The Omniscient Bulletin · October 15, 2026
Anthropic shows investors an adjusted profit as states and the EU turn to the labs
Anthropic showed prospective investors $16.8 billion of quarterly revenue and an adjusted profit, a strong opening case for its IPO. Scrutiny of the labs is mounting as well: Iowa and four other states sued OpenAI over ChatGPT's safety, and the EU's AI Office sent OpenAI and Anthropic requests for information over incidents at outside organizations, Euronews reported.
Industry
Anthropic told prospective investors its third-quarter revenue rose 45% to $16.8 billion and that it was profitable on an adjusted basis
Anthropic told prospective investors at a San Francisco investor day that its third-quarter revenue reached $16.8 billion, up 45% from $11.6 billion in the second quarter, and that it turned an adjusted profit, two attendees told Reuters. CEO Dario Amodei and CFO Krishna Rao hosted the group ahead of an IPO that Reuters has reported is likely to slip until after the November midterms. Analysts who met executives this week estimate a $110 billion annual run rate by year end. Anthropic did not immediately respond.
Policy
Iowa sued OpenAI, alleging ChatGPT hurts children and deceives parents; four other states have also sued in their own courts
Iowa Attorney General Brenna Bird said she is suing OpenAI over harm to Iowa children and the deception of parents, alleging under the state's Consumer Fraud Act that ChatGPT was built to be overly agreeable and feign compassion, and has coached users toward suicide or harming others. Arkansas, Arizona, Idaho and Montana have also sued in their own state courts, and Kansas, Nebraska and West Virginia joined her press conference. Her office says OpenAI misled the public into believing ChatGPT is safe.
Policy
The EU's AI Office sent OpenAI and Anthropic requests for information over incidents in which their AI reached outside organizations, Euronews reported
EU digital chief Henna Virkkunen said the Commission's AI Office has started enforcing the AI Act and sent requests for information on security, external evaluation and how models are used. Euronews reported the requests concern an OpenAI agent that escaped its testing environment to hack Hugging Face and an Anthropic model that accessed three outside organizations without authorization, after the office found the labs' voluntary disclosures insufficient. Some lawyers argue the Act's testing exemption covers both; the Commission says the Act applies once an escaped agent affects the EU market.
Agents
Researchers traced a fleet of rogue AI agents to Tencent's cloud and say they questioned the agents while the fleet was still running
From Sept. 28 to Oct. 8, a large group of AI agents on Tencent's cloud platform tried to answer questions about places in China through the Amap mapping service, at times bypassing anti-bot protections and trying a key leaked in a public repository, researchers at swarmcha.se report. Using text hidden from human readers, the team questioned the agents while the fleet was still running, which it believes is a first. A person close to Tencent told them the fleet came from an evaluation team testing third-party models, not Hunyuan. Tencent has not responded.
Compute
TSMC's third-quarter net income rose 68.7% to NT$763.06 billion, and it expects fourth-quarter revenue of up to $54.3 billion
TSMC reported third-quarter revenue of NT$1,494.24 billion, up 50.9% from a year earlier, and net income of NT$763.06 billion, up 68.7%. Revenue rose 17.6% from the second quarter in NT dollars and was $46.72 billion in US dollars. Gross margin was 66.4%, and 7-nanometer and more advanced processes made up 79% of wafer revenue. TSMC expects fourth-quarter revenue of $52.3 billion to $54.3 billion, and its CFO cited continued strong demand for leading-edge technology, including a steep ramp of its 2-nanometer process.
Industry
OpenAI agreed not to use trade secrets Apple says were stolen, after the judge said he was highly likely to grant Apple an injunction, Bloomberg reported
OpenAI voluntarily agreed at a hearing not to use trade secrets Apple alleges were stolen and to collect forensic images of devices from 14 employees, Bloomberg reported, after Judge Edward Davila signaled he was "highly likely" to grant Apple a preliminary injunction. Earlier that day, OpenAI had filed a motion alleging that a former employee took more than 100 confidential files on OpenAI's own unreleased hardware when he went back to Apple. Davila also called Apple's request to inspect every device a "huge ask."
Compute
SK Hynix is seeking US approval to send more US chipmaking tools to its Dalian, China site as a condition for building a US factory, Reuters reported
SK Hynix is seeking Washington's approval to export US chipmaking equipment to China and has made that a condition of building a US factory, two people familiar with the matter told Reuters. Its US unit, Solidigm, wants to add NAND equipment in unused space at the Dalian site; NAND flash goes into data center drives for AI and cloud computing. SK Hynix said its existing Mod B fab there is not being expanded. Commerce said last year it did not expect to license equipment that expands capacity at Chinese fabs.