AI and Tech News, 15 Oct 2026: Anthropic, OpenAI, Chip Stocks

Big numbers and big lawsuits today. Here are the twenty-two biggest tech and AI stories, from Anthropic's $16.8B quarter and eight state lawsuits against OpenAI to a chip stock selloff after hot inflation data.

1. The FT Says Anthropic Told Investors Its Third-Quarter Revenue Hit $16.8B

According to the Financial Times, Anthropic told investors its third-quarter revenue rose to $16.8B and that it was profitable on an adjusted basis. This comes as the company gets ready for its planned IPO.

2. Eight US States Take OpenAI to Court Over ChatGPT's Safety for Children

Arizona, Arkansas, Idaho, Iowa, Kansas, Montana, Nebraska and West Virginia filed separate lawsuits alleging OpenAI misrepresented ChatGPT as safe. OpenAI says it has built industry-leading age-specific protections.

3. Hot September Inflation Knocks the Nasdaq Down 1.9% and Chip Stocks Down 4.3%

US consumer prices rose 3.7% from a year earlier, above the 3.6% forecast. That pushed the Philadelphia Semiconductor Index down 4.3% and Nvidia down about 3% as rate-hike worries grew.

4. CoreWeave Shares Drop About 14% as One of Its Bond Yields Touches 15%

CoreWeave's $1.25B bond due 2032 touched a 15% yield intraday. That raised concerns about its heavy debt load and dragged Nebius and other AI cloud stocks lower.

5. South Korea's Kospi Sinks More Than 7% in Early Trading as Samsung and SK Hynix Slide

Samsung Electronics fell about 9% and SK Hynix about 11% early on Thursday. That triggered trading curbs on the Kospi and Kosdaq, right after the overnight US chip selloff.

6. ASML Reports Record Quarterly Sales of 11.7B Euros and Says Demand Will Outrun Its Capacity

The chip equipment maker earned about 5B euros and narrowed its 2026 sales forecast to 44B to 45B euros. It also guided fourth-quarter sales to 14.2B to 15.2B euros.

7. Japan Will Put Up to $21B Into Two GlobalFoundries Chip Fabs in New York

Under the US-Japan trade deal, GlobalFoundries will run two new fabs in Malta, New York, with the first due online in 2029. The Commerce Department will take about a 4% stake.

8. DeepSeek Is Reportedly Near a Raise of About 100B Yuan at a 500B Yuan Valuation

Caijing reports the Chinese AI lab's second funding round has doubled from its original 50B yuan target, while its pre-money valuation stays at about 500B yuan. DeepSeek didn't comment.

9. Bank of America Brought In 1,000 Contractors to Patch Flaws Exposed by Anthropic's Mythos

CEO Brian Moynihan said the bank added the contractors in the second quarter, on top of about 3,000 staff in that area. Their job: fix flaws in its own and vendors' software.

10. Jensen Huang: Nvidia Would Cut Off Customers Who Build Unsafe AI

In a Bloomberg interview in London, the Nvidia CEO called it a hypothetical but said yes. He added that he'd talk to the customer first before halting chip sales.

11. Sachin Katti, OpenAI's Infrastructure Lead, Is Leaving but Will Stay On as an Adviser

Katti, who joined from Intel in November 2025, leaves his role on November 15. Uday Ruddarraju, OpenAI's CTO of compute, will lead the company's compute organization.

12. Bitcoin Slips Below $82,000 After the Hotter Inflation Report

The largest cryptocurrency slipped from around $83,800. The September inflation data brought back worries that the Federal Reserve could raise interest rates instead of holding them steady.

13. Microsoft and Health-ISAC Take Down Infrastructure Behind Three Chinese-Language Phishing Services

Acting on a Florida federal court order, they took down domains used by YAM Store, CoGUI and Iron Man. Microsoft says those services sent over 750 million messages at its customers this year.

14. Senate Democrats Press Meta on $6.6B in Research Tax Credits Tied to AI Data Centers

Seven Democrats led by Ron Wyden asked Mark Zuckerberg whether Meta described its AI data centers to the IRS as experimental to qualify for the credit. They want answers by October 31.

15. xAI Launches Grok Voice 3.0 for Voice Agents at $0.08 per Minute

The speech-to-speech model scored 86.9 to rank first on Artificial Analysis's speech-to-speech index, ahead of OpenAI and Google models. And it costs the same as its predecessor.

16. GPT-4o and GPT-4.1 Leave OpenAI's API on January 14, 2027

OpenAI told developers that GPT-4o, GPT-4o mini, GPT-4.1 and GPT-4.1 mini, including fine-tuned versions, will be shut down in the API. The recommended replacement is gpt-6-luna.

17. Honeywell's Forge Cognition Is an AI Platform for Buildings, Built With Nvidia and Dell

The platform pairs AI agents with digital twins to manage facilities. Honeywell says a pilot at Nvidia's Santa Clara campus cut unnecessary alerts by up to 90%.

18. Google DeepMind and Singapore's GovTech Build an On-Device Scam Detector Using Gemma

Announced at Singapore International Cyber Week, the model checks conversations for scam patterns right on the phone, without sending them to Google or the government. No launch date has been announced yet.

19. Hesai Unveils Kosmo, a Lidar Camera and Platform for Robot Training Data

The Chinese lidar maker's Kosmo One camera scans real spaces. Its Kosmo World cloud platform then turns them into 3D environments for training robots and world models.

20. Zenzap Comes Out of Stealth With $44M for an AI Workplace Messenger

The Israeli startup, backed by Bessemer and Lightspeed, wants to replace WhatsApp at work. Its pitch: a chat app where companies can run AI agents under central security controls.

21. Fragment Raises a $12M Series A to Stop AI Agents Mishandling Company Money

FirstMark led the round, with BoxGroup taking part. The New York startup uses double-entry accounting checks so agents can handle billing safely, and its customers include Ramp, BILL and Whop.

22. Groww, the Indian Investing App, Posts a 54% Jump in Quarterly Profit

Groww's parent posted a September-quarter net profit of about 725 crore rupees, up 54% from a year earlier. Operating revenue rose 47% to about 1,501 crore rupees.