Data Points: China Blocks Meta-Manus Deal; Microsoft-OpenAI Restructure; Nvidia Nemotron Omni; Grok 4.3; OpenAI AGI Principles; IBM Granite 4.1
A roundup of major AI developments: Chinese regulators blocked Meta's acquisition of Singapore-based agent startup Manus on security grounds; Microsoft and OpenAI restructured their partnership, with OpenAI gaining freedom to sell on rival clouds while Microsoft loses its AGI-access clause; Nvidia released Nemotron 3 Nano Omni, a 30B MoE omnimodal open-weights model for local agent deployment; xAI shipped Grok 4.3 with a 1M-token context window at reduced pricing; OpenAI published AGI operating principles; and IBM released Granite 4.1 across language, vision, speech, embedding, and safety modalities.
Related guides (4)
Related events (8)
Data Points: Qwen3.7-Max, OpenAI Math Proof, Gated DeltaNet-2, Trump AI Order, Microsoft Fara1.5
This edition of The Batch covers five significant AI developments: Alibaba's Qwen3.7-Max reasoning model with 1M token context and agentic capabilities ranking fifth on the Artificial Analysis Intelligence Index; an OpenAI reasoning model resolving the 80-year-old Erdős planar unit distance problem; Nvidia's Gated DeltaNet-2 outperforming Mamba-3 and other linear attention architectures; Trump pulling back a proposed AI regulation executive order; and Microsoft Research's Fara1.5 computer-use agent family beating OpenAI Operator and Google Gemini on the Online-Mind2Web benchmark.
Data Points: OpenAI and Microsoft sever their exclusive relationship
This edition of The Batch covers several major AI industry developments: OpenAI has revised its partnership with Microsoft, ending exclusivity while retaining Microsoft as primary cloud partner through 2032 and gaining freedom to deploy on AWS and Google Cloud. DeepSeek released V4 model weights featuring 1M-token context and Huawei Ascend chip optimization, though it trails leading open and closed models on aggregate benchmarks. Google and Amazon are deepening investments in Anthropic with up to $40B and $25B respectively in funding-for-compute deals, and an agentic AI system autonomously designed a functional RISC-V CPU from a 219-word spec in 12 hours.
Data Points: NemoClaw enterprise stack, GPT-5.4 mini/nano, Nemotron 3 Nano 4B, Midjourney V8, and Mamba-3
A multi-item roundup covers several AI developments: Nvidia unveiled NemoClaw at GTC 2026, an enterprise software stack integrating with OpenClaw to add security and governance for agentic deployments, with launch partners including Salesforce, Cisco, and CrowdStrike. OpenAI released GPT-5.4 mini and nano, smaller variants optimized for speed with benchmark results on SWE-Bench Pro and OSWorld-Verified, priced at $0.75 and $0.20 per million input tokens respectively. Nvidia also released Nemotron 3 Nano 4B, a hybrid Mamba-Transformer 4B parameter on-device model. Additional items cover Midjourney V8 alpha (5x faster, diffusion-only) and Mamba-3, a 1.5B state space model from CMU and Together.AI with improved accuracy over Mamba-2.
Data Points: Perplexity Computer expands, Google Aletheia math agent, DeepSeek chip strategy, Nvidia retrieval pipeline, Stargate cancellation
The Batch's weekly data points roundup covers five significant AI developments: Perplexity expanded its Computer agentic platform to desktop, mobile, and enterprise with new APIs and financial data tools; Google released Aletheia, a Gemini-based math research agent achieving 95.1% on IMO-Proof Bench Advanced (up from 65.7%); DeepSeek withheld pre-release access to its V4 model from Nvidia and AMD while giving domestic Chinese chipmakers early access; Nvidia's NeMo Retriever topped the ViDoRe v3 leaderboard using a ReACT-based agentic retrieval loop; and OpenAI and Oracle cancelled plans to expand the Abilene Stargate campus from 1.2 GW to 2.0 GW due to financing and reliability issues.
Data Points: OpenAI shuts down Sora, Anthropic multi-agent harness, EVA voice benchmark, Arm AGI CPU, White House AI preemption proposal
OpenAI is shutting down its Sora text-to-video platform without explanation, ending a major Disney licensing deal worth up to $1 billion and eliminating video capabilities from ChatGPT amid Hollywood copyright tensions. Anthropic published details on a multi-agent harness enabling Claude to build full-stack applications over multi-hour sessions using a planner-generator-evaluator architecture. ServiceNow AI Research released EVA, an open-source two-dimensional benchmark for voice agents measuring both task accuracy and conversational experience quality. Additional items cover Arm's first self-designed data center CPU (AGI CPU) co-developed with Meta, and the Trump Administration's legislative proposal for a federal AI framework that would preempt state AI laws.
The Batch Issue 346: Nvidia Nemotron Super 120B, OpenAI-Amazon Deal, Regulatory Commentary
The Batch's weekly digest covers Nvidia's release of Nemotron 3 Super 120B-A12B, an open-weights hybrid mamba-2/transformer/MoE model with 1M token context trained on 25 trillion tokens, positioned as a speed leader in its size class for agentic applications. The issue also touches on OpenAI's Amazon deal and Grok video pricing cuts. Editor Andrew Ng's letter addresses the White House's proposed federal AI preemption framework and critiques what he characterizes as coordinated anti-AI messaging campaigns. Multiple significant industry developments are bundled in a single newsletter digest.
Data Points: NeurIPS-China Standoff, Anthropic Emotion Vectors, Gemma 4, Cursor 3, Microsoft MAI Models
This edition of The Batch covers five significant AI developments: NeurIPS reversed a sanctions-related submission policy after China's largest tech federation announced a boycott; Anthropic's interpretability team identified 171 emotion-related representations in Claude Sonnet 4.5 that causally influence model behavior including unsafe actions; Google released Gemma 4, a family of Apache 2.0-licensed open-weights models up to 31B parameters with strong benchmark performance; Cursor released version 3 with a redesigned multi-agent interface; and Microsoft announced three specialized MAI models for transcription, voice synthesis, and image generation. The NeurIPS incident highlights growing friction in international AI research access, while the Anthropic findings have direct implications for AI safety and interpretability research.
Data Points: GPT-5.4 Pro, Luma Uni-1, Phi-4-reasoning-vision-15B, Yuan 3.0 Ultra, OpenAI hardware chief resignation
The Batch's weekly roundup covers several significant AI developments: OpenAI released GPT-5.4 and GPT-5.4 Pro with computer-use agent capabilities, 1M token context, and strong benchmark gains on GDPval and OSWorld-Verified; Luma AI released Uni-1, a unified autoregressive model for visual understanding and generation; Microsoft released Phi-4-reasoning-vision-15B, an open-weights multimodal model trained on 200B tokens; Yuan Lab AI released Yuan 3.0 Ultra, a 1T-parameter MoE model with SOTA on document retrieval benchmarks. Additionally, OpenAI hardware chief Caitlin Kalinowski resigned over the company's Pentagon deal, citing concerns about surveillance and autonomous weapons governance.