 16% and five-year credit default swaps topped 1,000 basis points, CNBC reported. Nvidia CEO Jensen Huang said CoreWeave's financial position is stable and improving.

AI Chips & Compute · Products & Applications · Companies

AMD's Helion Agentic AI Rack packs 32,768 CPU cores and 74 petaflops for AI agents

AMD is developing the Helion Agentic AI Rack, a rack-scale system for AI agents with up to 32,768 Zen 6 CPU cores, 16 Instinct MI350P accelerators and 74 petaflops of FP4 performance. Configurations target personal, enterprise and technical workloads, and the design may require data center power, cooling and networking changes.

Autonomous Driving · Policy & Regulation · Companies

Tesla driver says he was asleep on Full Self-Driving when he hit California Highway Patrol cars

A Tesla driver said he was asleep and using Full Self-Driving when his car struck two California Highway Patrol vehicles on Interstate 80, seriously injuring two officers, according to The Verge.

Products & Applications · Companies

Tesla Roadster's thruster-assisted 'flying' echoes Lockheed Martin's missile defense MKV

Tesla Roadster uses thrusters for controlled jumps, a concept Engadget likens to Lockheed Martin's missile-defense MKV.

Companies · Cybersecurity · Products & Applications

Dell to spotlight AI data infrastructure and cyber resilience at two theCUBE-covered events

Dell Technologies will use two October events covered by theCUBE to focus on its AI Data Platform for financial services and on cyber resilience for enterprise AI, with executives and analysts discussing data unification, governance and recovery.

Companies · Large Language Models · Policy & Regulation

Meta's New Business Terms Permit Web Scraping, Legal Experts Warn of AI Licensing Fallout

Meta's updated commercial terms, effective Oct. 30, authorize automated scraping of websites linked to Meta business accounts and allow content to be used to train Meta products. Legal experts warn this could undercut AI licensing deals; Meta says it is consolidating existing terms.

Companies · Cybersecurity · Products & Applications

Veeam launches Intelligent ResOps to unify security and recovery in agentic AI era

Veeam launched Intelligent ResOps for Microsoft 365, aiming to unify security and recovery as AI agents alter data at machine speed.

Companies · Markets · Products & Applications

RapidCanvas raises $29M Series B to expand custom enterprise AI applications

RapidCanvas Inc. raised $29 million in Series B funding led by Vertex Ventures SEA & India to expand its custom enterprise AI application platform. The company says its annualized revenue has grown eightfold in 18 months and it has more than 75 clients.

Products & Applications · Companies

Costa Rica Developer Says Anthropic Console Charged $504 Instead of $5.04 After Decimal Input Bug

Developer says Anthropic Console charged $504 instead of $5.04 after a decimal input bug, and an automated bot denied his refund.

Markets · Companies · AI Chips & Compute

CoreWeave Shares Swing as Credit Warnings Collide With Dip-Buying

CoreWeave shares swung sharply as credit warnings and a divided sell-side left the AI cloud company volatile before earnings.

Products & Applications · Companies

Apple Launches Its Own Smart Home Lineup With HomeView Display

Apple released the Apple Home Collection, including cameras, thermostats, sensors, a smart door lock and video doorbell codeveloped with LG and Schneider, plus its first smart display, HomeView. Prices start at $200.

Companies · Products & Applications

Apple’s $1,999 iPhone Duo Draws Strong Preorders as Launch-Day Pickup Sells Out

Apple opened preorders Friday for the iPhone Duo, its first foldable and most expensive iPhone, starting at $1,999. Launch-day pickup inventory sold out, and some online delivery estimates slipped to late January, CNBC reported.

Markets · AI Chips & Compute · Companies

Wall Street Slumps as AI Stocks Slide; CNBC Club Downgrades TJX After Rally

Wall Street fell Friday as AI and chip stocks slid, oil and yields rose; CNBC's Investing Club downgraded TJX after its rally.

Markets · Companies · AI Chips & Compute

CoreWeave Bond Drop Tests Private Credit's AI Infrastructure Financing

CoreWeave's bonds fell to distressed levels as default insurance neared 1,200 basis points and some yields hit 15%-16%, testing private credit's AI infrastructure financing.

Products & Applications · Companies

Verizon Opens iPhone Duo Pre-Orders With Consumer and Business Deals

Verizon opens iPhone Duo pre-orders with free Apple Watch or iPad for switchers and up to $1,000 off with trade-in.

Companies · Large Language Models · Policy & Regulation

Anthropic Grants METR Evaluators Employee-Like Access as AI Safety Scrutiny Grows

Anthropic will give six METR evaluators employee-like access to internal tools and systems, an arrangement ZDNET calls an AI industry first. The move comes as federal pressure and third-party testing proposals intensify.

AI Chips & Compute · Companies · Markets

Vinci4D pitches physics-based AI models for chip design after $250M Series B

Vinci4D is using pretrained physics models to speed semiconductor simulation and analyze multiple physical phenomena at once, according to an interview at SEMICON West. The startup recently raised $250 million at a $1.5 billion valuation and plans to expand into automotive and aerospace.

Companies · Products & Applications

iPhone Duo Preorders Push to January 25, Setting Record Wait for Apple

Apple’s iPhone Duo preorders opened October 16 with all U.S. configurations already showing a January 25 ship date. Supply constraints are cited, while carriers and Best Buy list shorter waits.

Companies · Products & Applications

Engadget: If Memory Shortages Persist, Tech Companies Should Offer Cheap Battery Replacements

Engadget argues that with memory costs driving global smartphone prices up about 20 percent this year, Apple and Samsung should offer cheap battery replacements to help users keep devices longer.

Products & Applications · Companies

Raymond James Turns to Neo4j Knowledge Graphs for AI Accuracy

Raymond James uses Neo4j knowledge graphs to ground AI agents in trusted data, executives say.

Companies · Products & Applications

Schwab to Launch Tax-Aware Long/Short Strategy as Assets in the Category Surge

Charles Schwab CEO Rick Wurster said the broker plans to launch its own tax-aware long/short strategy, joining a fast-growing market that helps wealthy investors offset capital gains taxes.

Companies · Markets · AI Chips & Compute

Tesla-SpaceX Merger Odds Top 50% for Early 2027 After Barclays Note

Tesla-SpaceX merger odds before March 2027 jumped to 56% from 29% after a Barclays note, CNBC reported.

Companies · Large Language Models · Computer Vision

Elorian releases Glimpse, its first AI model for visual reasoning

Elorian released Glimpse, a research-preview AI model that re-examines images and video during reasoning. The startup claims strong visual benchmarks and plans to expand toward robotics.