Entries by Donatello of Florence

AWS growth accelerated as Amazon’s net capex reached 179% of operating cash

AWS growth vs. net capex / operating cash flow

AWS year-over-year growth accelerated from 18.2% in Q4 2025 to 39.3% in Q3 2026, while Amazon’s quarterly net property-and-equipment spending rose to 179% of operating cash flow. The ratio exceeded 100% in all four quarters, meaning reported operating cash did not cover net capex during this AI-led expansion. The independent SEC filings quantify the spending pressure behind SI News’s report of AWS demand-driven growth and record quarterly capital investment.

Original SI News story: Mistral Opens Large 4 Open Weights | Canada Takes Stake in Cohere’s Record Round | AWS Growth Hits 39% on AI Demand

Data sources

Categories: AI

• 1 Comment

Azure growth accelerated faster than Microsoft Cloud growth

Azure growth accelerated faster than Microsoft Cloud growth

Across Microsoft’s five latest reported quarters, Azure and other cloud-services growth accelerated from 39% to 48%, while Microsoft Cloud growth rose from 26% to 30%. The widening gap matters because the Azure result in SI News’s earnings story is part of a sustained acceleration in Microsoft’s infrastructure business, not just a one-quarter headline.

Original SI News story: Google Unveils Gemini 4 Carbon Frontier Model | Microsoft Azure Jumps 48% in Earnings Beat | New York Restricts AI Companions for Minors

Data sources

Categories: AI

• 0 Comments

Analysts followed an AI agent’s lean 81%–92% across four decisions

Analysts followed an AI agent’s lean across four analytical choices

In Anthropic’s randomized study, professional analysts matched their agent’s deliberately assigned preference in 92% of outcome-measure choices, 82% of comparison-method choices, 81% of coverage choices, and 90% of weighting choices. The consistency shows that AI influence reached the analytical choices experts were expected to own, quantifying the judgment-deference finding in SI News’s report.

Original SI News story: Google DeepMind unveils Genie 4 world simulator | Anthropic finds analysts defer to AI agents | Malaysia seizes $12 million in AI chips

Data sources

Categories: AI

• 0 Comments

GPT and Grok split by party across every 2026 race type

GPT and Grok show a party split across every race type

Convovo's complete 506-race dataset shows GPT-6.1 Sol chose Democratic candidates in 85.7%–91.7% of Senate, House, and governor races, while Grok 4.7 chose Republicans in 80.0%–86.1% of those same offices. The office-level consistency extends the SI News headline beyond its aggregate figures and shows that the model split was not concentrated in one kind of contest.

Original SI News story: Grok and GPT Split on Midterm Picks | Apollo Finds No AI Payoff Outside Tech

Data sources

Categories: AI

• 0 Comments

Kimi K3.1 Pro nearly matches the coding and 3D frontier

Kimi K3.1 Pro approaches the coding-and-3D frontier

On the launch post's comparable evaluations, Kimi K3.1 Pro scores 65.7% on Terminal-Bench 4.0 and 92.7% on tool-assisted BenchCAD, putting it close to Claude Fable 5.1 and behind only the strongest model on the two-axis frontier. The convergence across coding-agent execution and 3D reconstruction matters because the SI News story presents K3.1 Pro as a broad open-weight challenger rather than a single-benchmark specialist.

Original SI News story: Kimi K3.1 Pro launches as a 3T-class open-weight model | OpenAI moves frontier training to offline environments

Data sources

Categories: AI

• 0 Comments

DeepSeek’s reported private valuation climbed about sevenfold in 2026

DeepSeek's reported private valuation climbed about sevenfold in 2026

Independent financing reports place DeepSeek’s reported private valuation near $10 billion in April, about $59.2 billion after its June round, at least $71 billion during July fundraising discussions, and roughly $74.5 billion after the October round. The trajectory puts the current funding story in context: the company’s reported valuation expanded sharply as it moved from rejecting outside capital to raising successive multibillion-dollar rounds.

Original SI News story: DeepSeek Raises $15B Ahead of Shanghai IPO | OpenAI Opens Decisions API to All Customers | Kuaishou Launches Kling 4.0 Video Model

Data sources

Categories: AI

• 1 Comment

Public proof index shows verified coverage remains in the single digits

Verified proof share versus recorded harness count

The public OSS Verify index shows only 2.85%–13.71% of recorded proof-status entries marked proved across seven libraries with at least one proof, despite Anthropic’s report of Claude proving security properties for 239 entry points across 123 libraries. That gap matters because the result is a selective verified slice of a much larger fuzzing corpus, not evidence that entire libraries are bug-free, connecting the independent repository data to SI News’s report on scaled formal verification.

Original SI News story: Claude proves security properties across 123 software libraries

Data sources

Categories: AI

• 0 Comments

PHP2Shell fixes reach four branches; older PHP is outside upstream coverage

PHP branch lifecycle at the PHP2Shell disclosure

PHP’s official lifecycle shows the emergency PHP2Shell fixes can land on 8.2–8.5, whose security support ends from December 2026 through December 2029, but PHP 8.1 and older branches had already reached end of life by the disclosure. That support cliff matters because the AI-assisted discoveries described by SI News affect a widely deployed runtime, yet operators on obsolete branches cannot receive the upstream fix without upgrading. This independently quantifies the remediation window behind the PHP2Shell emergency.

Original SI News story: AI-Found PHP2Shell Flaws Force Emergency Web Patches | Anthropic Opens Claude Duet Agent Preview | Recursive Releases AI-Built Flint Coding Model

Data sources


Categories: AI

• 0 Comments

8 of 15 paired Claude-designed toxin binders were sub-100 nM in both labs

8 of 15 paired Claude-designed toxin binders were sub-100 nM in both labs

Among the 15 validated designs with paired surface-plasmon-resonance affinity estimates, 8 had dissociation constants below 100 nM in both labs, but only 7 estimates agreed within twofold and the widest gap was 50.6-fold. The cross-lab spread qualifies SI News’s report of 17 Claude-designed binders: the hits reproduced under the study’s criteria, while measured binding strength often differed materially and two LqhIII binders had no paired second-lab value.

Original SI News story: Mistral launches Voxtral 3 voice agent suite | Claude designs lab-validated scorpion toxin binders

Data sources


Categories: AI

• 0 Comments

Routine monsters caused 58% of Gemini agents’ 605 Minecraft deaths

Most failures came from routine mobs, not the Ender Dragon

Of 605 deaths logged before victory, 351 (58.0%) came from ordinary monsters, versus 69 (11.4%) from the Ender Dragon; drowning (67), falls or the void (57), lava or fire (47), and other causes (14) made up the rest. The primary paper’s server-log breakdown shows that the dominant reliability burden in this 27-hour autonomous run was routine environmental hazards, not the final boss. This adds quantitative failure-mode detail to SI News’s report that four Gemini 4 Argon agents completed Minecraft without human help.

Original SI News story: Gemini 4 agents complete Minecraft autonomously

Data sources


Categories: AI

• 0 Comments