Montag, 9. November 2026

11:20
Sources: a Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened
New York Times
11:10
In a 60 Minutes interview, Trump says the DOJ threatened a top exec at “one of the big” AI companies over “bad” activities and this “person totally changed”
The Verge
11:01
An interview with ex-Shein Executive Chair Donald Tang who insists it was his decision to step down ahead of the troubled IPO, Shein's valuation rout, and more
Financial Times
10:50
Disney and Adobe sign a multiyear deal to build proprietary “artist-led” generative AI models with Adobe Firefly Foundry to support Disney's production pipeline
The Verge
10:40
Draft law: the EU's Digital Fairness Act would require companies to let adults disable addictive features and will target AI systems that simulate relationships
Bloomberg
10:15
Medium launches TK, an AI-powered, minimalist note-taking, journaling, and private social networking app with daily prompts, its first major launch since 2017
The Verge
09:50
Sources: Jensen Huang hired crisis communications firm Heller as early as October 2025; an NYT report in October 2025 on his Megaspeed ties caused tensions
Wired
09:30
Spines, which uses AI agents to edit and proofread amateur authors' books, design their covers, and handle their layout, raised $29M in equity and $35M in debt
Globes
09:01
Sources: Alice Huang and her partner pitched a Southeast Asia data center project to China-based investors in 2025, saying they had “no problem securing GPUs”
Financial Times
08:25
Nominal, which builds software to make hardware manufacturing more efficient, raised $240M at a $3B valuation, up from $1B after an $80M Series B in March
Bloomberg
07:50
Google unveils two specialized TPUs launching in 2027: the 8tx, to be paired with an AMD CPU, and the 8i Max, a dual-chip package for long-context window tasks
Bloomberg
07:35
Jensen Huang's affair raises questions about Alice Huang's access to his devices and Trump conversations, and represents “another successful op” for China's MSS
@niubi
07:25
Alphabet's Wing plans to invest up to $125M over two years to build a 15,000-square-foot facility in Fort Worth, Texas, to produce tens of thousands of drones
Wall Street Journal
07:15
Meta expands its AI age estimation tech globally to apply Instagram's Teen Account protections for millions of users from 13 to 17 who misrepresented their age
The Verge
07:05
A profile of Alice Huang, a suspected Chinese spy who founded Megaspeed in 2023 and spent years in Jensen Huang's orbit; Megaspeed's Nvidia imports top $4.6B
Bloomberg
06:50
US voters in Harwood, North Dakota rejected a ballot measure that opposed Applied Digital's $3B data center, set to open in 2027, bucking a nationwide backlash
Washington Post
06:40
The US OCC fully approves Coinbase to become a chartered trust bank; sources say it could expand Coinbase's stablecoin business by letting it issue stablecoins
Bloomberg
06:25
Amsterdam police arrested between 150 and 200 protesters for trespassing and violence at a Microsoft data center construction site owned by Pure Data Centers
Tom's Hardware
06:10
Internal EU assessment: Russia's “Operation Overload” opportunistically exploited recent French riots by spreading fabricated videos impersonating Western media
Reuters
06:00
Jensen Huang maintains deep control over Nvidia, managing 60+ direct reports and owning a 3.56% stake, presenting a challenge for Nvidia's 10-person board
New York Times
05:50
Nvidia Senior Director Madison Huang, daughter of Jensen, cancels a high-profile Seoul appearance citing a “family matter”, throwing the event into disarray
Bloomberg
05:40
Nvidia drops 6%+ after its board opens an investigation into Jensen Huang; the company originally dismissed the interactions as “nothing unusual or unexpected”
Financial Times
05:00
Analysts warn Russia's Rassvet broadband satellite network could come online as early as 2027 after its troubled development, enabling more deadly drone strikes
Financial Times
04:50
US federal prosecutors say businesses have lost $129M+ to scam calls that used AI-generated voices to mimic company executives in the 18 months since July 2024
New York Times
04:35
The EU sues IBM, French IT group Atos, and Italian contractor Leonardo over delays building its smart border system, whose rollout caused travel chaos
Financial Times
04:20
Chinese media denies Beijing's link to Jensen Huang's affair, accuses the US media of a fabricated spy narrative, and warns the issue may hurt trade relations
Bloomberg
04:00
As companies replace human workers with AI agents, determining managers' grade and pay is becoming harder since both often depend on how many people they manage
Financial Times
03:46
Toronto-based Ada and SF-based Dialpad, both makers of AI customer service software, agree to merge, sources say in an all-share deal valuing Ada at ~$430M
Globe and Mail
01:35
Google rolls out a Googlebook update that frees up 3GB to 6GB of RAM via on-device AI optimizations, reduces Chrome crashes, patches ~60 Android flaws, and more
Android Central
00:50
Sources: ByteDance is weighing expanding its data center project in Ceara, Brazil, with a second phase that would be larger than its ongoing $10B, 300MW project
Bloomberg
00:15
When talking about AI safety, President Trump says “I don't mind guardrails. But I don't wanna put us in a deep second position”, and “China has no guardrails”
CBS News
00:10
Sources and filings: how Jensen Huang hired his children and other family members, making Nvidia a family business to a degree that is unique in Silicon Valley
Wall Street Journal

Sonntag, 8. November 2026

23:25
Jensen Huang's scandal is a rare crisis in US corporate history, given the national security implications, his centrality to Nvidia, and its role in the AI race
Semafor
23:05
An interview with Cognition CISO Alex Stamos on how AI is upending cybersecurity, AI-powered red teaming, handling vulnerabilities in legacy codebases, and more
The Verge
22:15
Tencent Chief AI Scientist Yao Shunyu says AI's bio abilities will soon make it “possible to do harm” and Anthropic has a “strong argument” for closed models
South China Morning Post
21:20
Job listings show Amazon is building a “new-to-world” home robot to operate “alongside family members”, after its $1,450 Astro reached only a few thousand homes
CNBC
20:40
President Trump says Jensen Huang should stay on as Nvidia CEO after his affair admission: he is a “fine person” and “I haven't heard he's done anything wrong”
Bloomberg
20:05
How Sequoia's Alfred Lin and Pat Grady erased Roelof Botha's legacy, halving GPs and unwinding his fund; sources: he joined SpaceX's board before telling the VC
Financial Times
18:55
Sources: Marco Rubio oversaw the drafting of a classified memo this spring warning US officials that Jensen Huang was in a close relationship with a Chinese spy
New York Times
17:55
Sources: officials at the Commerce Department's AI safety center CAISSI were asked to informally report to a White House office, raising independence concerns
Associated Press
16:45
US professional services added 70K jobs in October, the most since July 2022, as AI-exposed consulting, legal, and accounting all grew despite AI job-loss fears
Wall Street Journal
15:35
Email to staff: Jensen Huang admits an affair, takes “full responsibility”, and says he fell short of his duties to Nvidia's board, shareholders, and employees
Axios
15:25
Nvidia's board launches a probe into whether Jensen Huang was targeted by a foreign spy plot, saying it has “no reason to believe” that secrets were compromised
Bloomberg
15:10
DeepSeek says its open-source agent app Harness hit 1.54M DAUs by November 4, less than three months after launch, and uses ~92T tokens a day, or ~60M per user
Bloomberg
14:00
THORChain, which handled ~$1B of stolen Bybit funds in 2025 for $12M+ in fees, moved some Binance loot despite the FBI's request, saying it can't stop transfers
Wall Street Journal
12:45
Excluding Anthropic's IPO, AI companies sold or priced $300B+ of stock in 2026, with ~$100B more on tap, raising questions about how much the market can absorb
The Information
11:20
Sources: John Ternus wants more urgency in Apple's AI efforts, pushing Craig Federighi to move beyond Siri AI tweaks to agentic and other advanced capabilities
Bloomberg
10:05
Sources: Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab
Financial Times
06:00
Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash
SemiAnalysis
02:01
Major environmental groups are embracing AI to analyze climate data, track forest fires, and more, even as they warn of the environmental impact of data centers
Reuters
01:50
Internal documents leaked by Cisco workers angry over the company's ties to Israel's military show how it expanded its business as the war in Gaza dragged on
The Guardian
01:35
The crypto industry is bracing for a reckoning after Democrats won the US midterms and vowed to investigate the Trump family and its ties to the industry
Financial Times
01:20
Nous Research unveils Arete-27B, a post-trained Qwen3.8-27B model that reinforces Western values, saying the underlying Chinese model's bias layer is shallow
Nous Research
01:05
Beijing-based GenRobot AI, which develops equipment and software for collecting human demonstrations that can be used to train robots, raised a $100M Series A+
TechNode
00:55
Filings: Apple saved $2.7B in taxes this year by routing up to $50B in profits through Singapore, exceeding the $2.6B in tax savings it achieved via Ireland
Financial Times

Samstag, 7. November 2026

21:45
How a small, wealthy AI-safety network that organized in Signal chats grew into a coalition that beat the $100M super PAC Leading the Future in the midterms
Politico
19:45
Anthropic-backed AI safety super PAC Public First spent $63M+ in the 2026 midterms, and 10 of the 17 congressional candidates it backed won their elections
Bloomberg
17:45
US Treasury moves to cut crypto exchange MEXC off from the US financial system, alleging $16B+ in illicit flows, including Russian and Iranian sanctions evasion
CoinDesk
16:40
Report: SEA makes up ~50% of APAC data center capacity being built, led by Malaysia and Thailand, which paused 49 and delayed approvals of 117 projects in Sept.
The Guardian
14:40
Public records appear to show SpaceX building a “Starbase supercomputer” in TX, but Gina Hinojosa's election as governor may delay some of the data center plans
The Information
13:01
Binance says CFO Kaiser Ng is leaving to “pursue a new venture” days after a $6.3B hack, citing a six-month transition plan, and names Justin Yek as CFO
Bloomberg
12:15
Exponential Time Hypothesis co-proposer Russell Impagliazzo calls OpenAI's disproof “shocking news”; it could one day speed up chip design and break encryption
New York Times
11:35
Democratic wins could slow AI investment and safeguard the US economy against a downturn by pacing it over time, as Deutsche Bank sees “shaky” projects killed
Bloomberg
10:30
Chicago-based data analytics company Ocient raised a $100M Series C co-led by Boka Capital and OCA Ventures to grow its agentic AI analytics business
SiliconANGLE
09:30
Investigation: some Chinese companies approved by the US Commerce Department to handle Nvidia's H200 chips have empty offices and ties to firms under sanctions
New York Times
06:40
Nasscom President Rajesh Nambiar warns AI could make it harder for fresh Indian engineering graduates to find jobs, urging an immediate CS curriculum overhaul
Nikkei Asia
02:40
How differences in economics, public policy, and cultural patterns could explain greater pessimism about AI in the West than in Asia and emerging economies
Financial Times
02:30
Global tablet shipments fell 23% YoY to 32M units in Q3 2026, their lowest level in nearly three years; Apple's iPad shipments fell 27.5% YoY to ~11.58M
Omdia
02:01
Censys finds 800+ publicly exposed copies of ARTEX, a Chinese-made, AI-powered, open-source penetration testing tool linked to several cyberattacks since July
TechCrunch
01:35
Shenzhen, home to tech giants and an illicit trade of smuggled chips and stolen iPhones, is clearing out its illegitimate markets ahead of the APEC summit
Financial Times
01:25
Huawei unveils HarmonyOS-powered Qinyun HM650 series desktop PCs for enterprise and government users, saying they use “100% domestically made” components
South China Morning Post
01:00
Axon invests $1.2B in Skydio, whose autonomous drones are used by public safety agencies, the US military, and 32 allied nations, at a $5.2B pre-money valuation
Resilience Media
00:45
Beijing-based Sand.ai, an AI startup specializing in video generation, raised a $200M Series A+, bringing its total funding over the past 10 months to $300M
DealStreetAsia

Freitag, 6. November 2026

21:50
Sources: US officials believe Jensen Huang had a romantic relationship with Alice Huang, who they allege was recruited to spy for China's top spy agency, MSS
Financial Times
20:50
Meta introduces specialized versions of its existing models, trained using Muse Wonder, bringing Active Memory and Active Focus to all Muse and Meta AI users
The New Stack
19:01
CesiumAstro, which plans a 737-satellite LEO communications network at two altitudes, raised $730M at a $4.5B+ valuation, bringing its total funding to $1.4B
Bloomberg
18:20
Apple says the App Store has over 100K apps built for the iPhone Duo and “thousands of optimized apps are being added to the store each day”
The Verge
18:15
Crusoe says Google has bought out its data center site in southeast Wyoming; Crusoe reportedly failed to lock in customers including Google for the project
Bloomberg
16:46
Sources: US intelligence concluded that Megaspeed executive Alice Huang was recruited by China's top spy agency MSS to collect intelligence on Jensen Huang
New York Times
16:35
Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm, which is pushing into serving the AI data center market
The Information
16:15
Sources: OpenAI has closed on new funding of roughly $11B at a $1.25T valuation; the round could increase to as much as $20B in total
Bloomberg
16:12
Sources: Anthropic is continuing with plans to list before the Thanksgiving holiday this month, expecting to raise $80B-$100B at a valuation of $1.25T to $1.75T
Financial Times
14:35
AI physics startup PSI says a system running a non-public Anthropic model proved the Aaronson-Ambainis conjecture, a quantum computing question open since 2008
PSI
13:50
Elon Musk says US government contracts will account for under 10% of SpaceX's revenue this quarter, down from 16.6% last quarter and around 20% in 2025
Bloomberg
13:05
Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips
Bloomberg
12:35
The US DOJ indicts three foreign nationals for allegedly using AI to impersonate CEOs and attorneys at major international law firms in a $129M+ fraud scheme
NBC News
11:30
Researcher: *sshole, a decade-old OpenSSH flaw, lets attackers use a password of 256+ characters to log into passwordless accounts on some musl Linux systems
BleepingComputer
10:51
Democrats, with Elizabeth Warren a top contender to chair Senate Banking, are poised to step up oversight of Nvidia over chip exports and circular financing
Bloomberg
10:30
Fox closes its $22B Roku acquisition well ahead of the expected 2027 date; Anthony Wood joins Fox's board and will co-chair a new Tubi, Fox One, and Roku unit
Variety
10:05
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages due to the AI boom
The Information
09:25
Employees at Microsoft, long known for its stability, are grappling with its decision to offer buyouts to 60,000 people as its spending priorities shift to AI
New York Times
08:20
Experts say the new Democratic congressional majority will likely seek to rebuild CISA, prioritize AI security, revive local cyber grants, probe DOGE, and more
Cybersecurity Dive
07:10
Preliminary findings: the EU says TikTok violated the DSA by not preventing its recommendation algorithm from trapping users in harmful content “rabbit holes”
The Record
06:45
Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majorities
Washington Post
06:30
Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips
Bloomberg
05:40
Elon Musk says Tesla plans to wind down production of the Cybertruck at its Texas Gigafactory around mid-2027 “to make room for increased Cybercab production”
Financial Times
04:25
Cleanview: ~40% of pending US data center capacity is planned to be built in states where newly elected governors have pledged to stop or pause construction
Bloomberg
02:25
Blockaid: the Binance hackers stole ~$2.5B, or 40% of the $6.3B haul, in one Ethereum transaction using wallet permissions that cost just $15 in network fees
Bloomberg
01:50
NYC-based Kalepa, whose AI service supports insurance underwriting, pricing, and portfolio management, raised a $75M Series B led by Updata at a $470M valuation
Reuters
01:20
Sources: China's YMTC plans to source 60% to 70% of equipment locally for a planned fourth factory, to make 300-layer NAND chips, up from ~50% for its third fab
Reuters
00:40
Asian tech stocks plunge amid fears US Democrats may delay data centers; Taiwan's Taiex sees a record intraday point drop, Kospi falls 8.7%, and Nikkei 6.7%
Nikkei Asia
00:00
Potential Sciences, an AI startup building large-scale chemical data sets, secured backing from the UK's Sovereign AI Fund, as part of an eight-figure raise
Wired

Donnerstag, 5. November 2026

23:05
Google rolls out Gemini Omni 1.2 Flash, which creates clips up to 15 seconds, vs. 10 seconds with Omni 1.1, has better reference adherence, and costs 30% less
The Decoder
22:15
Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously
The Verge
21:25
Sources: UK neobank Monzo is exploring a round valuing it at ~£7.5B after failing to be acquired by Nu Holdings and struggling to sell a stake to private equity
Financial Times
20:50
Filing: Airbnb discloses that it has the option to invest in and license tech from CEO Brian Chesky's stealth AI lab; source: Chesky has self-funded it so far
The Information
20:15
Sources: Thinking Machines Lab is raising $5B led by Accel at a $40B pre-money valuation, more than triple its valuation from its last public round in July 2025
Business Insider
19:55
Artificial Analysis says Inkling 2 Small matches Gemini 3.8 Flash (high) in its index and would be the top open model outside China once its weights are out
Artificial Analysis
19:45
Lyft reports Q3 revenue up 8% YoY to $1.82B, vs. $1.92B est., and a net loss of $0.03 per share, vs. an est. net income of $0.20 per share; LYFT drops 5%+
Wall Street Journal
19:35
Meta pauses its new commercial terms, which critics say would have let it scrape the websites of business users, after a publisher outcry and court injunctions
Nieman Lab
19:20
Sources: cloud security startup Cyera is planning to raise around $800M in a round led by Cyberstarts at a $20B valuation, up from $12B in June
The Information
19:15
Thinking Machines Lab debuts Inkling 2 Small, a MoE model with 594B total and 17B active parameters, and plans to release weights next week after safety testing
Thinking Machines Lab
19:10
Sources: major investors are increasingly skeptical Anthropic's IPO can proceed at a $1.5T valuation after a market selloff; one says it could be closer to $1T
Wall Street Journal
18:35
Sources: Unity has held talks to be acquired by a consortium including Silver Lake, which owns 8% of Unity, and Saudi Arabia's PIF, discussing a ~$25B valuation
Reuters
18:30
Sources: The New York Times has entered exclusive negotiations to acquire Letterboxd for ~$330M; A24 dropped out of negotiations after price expectations rose
New York Times
18:15
Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 revenue and earnings guidance; NET jumps 10%+
Wall Street Journal
18:10
Airbnb reports Q3 revenue up 19% YoY to $4.9B, above est., Nights and Seats Booked up 16% to 155M, and ups its full-year guidance a third time; ABNB jumps 9%+
Bloomberg
17:15
The Nasdaq 100 fell 6% on Thursday, losing a record $2.3T in value, and the Philadelphia chip index fell 12%, on AI trade concerns after Democrats won Congress
Bloomberg
16:40
GOP leaders of three House committees ask Jensen Huang for a closed-door briefing on his ties with Megaspeed executive Alice Huang, reportedly a Chinese asset
CNBC
16:35
California State Senator Scott Wiener, an author of AI safety law SB 53, won Tuesday's election to succeed Pelosi in the US House, campaigning on AI regulation
The Information
16:30
METR: Anthropic redacted much of the “most informative” evidence from METR's 100-page report, so readers “must rely on our judgment more than we consider ideal”
@metr_evals
15:40
Meta President Dina Powell McCormick says building new US data centers will be “harder” after midterm results, but it will be easier to expand existing projects
Wall Street Journal
15:15
Sources: Nvidia approached Apollo about retrofitting some of the 130+ buildings of the PE firm's struggling ISP Brightspeed into a network of small data centers
The Information
14:40
Google says it will spend $17B to build its first Wyoming data center, pay for all the power it uses, and form a Community Council to address growth concerns
Bloomberg
14:30
Meta rolls out voice mode and expressive avatars in the Muse app, starting in the US, letting users have real-time voice conversations with their Muse AI agent
The Verge
14:20
Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports
Reuters
14:01
METR: Anthropic's models are improving about twice as fast as they did between March 2024 and October 2025, with internal AI use driving ~80% of acceleration
The Information
13:50
California's Proposition 40, which proposes a one-time 5% tax on billionaires' assets to mostly fund healthcare, seems headed for defeat as vote counts continue
Los Angeles Times
13:15
Anthropic launches Personal Finance in Claude, letting users connect bank and credit card accounts via Plaid with read-only access to analyze spending trends
ZDNET
12:25
Microsoft rolls out to Xbox Insiders an Xbox PC app that launches up to 60% faster and has a design to match Xbox Cloud Gaming updates on the web and smart TVs
The Verge
12:15
OpenAI says GPT-6 Cyber will first launch to a limited number of customers in its Daybreak Red program and has found 81+ “novel” vulnerabilities in Firefox
CyberScoop
12:10
Marc Lore's Wonder Group files confidentially for a US IPO, after raising $650M at a $9B pre-money valuation in July and acquiring Grubhub for $650M in 2025
Reuters
12:06
OpenAI launches GPT-6 Cyber, which it says outperforms GPT-6 Astra on cyber benchmarks, is better at finding vulnerabilities, and is less likely to go rogue
The Verge
12:01
Defense tech startup Shield AI raises $2.5B, including a $1B Series H at a $28.8B valuation and $500M in debt, to help acquire radar company Echodyne for $5.3B
Bloomberg
11:50
Aina, which has raised $5.5M, debuts an “AI ring” with a screen, joystick, and mic to let users talk to their AI agents, take notes, control Apple TV, and more
TechCrunch
11:40
Sources: Microsoft is tightening oversight of some data center projects, stepping away from those it deems risky, and debating whether to ink new neocloud deals
Bloomberg
11:35
Greece's parliament approves a 10% capital gains tax on crypto, exempting gains of up to €500 a year, in the country's first comprehensive crypto tax framework
Reuters
11:25
Google, Meta, and TikTok file lawsuits to block a California law that bans online platforms from providing “psychologically exploitative features” to under-16s
Reuters
11:10
Motorola launches the $1,599+ Signature 27, featuring a Snapdragon 8 Elite Extreme Gen 6 chipset, a 6.8-inch Tandem OLED display, and seven years of OS updates
9to5Google
11:01
Humble Robotics, which is building cabless electric autonomous trucks for regional routes under 250 miles, raised $51M, taking its total funding to $75M
Business Insider
10:45
Mercedes-Benz rolls out conversational AI models that run directly on its cars instead of the cloud through a partnership with MIT spinout Liquid AI
Wall Street Journal
10:40
Dropbox plans to acquire AI storage startup Tigris Data for $350M, its largest acquisition; Tigris raised ~$31.9M from Spark, a16z, Basis Set, and others
Crunchbase News
10:30
ElevenLabs says users can now publish AI-generated music made with ElevenMusic directly on SoundCloud and that users have created 25M+ tracks using its models
TechCrunch
10:25
Sources: Apple plans to raise ~$7B from its first investment-grade bond offering in more than a year to fund share buybacks, dividends, and capital expenditures
Bloomberg
10:05
Autonomous drone delivery startup Zipline raised $1.5B at a $21.5B valuation, up from $7.85B after raising $600M+ in January, and plans to grow US manufacturing
Wall Street Journal
09:35
The MacBook Pro's PROLED XDR display is the best display you can buy right now, but touching it is not very ergonomic and lack of Apple Pencil support is weird
PetaPixel
09:10
MacBook Pro with PROLED XDR Display review: a gorgeous screen, touch is useful for some apps, and excellent speakers with deep bass, but pricey and no Face ID
Tom's Hardware
08:20
United Airlines rolls out a custom native Spotify seatback app across its fleet, letting users log into their accounts, powered by Starlink's satellite Wi-Fi
The Verge
08:05
Apple rolls out Retention Messaging, letting developers show personalized text, images, or special offers to users who are trying to cancel their subscription
9to5Mac
07:40
Agility Robotics begins trading on the Nasdaq under the ticker AGLT after a SPAC merger, the first dedicated humanoid robotics company to go public in the US
Bloomberg
07:25
Sources detail Dario Amodei's AI beliefs, shaped by forums like GiveWell and based on EA and “rationalism”, and his disputes with Sam Altman and Greg Brockman
New York Times
07:16
Discord is moving its desktop app from Electron to Rust for improved speed and memory safety; its CTO shares an image of the Windows app using just 290MB of RAM
The Verge
07:02
Sources: Micron suspends construction of its $3B to $4.5B Fab 11E facility in Taiwan, set for 2028, due to mounting uncertainties over a local labor dispute
Bloomberg
06:50
Amazon partners with Uber to make Uber Eats the “official” US restaurant delivery partner for Amazon Prime subscribers, after previously partnering with Grubhub
The Verge
06:40
Study: UK consumer AI spending passes £1B annually, with 5.2% of adults paying for subscriptions as of July 2026, when Claude's share hit 29% vs. ChatGPT's 52%
Bloomberg
06:30
X rolls out a redesigned web app country by country for signed-in users, replacing three servers with one to improve load times especially on slow connections
The Verge
06:25
Sources: at Jensen Huang's midterms event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans
Wall Street Journal
06:20
Hugging Face CEO Clément Delangue says his P(doom) is “close to zero”, arguing that most AI risk is created by closed frontier AI labs, not open-source systems
Wired
06:10
Ricursive releases Ripple-65B Preview, a general-purpose variant of its AI model for advanced chip design, under Apache 2.0, costing $0.60 per 1M output tokens
VentureBeat
06:05
Nintendo reports Q2 net profit down 16% YoY to $468M, as rising Switch 2 component costs cut into its margins; Switch 2's H1 FY 2027 sales fell 37% YoY to 6.49M
Bloomberg
06:01
An interview with two Nintendo producers on the new Ocarina of Time remake for the Switch 2, which features modern gameplay mechanics like full camera control
The Verge
05:45
OpenAI pledges to change how it handles data center deals, including avoiding NDAs and lowering power usage during peak times, after Democrats' midterm wins
Bloomberg
05:40
Sunil Mittal, who founded India's second-largest telco Airtel, says Airtel-backed OneWeb can build a satellite-internet network independent of the US and China
Bloomberg
05:30
Sony reports Q2 revenue of ~$21.7B, operating profit of $3.94B, both above est., and 2.6M PS5 sales, as GTA VI sparks a US sales jump, especially of the PS5 Pro
Bloomberg
02:35
OpenAI President Greg Brockman says H1 2026 was “pretty rough”, but agentic coding tools, GPT-5.6 Sol, and ChatGPT Work drove a “revenue inflection” in Q3
Wall Street Journal
02:25
Adzuna: UK entry-level job postings mentioning AI are up almost 3x since early 2025; Indeed: one in six openings in AI-exposed fields now mentions AI, up 2x YoY
Bloomberg
01:45
Pro-AI PAC Leading the Future ended the midterms with $20M+ in the bank, from ~$100M, after focusing on safe bipartisan candidates; its riskier bets fell flat
Wired
01:20
Chinese chipmakers' aggressive hiring of experienced engineers is increasingly at odds with efforts to protect trade secrets in Taiwan and South Korea
CNBC
01:10
Sources: China's export curbs on critical metals have disrupted supplies of micro drill bits made mainly from tungsten carbide, used in PCBs and chip substrates
Nikkei Asia
01:05
Sources and company memo: Chinese NAND flash maker YMTC has put its Shanghai IPO on hold as China tightens approval for share sales; YMTC sought to raise ~$4.9B
Reuters
00:45
Sources: Microsoft rejects an option to more than double its Texas data center contract with Nscale, dealing a fresh blow to Nscale's ambitions for a $35B IPO
Financial Times
00:20
Microsoft previews using smartphones as controllers for Xbox Cloud Gaming on supported smart TVs and Wi-Fi cloud gaming support for the Xbox Nano Controller
XBOX Wire

Mittwoch, 4. November 2026

23:35
Source: Meta has decided to stop naming its AI models after fruit, as they didn't suit its lofty AI ambitions; its latest, Wonder Full, was codenamed Watermelon
Business Insider
23:15
Sources: China told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; the Swiss-Swedish company employs ~12,700 in China
Financial Times
23:10
Sources: Palo Alto Networks is in talks to acquire Israeli startup Clutch Security, which develops software for tracking passwords used by AI agents, for ~$500M
The Information
22:25
Berlin-based Pliant raised an $80M Series C led by Seaya Nova and Speedinvest, as it opens its B2B payments infrastructure to AI agents
The Next Web
21:50
OpenAI details a pipeline that used an upcoming cyber model to validate and patch 948 local privilege escalation vulnerabilities in Linux for $1.2M in API costs
OpenAI
21:10
AppLovin reports Q3 revenue up 55% YoY to $2.19B, above $2.07B est., net income up 72% to $1.44b, and forecasts Q4 revenue above estimates; APP surges 30%+
MarketWatch
20:20
Catherine Wu, who left Anthropic last week, says she joined OpenAI as Product Lead for Core Products; Wu was the Head of Product for Claude Code for two years
Business Insider
20:10
Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication
Bloomberg
19:55
Sources: Anthropic and AP struck a licensing deal just before the US midterms, the first time Anthropic paid a digital news publisher to license its content
Adweek
19:40
OpenAI launches Images 2.6 in ChatGPT, Codex, and its API, saying it generates images 50% faster, and adds animated GIF creation from a prompt or a photo
The Verge
19:15
Sources: Google DeepMind spinout Isomorphic Labs is in talks to raise ~$5B at a ~$50B valuation; the AI drug discovery startup raised $2.1B in May led by Thrive
Bloomberg
18:30
Data center shares fall as investors expect a slower AI buildout after Democrats' win; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, and Applied Digital 7%
Reuters
18:00
Figma reports Q3 revenue up 43% YoY to $391.4M, above est., gross margin of 80%, below 81% est., and lifts its 2026 revenue outlook; FIG drops 10%+
Reuters
16:40
Snap reports Q3 revenue up 14% YoY to $1.72B, in line with est., DAUs up 4% to 495M, below 499M est., and ad revenue up 4%, below 6% est.; SNAP drops 10%+
Bloomberg
16:31
Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M
Reuters
16:31
Qualcomm reports Q4 revenue down 8% YoY to $10.32B, above $10.1B est., net income up 140% to $1.25B, and handsets revenue down 26% to $5.14B; QCOM drops 9%+
Bloomberg
15:50
Meta raised €9B from its debut euro bond sale that drew a record €62B+ of orders, paying ~1.4x the risk premium Alphabet offered for similar bonds this week
Bloomberg
15:10
Sources: Apple cut some engineers' daily AI spending cap from $300 to $200 and plans cuts to as little as $100, as cost cutting stokes employee fears of layoffs
Bloomberg
14:45
Filing: AMD will pay ~$2.9B in cash and stock for AI chip startup Taalas, with $1.4B dependent on unspecified conditions; the deal was announced in August
Globe and Mail
14:35
Apple says it will check iCloud items shared to “Anyone with the link” for “harmful content” in 27.3 OS versions, and may delete the content or disable accounts
9to5Mac
13:50
Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs
Axios
13:02
US tech giants' shares jumped on Wednesday, as investors bet that a Democrat-controlled Congress will slow AI capex that is eating up Big Tech's free cash flow
Bloomberg
12:30
Sequoia raised ~$10B in new funds, and announces it is shutting down its Arc accelerator and Scouts program, merging its early-stage and growth teams, and more
TechCrunch
12:02
Pangram releases Pangram Image 1.0, which it says is state-of-the-art in AI image and AI video detection, and the smaller Image Flash 1.0 for AI video detection
Pangram