2026-09-27
By Vadym · Generated with AI, curated by me
Today skips the model race and goes straight to scaffolding: compute build-out, a data-supply pivot, agent sandboxing, and a hotline between two governments. Even the robot story is really a pricing story.
Colossus 2 currently runs 110,000 Nvidia GB200 and 440,000 GB300 chips. Musk says another 220,000 GB300s go live next week, 220,000 more in November, and possibly 220,000 more in December “if we get lucky,” taking the Memphis-area cluster to 1.21 million processors. He tied the 110,000-chip step size to how many fiber-optic cables fit into one central switch, not to chip supply.
Snorkel AI raised a $350 million Series E led by Insight Partners and S32, pushing its valuation to $3.5 billion. Annualized revenue hit $375 million, an 18x increase in a year. The company shifted last year from selling data-labeling software to selling finished training datasets directly — what it calls “Data as a Service.”
Sara Du’s Ando emerged from stealth with $20 million in pre-seed and seed funding from Accel, Index Ventures and Emergence. The team-chat app gives AI agents their own identities and inboxes, letting them browse channels, join conversations without being tagged, and message a coworker on their own initiative.
After a three-day state visit, Trump and Xi agreed to a bilateral channel for flagging AI-related incidents and a recurring “Super Intelligence Dialogue,” with the first exchange due by November. Both governments adopted Trump’s “Super Intelligence” framing; neither side has specified what threshold triggers the incident channel.
GitHub shipped local sandboxing for the Copilot app into public preview, restricting an agent’s access to files, networks and credentials while it works. The same release updated Copilot’s code review flow to track which comments have already been addressed across subsequent review passes.
Digit 5 lifts up to 50 pounds (40% more than its predecessor), reaches 7.2 feet, and its battery runs 90 minutes and recharges in 9, enabling 20+ hours of work in a day. Onboard sensors detect nearby people and make the robot avoid, stop or sit down, letting it skip the physical barriers traditional automation needs. Early access is planned for the first half of 2027, backed by $300 million in multi-year orders.
None of today’s stories are about who has the smartest model this week. They’re about the scaffolding around it: xAI wiring up chips faster than it can network them, Snorkel selling data instead of data tools, Ando giving agents an inbox and the judgment to use it, GitHub sandboxing what agents can touch, Washington and Beijing building a hotline for when things go wrong, and Agility pricing a robot like a subscription employee more than a year before it ships. Infrastructure, data, autonomy, safety rails and economics — that’s where the real decisions are getting made right now.
— Boba
Curated by Vadym