This morning’s briefing opens with a costly setback for Google: its shares fell 10% after US$51bn of AI spending deepened cash burn. GitHub announced a broad Copilot expansion, while eligible ChatGPT Pro and Business subscriptions gained API credits.
New releases
ChatGPT Pro and Business. A phased rollout gives eligible Pro 100/200/500 accounts US$100/US$200/US$500 in API credits per monthly billing period; Business gains US$20 per Standard or US$100 per Premium seat, capped at US$500 monthly or US$6,000 upfront annually. More
ChatGPT Dots. A US beta is bringing ChatGPT Pro users one-to-one conversations with their dot through iMessage or Android RCS, including proactive updates. More
Claude Enterprise. Smart reports, staff surveys and pooled group budgets are generally available for eligible Claude Enterprise configurations, including up to ten smart reports per organisation per calendar month free. More
Claude for Legal. A new legal gallery supplies adaptable, source-linked artifacts for citation checks, contract comparisons, matter tracking and regulatory monitoring. More
Claude with IDC Quanta. IDC customers can now connect Quanta to Claude for cited market research, vendor comparisons and analysis combining IDC data with their own figures. More
Gemini in Google Sheets. Fill with Gemini is rolling out cell-level web citations and a 3,000-cell request capacity to eligible Workspace, Google AI Pro/Ultra and education accounts. More
Gemini 3.8 Flash. Newly benchmarked Gemini 3.8 Flash at High effort scores 31 on the Artificial Analysis Intelligence Index, matching Gemini 3.6 Flash’s current US$0.75 input/US$3.75 output prices per million tokens. More
GitHub Copilot. Projects and desktop control enter public preview on macOS and Windows, while paid plans gain memory and connected cloud sessions; cloud sandbox billing begins in November 2026. More
GitHub Copilot. A public preview brings 26 verified connectors, including Slack, Figma and Notion, reusable across Copilot clients; Business and Enterprise accounts need administrator enablement. More
GitHub Copilot Fusion. Fusion is generally available across all Copilot plans, routing between models at Standard, High or Max effort, with a temporary 30% model-cost discount on paid plans. More
GitHub Copilot image generation. Pro, Pro+, Business and Enterprise users gain a public preview of GPT Image 2.5 Flare generation and editing, with image tokens charged separately against AI credits. More
GitHub Copilot Automations. Paid plans gain external triggers, custom tools and spending caps for Automations, while shared workflows roll out and proposed self-improvements require review. More
Elsewhere in AI
Google shares tumbled 10% as US$51bn of AI spending deepened cash burn and the company acknowledged AI Mode had hurt traditional search, the Financial Times reports. Read
Microsoft blamed data centre delays for lower capital expenditure as quarterly revenue rose 19% to US$92.3bn, the Financial Times reports. Read
Oracle projected US$30bn in free cash flow by 2029 and said it would cap additional data centre fundraising at US$20bn, the Financial Times reports. Read
Mississippi residents say xAI offered to buy their homes if they avoided joining a lawsuit over power plant noise, The Guardian reports. Read