AI NewsWaveOct. 27 AI Briefing: From KT's Token Factory to Anthropic's IPO
Key points
- Cost competition through enterprise AI platforms and model price cuts
- Naver, Anthropic and Meta expand AI infrastructure financing
- Anthropic pursues IPO; Microsoft restructures its workforce
Anthropic, the maker of Claude, submitted an initial public offering (IPO) filing to the U.S. Securities and Exchange Commission on the 26th (local time). Kukmin Ilbo reported that it applied to list on the Nasdaq Global Select Market under the ticker ANT. Industry News wrote that first-half revenue surged and operating losses narrowed, but long-term computing costs and uncertainty in demand forecasts were presented as investment risks.
Broadcom put together a financing structure of $63 billion to help Anthropic buy AI chips. According to AI Times, Wall Street banks and Blackstone will buy Broadcom's AI chips and networking equipment and lease them to Anthropic. EBN reported that, with banks hesitating to take part, Broadcom's CEO personally joined last-minute talks and the contract was sealed.
Naver signed a $9 billion AI computing infrastructure contract with Brookfield, satisfying the precondition for Nvidia's strategic equity investment. Bloter and AI Times reported that the 1GW global AI factory project pursued jointly by the three companies is expected to move into full swing. The won conversions differed by outlet, ranging from around 12 trillion won to 18.74 trillion won.
Meta said on the 26th (local time) that it will raise up to $95 billion to fund AI infrastructure investment. Chosun Biz reported that this will be done through a rights offering and the sale of newly planned Class C non-voting shares, while iNews24 wrote that it will raise $35 billion by issuing common and preferred stock. The won conversions were about 126 trillion won in Chosun Biz and iNews24, and 125.8 trillion won in Newsis.
OpenAI unveiled GPT-6.1 Terra, which has stronger computer-work abilities and a lower API price. iNews24 reported that the standard API price is 50% lower than the earlier GPT-5.6 Terra and GPT-6.1 Sol, and AI Times wrote that it was set at half that of GPT-6.1 Sol. According to Chosun Biz, it is available through ChatGPT Work, Codex and the API.
KT unveiled Token Factory on the 27th, an enterprise service for selecting and managing more than 500 domestic and foreign AI models on one platform. It launches on the 30th. IT Chosun and iNews24 reported that it can cut token costs by up to 25%.
Chosun Biz reported that Microsoft has offered a voluntary departure program to about 60,000 employees. That is about 27% of its workforce, and the number who actually leave has not yet been decided. Newsis, citing the Financial Times and others, reported that employees below vice president level in the U.S., Canada, India and the U.K. are eligible, and IT Chosun wrote that some areas such as data centers, security and quantum computing are reportedly excluded.
Deepbrain AI said on the 27th that it has completed development of Face ID verification technology that prevents identity theft through deepfakes. According to Platum, it automatically blocks image or video generation requests when the face of a protected person is included. AI Newspaper (인공지능신문) reported that it compares the face of a protected person against a database to determine the possibility of misuse.