Skip to content

Evening Update · Oct. 28

A text from Dad: what’s happening in ai rn? The reply: Google's Gemini 4 Carbon Tops the AI Rankings

The boy says: GOOGLE'S NEWEST MODEL JUST TOOK THE TOP SPOT

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: one palm out, brows lifted in curiosity.

Wednesday, Oct. 28, 2026 · Evening Update

Google's Gemini 4 Carbon Tops the AI Rankings

Google's newest model leads a fresh AI ranking, and Microsoft reports billions in revenue from OpenAI.

Number 1, Lab post · Google

Sundar Pichai @sundarpichai

Oct. 28 · 1:01 p.m. ET

Pichai Unveils Gemini 4 Carbon, Google's Top Model

@sundarpichai wroteintroducing Gemini 4 Carbon, our next frontier model
21,865 likes
Likes, Sundar Pichai's X post
On X
1,422 replies
Replies, Sundar Pichai's X post
On X
59 points
Score, Gemini 4 Carbon, Artificial Analysis Intelligence Index v5
Beyond X

The takeaway

Gemini 4 Carbon now ranks first on a major AI benchmark.

Number 2, Reddit thread

r/LocalLLaMA u/giveen

Oct. 28 · 12:28 p.m. ET

eBay Lists $60 Million AI Supercomputer, Free Shipping

u/giveen wroteAnyone want to chip in a cool $60m for me?
194 comments
Comments, r/LocalLLaMA thread
On Reddit
$60 million
Asking price, the eBay AI cluster listing
Beyond Reddit
9,600 GPUs
Nvidia A100 GPUs in the listed cluster
Beyond Reddit

The takeaway

A vendor lists a 9,600-GPU AI supercomputer on eBay for $60 million.

Number 3, Reddit thread

r/ClaudeAI u/Ok-Patient116

Oct. 28 · 1:17 p.m. ET

Claude Fans Debate Gemini 4 Carbon's Benchmark Table

u/Ok-Patient116 wroteIs the table capping by simply putting Astra better than Opus 5.5?
105 comments
Comments, r/ClaudeAI thread
On Reddit
59 points
Score, Gemini 4 Carbon, Artificial Analysis Intelligence Index v5
Beyond Reddit
58 points
Score, Claude Opus 5.5, Artificial Analysis Intelligence Index v5
Beyond Reddit

The takeaway

Claude fans debate whether Gemini 4 Carbon really tops Claude Opus 5.5.

Number 4, Lab post · Microsoft

Microsoft @Microsoft

Oct. 28 · 4:06 p.m. ET

Microsoft Reports $10 Billion in Revenue From OpenAI

@Microsoft wrote$92.3 billion in revenue. $63.9 billion in Microsoft Cloud revenue.
615 likes
Likes, Microsoft's X post
On X
79 replies
Replies, Microsoft's X post
On X
$10 billion
Revenue Microsoft recorded from OpenAI, fiscal Q1
Beyond X

The takeaway

Microsoft earned 10 billion dollars from OpenAI this quarter alone.

Number 5, Reddit thread

r/singularity u/dhvanil

Oct. 28 · 5:10 p.m. ET

GPT-6 Astra Paints a Canvas Using a Robot Arm

u/dhvanil wrotelet's make something dreamy!
57 comments
Comments, r/singularity thread
On Reddit
11,567 joint commands
Joint commands the robot arm ran for the painting
Beyond Reddit
141 tool calls
Tool calls GPT-6 Astra made during the session
Beyond Reddit

The takeaway

GPT-6 Astra planned and painted a picture using a real robot arm.

Number 6, Reddit thread

r/LocalLLaMA u/Top-Evidence174

Oct. 28 · 2:21 p.m. ET

A 4B Model Builds Netherite Tools From One Sentence

u/Top-Evidence174 wroteI'm hungry, get me at least 3 porkchops and also make me a netherite ingot.
34 comments
Comments, r/LocalLLaMA thread
On Reddit
4,225 downloads
Downloads, Mica v0.5 4B, Hugging Face
Beyond Reddit
28 likes
Likes, Mica v0.5 4B, Hugging Face
Beyond Reddit

The takeaway

A 4-billion-parameter model built netherite tools from one plain sentence.

You're caught up

That's AI right now.

The posts that drew the most attention in the 6 hours before 6:07 p.m. ET.

Best ten in the markets

Gain since the previous close · Oct 28, 4:31 PM ET · Yahoo Finance

  1. 1Oracle ORCL · Stock+10.73%
  2. 2CoreWeave CRWV · Stock+7.32%
  3. 3Nebius NBIS · Stock+6.96%
  4. 4Micron MU · Stock+5.87%
  5. 5Arm ARM · Stock+4.10%
  6. 6Fidelity Select Semiconductors FSELX · Fund+3.34%
  7. 7AMD AMD · Stock+3.25%
  8. 8Broadcom AVGO · Stock+2.77%
  9. 9T. Rowe Price Global Technology PRGTX · Fund+2.48%
  10. 10iShares Semiconductor SOXX · Fund+2.13%

Charts for each, in the Money columnA record of price, not investment advice.

A text from Dad: what’s happening in ai rn? The reply: Google's Gemini 4 Carbon Tops the AI Rankings

Six times a day: what blew up in AI on X and Reddit, why it caught fire, and what it says about the people building AI.

The boy says: GOOGLE'S NEWEST MODEL JUST TOOK THE TOP SPOT

The boy from AI Lately's Sunday Funnies, in glasses, a white T-shirt and black shorts: one palm out, brows lifted in curiosity.

Evening Update, 6:07 p.m. ETCovers 12:07 p.m. to 6:07 p.m. ET

An earlier update. Read the latest

Google's Gemini 4 Carbon Tops the AI Rankings

Google's newest model leads a fresh AI ranking, and Microsoft reports billions in revenue from OpenAI.

Published 6:07 p.m. ET by AI Lately

Next update in--:--:--Four updates a day, six hours apart

AI RN shows each X post as plain text. X's script loads only when you ask.

Number 1

Lab postGoogle

Pichai Unveils Gemini 4 Carbon, Google's Top Model

Sundar Pichai @sundarpichai on XPosted

Sundar Pichai@sundarpichai

I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model.

Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys… pic.twitter.com/GN9LqZ7Zcf

Open on X (opens a new tab)

By the numbers

Likes, Sundar Pichai's X post
21,865 likes
On X
As of
Likes, Sundar Pichai's X post: Source: X public data
Replies, Sundar Pichai's X post
1,422 replies
On X
As of
Replies, Sundar Pichai's X post: Source: X public data
Score, Gemini 4 Carbon, Artificial Analysis Intelligence Index v5
59 points
Beyond X
As of
Score, Gemini 4 Carbon, Artificial Analysis Intelligence Index v5: Source: unite.ai
Score, Gemini 4 Carbon, SEC-bench Pro vulnerability test
88.2%
Beyond X
As of
Score, Gemini 4 Carbon, SEC-bench Pro vulnerability test: Source: unite.ai

The take

Sundar Pichai leads Google. He posted big news today. Google built a new AI model. Its name is Gemini 4 Carbon. Pichai called it "our next frontier model." He shared that line on X.

The model just topped a fresh AI ranking. Artificial Analysis runs that ranking. Carbon scored 59 points there. That score beats every rival model today. Google launched Argon two weeks ago. Carbon already jumps past it.

Carbon shines most at one task. That task is cybersecurity. It finds software bugs fast. It scored 88.2 percent on a bug-hunting test called SEC-bench Pro. Few models reach that score. Carbon can also work for days on one hard problem. It hunts root causes across huge code bases.

Google plans to roll Carbon out slowly. Cyber defenders get it first this week. Trusted partners join through a program called Fairwind. Regular users wait a bit longer. Google wants to test safety first.

Pichai's post spread fast on X. It pulled 21,865 likes within hours. It drew 1,422 replies from other users. Elon Musk read the news too. He replied with one word: "Impressive."

Reddit lit up as well. One post on r/singularity simply showed Carbon's arena results. Another post on r/ClaudeAI compared Carbon with rival models. People debated whether its benchmark table favored Google too much. That debate pulled 105 comments in hours.

The launch says something plain about the AI race. Google now ships new models every two weeks. Rivals must match that pace or fall behind fast. A cybersecurity-first model shows a fresh strategy too. Labs now race to defend code, plus write it.

Carbon's price starts low. Google charges two dollars per million input tokens. Output tokens cost ten dollars per million. That price may double later this year.

What it says about the people in AI

Gemini 4 Carbon now ranks first on a major AI benchmark.

Sources

  1. Unite.AI Staged Rollout Sends Google's Gemini 4 Carbon To Cyber Defenders First
  2. 9to5Google Google announces Gemini 4 Carbon with 'significant' coding gains

Number 2

Reddit thread

eBay Lists $60 Million AI Supercomputer, Free Shipping

r/LocalLLaMA u/giveenPosted

r/LocalLLaMAu/giveen

IT vendor lists massive $60 million AI supercomputer on eBay with 9,600 Nvidia A100 GPUs and 4,200 AMD EPYC CPUs, plus free shipping — 300 racks of decommissioned GPUs on offer

“Anyone want to chip in a cool $60m for me?”

Open on Reddit (opens a new tab)

By the numbers

Comments, r/LocalLLaMA thread
194 comments
On Reddit
As of
Comments, r/LocalLLaMA thread: Source: Reddit
Asking price, the eBay AI cluster listing
$60 million
Beyond Reddit
As of
Asking price, the eBay AI cluster listing: Source: tomshardware.com
Nvidia A100 GPUs in the listed cluster
9,600 GPUs
Beyond Reddit
As of
Nvidia A100 GPUs in the listed cluster: Source: tomshardware.com
Server racks in the listed cluster
300 racks
Beyond Reddit
As of
Server racks in the listed cluster: Source: tomshardware.com

The take

An IT vendor posted a strange item on eBay today. The item is an entire AI supercomputer. It carries 9,600 Nvidia A100 chips. It also carries 4,200 AMD EPYC processor chips. The full price tag reads 60 million dollars. Shipping comes free with the sale.

The listing spans 300 racks of gear. Tom's Hardware spotted the listing first. The seller calls the cluster decommissioned. That means some company retired it already. A100 chips once ranked among the fastest AI chips Nvidia sold. Newer chips have since passed them by.

A Reddit user named giveen shared the story. The post ran on r/LocalLLaMA today. Its caption read simply: "Anyone want to chip in a cool $60m for me?" The joke landed well with readers.

The thread pulled 194 comments within hours. That is a huge number for this small forum. Readers traded jokes about splitting the massive bill. Others asked real questions about resale value and power costs.

The listing says something plain about the AI chip market. Huge piles of older chips now sit unused. Companies keep buying newer, faster chips instead. That cycle leaves a trail of secondhand gear behind. Nine thousand six hundred chips once cost far more than sixty million dollars new.

Some readers doubted anyone buys hardware this way. A cluster this size needs real data center space. It also needs serious power and cooling built in. Moving it alone could cost real money too.

Others saw a bargain hiding in plain sight. Local AI fans dream of cheap, huge compute power. A listing like this feeds that dream, even as a joke. Most readers agreed on one point. The AI boom leaves strange leftovers behind it, and eBay now sells some of the biggest ones.

What it says about the people in AI

A vendor lists a 9,600-GPU AI supercomputer on eBay for $60 million.

Sources

  1. Tom's Hardware IT vendor lists massive $60 million AI cluster on eBay, 300x racks of decommissioned GPUs

Number 3

Reddit thread

Claude Fans Debate Gemini 4 Carbon's Benchmark Table

r/ClaudeAI u/Ok-Patient116Posted

r/ClaudeAIu/Ok-Patient116

Google introduced Gemini 4 Carbon, allegedly the most frontier model.

“Is the table capping by simply putting Astra better than Opus 5.5?”

Open on Reddit (opens a new tab)

By the numbers

Comments, r/ClaudeAI thread
105 comments
On Reddit
As of
Comments, r/ClaudeAI thread: Source: Reddit
Score, Gemini 4 Carbon, Artificial Analysis Intelligence Index v5
59 points
Beyond Reddit
As of
Score, Gemini 4 Carbon, Artificial Analysis Intelligence Index v5: Source: officechai.com
Score, Claude Opus 5.5, Artificial Analysis Intelligence Index v5
58 points
Beyond Reddit
As of
Score, Claude Opus 5.5, Artificial Analysis Intelligence Index v5: Source: startupfortune.com
Score, GPT-6 Astra, Artificial Analysis Intelligence Index v5
57 points
Beyond Reddit
As of
Score, GPT-6 Astra, Artificial Analysis Intelligence Index v5: Source: officechai.com

The take

Claude fans spent today arguing over a chart. Google launched Gemini 4 Carbon this morning. The model jumped to first place on a top AI test. The test is run by Artificial Analysis. Carbon scored 59 points on that scale. Claude Opus 5.5 sits just one point lower, at 58. GPT-6 Astra trails both, at 57.

A Reddit user named Ok-Patient116 posted the chart on r/ClaudeAI. Their caption asked a sharp question: "Is the table capping by simply putting Astra better than Opus 5.5?" The post pulled 105 comments within hours.

Replies split into two camps fast. One camp read the chart at face value. Google built a slightly stronger model this week, they said. A single point gap barely matters in daily use.

The second camp had doubts about the score itself. Test scores shift with every new round added. Labs tune their models to chase high scores. A one-point lead can vanish with the next update. Many readers said Carbon wins mostly on one task. That task is cybersecurity work, a narrow slice of daily use.

Carbon's biggest gain sits in finding software bugs. It scored 88.2 percent on a bug-hunting test called SEC-bench Pro. That number tops scores from Claude or GPT models today. Readers called that gap the real story in the thread.

The fight shows how close top AI labs have become. A one-point swing now starts arguments among loyal fans. Each lab ships new models every few weeks this year. Rankings barely settle before a fresh model resets them.

For Claude's own fans, the moment stung a little. Their favorite model held the top spot for two weeks. Google's fast pace just took it back. Many fans shrugged and moved on fast. A few said they would just wait for Anthropic's next model.

What it says about the people in AI

Claude fans debate whether Gemini 4 Carbon really tops Claude Opus 5.5.

Sources

  1. OfficeChai Artificial Analysis Launches Intelligence Index v5 With Majority Private Datasets, OpenAI Models Gain, Muse Wonder, Kimi Drop
  2. Startup Fortune Claude Opus 5.5 Takes Top Spot as Artificial Analysis Launches Intelligence Index v5

Number 4

Lab postMicrosoft

Microsoft Reports $10 Billion in Revenue From OpenAI

Microsoft @Microsoft on XPosted

Microsoft@Microsoft

We just announced our quarterly earnings results. $92.3 billion in revenue. $63.9 billion in Microsoft Cloud revenue. 48% Azure revenue growth.

See our full FY27 Q1 results here: https://t.co/FR9YXaCHCp pic.twitter.com/CxsIqWH8tC

Open on X (opens a new tab)

By the numbers

Likes, Microsoft's X post
615 likes
On X
As of
Likes, Microsoft's X post: Source: X public data
Replies, Microsoft's X post
79 replies
On X
As of
Replies, Microsoft's X post: Source: X public data
Revenue Microsoft recorded from OpenAI, fiscal Q1
$10 billion
Beyond X
As of
Revenue Microsoft recorded from OpenAI, fiscal Q1: Source: techcrunch.com
Azure revenue, fiscal Q1 2027
$33.2 billion
Beyond X
As of
Azure revenue, fiscal Q1 2027: Source: techcrunch.com
4 more numbers behind this take

The take

Microsoft shared new money numbers today. The firm posted them straight on X. Total sales hit 92.3 billion dollars. Cloud sales reached 63.9 billion dollars. Azure, its cloud arm, grew 48 percent in one year. That growth beat what most watchers had guessed.

One number stood out most. Microsoft earned 10 billion dollars from OpenAI this quarter alone. That one deal equals about 11 percent of all Microsoft's sales. OpenAI pays Microsoft through a revenue-sharing deal tied to its own growth.

Microsoft's post on X stayed short and plain. It read: "We just announced our quarterly earnings results. $92.3 billion in revenue." The post pulled 615 likes within hours. It drew 79 replies from traders and workers.

The strong report gave Microsoft stock a quick lift. Shares rose 4 percent in trading right after. Azure's growth rate beat Microsoft's own guess from July. That guess had put growth near 44 percent.

The OpenAI number raises a real question for traders. Microsoft now leans on one partner for a big slice of cloud growth. OpenAI itself still spends huge sums and chases big sales goals of its own. Some traders call that tie a strength, since both firms grow fast together. Others call it a risk, since trouble at OpenAI could hit Microsoft too.

Microsoft also shared Azure's own dollar total for the first time ever. Past reports gave only a growth rate, skipping the real dollar figure. That fresh detail lets traders judge the cloud unit on its own.

The report lands in a busy week for big tech earnings. Every major cloud firm now shares how much AI work really costs. Microsoft's numbers show real money moving through its OpenAI tie. That flow keeps growing fast, quarter after quarter this year.

What it says about the people in AI

Microsoft earned 10 billion dollars from OpenAI this quarter alone.

Sources

  1. TechCrunch Microsoft recorded $10 billion in revenue from OpenAI
  2. TechCrunch Microsoft just shared Azure's actual revenue in dollars: $33.2 billion

Number 5

Reddit thread

GPT-6 Astra Paints a Canvas Using a Robot Arm

r/singularity u/dhvanilPosted

r/singularityu/dhvanil

GPT-6 Astra painted this on a real robot arm, then filmed and edited it, all from one chat

“let's make something dreamy!”

Open on Reddit (opens a new tab)

By the numbers

Comments, r/singularity thread
57 comments
On Reddit
As of
Comments, r/singularity thread: Source: Reddit
Joint commands the robot arm ran for the painting
11,567 joint commands
Beyond Reddit
As of
Joint commands the robot arm ran for the painting: Source: dhvanil.com
Tool calls GPT-6 Astra made during the session
141 tool calls
Beyond Reddit
As of
Tool calls GPT-6 Astra made during the session: Source: dhvanil.com
Context re-read at each step of the agent session
about 160,000 tokens
Beyond Reddit
As of
Context re-read at each step of the agent session: Source: dhvanil.com

The take

A builder named Dhvanil shared a strange video today. He typed one line to OpenAI's GPT-6 Astra. His line read: "let's make something dreamy!" The model then ran a real robot arm. It painted a small picture with real paint.

Astra planned three fish circling an empty center. It made a concept image first. It then wrote 34 brush strokes on its own. It even caught its own mistake once. An early version let the water swallow the fish, so Astra threw that version out and tried again.

The model checked the arm's full motion path. It ran the check inside a digital twin. That twin spots crashes and bad angles before the real arm moves. The painting itself took about 30 minutes. The arm made 11,567 joint moves to finish it.

Astra kept going well past the painting. It turned on studio lights and two cameras. It read its own run log to time each stroke. It wrote matching music in code. It then cut the video so strokes land on the beat. Dhvanil gave the piece a name: "a small orbit."

The post ran on r/singularity today. It pulled 57 comments within hours. Many readers doubted the video at first. They thought the paint strokes looked faked. Dhvanil answered fast with raw camera footage, straight off both cameras, untouched by edits or added music.

Other readers argued over what the demo truly proves. Some called it a fun trick with little real use. Others called it a true test of long, careful planning. The model ran 141 tool calls across about one and a half hours. It kept track of roughly 160,000 words of context the whole time.

The demo says something plain about agent skill today. A model can now plan, check, and fix its own long physical task. That skill still costs real time and real compute. For now, a dreamy painting shows how close that skill has come.

What it says about the people in AI

GPT-6 Astra planned and painted a picture using a real robot arm.

Sources

  1. dhvanil.com a small orbit: notes on painting with a robot arm

Number 6

Reddit thread

A 4B Model Builds Netherite Tools From One Sentence

r/LocalLLaMA u/Top-Evidence174Posted

r/LocalLLaMAu/Top-Evidence174

A 4B model made me a netherite ingot from bare hands. All I did was type one sentence in chat.

“I'm hungry, get me at least 3 porkchops and also make me a netherite ingot.”

Open on Reddit (opens a new tab)

By the numbers

Comments, r/LocalLLaMA thread
34 comments
On Reddit
As of
Comments, r/LocalLLaMA thread: Source: Reddit
Downloads, Mica v0.5 4B, Hugging Face
4,225 downloads
Beyond Reddit
As of
Downloads, Mica v0.5 4B, Hugging Face: Source: Hugging Face
Likes, Mica v0.5 4B, Hugging Face
28 likes
Beyond Reddit
As of
Likes, Mica v0.5 4B, Hugging Face: Source: Hugging Face
File size, Mica v0.5 4B GGUF build
8.4 GB
Beyond Reddit
As of
File size, Mica v0.5 4B GGUF build: Source: Hugging Face

The take

A developer named Top-Evidence174 shared a Minecraft clip today. The clip shows a tiny AI model building tools from scratch. The player typed one plain sentence into chat. It read: "I'm hungry, get me at least 3 porkchops and also make me a netherite ingot."

A model called Mica v0.5 read that line. The model carries just 4 billion parts, a small size by today's standards. It figured out two goals and how many of each item to make. Then it started from bare, empty hands in the game.

The model worked through a long real chain of steps. It gathered wood first, then built basic tools. It mined iron, then diamonds, then rare materials deep underground. Each step built on the step before it. The whole run finished with a shiny netherite ingot in hand.

Top-Evidence174 posted the clip on r/LocalLLaMA today. The post pulled 34 comments within hours. Readers praised how well the tiny model grasped plain, everyday language. Past Minecraft bots often needed exact commands typed in a fixed format.

The model itself sits on Hugging Face under the name Mica v0.5 4B. It has logged 4,225 downloads there so far. It also holds 28 likes from other builders. The full file weighs about 8.4 gigabytes in one common format.

The clip fits a wider trend among small, local AI models this year. Builders keep teaching tiny models to plan several steps ahead. A model this small can run on one home computer with ease. That means regular players can try agent-style tools and skip renting cloud power.

Readers in the thread asked what task comes next. Some suggested multi-step building projects, like full houses or farms. Others just enjoyed watching a small model handle a playful, real request. The clip shows how far small, local models have come this year. One sentence built one netherite ingot, start to finish.

What it says about the people in AI

A 4-billion-parameter model built netherite tools from one plain sentence.

Sources

  1. Hugging Face sky7350/Mica-v0.5-4B

That is AI right now.

The AI posts and threads that drew the most attention in the 6 hours before 6:07 p.m. ET. Newer updates wait in the archive.

Next update in--:--:--Four updates a day, six hours apart

Best ten in the markets

Gain since the previous close · Oct 28, 4:31 PM ET · Yahoo Finance

  1. 1Oracle ORCL · Stock$144.54+10.73%
  2. 2CoreWeave CRWV · Stock$63.93+7.32%
  3. 3Nebius NBIS · Stock$182.34+6.96%
  4. 4Micron MU · Stock$983.23+5.87%
  5. 5Arm ARM · Stock$235.90+4.10%
  6. 6Fidelity Select Semiconductors FSELX · Fund$58.76+3.34%
  7. 7AMD AMD · Stock$578.44+3.25%
  8. 8Broadcom AVGO · Stock$351.81+2.77%
  9. 9T. Rowe Price Global Technology PRGTX · Fund$35.14+2.48%
  10. 10iShares Semiconductor SOXX · Fund$521.94+2.13%

See the charts in MoneyA record of price, not investment advice.

More updates

All updates
  1. Thursday, Oct. 29, 2026

  2. Wednesday, Oct. 28, 2026

  3. Tuesday, Oct. 27, 2026

Keyboard

j k
Move through a list
Enter
Open the selected piece
/
Search, and browse the columns
g then r
Right Now
g then a
Articles
g then s
The Signal
g then o
Opinion
g then b
Analysis
g then p
People
?
This sheet
Esc
Close

AI Lately Pro

Be the one who already knew.

With Pro
You already know what ships next week and who just moved, with the source.
Without it
You hear about it days later, from a screenshot in someone's Slack.

$19 a month. Cancel any time.

See everything Pro opensAsk the editor

Secure checkout through Stripe. Member? Sign in.