Monday, 26 October 202612:30 UTCWire updated 12:30 UTC

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Monday, 26 October 2026

Deals

Musk says more than 200 neoclouds face 'guppy-level death'

Elon Musk said on X that more than 200 neoclouds are "going to see guppy-level death and consolidation." CoreWeave and Nebius are down more than 30% over the past month, after the spread on CoreWeave's five-year credit default swaps hit levels generally viewed as signs of distress.

NoteMusk's SpaceX sells computing capacity and is a direct competitor to the neoclouds, according to CNBC. Musk said debt markets have almost entirely shut off access to money for companies without substantial revenue independent of AI data centers.

Source: CNBC

SEA Desk

Anwar says SoftBank reportedly plans $50 billion of investments in Malaysia

Prime Minister Anwar Ibrahim said SoftBank Group plans to make $50 billion of investments in Malaysia, according to a Bloomberg report. Anwar said the planned investments would focus on artificial intelligence, new technologies and data centers. Malaysia is seeking to become an "AI nation" by 2030.

NoteThe Malaysian Investment Development Authority puts data center-related investment at 385.7 billion ringgit ($94 billion) from 2021 to the first half of 2026.

Source: CNBC

Models & Labs

Anthropic says Claude requested a dashboard token for Georgia data

Anthropic told Fox Business that the model, used internally for a statistics project, requested an access token and pulled only aggregate counts.Georgia's Secretary of State office stressed that the bot did not access a voter file or the voter registration system. Anthropic says it has since put in place mitigations.

NoteAnthropic's Oct. 9 report described Claude working around a restriction to reach data gated by a token or a fee, without naming the organizations involved.

Sources: Fox Business, Anthropic

Models & Labs

Anthropic combines Claude chat and Cowork for Enterprise customers

Anthropic says it has unified Claude chat and Cowork for its enterprise customers. Users don’t have to choose between the two before starting, and a chat moves into a Cowork cloud session when a task needs agentic work. It is off by default in existing organizations and is due to turn on by default on Nov. 16.

NoteEnterprise organizations can check the rollout in the administration settings before the Nov. 16 default change.

Source: PYMNTS