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Model of the weekGoogle’s Gemini 4 Argon supports million-token outputs and starts with cyber defenders

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Editorial collage headed Tencent, with a long row of server racks receding through a data hall, the nearest lit blue and tagged 100,000, and the Tencent and Oracle logos; the subtitle reads reported lease, 100,000 AI chips.

Lead story

Tencent rents 100,000 AI chips from Oracle, the FT reports

The Financial Times reported on 30 September 2026, in a report Reuters carried but could not verify, that Tencent has agreed a five-year lease for about 100,000 advanced AI chips in several Oracle data centres in south-east Asia, estimated at about $7bn with about 30% paid upfront.

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State of play

TIME-SENSITIVEupdated 2 October 2026

LLMsGoogle announced Gemini 4 Argon on 30 September with a one-million-token output limit, starting access with trusted cyber defenders and testers. Its announced introductory API prices are $2 input and $10 output per million tokens. Anthropic ships Claude Opus 5.5 on 22 September at $4 and $20 per million tokens, and OpenAI answers the same day with GPT-6 Sol and GPT-6 Luna at half the GPT-5.6 prices. On Artificial Analysis's Intelligence Index v4.3, read on 2 October, Opus 5.5 leads on 58, Sonnet 5.5 has sat second on 56 since 28 September, Fable 5.1, GPT-6 Astra and Gemini 4 Argon are level on 53, and GPT-6.1 Sol scores 52. The frontier text picture sits in the dated log below.Image GenerationOpenAI's Images 2.5 pair still holds the top two arena seats: Sunburst and Flare lead both the text-to-image and image-edit boards with GPT Image 2 third on each, so OpenAI holds the top three seats on both; Microsoft's MAI-Image-2.6 is fourth on text-to-image (arena.ai boards read 2 October; text-to-image dated 24 September, image edit dated 29 September). Reve 2.1 still shows fifth on that text-to-image board, but Reve stopped generating images on 27 September and gives users until 31 October to download their work. Images 2.5 adds sketch-guided creation, image comments and more consistent editing, with Flare built for speed and Sunburst for precision.Video GenerationGoogle's Gemini Omni 1.1 Flash and Omni Flash lead text-to-video on 1516 and 1513 Elo, FLUX 3 Video is third on 1493 with xAI's Grok Imagine Video 1.5 agent mode a point behind, and Wan 3.0 has slipped to sixth (arena.ai board dated 21 September, read 27 September); MiniMax H3 holds image-to-video and Wan 3.0 video editing. OpenAI's Sora 2 API shut down on 24 September, closing the line.
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ToolCompare AI modelsTwo models side by side, measured on the identity dataset. The most-visited page on the site.New guideThe EU AI Act, now enforcedFines up to 3% of turnover arrived on 2 August 2026. The duties and the dates.New guideAI browsers comparedClaude in Chrome, Comet and the agent inside ChatGPT, with the injection numbers.ReferenceModel fingerprintsWhich model really answers an API, read from measured behaviour.ToolAI Risk RadarAI security incidents, logged as they land.

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LearnAI ExplainedGuided explainers: how any of it actually works.174 explainersIndexAI IndexThe structured reference records behind the desk.64 entriesSecurityRisk RadarWhat is going wrong, logged as it breaks.124 incidents loggedPolicyAI Policy & RegulationThe rules now governing AI: the AI Act, chip exports, the grid and the first state laws.4 pages

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6 Oct to 9 OctCOLM 2026The Conference on Language Modeling, a single-track research conference devoted entirely to the science of language models. Three days of talks and posters with a closing workshop day.San Francisco, USA7 Oct to 8 OctWorld Summit AI 2026The flagship Amsterdam edition of the global AI summit series, marking its tenth anniversary. Draws enterprise leaders, technologists, researchers, policymakers and investors from across the AI ecosystem.Amsterdam, Netherlands

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30 Sept 2026 · 00:02:38NEAR AI joins OpenRouterNEAR AI Cloud now serves GLM 5.3 Flash through OpenRouter. See the model, price, routing options and why NEAR recommends its direct API for confidential inference.29 Sept 2026 · 00:02:33OpenAI's twenty-five DevDay updatesOpenAI's 29 September DevDay introduced dots, GPT-6.1 Sol, new agent APIs, Codex tools, plugins and team features. This is the full announcement list and rollout status.