Stav AI · Blog

From the team

Product updates, engineering notes, intelligence briefs and tutorials.

Marvell's All-Stock Deal Puts a $115 Billion Enterprise Value on Lumentum

Marvell will take Lumentum's lasers and optical transceivers at a $115bn implied enterprise value, and Torvalds says AI-found kernel fixes have moved.

Stav Intelligence Desk·3 November 2026

Intelligence Brief3 min

Anthropic's IPO Filing Puts First-Half Revenue at $16.3 Billion

Anthropic has applied to list on Nasdaq under ANT with $16.3bn of first-half revenue, and OpenAI's new mid-tier model lists at a tenth of its flagship.

Stav Intelligence Desk·27 Oct 2026

Intelligence Brief3 min

Deutsche Telekom's AI Cloud Now Gives Each Customer Its Own Control Plane

Deutsche Telekom's AI cloud now provisions a separate private cloud per customer, and the AI Act's first harmonised standard is cited in the Official Journal.

Stav Intelligence Desk·22 Oct 2026

Intelligence Brief3 min

Fifteen CVEs Across Ten Self-Hosted Agent Platforms Landed in One NVD Batch

Fifteen VulnCheck records cover ten self-hosted LLM agent platforms, five of them 9.3, and Meta's revised commercial terms put AI mistakes on the customer.

Stav Intelligence Desk·20 Oct 2026

Intelligence Brief8 min

Two Open-Weight Models Shipped on Thursday, and One of Them Needs Meta's Permission First

Meta's 816B Muse Spark Open is gated and its licence bills hosts above $20m; Nvidia's Nemotron 3.5 Super VL is not. Neither has a third-party score.

Stav Intelligence Desk·16 Oct 2026

Intelligence Brief8 min

Meta's First Frontier-Class Models Land, and the Better One Has No API Price

Meta's Muse Wonder Full scores 56 and cannot be bought by the token, 21 Nginx UI CVEs land in four days, and GitLab patches two Duo agent flaws.

Stav Intelligence Desk·13 Oct 2026

Intelligence Brief6 min

A Trillion-Parameter Model From a Phone Maker Lands Level With Grok 4.7

Xiaomi's 1.02T MiMo-V2.6 scores 46 on Artificial Analysis, the EDPB drafts how GDPR fines get decided, and Salesforce tries outcome pricing.

Stav Intelligence Desk·22 Sept 2026

Intelligence Brief7 min

A $159 board breaks the hardware proof behind confidential computing

EU researchers forge an Intel TDX attestation report with a $159 DDR5 interposer, as Gartner tells CIOs the frontier labs are not enterprise grade.

Stav Intelligence Desk·15 Sept 2026

Intelligence Brief4 min

Anthropic Makes Its Best Model a Quarter Cheaper — and Keeps the Unlocked Twin in America

Fable 5.1 cuts typical costs ~25% while its unrestricted twin stays US-only, Google ships Gemini 3.8 Flash, and Dell's AI backlog hits $95bn.

Stav Intelligence Desk·3 Sept 2026

Intelligence Brief6 min

Nvidia Moves to Buy Hugging Face as OpenAI Publishes the Anatomy of Its Agent Breach

Nvidia is reported to be buying Hugging Face for $12.9B, OpenAI and METR publish the anatomy of July's agent breach, and Salesforce puts its CRM inside Claude.

Stav Intelligence Desk·28 Aug 2026

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