Friday, April 24, 2026

Nvidia Backs Vast Data At $30 Billion Valuation

Nvidia Backs Vast Data At $30 Billion Valuation

Today’s Overview

Good morning, Nvidia just put fresh money behind Vast Data, while OpenAI and Anthropic keep jostling for the frontier and the market keeps rewarding the winners. There’s also plenty happening under the hood, from Anthropic’s worker survey to new tools for MoE training and world models. Let's dive in.

Top Stories

OpenAI Retakes the Frontier With GPT-5.5

OpenAI launched GPT-5.5, codenamed Spud, and described it as a new class of intelligence. The company says it is setting top benchmark scores across reasoning, agentic, computer use, and coding, while rolling out in ChatGPT and Codex. OpenAI also says the model keeps the same speed as 5.4 with better efficiency and is priced at $5 and $30 per million input and output tokens in the API.

  • OpenAI says GPT-5.5 is a new class of intelligence and that it tops benchmark scores across the industry.
  • The model is rolling out across ChatGPT plans and Codex with Thinking and Pro variants.
  • OpenAI says it kept the same speed as 5.4 while adding more efficiency and using Codex and 5.5 to rewrite GPU code for infrastructure gains.

Nvidia Backs Vast Data at $30 Billion

Nvidia backed Vast Data’s $1 billion funding round, valuing the AI infrastructure company at $30 billion. The deal is another sign that investors still want exposure to the infrastructure layer of the AI stack.

  • Nvidia backed a $1 billion funding round for Vast Data.
  • The deal values the AI infrastructure company at $30 billion.
  • It reinforces continued investor appetite for AI infrastructure.

Anthropic Hits a $1 Trillion Mark

Anthropic reached a $1 trillion valuation on Forge Global, surpassing OpenAI’s $880 billion. The jump appears tied to scarce shares and rising demand around partnerships and increased use of Claude Code.

  • Anthropic reached a $1 trillion valuation on Forge Global.
  • That puts it above OpenAI's $880 billion.
  • The spike appears tied to scarce shares and rising demand around partnerships and Claude Code.

Research & Analysis

The Workers Most Using AI Are Most Worried

Anthropic’s follow-up to its Claude survey ties usage data to more than 80,000 workers’ views on how AI is changing their jobs. People in roles that use Claude the most reported much higher displacement anxiety, with early-career workers sounding the alarm loudest. At the same time, many respondents said AI is making tasks faster while also expanding the scope of their work.

  • Workers in jobs that use Claude the most voiced three times more displacement fear than those whose jobs use it least.
  • The biggest concerns came from early-career respondents.
  • Many workers said AI brings faster tasks and more free time but also more work and broader scope.

Tiny Neural Bits Carry Big Risk

Deep Neural Lesion identifies a small subset of highly sensitive parameters where flipping just a few bits can collapse model performance across vision and language tasks. The work also suggests that protecting those bits can help prevent catastrophic failures.

  • The method finds highly sensitive parameters where a few bit flips can break model performance.
  • The failures can hit both vision and language tasks.
  • Protecting a small subset of those bits can mitigate catastrophic failures.

Trending AI Tools

Quick Hits

  • Claude Code bugs were traced to three separate issues, and Anthropic reset usage limits for subscribers.

  • DeepSeek at $20B is reportedly in talks for its first funding round, with Tencent and Alibaba interested.

  • Meta layoffs could hit 10% of the workforce in May, according to an internal memo.

  • SpaceX and Mistral are reportedly in talks on a three-way partnership alongside Cursor.

  • Core Automation is Jerry Tworek’s new lab focused on automating its own research first.

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