AI and Tech News, 3 Oct 2026: FieldAI, Nvidia High, Supabase

Here are the ten biggest technology and AI stories of the day, from a heated physical-AI funding race and a record Nvidia share price to fresh rounds for Supabase, Armadin, Firecrawl and Volantis.

1. FieldAI Nears $700M Raise at $10B Valuation

The robotics software startup (a general-purpose "robot brain") is set to quintuple its valuation in about a year, signaling a heated physical-AI funding race.

2. Tesla Q3 Deliveries Beat Wall Street at 486,532

Deliveries slipped about 2% year over year after last year's tax-credit rush, but still beat consensus by roughly 25,000 units; energy storage lagged estimates.

3. Nvidia Stock Hits a Fresh All-Time High Near $238

Shares made a new peak as AI demand, a recent $150B buyback authorization, and analyst upgrades kept the chip rally going.

4. OpenAI Cuts Ties With Three Safety Researchers

The company said the researchers mishandled sensitive information outside company procedures, per WSJ reporting that also notes broader safety and security tensions.

5. Supabase Raises $150M and Buys Turso

GIC led the round as the Postgres startup adds an SQLite-based agent database and launches sandboxes aimed at AI agents spinning up millions of databases.

6. Armadin Raises $255.5M at Over $2.5B

Mandiant founder Kevin Mandia's AI security-testing startup closed a Series B co-led by a16z and Accel, topping rival totals in the automated red-team space.

7. Runway Launches Praxis-1 for Robot Control

The video-AI company introduced an open-weight world-action model that turns video pretraining into cross-embodiment robot control, with early partners already testing it.

8. Google Puts Gemini 4 Argon in Cyber Defenders' Hands First

Trusted defenders get early, guardrail-light access via Fairwind so Google can stress-test vulnerability hunting and patching before a wider release.

9. Firecrawl Raises $75M and Pushes Alexandria for Agents

The web-data platform's Series B coincides with a unified knowledge library that it says lifted agent answer quality about 21% across hundreds of tasks.

10. Volantis Raises $88M for Photonic AI Memory

The hardware startup is building a photonic memory layer aimed at next-gen AI inference efficiency as chipmakers hunt alternatives to conventional memory bottlenecks.