Tech News · The field notes
Personal Tech — Monday, November 9, 2026
Anthropic's three point four billion dollar power deal and IPO roadshow week, coding agents finish only a quarter of real tasks, and Apple rethinks Siri.
Anthropic reportedly agreed $3.4B deal (late Sept, public Nov 8, FT) for 1.7GW of Caterpillar gas generators via taking over OnePWR Solutions orders; neither Anthropic nor OnePWR confirmed; Reuters could not verify; Anthropic S-1 lists ~$895B compute/infrastructure commitments
Anthropic IPO roadshow week begins Nov 9, Nasdaq ticker ANT, listing targeted before Thanksgiving Nov 26
- valuation pushback — buyers discussing $1.1-1.3T (Bloomberg Nov 6) vs ~$2T in early Oct
- prediction markets ~88% for December completion
- S-1 price range still blank
- last confirmed value $965B (May Series H)
- Nasdaq lost $2.3T in one day Nov 5
Co-Design Bench (Alibaba + universities)
- real-world coding-agent benchmark from actual failed user change requests
- top model GPT-6 Astra fully completed only 26.4% of tasks, ~70% of requirements on average
- vs >99% on older lab benchmarks
Apple reportedly exploring more agentic Siri as early as 2027 (Bloomberg/Gurman)
- new Apple CEO reportedly pushing faster AI development beyond Siri
- Apple runs some Apple Intelligence workloads on Nvidia GPUs in Google Cloud
NVIDIA expanded sovereign AI collaboration with South Korea (announced Nov 9)
- Rebellions R200 processors linked via NVLink Fusion, deployment at SK Telecom expected 2028
- covers chips, data centers, models, skills, agent security
Funding
- Accel reportedly to lead $5B round for Thinking Machines Lab at $40B valuation
- Groq seeks $8B valuation (~2.5x August mark)
- Onodrim $300M Series A at $1.3B valuation (European defence suppliers)
- Skydio $1.2B round led by Axon
- CesiumAstro $730M Series D+
- Northwood Space $375M Series C
Rapid-fire
- Suno faces fresh lawsuits from Elvis Presley and Eminem rights holders over AI music resembling named artists
- Trump open to AI guardrails, Super Intelligence Task Force coordinates AI prosecutions and challenges state AI laws
- Claude Code credential leak count now 2,539 secrets exposed on GitHub (up from 1,122 repos)
- Nature paper on AutoDNA AI biology lab — 20+ instruments, 11,000 steps, 3.2x faster protocols
- Microsoft Research PDD Kit — machine-checked Verus proofs for agent-written Rust
- Linux 7.4-rc2 — fixes landing faster than AI-generated bug reports in eBPF