The U.S. Federal Reserve’s latest policy meeting minutes said the A.I. infrastructure buildout is contributing to stubborn inflation alongside tariffs and energy costs. Inflation was 3.8% in August on the Fed’s preferred PCE measure and core inflation was 3.4%, with an A.I.-related rise in technology consumer-goods prices cited. The Fed’s outlook supports another rate increase by year-end, potentially keeping inflation-fighting policy in place as A.I. investment continues to raise demand and prices.
OpenAI told investors its annualized revenue is lower than an earlier figure shared about it. The updated figure is said to be approaching $50 billion, about $20 billion less than the roughly $70 billion number. This recalculates expectations for how OpenAI funds its large investments and delays plans like an IPO to early 2027.
Google announced a unified “agent” in Gemini that can answer questions and carry out tasks on a user’s behalf through a single interface. It will start with businesses first, after citing that Gemini has over 1 billion monthly active users and that nearly 90% of Fortune 100 companies use Gemini Enterprise. Google says the agent can be given objectives (not just instructions) and connect to business tools like Workspace and other internal systems, with added controls such as model selection and cost-management options.
OpenAI narrowed its spending gap with Anthropic among companies using OpenRouter model providers. In September, the two rivals split spending almost evenly across roughly 120,000 companies, after Anthropic had accounted for about three-quarters at the start of the year. Companies increasingly choose cheaper models and mix providers, and Anthropic responded with price cuts such as Claude Haiku 5.5.
Anthropic launched Claude Haiku 5.5 and cut pricing for its small model. The API price drops to $0.10 per million input tokens (and $0.50 per million output tokens), but only for requests up to 100,000 tokens, and a new tokenizer can count text as about 30% more tokens. Pricing for typical workloads is expected to be about 75% lower, alongside added capabilities like adjustable effort and updated safety and availability.
Google Cloud introduced Gemini agent, a unified assistant that can act autonomously across web, mobile, desktop, and tools like the command line, Workspace, Microsoft 365, and Slack. It adds persistent execution with memories shared across channels and can run on different models, including Gemini Flash and “Argon” for long-horizon work, with spend caps that pause agents when triggered. This shifts enterprise AI use toward always-on, multi-tool delegated work that persists and can enforce token-based cost limits per project.
Anthropic launched Claude Sonnet 5.5 shortly after Opus 5.5 and reported higher Terminal-Bench 4.0 performance plus faster output and lower token usage. Sonnet 5.5 is priced at $2 per million input tokens and $10 per million output tokens, half of Opus 5.5’s $4 and $20. Independent/API testing in the article finds Sonnet 5.5 is about 42% cheaper overall and perfect on 15 runs (Opus 13), with the main tradeoff being Opus sometimes faster on the agentic test.
Anthropic released Claude Haiku 5.5, a smaller Claude model aimed at high-volume, speed-sensitive tasks and subagent coding work. The model costs around 75% less to run than Haiku 4.5, and Anthropic also cut Sonnet 5.5 cache read pricing by 50% to make it about 20% cheaper on most agentic work. Anthropic is also adding an adjustable “effort” setting and introducing new monthly API credits for Max and Team subscribers, with platform SDK updates adding beta support for computer and browser use.
Google will remove Gemini Flash and Gemini Pro from free personal accounts starting tomorrow, leaving only Flash-Lite. The cut removes Flash and Pro entirely from non-subscribers, where Gemini 3.5 Flash-Lite becomes the only option. Paid plans change too: the $4.99/month tier loses Pro while the $19.99/month tier keeps Flash, Pro, and Deep Think, and users also get a new low/medium/high effort setting tied to usage limits.
Anthropic released Claude Haiku 5.5, a fast, low-cost model. It charges $0.10 per million input tokens and $0.50 per million output tokens up to 100,000 tokens. Pricing and value shift by length, with Haiku reported to be a better deal under 100,000 tokens and a worse deal beyond that.
Anthropic launched Claude Haiku 5.5 and lowered API prices for the model. The article says it matches OpenAI’s GPT-6 Luna to the penny. Average job costs dropped versus the prior Haiku version, and cache-read pricing was cut in half.
Architect Financial Technologies launched Liquid Inference, a router that runs a per-request live auction for LLM inference across providers bidding to serve a named model. The maximum price is locked before the first token is generated. Buyers can swap to an OpenAI/Anthropic-compatible base URL to use marketplace-style pricing with rule-based controls, while providers bid quotes and get payouts through Stripe for metered usage.
Anthropic released Claude Haiku 5.5, updating its Haiku-tier small model after about a year. The new model is priced to match OpenAI’s GPT-6 Luna at the same rates and Anthropic also cut Sonnet 5.5 cache-read pricing from $0.20 to $0.10 per 1M tokens. As a result, Anthropic expands Haiku’s role as the cheaper, high-volume subagent for multi-model agent workflows while also lowering related operating costs and adding effort settings plus a 1M-token context.
Samsung Electronics expects its quarterly operating profit for the three months to the end of September to rise as memory-chip demand from AI data centres surges.Operating profit is estimated at 107.4tn won (about $80bn), a nine-fold increase versus a year earlier. Higher chip prices and strong earnings from AI-linked memory chips will keep lifting Samsung’s results, with full earnings due at the end of October.
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