4 September 2026
Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullish
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Also in today’s briefing
- GPT-6 Astra Scores 100% on ExploitBench as OpenAI Blocks PoC Exploit Requests18 outlets
- Anthropic IPO launch shifts toward mid-October, sources say2 outlets
- Google Launches Agentic Video Understanding for Gemini Flash Models, Cutting Video Tokens by Up to 88%
- NVIDIA Releases Personal AI Router (PAIR): An Open Source Virtual Inference Router that Distributes Local AI Requests Across RTX, DGX Spark, and Mac Nodes
- OpenAI admits to German wiki ‘incident’
- OpenAI Agents Hacked Another Website