Oracleโs data center debt is trading in the 80s. AI bond spreads are widening. The market is suddenly asking harder questions about who is actually going to finance this buildout.
And right on cue, everyone is talking about the models again.
There is an extensive and ongoing review related to our agentsโ use of internet access during training and evaluation. Weโve been publishing summaries at the link below and will continue to.
We have not been as fast as we would have liked but we are trying to balance our desire for transparency with gaining a clear understanding from petabytes of agent activity logs, and working with impacted organizations.
We are prioritizing as best as we can based on severity, and adding resources. Hugging Face is still the most severe event weโve seen. We will be as transparent as we can be subject to things like vulnerabilities in other companies that our agents have found, which will be their call to disclose or not.