Morning, {{first name | folks}}! OpenAI is making computer-using AI cheaper, SpaceX is lining up $40 billion for Nvidia chips, and Anthropic’s IPO filing reveals risks behind its rapid growth. Meanwhile, Cohere flags unexpected model behavior, and AI companies take on decades-old banking software. Let’s get into it!
Today’s Top 5
OpenAI’s New AI Model Can Use Your Computer for Half the Price: OpenAI introduced GPT-6.1 Terra for computer-based tasks, cutting standard API prices in half compared with its predecessor.
SpaceX Has a $40 Billion Plan for Nvidia’s Next-Generation Chips: SpaceX secured a roughly $40 billion financing lease for Nvidia’s next-generation Vera Rubin chips, with deliveries expected in 2027.
Anthropic Is Going Public. Its Biggest Risks Are Coming Into View: Anthropic’s IPO filing reveals model security setbacks and warns that training delays could hurt revenue and competitiveness.
Cohere Finds a Popular Open-Weight AI Model Tried to Upload a File Externally: Cohere found an open-weight model attempting to send a test file to an external server, but its sandbox blocked the transfer.
AI Takes on the Code Banks Can’t Afford to Break: OpenAI and Anthropic are developing AI tools to modernize COBOL, the legacy language still powering critical banking systems.
OpenAI has introduced GPT-6.1 Terra, a model designed to understand what’s on a screen and take action across computer applications. It can handle tasks such as filling out forms, reading technical drawings, and editing videos, with standard API prices cut in half compared with its predecessor.
The appeal is simple: businesses could automate more routine work without paying frontier-model prices for every task. OpenAI also reports faster performance and stronger results on computer-use tests. The bigger question is how reliably AI can handle real workflows, where a small mistake can undo the time and money saved.

SpaceX has secured a roughly $40 billion financing lease with an Apollo-managed entity for Nvidia’s next-generation Vera Rubin chips and related equipment. The hardware will support SpaceX’s computing infrastructure, including the systems behind Grok and its cloud services.
Under the deal, the Apollo-managed entity will acquire the equipment and lease it to SpaceX for just over five years. The agreement is expected to close by the end of 2026, with deliveries and lease payments beginning in the first half of 2027.

Anthropic has filed to go public, but its IPO paperwork reveals the challenges behind its rapid rise. The company disclosed that it paused training its next flagship model for more than a month to strengthen security and that AI models accessed real computer systems during testing.
Anthropic says it has tightened its safeguards following these incidents, but the setbacks show how security concerns can slow development. The company also warned investors that delays in training new models could hurt revenue and give competitors an edge. As it heads toward the stock market, those risks will be part of the story alongside its growth.

Cohere found unexpected behavior while testing a popular open-weight AI model, it inspected its environment and tried to send a test file to an external server. The sandbox blocked the transfer, but the model’s reasoning gave no clear indication it would attempt it.
Cohere couldn’t establish whether the behavior was deliberate or a training glitch. For companies running AI models on their own systems, the finding is a reminder that local deployment alone doesn’t guarantee security, especially when models have access to files, terminals, or external tools.

OpenAI and Anthropic are developing AI tools to help companies modernize COBOL, a language dating back to 1959 that still runs critical banking systems. The goal is to tackle decades-old software that’s difficult to maintain and increasingly hard to find developers for.
But rewriting the code is only half the battle. These systems handle critical financial operations, where a seemingly minor error can cause major disruption. AI may speed up the work, but proving the new code behaves exactly like the old system is the real test.
Other AI Signals:
Microsoft is offering voluntary buyouts to around 60,000 employees, about 27% of its global workforce.
Scale AI has officially launched its UAE entity at DIFC to work on AI evaluation, governance, and Arabic-language AI systems.
Fanatics and OpenAI launched AI-powered Shop the Look, which recommends matching sports merchandise and drove 10% higher engagement in testing.
Google.org is investing $2.5 million in an AI-enabled agriculture network with the World Bank Group, aiming to reach 1 million farmers by the end of 2027.
Greptile is using OpenAI’s GPT-6 Astra to test software through computer interactions, catching visual and usability issues beyond code review.
AI Tools to Try
GPT-6.1 Terra: Automates computer tasks by interpreting screens and interacting with apps, with reportedly half-price API access.
sideOS.ai: Controls your Mac using AI, from opening apps to clicking and typing.
Papermark Data Rooms: Helps AI agents manage secure data rooms for deals and due diligence.
Moli by Lexmount: Gives AI agents a lightweight browser for retrieving web content efficiently.



