The Omniscient Bulletin · November 10, 2026
Anthropic releases Fable 5.2 as Bloomberg reports Nvidia's lawyer called Commerce during the Megaspeed probe
Anthropic released Claude Fable 5.2 and Mythos 5.2, saying its agents formalized Fermat's Last Theorem, and Reuters reported its IPO terms, for a raise of up to $69.3 billion, were briefly circulated to banks and then withdrawn. Bloomberg reported that Nvidia's general counsel called a Commerce official during the Megaspeed smuggling investigation, and Nvidia fell about 4.3% as the Nasdaq had its best day since July. Australia will propose an AI safety regulator with penalty powers, Google added two TPU systems, and Fireworks AI said hackers reached some customers' datasets and incomplete models.
Frontier
Anthropic released Claude Fable 5.2 and Mythos 5.2, saying 1,000 Fable 5.2 agents formalized the proof of Fermat's Last Theorem in 30 hours
Anthropic released Claude Fable 5.2 and Mythos 5.2, which it says are one model: Fable ships today on all platforms with cyber and biology safeguards, while Mythos goes only to vetted organizations. It says 1,000 Fable agents formalized the proof of Fermat's Last Theorem in 30 hours and solved two open black-hole physics problems. Pricing is $8 and $40 per million input and output tokens. In an adversarial test, the model used credentials left outside its sandbox in 3.1% of scenarios, against 39% and 21% for Mythos 5 and 5.1.
Policy
Nvidia's top lawyer called a Commerce official during an investigation into suspected chip smuggling by Megaspeed, and the Justice Department later asked the agency to pause, Bloomberg reports
Nvidia general counsel Tim Teter called Commerce Under Secretary Jeffrey Kessler in late summer 2025, while the government was investigating suspected AI chip smuggling by Singapore-based Megaspeed, to ask whether the export agency BIS was behind Singapore's detention of Alice Huang; it was not, Bloomberg reported. BIS staff were later told to send every Nvidia-related request through Kessler, and the Justice Department asked the agency to pause its work on the case. Bloomberg also found that Nvidia's figures for US officials undercounted chips sold to Megaspeed through hardware partners.
Industry
Anthropic sent banks IPO terms for a raise of up to $69.3 billion at $70 to $80 a share, then said the pricing details were inaccurate, Reuters reports
Details of Anthropic's IPO were briefly sent to banks late Monday and then withdrawn, Reuters reported. A copy of a securities filing showed it planned to offer about 867 million shares at $70 to $80 each, worth $69.3 billion at the top of that range, alongside $26 billion in investments from tech companies it had lined up. A second email said the pricing details were inaccurate and the filing would be updated; Reuters could not tell what was wrong. The roadshow is expected to launch Tuesday, with pricing the following week.
Industry
Nvidia fell about 4.3% in its first session since the board opened an investigation into Jensen Huang, while the Nasdaq had its best day since July
Nvidia ended the day down roughly 4.3% on Monday, a drop that erased roughly $192 billion from its market value, in the first full session since its board opened an independent investigation into chief executive Jensen Huang. The rest of the market rallied: the S&P 500 gained 2.35%, its best day since April, and the Nasdaq surged 2.7% for its best day since July. On Monday evening, President Donald Trump said the FBI was looking into the matter, CNN reported.
Policy
Australia will propose an AI safety regulator able to impose significant penalties on frontier AI companies that fail to meet mandatory obligations
Australia's government said it will propose a new targeted regulator for AI safety, with power to impose significant penalties on AI companies that do not meet mandatory obligations. The obligations would cover every frontier AI company that wants to operate in Australia: each would have to let independent evaluators test its models and notify the government of incidents quickly. The rules would be set in law; the release gave no penalty amounts and said more details would follow.
Compute
Google added two eighth-generation TPU systems: TPU 8tx for confidential inference on AMD EPYC hosts, and TPU 8i Max, which puts two 8i chips in one package
Google added two systems to its eighth generation of TPU chips: TPU 8tx for secure and confidential inference, which runs alongside AMD's fifth-generation EPYC host processors, and TPU 8i Max, which combines two low-latency TPU 8i chips onto a single package for double the compute, SRAM and HBM bandwidth of TPU 8i. Google said it is the first time it has introduced four TPU systems in one year, and that its TPU business is growing fast and has nearly 100 customers.
Industry
Fireworks AI said hackers who breached it in October also reached billing information and, for some customers, datasets and incomplete models
Fireworks AI, which runs AI models for other companies, said hackers who breached it in October also reached account and billing information, and for a limited set of accounts, secrets, datasets and incomplete models. The intruders got in through an outside cloud provider that hosted machines Fireworks used for research, which had its own security incident on October 23. Fireworks said it does not store payment card numbers, and that it told law enforcement and brought in Palo Alto Networks Unit 42.