Truncated: latest AI news

Thursday 5 November

A $100 budget buys 40 Intelligence Index tasks (a mix of task archetypes) with Opus 5.5 at medium reasoning effort, or…

AI-generated summary A one hundred dollar budget purchases forty Intelligence Index tasks using Opus 5.5 at medium reasoning effort or ten tasks at maximum effort. The same amount covers one hundred sixty six tasks with DeepSeek V4.1 Flash 1017 at maximum effort or two thousand five hundred tasks with GPT-6 Luna at medium effort.

IREN stock plunges 18% as Microsoft raises concerns over data center delays By Investing.com

AI-generated summary IREN shares dropped 18 percent Thursday after a report detailed Microsoft raising concerns regarding data center delays and execution risks. Microsoft officials met with IREN last week to negotiate a revised timeline that could delay completion by several weeks or months.

Also covered by theinformation.com datacenterdynamics.com

‘Total repudiation’: The blue wave is about to hit AI

Repeated pattern of voting booths.

AI-generated summary Following the midterm elections, artificial intelligence companies face potential regulation and data center construction slowdowns after a wave of Democrats campaigned against them. Meta platforms president Dina Powell McCormick says many are considering moving data center construction abroad, while OpenAI and Anthropic did not provide comments.

Also covered by Business Insider WIRED forbes.com
+3 moreBloomberg PCWorld Foley & Lardner LLP

S&P upgrades KLA to ’A’ as AI chip demand bolsters scale and balance sheet By Investing.com

AI-generated summary S&P Global Ratings raised its credit ratings on KLA Corporation to 'A' from 'A-' due to growing operational scale driven by artificial intelligence infrastructure and disciplined balance-sheet management. S&P Global Ratings expects the rating action and sustained capital deployment to lift KLA Corporation top-line revenue by nearly 39% in fiscal 2027 and another 17% in fiscal 2028.