The Information AM tech news digest

The Information’s TITV: Tech news and analysis. Every weekday at 10 am PT / 1 pm ET. Now streaming → → Oct 07, 2026 The Information AM Supported by Save 25% on an annual subscription to read the most important news about technology and business first. For even more, Save $250 on The Information Pro for unlimited access to our proprietary org charts, databases and surveys. Happy Wednesday! OpenAI publishes a broad range of new mathematical results produced by an internal frontier model. SpaceX seeks to raise $40 billion to buy more Nvidia chips. Anthropic expands cyberdefenders' access to its most advanced models. Read more briefings 1. OpenAI Publishes Over 700 New Math Papers with AI-Made Solutions By Jason Dean Source: The Information Less than a month after OpenAI set off a mathematics firestorm by announcing it had solved one of the field’s most challenging problems, the AI company dropped more than 700 new research papers detailing results on a range of math subjects. The new results were produced by an unreleased AI model more advanced than commercially available ones, OpenAI said on Tuesday. The company published 722 papers cover solutions to hundreds of open math questions on coding repository GitHub, an approach it said was informed in part by advice of an independent body called the Advisory Group on Mathematics and AI. OpenAI last month announced it was working with that group in the wake of its disclosure it had solved the vexing “Navier-Stokes existence and smoothness problem.” The Navier-Stokes accomplishment created an uproar, both because of questions over whether OpenAI’s models may have gained an edge by incorporating data from human mathematicians who had used its products, and because prominent mathematicians argued that such AI solutions were hurting the science of mathematics. The advisory group, in a statement on its website Tuesday, said it appreciated the company’s engagement, but it also sounded a warning. “The future of mathematical research cannot consist only of understanding results produced by AI labs,” the post said. “Mathematicians must be able to formulate their own questions, develop their own approaches, and explore directions that have not been selected as examples of an AI system’s capabilities.” 2. SpaceX Seeks to Raise $40 Billion From Apollo to Buy Nvidia Chips By Tiffany Li Source: Financial Times SpaceX, the AI and rocket company led by Elon Musk, is seeking to raise $40 billion to buy Nvidia chips in a financing round led by Apollo Global Management, the Financial Times reported on Tuesday. The deal is expected to close in 2027 and consist of around $10 billion in bank loans and $30 billion in investment-grade debt, according to the FT. SpaceX has been ramping up its AI spend, burning $25 billion in the first half of 2026, at the same time that it is leaning into selling computing power. Anthropic is among its customers, with agreements to pay SpaceX up to $84.5 billion through 2029. SpaceX also committed to exclusively using Nvidia chips in its first earnings call after going public this June. Apollo previously led financing rounds for SpaceX earlier this year and last year to purchase Nvidia chips and lease them to SpaceX. 3. Anthropic Expands Cyberdefenders’ Access to Top Models By Rocket Drew Source: The Information Anthropic said it is expanding and restructuring its cybersecurity access programs to enable more cyberdefenders to use its most advanced Claude models to secure their systems against potential AI attacks. Under the changes, announced Tuesday, all members of Anthropic’s Cyber Verification Program will have access to Anthropic’s most advanced Mythos models for some cyber uses, which were previously reserved for members of Anthropic’s Project Glasswing. The Cyber Verification Program gives participants access to the Claude models with reduced safeguards, which would ordinarily block the models from assisting with cyberattacks. Projec