The Threshold Report - report for 2026-09-25

Agents+5Sep 25

UiPath releases process-mapping agents as SMBC expands reimbursements

UiPath made Cartographer available to build process maps from documents, expert interviews, and screen recordings, with an owner reviewing changes. It also made its Coding Agents generally available. Customer SMBC says its expanded receipt-based employee reimbursement process handled more than 10,000 requests in a month with a 90% efficiency improvement. The bank’s workflow combines rules, AI, and human checkpoints.

SOURCES · diginomica.com

Compute & Infra+5Sep 23

Image: inferact.ai

Inferact releases faster software for small-batch TPU responses

Inferact released TPU v7 software that combines a model’s text-generation step into one program and schedules data transfers across its layers. In a Kimi K3 test on 16 TPU v7 chips, it reports more than 700 output tokens, or pieces of generated text, per second using a draft-and-check technique, compared with 452 on its 16-GB200 baseline. Without that technique, Inferact reports roughly 1.4 to 2 times the baseline speed for batches of one to eight requests. It also checked whether the faster implementation preserved the model’s answers.

SOURCES · inferact.ai

Compute & Infra+5Sep 24

Image: digitimes.com

Supermicro begins shipping NVIDIA Vera Rubin NVL72 racks

DigiTimes reports that Supermicro has begun shipping NVIDIA Vera Rubin NVL72 AI racks. The integrated systems are headed to customers. Deliveries move the rack-scale platform beyond product demonstrations.

SOURCES · digitimes.com

Robots+5Sep 23

Image: The Threshold Report/GPT Image 2.5

KAIST publishes RAIBO2’s single-charge marathon result

KAIST researchers published the design of RAIBO2, a four-legged robot they report completed a 42.195-kilometer marathon on one charge. It finished in 4 hours, 19 minutes, and 52 seconds. Lighter hardware, more efficient motor electronics, and trained energy-saving controls contributed to its range. The researchers report more than three times the per-charge range of the quadrupeds they compared.

SOURCES · doi.org

Science+5Sep 24

Image: blogs.nvidia.com

Researchers publish predicted protein structures for over 2,800 viruses

A research coalition added AI-predicted 3D structures of protein complexes from more than 2,800 viruses to the open AlphaFold Database. Researchers can inspect possible interactions while developing ideas for diagnostics, treatments, and vaccines. NVIDIA says about 30% of the represented interactions have no previously documented structure, and it has released its BioNeMo software for predicting structures.

SOURCES · blogs.nvidia.com

Video+5Agents+2Audio+2Sep 24

Image: deepmind.google

Google makes live video avatars available in Gemini Enterprise

Yesterday, Google made Gemini 3.8 Live with Live Avatar available in Gemini Enterprise. It pairs live conversation with a responsive, lip-synced video persona for customer-service or walkthrough agents. Google says the persona can switch among 97 languages without its appearance changing and keep speaking while using tools in the background.

SOURCES · deepmind.google · theverge.com

Agents+2Audio+2Sep 24

Image: theverge.com

Gemini begins making business calls for some Pixel 11 users

Google began an early rollout that lets Gemini call businesses for eligible US paid subscribers using the Phone by Google public beta on Pixel 11. It can ask about stock, make a reservation, or move an appointment while the user follows a live transcript. The user can take over the call, and Google says it is starting small to test how Gemini handles nuanced conversations.

SOURCES · theverge.com · techcrunch.com

Agents+2Sep 24

Image: claude.com

Claude Tag starts using requesters’ own tools in Slack

Claude Tag is rolling out the ability to use a person’s connected tools when that person requests work in a Slack channel. The requester approves connector use and can review results before anyone else in the channel sees them. That lets the agent combine a shared discussion with information available under the requester’s permissions; an Enterprise rollout is to follow.

SOURCES · claude.com · claude.com

Agents+2Sep 25

Image: devin.ai

Devin joins Teams and adds Microsoft 365 connections

Cognition added Devin to Teams direct messages and group chats, and it can start work from channel messages. Six new Microsoft 365 connections cover mail, calendar, files, tasks, Teams messages, and directory lookup. Engineers can give Devin a task using a discussion and documents already in Microsoft tools, then handle questions, approvals, and results in the conversation. The connections use permissions delegated by the signed-in user.

SOURCES · devin.ai

Compute & Infra+2Sep 25

Image: datacenterdynamics.com

Fervo’s Cape Station begins producing geothermal power

Today, Fervo Energy began producing power at one of three planned 33MW GeoBlocks in Cape Station’s first phase. The project has moved from construction into generation, offering a potential source of steady, lower-carbon electricity for AI infrastructure. Google has contracted for 396MW from Cape Station, but that contracted capacity has yet to come online.

SOURCES · datacenterdynamics.com

Compute & Infra+2Text+2Sep 24

Image: The Threshold Report/GPT Image 2.5

Liquid AI releases a helper model for faster image-and-text responses

Liquid AI released LFM2.5-VL-3B-DSpark, a roughly 280M-parameter helper for its LFM2.5-VL-3B image-and-text model. It uses speculative decoding, meaning the smaller model drafts output for the larger model to verify. Liquid AI reports up to 2.62 times faster end-to-end responses on a tested device and 2.27 times on an H100, with verification preserving the output. Developers can test it through integrations for llama.cpp, MLX-VLM, and SGLang.

SOURCES · huggingface.co

Robots+2Sep 23

LiMA researchers split robot planning from movement control

Researchers published LiMA, a system that pairs slower, longer-term plans with faster adjustments to a robot’s movements. That division could help a robot respond when physical contact changes faster than its planner can. Across six evaluated two-handed tasks, the researchers report 70.8% overall success and 45.8% less time calculating responses than their Cosmos-Policy comparison.

SOURCES · arxiv.org

UiPath releases process-mapping agents as SMBC expands reimbursements

Inferact releases faster software for small-batch TPU responses

Supermicro begins shipping NVIDIA Vera Rubin NVL72 racks

KAIST publishes RAIBO2’s single-charge marathon result

Researchers publish predicted protein structures for over 2,800 viruses

Google makes live video avatars available in Gemini Enterprise

Gemini begins making business calls for some Pixel 11 users

Claude Tag starts using requesters’ own tools in Slack

Devin joins Teams and adds Microsoft 365 connections

Fervo’s Cape Station begins producing geothermal power

Liquid AI releases a helper model for faster image-and-text responses

LiMA researchers split robot planning from movement control

AI Investments

Security

Docker launches isolated cloud environments for coding agents

Researchers uncover a Docker botnet using an AI agent

Muse users export files from their own agent environments

CrowdStrike finds information stealer it attributes to AI-generated code

Other News

Invideo reports stronger AI color edits and custom effects

Upcoming

Google plans an orbital test of four AI chips

Meta demonstrates a reference-media avatar for live conversations