Techmeme River
Donnerstag, 5. November 2026
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 5.1% of adults paying for subscriptions as of July 2026; Claude is rapidly catching up to ChatGPT
Bloomberg
06:30
X is rolling out a redesigned web app country by country for signed-in users, with a single unified server, saying it improves load times over slow connections
The Verge
06:25
Sources: at Jensen Huang's election 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 future AI risks stem from 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 automating advanced chip design, under Apache 2.0, costing $0.60/1M output
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 has modernized gameplay mechanics like full camera control
The Verge
05:45
OpenAI pledges to change how it handles data center deals, including avoiding nondisclosure agreements and cutting power usage, after Democrats' midterm wins
Bloomberg
05:40
Sunil Mittal, founder of 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 ~3x since early 2025; Indeed says one in six vacancies 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 its 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 share sale approvals; 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 direct Wi-Fi cloud gaming support for the Nano Controller
XBOX Wire
Mittwoch, 4. November 2026
23:35
Source: Meta has decided to stop using fruit for its AI model codenames, as they didn't suit its lofty AI ambitions; its latest model was named “Watermelon”
Business Insider
23:15
Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market
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 $2.18B, above $2.07B est., and forecasts Q4 revenue above estimates; APP surges 20%+
MarketWatch
20:20
Cat Wu, who left Anthropic last week, says she is joining OpenAI to lead product manangement for core products; Wu was the product lead for Claude Code
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 midterms, marking the first time Anthropic paid a digital news publisher to license 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 prompts or photos
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 last raised $2.1B in May
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 6%+
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 $10.3B, above $10.1B est., and handsets revenue down 26% to $5.14B, below $5.25B est.; QCOM drops 8%+
Bloomberg
15:50
Meta raised €9B from its debut euro bond sale that drew a record €53B 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 to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff 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 jump after Democrats' midterm sweep, as investors bet that a Democrat-controlled Congress will slow AI capex that is draining 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
11:50
Titan OS, which monetizes smart TVs via ads and FAST deals, raised $46M in equity and debt, taking its total funding to $110M, and says it now has 30M users
TechCrunch
11:15
What the blue tsunami means for AI policy
Transformer
11:10
CoreWeave's bonds hit new lows after Democrats in favor of slowing down data center construction win gubernatorial races, including in Texas; CRWV drops 9.9%
Bloomberg
11:02
Sources: Tron, Tether, Binance, and TRM Labs' T3 Financial Crime Unit quietly dissolved in August due to slow response times, after freezing $250M in assets
Bloomberg
10:50
Circle reports Q3 revenue up 17% YoY to $875M, driven in part by its ARC token presales, net income up 5% to $226M, and says it is cutting 5% of its employees
The Information
10:45
TeraWulf secures a credit backstop agreement with Google to support financing for its data center project with Anthropic in Kentucky, set to come online H2 2027
Reuters
10:15
Crypto and AI super PACs spent $250M in 2026 midterms, but lost 9/12 competitive races called so far, spending $74.7M on losing candidates and $28.3M on winners
Citation Needed
09:50
Sources: Singapore-based, Nigeria-focused payments startup OPay halts its $300M US IPO just hours after pricing it due to inquiries from a Chinese regulator
Bloomberg
09:30
Revolut hits a $115B valuation, up from $75B in November 2025, after a secondary share sale led by Glade Brook, Coatue, and others, as it plans a US bank launch
TechCrunch
09:20
UK AI Minister Kanishka Narayan says AI is set to add £55B to £140B to the economy by 2030, below a £400B estimate from a Google-led report touted by officials
Wired
09:10
The French Blood Establishment says external providers' blood cold storage units were hacked to raise temperatures, in a wave of refrigeration cyberattacks
CNBC
09:01
Sequoia says it's closing its London office after six years and consolidating operations back to the Bay Area, as it doesn't “see the need for a local presence”
Pathfounders
08:47
Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide 5G network in 2027
Bloomberg
08:25
Waymo plans to end its exclusive robotaxi partnership with Uber in Austin and Atlanta in January 2028 and switch to its own app to improve consistency for users
Bloomberg
08:15
Sentra, which helps restrict and monitor data access for AI agents, raised a $150M Series C led by Capital One Ventures, taking its total funding to $250M+
SiliconANGLE
08:01
AI sales automation startup Nooks secures a $500M commitment from General Catalyst's CVF, which will take a share of the returns its capital helps generate
Reuters
07:55
Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4.1B, and plans to scale its autonomous fleet to 2,000+ in 2027
Financial Times
07:50
Voters in 38+ US jurisdictions pass data center bans or restrictions; NBC News poll: 56% said AI and data centers were a major or crucial factor in their vote
Washington Post
07:40
HP names former GSK CEO Emma Walmsley as its new CEO, effective from January 4, filling the role after HP's Enrique Lores left for PayPal in February 2026
Bloomberg
07:25
Democrats who ran on data center opposition and AI regulation won Congress seats in OH, PA, WI, CO; some see a mandate to use their new gavels against Big Tech
Politico
07:10
OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex
Axios
06:45
Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive
Stratechery
06:35
Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent ~$446M, a record for a non-candidate
Politico
06:25
Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years
SemiAnalysis
06:15
Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud operations in Malaysia, including on new computing hubs and water security
Bloomberg
06:05
Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending
Reuters
06:01
Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon Musk
The Information
05:55
Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version
Bloomberg
05:45
Democratic governors elected on promises to stop data centre building
Financial Times
05:01
Legal shifts in Texas and Delaware leave Elon Musk's SpaceX-Tesla merger and Meta's new non-voting share plan better prepared to fend off shareholders' lawsuits
Financial Times
04:45
A software engineer details how he went from merging eight to 20 pull requests per month to 200+ after joining AI-native creator startup Tano eight months ago
The Pragmatic Engineer
04:10
James Talarico's historic Texas Senate victory deals blow to Elon Musk
Financial Times
04:01
Ohio voters approved data center bans or restrictions in 14+ municipalities across 21 ballot measures, adding to the 125 local moratoriums already in the state
Fortune
02:30
Industry experts warn that slow US power grid expansion could strangle its AI boom and hand an advantage to China, which can build power infrastructure faster
Financial Times
02:20
ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals in H1 2026, up 5x YoY, as Chinese robot makers shift their focus from hardware to AI brains
Reuters
01:55
Democratic gubernatorial wins from Texas and Georgia to Ohio and Pennsylvania are set to expose 50% of AI data center proposals to more scrutiny and pushback
Bloomberg
01:35
AMD projects ~$17B in Q4 revenue, above Intel's $15B to $16B projection, potentially overtaking Intel as the largest x86 processor vendor for the first time
The Register
01:25
Bengaluru-based EloElo, whose Story TV microdrama app has 33M+ est. active users, raised an $80M Series C led by Hornbill Capital and NBCU at a $500M valuation
TechCrunch
01:15
A Democratic sweep of US Congress pulls down Asian tech stocks, as investors rethink trades built around Trump's policy agenda for AI infrastructure and crypto
Bloomberg
01:05
Sources: Oracle has scrapped a ~$7B, five-year deal to lease as many as 100K advanced AI chips to Tencent after bowing to pressure from the Trump administration
Financial Times
00:55
Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered ~6M Nvidia RTX Pro 5500 chips, worth ~$70B, but expect only ~1% within four months
Bloomberg
Dienstag, 3. November 2026
23:40
Q&A with Simile CEO Joon Sung Park on claims that Simile's digital twins predict human behavior with 85%+ accuracy, its goal to simulate all 8B people, and more
The Generalist
23:20
Pharmaceutical leaders are skeptical of claims that AI could cure most human diseases within a decade; the US FDA has yet to clear any AI-designed biotech drugs
Wall Street Journal
22:55
Meta raised $15B in a US dollar bond sale; sources: the offering drew as much as $58B in orders and is the biggest portion of a $20B+ cross-border bond offering
Bloomberg
21:40
California accepts $1.42B in US federal broadband funding, but challenges the Trump administration's demand that it stop enforcing its state net neutrality law
Ars Technica
20:45
Q&A with NYC Mayor Zohran Mamdani on new municipal AI policy measures, like an AI ban for some students, supporting a one-year NY data center pause, and more
Wired
20:10
Following backlash against its education updates, Google says schools can turn Gemini, Gemini Notebook, and Search, all off by default, back on individually
CNBC
19:40
Cat Wu, product lead for Claude Code and Cowork, says she has left Anthropic; Thariq Shihipar, who worked on Claude Code, announced his departure on October 24
Business Insider
19:20
How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia
The Information
19:00
We want to clarify what we announced today about our education services. Today's announcements give schools more choice, not less. Here's what we announced: - Gemini, Gemini Notebook, and Search will be OFF &##128308; by default. This is based on K-12 schools asking for more control over student use of AI...
@newsfromgoogle
18:30
Valve announces changes to Steam's review process, as a surge in game submissions pushes review times to “up to 12 business days”, instead of the usual 3-5 days
The Verge
18:05
Traversal, which provides AI agents for site reliability engineering, raised $120M co-led by Kleiner Perkins, Redpoint, and Khosla at a $1B valuation
Forbes
17:50
Block reports Q3 revenue up 10% YoY to $6.7B, above est., Cash App gross profit up 27% to $2.07B, raises its full-year profit outlook; XYZ jumps 5%+
Reuters
17:35
Canva says it is restructuring, impacting 1,271 jobs, or 22% of its staff, across layoffs and relocations, as it merges its product, growth, and platform teams
The Age
16:50
Revolut says it cut AI coding inference costs by ~90% in less than a year by defaulting to self-hosted GLM models instead of tools like Claude Code and Codex
The Register
16:45
Super Micro reports Q1 revenue up 298% YoY to $19.95B, above $16.39B est., net income up 847% to $1.59B, and forecasts Q2 revenue above est. on AI server demand
Reuters
16:30
AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, and forecasts Q4 revenue above est. but gross margin below
CNBC
16:20
Sources: Ubisoft and at least two other gaming companies offered to acquire Arkane Studios from Microsoft, which is exploring options before a December deadline
Bloomberg
16:10
Anthropic releases FlashProve, an open-source prototype that cryptographically verifies an AI response came from a given model, not one that a router swapped in
Anthropic
16:00
OpenAI hires Jill Hazelbaker, Uber's president and chief corporate affairs officer, as its new chief corporate affairs officer, reporting to Greg Brockman
Axios
15:50
Apple launches iOS 27.3 beta, adding Apple Intelligence in China with an Alibaba-powered content filter, and watchOS 27.3 beta, with Siri Recap and Live Rewind
Bloomberg
15:45
Sources: US officials have held up approval for US chipmaking equipment needed by SK Hynix to expand in China, complicating its plans for new plants in New York
Reuters
15:30
CrowdStrike debuts an AI kill switch in Falcon Guardian to stop internal AI agents that go rogue, and announces a Falcon Guardian integration with Claude Cowork
CNBC
15:15
Apple opens Siri AI to all developers, letting any app on iOS 27.3 beta and other 27.3 OS betas bring its content and actions into Siri AI by using App Intents
Apple Developer
14:45
How OpenAI, Anthropic, and others are trying to prevent anyone from using their AI tools to disrupt the US midterms, including Anthropic's first-ever “war room”
New York Times
13:55
Sources: Meta eyes $20B+ from a potential cross-border investment-grade bond offering, its first major debt sale in six months and its debut offering in euros
Bloomberg
13:10
AI inference startup Fal raised $1.3B led by Bessemer at a $16B valuation, up from $8B in April; source: Fal hit $800M in annualized revenue earlier in 2026
Bloomberg
13:00
Sources: UK-based Google DeepMind employees urge leaders to drop non-disparagement clauses barring public warnings about AI risks even after they leave Google
Washington Post
12:20
Microsoft updates Windows 11 to make PCs with 8GB of RAM up to 20% more responsive and multitasking up to 40% faster in lab tests, utilizing memory compression
ZDNET
12:00
Rockstar plans to let users preload GTA VI on November 10, ahead of its November 19 launch, and says the preload requires up to 212GB “depending on your device”
The Verge
11:00
Binance says North Korean hackers stole $6.3B through a months-long scheme with fake LinkedIn job interviews and an ad campaign to deliver malicious software
Fortune
10:50
ChatGPT Consumer Product Lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is now ~20% of Google's
Big Technology
10:45
Google says AI tools for K-12 students will be off by default in 2027; schools that block AI entirely will lose Search, as “Search and AI are deeply integrated”
New York Times
09:50
CrowdStrike agrees to buy Fiddler AI, which helps monitor AI agents, for ~$400M, and Dreadnode, an automated security AI testing tool, for ~$95M, mostly in cash
Wall Street Journal
09:20
Sources: Anthropic has told investors in recent meetings that its 15-person chip design team is using Claude for engineering and design work on its custom chips
The Information
09:10
iPad mini (2026) review: great OLED display, it's waterproof and dustproof, and the A20 Pro is fast, but it's expensive, has no 120Hz display, and lacks Face ID
The Verge
09:01
New England-based autonomous submarine startup Corridian emerges from stealth with a $38M seed led by Point72 Ventures and plans to unveil its first AUV in 2027
Axios
07:40
Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.15B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 5%+
Wall Street Journal
07:10
US data center operators and power developers are repurposing jet engines to secure power in as little as two years, bypassing multi-year grid-connection delays
New York Times
06:50
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 3%+
Bloomberg
06:40
Chainalysis and Elliptic expect North Korean hackers to take months to launder the stolen Binance funds, using crypto swapping services and DeFi lending markets
Financial Times
06:25
OpenAI hires ex-US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape military policy
Wall Street Journal
06:15
China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents
Bloomberg
06:05
The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028
Financial Times
05:50
Google severs ties with and bans Android TV box maker Videostrong after finding it intentionally preloaded malware to open a backdoor to control the XCPE botnet
9to5Google
05:35
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing “is unprecedented”
Financial Times
05:10
UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028
CNBC
03:40
How politician Alex Bores' Who Decides advocacy group seeks to make AI safety a de facto Democratic position, like marriage equality or pro-choice, in 2028
New York Magazine
02:20
OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings
OpenAI
01:00
Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access
Financial Times
Montag, 2. November 2026
23:35
Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages
TechCrunch
22:25
Sources: Huawei has told some clients that a large share of its next flagship AI chip, the Ascend 960DT, will run mainly on HBM made by Samsung and SK Hynix
The Information
22:10
Larridin, which helps companies track how AI affects employee output and identifies areas for better AI adoption, raised a $30M Series A led by Pelion Ventures
Business Insider
20:20
Salesforce agrees to acquire Cresta, a provider of AI-powered contact center automation software, a source says for $2.7B; Cresta had a $1.6B valuation in 2022
The Information
20:15
John Ternus says Apple expects “even higher memory costs” in Q1 and to keep increasing after; Apple's inventory grew 31.1% QoQ and 154.3% YoY to $14.54B in Q4
TechCrunch
19:45
Match Group reports Q3 revenue down 3% YoY to $891M, below est., total paying users down 5% to 13.8M, and projects its EBITDA for Q4 below est.; MTCH drops 5%+
Bloomberg
19:05
Trajectory, which is developing AI model post-training tools for nontechnical customers, raised a $45M Series A led by Sequoia at a $300M valuation
TechCrunch
18:05
S-1: Anthropic says it may “imminently meet” its RSI threshold and may not identify “a significant acceleration” in its development until after it has occurred
TechCrunch
17:50
Brazil's largest crypto exchange Mercado Bitcoin halts withdrawals after a “security incident” involving $46M+ in assets, per Arkham; Tether froze 4.5M+ USDT
The Block
17:10
Sources: institutional investors told Anthropic that its IPO valuation should be ~$1.5T to $1.6T, below the $2T range, citing factors like a tech stock selloff
Wall Street Journal
17:00
Apple reports Q4 revenue from Services, which includes the App Store, Apple TV, Apple Music, Apple Care, and iCloud, grew 10% YoY to $31.57B, vs. $31.58B est.
The Wrap
16:50
Apple Q4: iPhone up 17% YoY to $57.58B, above $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B
9to5Mac
16:40
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $18.9B est., in John Ternus' first earnings report
Apple
16:30
Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% YoY to $984M, and raises FY 2026 revenue guidance to ~$8.53B
CNBC
16:15
Roku reports Q3 revenue up 24% YoY to $1.5B, Platform revenue up 23% to $1.3B, ad revenue up 23% to $727.4M, and subscription revenue up 23% to $580.9M
Variety
15:00
Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math
Rikiya Takehi
14:15
Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying “automation and AI are fundamentally shifting how software companies operate”
The Register
13:20
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant “to reduce electricity demand when the grid is under strain”
OpenAI
12:50
Tutor Intelligence, which trains robot foundation models and builds AI warehouse robots, raised a $75M Series B led by a16z, taking its total funding to $117M
Forbes
12:40
DeepSeek releases a “creator mode” that allows DeepSeek Harness users to quickly create custom plugins, like a 3D model renderer and a video editing workbench
Bloomberg
12:05
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement is against its usage policy
Tom's Hardware
11:45
Tel Aviv-based 42AI, which is developing a “behavioral world model” that tries to predict how humans will act, emerges from stealth with a $62.5M seed
TechCrunch
11:35
Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, “substantially all of which is related to compute and infrastructure”
CNBC
11:25
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities
Reuters
10:50
A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners
New York Magazine
10:20
Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more
New York Times
10:15
Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 9%
Wall Street Journal
09:55
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics
The Information
09:46
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B
Bloomberg
09:35
Memo: Alphabet is issuing €6B in euro-denominated debt across seven tranches, attracting €17B+ in demand; Alphabet sold €9B of bonds in six tranches in May 2026
Reuters
09:25
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience”
TechCrunch
08:10
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits
Forbes
08:05
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race
LessWrong
07:55
Analysis: Elon Musk contributed a record $474M to political groups for the 2026 midterms, including $216M to America PAC, the most a non-candidate has spent yet
New York Times
07:40
Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies
Rest of World
07:31
Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap
Bloomberg
07:25
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access
Washington Post
07:20
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026
Reuters
06:45
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France
Bloomberg
06:35
Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM
Wired
06:15
British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101
New York Times
05:55
Ukraine says its air raid alert app was compromised late on Sunday, sending false warnings of “nuclear danger”; Russia says its alert app had also been attacked
Bloomberg
05:40
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access
Bloomberg
04:20
A profile of UCLA math professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process
New Yorker
03:45
How SF's AI boom is reshaping dating: founders treat first dates as interviews, use tech terms like “conversion rate” to track dates, and pay coaches $5K/month
New York Times
03:45
NAND maker Kioxia's stock closed down 15.78% after its cautious Q3 outlook inflamed investor concerns that the explosive growth driven by AI may be leveling off
Bloomberg
02:45
YC details multi-agent tests in games like Minecraft, where agents exhibit emergent capabilities, forming roles, hierarchies, and complex coordination patterns
YC Labs
01:45
Bites, whose AI tools give frontline workers personalized training via WhatsApp, SMS, Slack, Teams, and more, raised a $40M Series A led by PeakSpan Capital
CTech
01:00
The Hague-based Braid, whose API lets companies sell eSIM mobile plans under their own brand via 600+ carriers, raised a ~$38M Series A led by Octopus Ventures
EU-Startups
00:20
SemiAnalysis launches GDPx, an AI frontier model benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score
SemiAnalysis
Sonntag, 1. November 2026
23:35
Casap, whose AI tools automate dispute and anti-fraud operations for banks, raised a $56M Series B led by Base10 Partners, bringing its total funding to $90M
Fortune
23:05
South Korean President Lee Jae Myung vows to dedicate ~$16B for AI, chips, physical AI, and data centers in the country's 2027 budget, nearly double 2026's sum
Reuters
22:35
AI-powered medical search engine Vera Health, which says it is used by 800,000+ clinicians in 190 countries, raised a $28.5M Series A led by Threshold Ventures
Fierce Healthcare
22:01
Midstream Health, whose AI tools help 250 hospitals recover revenue from rebates and vendor and payer underpayments, raised a $20M Series A led by Valtrius
Axios
21:40
Data analytics provider Hex Technologies, which says it has rebuilt its platform for AI agents, raised a $100M Series D led by Peak XV at a $1.2B valuation
Forbes
21:15
Broccoli AI, which sells AI agents to plumbing, HVAC, and electrical companies, raised a $22M Series A and a $30M Series B; a source says it is valued at $300M
Fortune
20:45
Letter: the White House argues it doesn't have to share the full draft of its voluntary AI testing framework, citing national security and commercial exemptions
The Information
20:15
Hyperbolic, which lets companies rent AI compute across ~30 neoclouds, raised a $30M Series A-1 led by Lip-Bu Tan's Walden Catalyst; it has raised $50M to date
Business Insider
19:15
A look at Binance's efforts to contain the hack, including creating a global war room of ~100 people and coordinating with other crypto companies and the FBI
Bloomberg
18:15
How IShowSpeed became YouTube's top livestreamer with 62M+ subscribers, as his “IRL streams” lasting hours to days mingle childlike wonder with teenage mischief
New York Times
17:15
Saudi Aramco acquires a 49% stake in AI startup Humain for ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains a 51% stake
GamesBeat
16:30
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses”
Axios
15:50
How get-paid-to apps like Freecash, briefly a top five App Store app in September, pay users small sums to play games and help game companies find big spenders
New York Magazine
14:50
ServiceNow confirms it acquired Israeli startup Sweep to speed up clients' migrations to its new CRM, for an undisclosed price estimated at hundreds of millions
CTech
13:45
Analysis: candidates backing data center moratoriums could win up to 15 of 36 US governors' races on Tuesday, including in Texas, Ohio, Michigan, and New York
The Information
12:40
Binance says net outflows were ~$3.64B, or 2.1% of assets, in the 9.5 hours after it began restoring withdrawals; DefiLlama puts 24-hour net outflows at $4.05B
The Block
12:05
Google's data center energy head says space data centers could cost up to 100x more than those on Earth, and the US has enough power but permits take too long
The Information
10:30
A profile of White House OSTP Director Michael Kratsios, an ex-Peter Thiel aide who is among a handful of players steering the Trump administration's AI policy
Colossus
06:00
Solve: the cost of insuring against debt defaults at hyperscalers Amazon, Alphabet, Microsoft, Meta, and Oracle has hit its highest level since 2021
Wall Street Journal
01:35
Lumaril, which develops AI software for optimizing industrial production by connecting to existing control systems, raised a $66M Series A at a $400M valuation
Wall Street Journal
01:30
Binance starts resuming withdrawals in phases, including for bitcoin and ether, after covering 95% of the $6.3B in tokens stolen in the hack by TraderTraitor
Reuters
01:25
Shanghai-based NeuroXess, which is developing BCI technology for movement support, speech decoding, and control of external devices, raised a ~$105M Series B
TechNode
01:00
DeepSeek open sources Super-Agent, a coding agent research prototype it says proactively monitors developer group chats for coding issues and suggests solutions
Bloomberg
00:50
Insurance software maker Guidewire agrees to acquire Hyperexponential, which makes AI-powered insurance underwriting and pricing software, for $1.7B+ in cash
Reuters
Samstag, 31. Oktober 2026
23:10
The FBI attributes the $6.3B Binance hack to North Korea's elite hacking unit TraderTraitor, which the agency has also blamed for the $1.5B Bybit hack in 2025
Bloomberg
12:20
Sources: Meta built a prototype humanoid robot with Chinese firm Fourier in three months and is building a second; Meta says it has no plans to sell these units
The Information
11:45
Binance says it has covered 90% of its hack losses, having set aside $6.34B+ of company funds; the remaining 10% is in less liquid tokens
Reuters