AI Daily Digest October 30, 2026: Mistral Opens a Trillion Parameters, Cloud Giants Report, OpenAI Rewrites the Spec
Mistral finally let the Chonk off the leash. Alphabet and Microsoft reported earnings 24 hours apart and told two very different stories about what AI does to a P&L. OpenAI quietly replaced its rulebook with five values. ADT went private under an AI holding company. And LG put a date on home humanoids. Seven stories, all from official sources, below. 1. Mistral opens the weights on Mistral Large…
1. Mistral released open weights for Mistral Large 4, a 1 trillion parameter, natively multimodal model. The release came three weeks after the public preview, yielding improvements in coding and cybersecurity. The model is available on Hugging Face and can be self-hosted using an NVFP4 quantized checkpoint. Mistral claims significant gains in coding and defense cybersecurity benchmarks with the release.
2. Alphabet and Microsoft reported earnings on different days, with contrasting stories about the impact of AI on their financial performance. Alphabet's revenue grew 25% to $127.6 billion, but net income fell 25% to $26.2 billion due to an unrealized loss on its SpaceX stake. Microsoft's revenue rose 19% to $92.28 billion, with net income up 32% to $36.63 billion. Both companies are investing heavily in AI infrastructure, with Microsoft issuing $25 billion in bonds to fund data center buildouts.
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