This morning’s briefing brings another measure of the AI spending boom: Anthropic has disclosed US$900bn in commitments ahead of its IPO, with infrastructure costs growing faster than revenue, the Financial Times reports. The practical updates include a ChatGPT Classic retirement date, shorter waits in long Claude Code sessions and custom video presenters made from uploaded images in Google Vids.
New releases
ChatGPT desktop. A notice reproduced by 9to5Mac sets ChatGPT Classic’s retirement for 30 January 2027, while a separate OpenAI email describes a forthcoming small-group test combining Chat and Work. More
Claude Code and Claude Platform. Most Claude Code users now have message threads enabled, which Anthropic says reduce the median wait before a response starts by about 35% for requests containing 500,000–1 million tokens; API developers can use the feature in public beta. More
Google Vids. Eligible Workspace users, including Business and Enterprise Starter, Standard and Plus subscribers, are gaining custom video presenters made from uploaded images, with Rapid Release rolling out from 30 October and Scheduled Release starting 20 November 2026. More
Gemini API. From 1 December 2026, Gemini 2.5 Pro API calls will route to Gemini 3.8 Flash at US$0.75/US$3.75 per million input/output tokens (US$1.50/US$7.50 from 1 January 2027), and Gemini 2.5 Flash calls to Gemini 3.5 Flash-Lite at US$0.30/US$2.50, all at Standard paid rates. More
Affinity by Canva. The new Affinity for iPad brings Canva AI Studio’s Generative Expand, image upscaling and Decompose Layer to Canva premium subscribers on iPadOS 18.0 or later; its core design tools are free with a Canva account. More
Adobe for Startups. Approved venture-backed startups incorporated within five years and with under US$15m in venture funding can now receive 12 months’ free Firefly Pro Plus, Acrobat Studio with Express Premium, and Semrush access for up to five team members, subject to country availability. More
Elsewhere in AI
Anthropic disclosed US$900bn in AI spending commitments ahead of its IPO, with infrastructure costs rising faster than revenue, the Financial Times reports. Read
GCHQ says Chinese and Russian AI cyberattacks will be routine by 2028, with the National Cyber Security Centre’s head set to warn that critical infrastructure defences are inadequate, the Financial Times reports. Read
Marvell plans to buy data centre component maker Lumentum in a US$115bn all-share deal aimed at creating an AI connectivity leader, the Financial Times reports. Read
Nvidia has told cloud computing providers that a majority of their clients must be non-Chinese, as it demands reduced China exposure, the Financial Times reports. Read
Twenty-nine NHS trusts listed as benefiting from Palantir’s platform report little or no use of it, according to a Guardian investigation. Read