Anthropic plans to list on Nasdaq at a potential $2 trillion valuation, reporting profitability for a second consecutive quarter with adjusted metrics. Quarterly revenue surged 14-fold to $11.5 billion, while CEO Dario Amodei called for slowing AI development, backed by OpenAI's Sam Altman.
Anthropic reported that Houthi operators in Yemen used Claude Code to develop missile guidance software, running parallel instances to design guidance systems, simulate trajectories, and analyze a failed rocket test. The activity represents one of the clearest examples of generative AI being applied to conventional weapons development, though Anthropic found no evidence the group succeeded in fielding an operational weapon.
Anthropic reported coordinated distillation attacks by China-based AI companies Alibaba, Moonshot AI, and DeepSeek targeting Claude's capabilities. The company observed nearly 200 million exchanges across five campaigns designed to extract chain-of-thought reasoning to train competing models, with Alibaba's effort accounting for 151 million exchanges between May and July 2026.
Shopify announced in September 2026 that it is migrating from React Native back to native development with Swift and Kotlin. The company, which adopted React Native in 2020 to streamline cross-platform mobile development, reconsidered this decision after advances in large language models (LLMs) reduced the traditional cost advantage of code sharing, making native development more viable.
The U.S. government, through the NSA, CISA, and FBI, has accused six Chinese AI companies—DeepSeek, Moonshot AI, Alibaba, MiniMax, StepFun, and Z.AI—of using large-scale distillation techniques to copy American AI model capabilities.
NYU mathematics professor Tristan Buckmaster accused OpenAI of using his unpublished research on the Navier-Stokes existence and smoothness problem to achieve a complete proof before his own work was released. Buckmaster and Anthropic mathematician Levent Alpöge had made initial progress on one of mathematics' seven Millennium Prize Problems, but OpenAI claimed to have solved it completely using a new model after learning of their approach, raising questions about whether OpenAI leveraged computational resources to race ahead.
The NSA, FBI, and CISA accused six Chinese AI companies—DeepSeek, Moonshot AI, Alibaba, MiniMax, and StepFun—of systematically extracting knowledge from U.S. AI models at scale since at least 2024, allegedly using multiple channels to circumvent restrictions.