Investors tell the FT that Anthropic will raise $80-100BN before Thanksgiving at $1.25TN to $1.75TN - above today's $965BN but short of the $2TN its most optimistic backers wanted, on annualized revenue now near $81BN.

Microsoft says a Cambodia-based crew has run ARTEX, an open-source agentic attack framework, against financial firms since October - scanning, exploiting and dumping databases at machine speed - while Censys counts 1,465 ARTEX consoles exposed on the public internet.

The Times found the Commerce Department approving Chinese firms with ties to blacklisted companies to handle Nvidia's H200s, including one whose registered address was an empty office - the vetting export control depends on, done by neither Commerce nor Nvidia.