Monday, November 2, 2026 Edition no. 6 · Evening

Artificial intelligence news from Brazil, in English

Noticiário do Joãozinho: Edition no. 6 · Nov. 2, 2026 · Evening

Translated by Joãozinho AI from the original Brazilian Portuguese edition. Facts, numbers and sources are the same as in the original; quotes, video titles and source names stay in their original language. Read the original in Portuguese

Top storyEdition no. 6 · Nov. 2, 2026 · Evening

Marvell buys Lumentum for $115 billion, in one of the largest deals in tech history, to dominate AI data center connectivity

Marvell announced on Monday (11/2) the purchase of Lumentum, a maker of optical components and lasers for data centers, in an all-stock deal that gives the acquired company an implied enterprise value of about $115 billion; TechCrunch puts the equity value at about $80 billion. Each Lumentum share will be worth 4.5 Marvell shares, about $1,132 at the 10/28 price, a premium of about 23.9%. After the deal, Marvell shareholders will own about 67% of the combined company and Lumentum shareholders about 33%. The companies cite a $550 billion addressable market, more than $1 billion a year in synergies and accretion to earnings per share in the first year. Matt Murphy remains chairman and CEO, and three Lumentum directors, including CEO Michael Hurlston, join the board. The deal is expected to close in the first half of 2028. The market did not like it: Marvell shares fell as much as 7% and Lumentum's 12%, according to Business Insider.

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Models

0 stories

No relevant news in this edition.

Research

1 story

Medium importanceNov. 2, 2026

OpenAI creates LifeVal, a test that measures whether AI solves everyday tasks, like enrolling a child in school and planning a diet

OpenAI presented LifeVal, an evaluation of everyday-life tasks in caregiving, health, education, household administration, personal finances, shopping and government services, which the model must complete using a browser, computer control and connectors. The tasks came from two large time-use studies (the American Time Use Survey and the Multinational Time Use Study) and a new survey of 3,995 people about where they most want help. In the published examples, OpenAI's current models score 93.1% at choosing and enrolling a child in kindergarten after a move, 98.0% at organizing volunteers before a flood, 100% at finding a home and 90.4% at creating a meal plan for a parent with diabetes. OpenAI says it used the test over the past year to guide model improvement.

Products

1 story

Business and Investment

2 stories

High importanceContextNov. 2, 2026

Update: Anthropic amends its IPO filing and shows $17 billion in third-quarter revenue, up more than 1,100% in a year

The amended prospectus (S-1/A) Anthropic filed with the SEC on Monday brings the third-quarter numbers: revenue of $16.96 billion, about 1,127% above the same period of 2025 and about 47% above the previous quarter. Over nine months, revenue totals $33.24 billion. The company had an operating loss of $567 million in the quarter, after an operating profit of $974 million in the second; according to Business Insider, the swing came mainly from $5 billion in short-term contracted compute. The net loss was $23.29 billion in the quarter and about $104 billion over nine months, mostly from the change in the value of convertible notes. Purchase and lease commitments reach about $895.4 billion, almost all in compute. The document still has no price range; according to Reuters, investors talk of valuing the company at about $1.5 trillion, and a filing in Japan plans to sell up to 552.9 billion yen (about $3.5 billion) in shares to Japanese investors, led by Mizuho.

Low importanceNov. 2, 2026

Tutor Intelligence, which makes robots for warehouses and factories, raises $75 million in a round led by a16z

Andreessen Horowitz led Tutor Intelligence's $75 million Series B, with participation from USV and Neo; the startup reaches $117 million raised. The company puts its robots to work before they are fully autonomous, with remote operators (the “tutors”) who do the job and, at the same time, generate the data to train the robotics model. There are two robots: Cassie, with one arm, for picking and palletizing cases, and Sonny, with two arms, for picking items in e-commerce. According to a16z, the robots already operate in large US manufacturing and logistics networks, are charged by the hour, and the goal is to have more than 1,000 robots under contract by the end of 2027.

Regulation

2 stories

High importanceNov. 2, 2026

Anthropic warns in its prospectus it may be close to its safety policy's threshold of “dramatically accelerated progress attributable to AI”

Among the risks listed in the S-1/A, Anthropic wrote that its internal estimates and its expectations about future models, rather than current ones, indicate the company “may imminently meet” its Responsible Scaling Policy (RSP) definition of “dramatically accelerated progress attributable to AI.” It says no current model has been designated as exceeding that threshold, that it continues to assess the data and that it is evaluating the implications of meeting the AI research and development capability threshold, with further reports in the future. The text also admits its ability to measure this acceleration is limited and that it may only be noticed after it has occurred.

Medium importanceNov. 2, 2026

OpenAI promises to cut its data centers' consumption when the power grid is at its limit, starting in Georgia

OpenAI launched the Grid Protectors Program: its future compute campuses will reduce power consumption when the grid is under stress. The pilot is in Effingham County, Georgia, in an agreement with Georgia Power that provides up to 1,000 MW of flexible demand response, the equivalent of about 700,000 homes. OpenAI says it pays the infrastructure costs, and the projection is savings of about $950 million a year for customers starting in 2029, or at least $15 a month for a typical home.

Open Source

1 story

High importanceNov. 2, 2026

China's Deep Principle opens Hydrogen-1.0, a 753-billion-parameter scientific model under the MIT license

The Chinese company Deep Principle published on Hugging Face the weights of Hydrogen-1.0, a model for solving scientific problems and supporting research, derived from Z.ai's GLM-5.3. It has 753 billion parameters, a 1-million-token context, output of up to 128 thousand tokens and an MIT license. There are quantized versions in NVFP4, for NVIDIA B200 and B300, and in MXFP4, for AMD MI350X and MI355X, and the model was tested with SGLang on 8 GPUs. According to the company's own numbers cited by MarkTechPost, it scores 38.3% on FrontierScience-Research, versus 33.3% for GPT-6 Astra, and 93.0% on GPQA-Diamond. The data and the full training recipe were not published.

Agents and Code

2 stories

Medium importanceNov. 2, 2026

Claude API gets “message threads”: the server keeps the conversation and each request sends only the new messages

Anthropic launched message threads in beta in the Messages API, enabled with the message-threads-2026-08-12 header. With them, the server stores the conversation history and the program sends only the new messages with each request, instead of resending everything. The thread expires 5 minutes after the last request and is deleted within 1 hour at most. The feature is available on the Claude API, AWS, Google Cloud and Microsoft Foundry.

Medium importanceOct. 29, 2026

Google will shut down Jules, its coding agent, on December 31; the lessons go to Antigravity

Google announced in the Jules changelog that the asynchronous coding agent becomes read-only on 11/11/2026 and will be shut down on 12/31/2026. According to the notice, what the team learned from Jules goes to Antigravity, Google's agent platform. Users can export their data with the command-line tool (npm install -g @google/jules and jules login).

Local Models

1 story

Medium importanceNov. 2, 2026

ISTA researchers squeeze DeepSeek V4.1 Flash down to about 1 bit per parameter in a coding version

The DASLab at the Institute of Science and Technology Austria (ISTA) published a “Coder” version of DeepSeek-V4.1-Flash-1017 in GGUF, the format used by llama.cpp and LM Studio. They cut half of the experts (192 of 384 per layer remained) and compressed the rest with two methods of their own, GSQ and RCO; the transformer weights dropped to 72.1 GB, versus 138.2 GB for the unpruned version, which comes to about 1 bit per parameter of the original model. According to the authors, the model keeps 98.7% of the original's score on LiveCodeBench v6 (88.57 vs. 89.71) and 94.8% on SWE-bench Verified (77.00 vs. 81.20). A shared 110.6 GB file (Engram) is still required.

Finance

2 stories

High importanceNov. 2, 2026

Oracle will raise $20 billion in bonds and stock to fund AI data centers, and the stock falls

Oracle filed on Monday to sell $10 billion in bonds, in six series maturing from 2029 to 2046 and coordinated by Bank of America, plus another $10 billion in stock. The $20 billion uses up at once the entire fundraising ceiling the company had announced at its 10/28 investor day. Oracle's debt stands at $125.3 billion. Fitch kept its BBB rating, and Moody's kept its rating with a negative outlook. The shares fell more than 6%, according to CNBC.

High importanceNov. 2, 2026

Goldman Sachs takes Claude Code and GitHub away from traders and bankers and leaves the tools to engineers only

According to Bloomberg, an internal October guidance at Goldman Sachs limits the use of Claude Code and GitHub tools to the bank's engineers; traders and bankers lost access, while “strats” (quantitative analysts) were left out of the restriction. Spokesman Nick Carcaterra commented on the change. In July, CIO Marco Argenti had praised “vibe coding,” and the bank has about 12,000 engineers.

Games

1 story

Low importanceNov. 1, 2026

A model with just 4 billion parameters creates 3D objects for Godot games from a text prompt

A developer published Qwen3.5-4B-GLB-3D-Coder, a small model that runs at home, trained to write Three.js scenes and export the objects in GLB format, which can be imported into engines like Godot. The model covers 25 categories of objects. It is the first working checkpoint, training continues, and the author says he will publish the full weights and the dataset when training ends. The GGUF files were updated on 11/2.

Brazil

1 story

Medium importanceNov. 2, 2026

Brazil's Senate discusses making artificial intelligence a subject in elementary and high schools

Bill No. 731/2025, by Senator Mecias de Jesus (Republicanos-RR), is moving through the Senate. It amends the Law of Guidelines and Bases of Education (LDB) to include AI as a curricular component, focusing on ethical, critical and responsible use. The bill is still under consideration. In an interview with Rádio Senado, professor Adriano Vieira commented on the proposal.

Social buzz

5 stories

XHigh importanceNov. 1, 2026

Musk admits serving Grok Bot was too expensive, and Replit's Amjad Masad warns: the end of subsidized AI subscriptions is coming

When a user (@DogecoinNorway) asked for a reset of Grok Bot's limits because many people ran out of usage too quickly that week, Elon Musk replied: “The cost of serving Grok Bot was unsustainably high relative to revenue.” The reply passed 8.9 million views. Amjad Masad, CEO of Replit, quoted the case and wrote: “If you're enjoying a subsidized AI subscription get ready to get rug pulled.”

Engagement 9M views16.7K likes812 reposts3.7K replies (as of Nov. 2, 2026 18:11)

XMedium importanceOct. 31, 2026

Stripe's Patrick Collison adds to his apps an “improvements” field that an agent implements on the spot, and talks about “liquid software”

Stripe's co-founder said he is adding to all his personal vibe-coded applications a free-text field hooked up to an agent that “yolo implements” whatever is requested. According to him, another person who uses one of these apps has already implemented 150 improvements in a few days. He called the pattern “liquid software?” and asked whether it scales, whether it becomes unmaintainable and whether it can be secure and reliable, recalling the ideas of Lisp, Smalltalk and HyperCard. Amjad Masad replied that Replit already offers something like this.

Engagement 429K views4.4K likes194 reposts440 replies (as of Nov. 2, 2026 18:11)

XLow importanceNov. 2, 2026

“Coding with AI is incredibly boring, change my mind”: Todd Motto's post sparks debate among developers

Developer Todd Motto wrote that developers are problem solvers and that there is no fun in writing prompts for a machine to do the work. For him, coding exercises the brain, and once the novelty of AI generating features quickly wears off, the question remains: “are we just glorified copywriters with tech knowledge?” The post drew 120 replies.

Engagement 22.2K views270 likes14 reposts120 replies (as of Nov. 2, 2026 18:11)

RedditMedium importanceNov. 2, 2026

Rumor: Reddit post says Qwen 4.0 and Qwen 5.0 will stay open, but there is no official statement

A post on r/LocalLLaMA titled “official statement” claims that Alibaba's Qwen team head, Liu Dayiheng, guaranteed that Qwen 4.0 and Qwen 5.0 will remain open source, and cites 3 billion downloads, more than 460 models and more than 300,000 derivatives. So far, the official source has not appeared: the site OmniTools.ai, which followed the case, says there is no official statement confirming the information. Treat it as a rumor.

RedditLow importanceNov. 2, 2026

User compares local models and Claude on 9 real bugs, and a local Qwen3.8-Flash-Next comes close to Haiku

Instead of measuring speed, an r/LocalLLaMA user tested models on 9 real, private bugs, running the local ones on two RTX 5070 Ti cards. On his scoreboard, Claude Opus 5.5 scored 0.74, Sonnet 5.5 scored 0.58, Qwen3.8-Flash-Next in NVFP4 scored 0.50 (0.48 in 3 bits), Haiku 5.5 scored 0.47, Qwen3.8-27B in 3 bits scored 0.39 and Gemma 4 26B-A4B only 0.07. Scores were given by Opus 5 as judge, and the author himself warns that the margin of error is about 0.2, so the sample is small.

Videos

3 videos

Bloomberg Television · Nov. 2, 2026

Marvell to Buy Lumentum in $115 Billion Deal

Bloomberg explains Marvell's all-stock purchase of Lumentum and what it means for the fight over optical connectivity in AI data centers.

Watch on YouTube

CNBC Television · Nov. 2, 2026

Marvell CEO Matt Murphy on Lumentum deal: We're creating the 'category leader in AI connectivity'

Interview with Marvell CEO Matt Murphy, who says the combination with Lumentum creates the “category leader in AI connectivity.”

Watch on YouTube

Bloomberg Podcasts · Nov. 2, 2026

Anthropic Revenue Hits Nearly $17 Billion Before Mega-IPO

Bloomberg discusses the nearly $17 billion in quarterly revenue revealed in Anthropic's amended prospectus, ahead of the IPO.

Watch on YouTube

About this edition

Edition
Edition no. 6 · Evening edition
Date
Monday, November 2, 2026
Coverage
Covers what came out since edition No. 5 (closed around 8:30 a.m. Brasília time on 11/2), the watch desk's leads throughout the day, and the end of Jules, announced by Google on 10/29, which had not yet been published. The alleged GPT-6.2 Astra, Claude Mythos 5.5 and Fable 5.5 remain rumors and were left out. Closing: 11/2/2026, around 6:30 p.m. Brasília time.
Sources scanned
Official blogs and changelogs (OpenAI, Anthropic, Google DeepMind, Meta, xAI, Microsoft, NVIDIA, Apple, Mistral, DeepSeek, Qwen, Moonshot), arXiv and HF Papers, Hugging Face and GitHub trending, X, press from the US, Europe, China, Japan, India and Brazil, and YouTube.
Criteria
Only news read in a real source, preferably a primary one, gets in, with every link checked. Pages with access blocks (403) were kept; broken links (404) were discarded.