Washington backs OpenAI in the New York Times copyright fight OpenAI's next model is good enough at hacking to need extra guardrails Anthropic ships cheaper Claude models that say no less often Dell books a record $60.9 billion in AI orders in one quarter Wonderful doubles its valuation to $5 billion in under six months A third of companies skipped a software purchase because AI could build it HiddenLayer raises $100 million to secure companies' AI systems Washington backs OpenAI in the New York Times copyright fight OpenAI's next model is good enough at hacking to need extra guardrails Anthropic ships cheaper Claude models that say no less often Dell books a record $60.9 billion in AI orders in one quarter Wonderful doubles its valuation to $5 billion in under six months A third of companies skipped a software purchase because AI could build it HiddenLayer raises $100 million to secure companies' AI systems
Daily AI Intelligence — Edition #47

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Thursday, September 3, 2026

Today's Blast

7 Stories
01

Washington Sides With OpenAI in the New York Times Copyright Fight

The federal government filed a brief supporting OpenAI in the New York Times' lawsuit over training AI systems on copyrighted articles and books without permission, arguing that restricting AI training would hurt American competitiveness and scientific progress. It is not a ruling, and the government is not the one deciding the case. But it is an unusually direct intervention in a dispute that could set the rules for how every AI company sources its training material.

02

OpenAI Says Its Next Model Is Good Enough at Hacking to Need Extra Guardrails

OpenAI disclosed that its forthcoming Astra model is the first to cross the "critical" cybersecurity line in its own risk framework, meaning it can find and exploit software flaws on its own without a human directing it. The company plans to release the model soon while restricting access to its most advanced offensive capabilities and adding new abuse monitoring. Outside researchers have not been able to verify the claims independently.

03

Anthropic Ships Cheaper Claude Models That Say No Less Often

Anthropic released updated versions of its most capable models, Fable 5.1 and Mythos 5.1, with better performance, lower prices, and fewer cases where safety filters block harmless requests. Fable is available to everyone; Mythos stays limited to vetted cybersecurity and life-sciences partners. The company also added an option for business customers to run the models without their data leaving their own systems.

04

Dell Books a Record $60.9 Billion in AI Orders in a Single Quarter

Dell reported $47 billion in quarterly revenue, up 58 percent, on the back of a record $60.9 billion in new AI server orders and a backlog that now sits at $95 billion. Its AI customer count jumped from 5,000 to 6,500 in three months, and the company raised full-year guidance by $25 billion. The numbers are one of the clearest signals yet that the money being spent on AI infrastructure is still accelerating, not leveling off.

05

Wonderful Doubles Its Valuation to $5 Billion in Under Six Months

The Israeli-Dutch startup raised $550 million led by Insight Partners, more than doubling the valuation it set in March. Founded in early 2025, Wonderful began with AI customer service agents built for non-English-speaking markets and has since expanded into a broader platform for wiring AI tools into company systems. Salesforce joined as a first-time investor.

06

A Third of Companies Skipped a Software Purchase Because AI Could Build It

McKinsey's annual global AI survey found that nearly a third of organizations decided against buying at least one software product or feature because they could now build it in-house with AI coding tools. The share of large companies scaling AI agents in at least one business function climbed from 27 to 40 percent. The catch: 80 percent report individual productivity gains, but only 37 percent can point to actual financial impact.

07

HiddenLayer Raises $100 Million as Companies Scramble to Secure Their AI

The Austin startup, which builds tools to protect AI models and agents from tampering and attack, closed a $100 million round led by Delta-v Capital with Morgan Stanley, Microsoft's venture arm, and Booz Allen Hamilton participating. HiddenLayer says revenue grew more than tenfold over the past year. Analysts expect businesses to spend roughly $2.8 billion on AI security this year, up 83 percent from 2025.

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