Global PC shipments fell 20.1% in the third quarter due to supply chain constraints and inventory pull-in as vendors stocked up before memory prices surged, according to IDC. In addition, high PC prices have hurt demand. IDC noted there may be promotions, but relief for PC buyers will be limited and "don't expect pricing anywhere near where it was a year ago." Here's a look at the standings:
Anthropic updated some of its usage rules and the most notable one is that you better be nice to Claude. According to updated terms:
"We’ve added a prohibition on sustained and needless abusive or cruel behavior toward our models. The policy update is meant to apply only in extreme cases, where users repeatedly act cruelly toward our models, with no discernible purpose. It does not apply to common versions of user frustration, pushback, dark creative themes, or model testing and research.
This addition aligns with a step we've already taken, allowing Claude models to end rare conversations with persistently abusive users on Claude.ai and Claude Code. Such abuse is the main focus of this update; Claude’s ability to end these interactions will remain the primary enforcement mechanism."
It's pretty clear that Anthropic sees Claude as a person. Yay anthropomorphism.
The Association for Human Mathematics has urged its members not to work with OpenAI after the company released more than 700 files on GitHub showing an unreleased model's mathematics work. Meanwhile, computer science and quantum computing researcher Scott Aaronson said frontier model companies, notably OpenAI, are exploring whether their models can break cryptography. He pointed to a more measured statement from the Advisory Group on Mathematics and Artificial Intelligence.
HPE announced a set of HPE ProLiant Gen13 Servers powered by AMD's 6th generation AMD EPYC processors. The next-gen HPE ProLiant DL525 and HPE ProLiant DL585a servers have higher core density, memory bandwidth and I/O. HPE also launched two servers, HPE ProLiant XD245 and HPE ProLiant XD285, built on Open Compute Project standards for high rack density deployments.
Microsoft opened preorders for the Surface Laptop Ultra starting at $2,599. The laptop features and RTX Spark chip. Microsoft also opened preorders for the $5,999 Surface RTX Spark Dev Box, which has 128GB of unified memory to run models with more than 120B parameters.
CoreWeave said it is working with AdaniConneX to build 240 MW of capacity in India. CoreWeave will be sole tenant and will deploy Nvidia's Vera Rubin platform in the facility.
Fully Connected 2026 coverage:
CoreWeave customer stories:
Automation Anywhere said it will acquire Boost.ai from Nordic Capital. The move gives Automation Anywhere voice AI tools for customer experience. The Boost.ai deal complements the company's acquisition of Aisera, which added enterprise knowledge and employee experience tools to Automation Anywhere's platform.
OpenAI released a set of mathematical results from an internal frontier model with the results on GitHub. In other words, OpenAI is showing its work to the math community.
Dell Technologies said it is expanding its Dell AI Data Platform, which serves as the data foundation of Dell AI Factory, is adding a Unified Semantic Layer, Enterprise Knowledge Graph and storage enhancements. Dell said its Dell AI Data Platform shortens the wait time between question and insight nearly 4 times faster than CPUs alone.
According to Dell, its AI Data Platform will layer in Nvidia Nemotron Reteriver models and Nvidia Auto-Ontology to extend the United Semantic Layer.
The Unified Semantic Layer, Enterprise Knowledge Graph and Knowledge Agents will be released in the first half of 2027. Dell Data Processing Engine enhancements with the Nvidia acceleration stack will be available in December 2026, with further acceleration using Apache Arrow expected in the first half of 2027. Dell PowerScale security and multitenancy enhancements land in November.
New Relic announced a trio of AI observability advances at its annual conference. The company launched Infrastructure 360 to provide visibility into AI workloads, New Relic Ground Truth CLI for headless observability, and AI Evaluation, which evaluates AI product and outcomes.
Infleqtion, Honeywell Aerospace and UC Santa Barbara said they collaborated on developing a new integrated optical "cavity" to shrink quantum sensors down to handheld size. The prototype was fabricated on a silicon nitride chip at Honeywell Aerospace's photonics foundry.
Cohere said it has revamped North 2 with a new agent harness, redesigned AI agent orchestration systems, more tools for workflows, AI sovereignty and governance and a model agnostic approach.
