Montag, 2. November 2026

13:20
OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses to reduce electricity demand when the grid is under strain
OpenAI
12:50
Tutor, which is training a frontier robot foundation model and builds AI warehouse robots, raised a $75M Series B led by a16z, taking total funding to $117M
Forbes
12:40
DeepSeek releases a “creator mode” that allows users of DeepSeek Harness to 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 violates its usage policy
Tom's Hardware
11:45
Israeli startup 42AI, which is developing a “behavioral world model” that tries to predict human behavior, emerges from stealth with a $62.5M seed
TechCrunch
11:35
Amended S-1: Anthropic says it has purchase 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 5%+
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
04:40
Fan fiction website AO3 says it could take two to four weeks to restore service after a “security incident”; AO3 hosts 18M+ works and has 11M+ registered users
Gizmodo
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
13:15
A look at VC-backed glossy magazine Colossus, whose glowing profiles of Zuckerberg and other tech titans win industry praise, while Kara Swisher says it is PR
The San Francisco Standard
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
01:00
A look at a crude campaign of cyberattacks by Russia-linked hacktivist groups that have caused physical damage in NATO-aligned countries over the past two years
Bloomberg
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
01:15
Enterprise voice AI tools provider Deepgram acquires Daily, which has raised $62M+ and develops open-source voice AI framework Pipecat, for an undisclosed sum
TechCrunch
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
20:00
Tests: chatbots rely on three obscure AI-built voter sites for US midterm answers; Copilot cited the error-prone Ballot Brief in 75% of tests and ChatGPT in 22%
Washington Post
15:01
Researchers are paid $5K for reporting a bug to OpenAI that would let attackers run code in logged-in sessions of all who opened the hacker's ChatGPT share link
The Hacker News
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
09:40
How AI detectors like Pangram are changing human writing: authors drop em dashes, “not X, but Y” phrasing, and words like “delve”, or add typos, to look human
Bloomberg
05:25
A look at growing bipartisan opposition to AI data centers in drought-stricken Arizona, where TSMC's chip fabs were welcomed but newer projects face backlash
The Verge
02:30
As AI models commoditize, lasting wealth will accrue to those controlling chokepoints like distribution, payment rails, and a stablecoin dollar, not to the labs
The Commanding Heights
02:10
When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and “being used 5% of the time”
Tom's Hardware
01:15
Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms
Wall Street Journal
01:10
S&P downgraded Meta's outlook from stable to negative, citing high capex and negative free cash flow; META fell 15% in October, its worst month in four years
CNBC
01:00
Anthropic says a malicious actor used access to Cursor's marketplace to publish a “tampered” copy of the Claude Code extension, which it didn't build or publish
@felixrieseberg
00:30
John Ternus says Apple doesn't “want to ship AI for AI's sake” and that Tim Cook is “available to help wherever I ask” on policy; Ternus has yet to meet Trump
Wired

Freitag, 30. Oktober 2026

22:30
Sources: OpenAI has secured ~$11B in commitments for its latest funding round, less than half its initial $30B target, and expects to raise more in coming weeks
Wall Street Journal
21:00
Sources: OpenAI now seeks ~$20B at a $1.25T valuation for its latest round, from $30B at a $1.4T valuation, as some investors cut commitments amid an AI selloff
Financial Times
20:20
Sources: Baseten is raising ~$2B in two tranches, one valuing it at $26B and the other at $30B; Baseten was valued at $13B in June after raising $1.5B
Bloomberg
18:50
Sources: Google is in talks with the DOD on a new effort to secure the data that feeds into software being built for the Golden Dome missile defense program
Bloomberg
18:05
Filing: Vancouver, WA-based Powerlattice, which makes a power delivery chiplet to reduce AI compute power needs by 50%+, raised $86M, after raising $31M in 2025
GeekWire
17:05
OpenAI, Google, Microsoft, and Anthropic say they will adopt a new standard that publishers can use to opt out of being scraped by AI across multiple crawlers
The Verge
16:55
OpenAI tightens limits on the weapons-related information that ChatGPT provides teens, even when a question appears harmless, as part of new safeguards
Reuters
16:35
Intel stock closed down 28.58% on Friday, its worst day since the 1970s and wiping ~$12B off US government's stake, after issuing weaker-than-expected guidance
CNBC
16:25
Reddit closed down 29.27% on Friday, the worst drop since becoming a public company in 2024, after it forecast weak Q4 revenue
CNBC
16:00
Alphabet, Meta, Microsoft, Amazon, and Oracle have a collective $3T+ in AI spending commitments over the coming years, including Alphabet's $1T and Meta's $800B
Bloomberg
15:35
Chainalysis says Binance hackers used automated money-laundering patterns not seen before; Elliptic: almost all of the $6.3B was taken in the first 30 minutes
Financial Times
15:25
Microsoft, Alphabet, Amazon, Meta, and Oracle returned just 9.3% of cash to shareholders in the first three quarters of 2026, a 15-year low amid AI spending
Reuters
15:15
Anthropic renames its $100 per month Max 5x plan as Max and the $200 per month Max 20x plan as Ultra, and removes the 5-hour limit for verified Ultra accounts
@claudeai
14:40
Google says its Suncatcher prototype data center satellite is online after an October 1 launch, with Gemma 4 generating a haiku about being in space
TechCrunch
14:20
Salesforce acquires Rune, which makes AI military logistics software, sources say for $375M in cash and stock; Rune raised $30m from a16z and others
Resilience Media
13:10
Salesforce buys Rune Technologies for new defense unit
Axios
12:10
London's High Court dismisses Meta, TikTok, and X's challenge to Ofcom's Online Safety Act information requests, rejecting arguments they were disproportionate
Reuters
10:30
Binance says it has reserved $6.34B+ in company funds, including $5B already held in impacted token assets, to deal with the fallout from the $6.3B hack
Reuters
09:10
FEC data: AI-oriented PACs spent nearly $80M on the 2026 US elections, mostly before the primaries; pro-regulatory PACs outspent Leading the Future's network
Puck
08:20
CXMT reports Q3 revenue of ~$16.7B, up 613.2% YoY, and a net profit of ~$8.17B, swinging to profitability on the back of rising AI-driven memory chip prices
Reuters
07:50
NAND maker Kioxia reports FY Q2 operating profit up 22x YoY to ~$12.7B, in line with est., but forecasts Q3 operating profit of ~$12.7B, below ~$14.9B est.
Bloomberg
07:40
The UK CMA opens a probe into whether Meta imposed exploitative terms on publishers and advertisers to use their content to develop its AI and other services
Reuters
07:15
Binance reveals that a follow-up investigation has found “additional points of breach” beyond a possibly compromised laptop and says this was a “complex attack”
@binance
06:15
Dream, which is training AI world models on US building data to automate construction design and engineering, emerges from stealth with a $17M seed led by a16z
TechCrunch
06:10
Ravical, whose AI-powered platform helps accounting and tax firms manage their operations, raised a $17M seed led by MMC, bringing its total funding to $25M
Tech.eu
05:40
Inside Nscale's 2,250-acre, 8GW Monarch Compute Campus in West Virginia, which has been hit by construction issues, local opposition, and financing risks
Financial Times
04:45
Sources: Spotify aims to launch its AI remix service in Q1 2027 and may charge $4-$5/month extra; it is still negotiating licensing deals with Sony and Warner
Financial Times
02:30
How a wave of startups are betting on AI to make formal software verification practical and essential, including &Truth, which launches with a $70M seed
Wired
01:00
TRM Labs attributes the Binance hack to North Korea-based TraderTraitor, which drained ~$6.36B from Binance wallets across 10 blockchains, mostly in ~20 minutes
Reuters
00:50
Binance pledges to cover all losses from a ~$6.3B hack, potentially the largest crypto theft ever, surpassing the $1.5B Bybit hack in February 2025
South China Morning Post
00:01
CrowdStrike: China-linked hackers used AI tool ARTEX with a DeepSeek LLM and another model to target 200+ organizations in 11 days, compromising at least nine
NBC News

Donnerstag, 29. Oktober 2026

23:35
Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27%
The Information
23:10
S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from “potential disruption” amid geopolitical tensions with China
Wall Street Journal
22:40
Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems
Bloomberg
22:10
NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets with Trade.xyz, a market operator on the crypto platform, and takes a stake in Trade.xyz
Bloomberg
21:35
Binance “temporarily suspended” all deposits and withdrawals as it investigates security issues and works with law enforcement; Binance.US says it's unaffected
Financial Times
21:15
Twilio reports Q3 revenue up 20% YoY to $1.56B, vs. $1.52B est., net income up 333% to $161M, and expects slower Q4 revenue growth; TWLO drops 20%+
MarketWatch
21:10
Andy Jassy says Prime Video has “a revenue run rate in the tens of billions of dollars and is now profitable in its own right”
TechCrunch
20:40
Meta quietly launches Style Sketch, an AI fashion app that helps users put together outfit ideas using clothes they own, in Indonesia, Singapore, and Thailand
TechCrunch
20:20
On Amazon's earnings call, Andy Jassy says outside AI shopping agents are “still not great, nor more convenient than coming to a retailer directly”
Fortune
19:30
Sandisk reports Q1 revenue up 378% YoY to $11B, vs. $10.7B est., forecasts Q2 revenue above est., announces an 8-for-1 stock split; SNDK drops 9%+
MarketWatch
19:20
Pinterest reports Q3 revenue up 12% YoY to $1.17B, vs. $1.21B est., global MAUs up 10% to 661M, and forecasts Q4 revenue below est.; PINS drops 5%+
Barron's Online
19:05
Polymarket resumes trading after a security incident with a third-party provider, which a source says is DebugBear, and says it will reimburse affected traders
Reuters
18:55
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use
The Information
18:25
Binance says initial investigation suggests a compromised DevOps laptop may have enabled a ~$6.3B hack; Tether froze 1.5B+ USDT and Circle froze 800M+ USDC
The Block
17:55
Coinbase reports Q3 revenue down 35% YoY to $1.22B, in line with est., and net income up 66% to $719M, its first profit in a year, on unrealized crypto gains
Bloomberg
17:25
Roblox reports Q3 bookings down 12% YoY to $1.7B, vs. $1.63B est., and DAUs down 9% to 138M, vs. 145.8M est.; RBLX drops 16%+
Bloomberg
17:10
Sources: Instagram is offering select creators $50K to $500K to cross-post their long-form YouTube content to its new “Features” product
Business Insider
16:55
Amazon reports Q3 AWS revenue up 39% YoY to $45.98B, above $45.29B est., and AWS operating income up 55% to $17.77B, above $16.97B est.
CNBC
16:50
Sources: Google, Meta, and other tech companies are resisting broad ICE demands for user data as they face future Democratic-led congressional investigations
Wall Street Journal
16:40
Symbotic says Walmart has committed an additional $6B over several years to deploy Symbotic's supply-chain automation technology across its distribution network
Reuters
16:32
Reddit reports Q3 revenue up 53% YoY to $895M, vs. $878M est., DAUq up 12% to 130.3M, below est., forecasts Q4 revenue below est.; RDDT drops 25%+
CNBC
16:30
Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex
Bloomberg
16:25
Intel reports Q3 revenue up 21% YoY to $16.5B, vs. $16.5B est., and forecasts Q4 revenue and adjusted EPS below estimates; INTC drops 20%+
CNBC
16:21
Reddit plans to require users to log in to fully access the site in response to AI scraping, and to begin tests in select markets outside the US this quarter
Axios
16:20
Amazon reports Q3 ad revenue up 11% YoY to $19.64B, vs. $20.82B est., and subscription services revenue up 11% YoY to $14B
CNBC
16:13
Amazon reports Q3 revenue up 12% YoY to $201.94B, vs. $202.31B est., net income down 2% to $20.7B, forecasts Q4 revenue below est.
Amazon
15:50
Source: Anthropic is “Customer B” cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government
Bloomberg
15:10
Sources: an Accenture staffer's Claude agent ran on a DOD network for two months and appears to have sent info to a third-party site before it was identified
Wired
14:30
Utah files 14 criminal charges against Kalshi and its co-founders Tarek Mansour and Luana Lopes Lara for allegedly breaking Utah's gambling laws
Salt Lake Tribune
14:00
OpenAI updates Model Spec to reorganize it around five values: faithfulness to human intent, harm minimization, honesty and transparency, human agency, and care
OpenAI
12:55
SuperMe, which generates AI-powered chats with simulated profiles of prominent industry experts to let users ask questions, raised $20M
TechCrunch
12:45
Source: Dulo, a startup co-founded by Google veteran Sebastian Thrun to build “foundation models for hardware design”, raised a $130M seed
The Information
12:30
Alphabet discloses $1T+ in purchase commitments, future leases, and other obligations; its Q3 filing shows $98.5B in contingent commitments, up ~$23B from Q2
Bloomberg
12:25
Alphabet's stock falls 12.3%, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4%
Financial Times
12:15
Airbnb spent $12.6M+ since 2025 to become a top LA political contributor, backing Mayor Karen Bass and pushing for friendlier rules ahead of the 2028 Olympics
Politico
12:10
Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation
Bloomberg
12:05
Sources: Situational Awareness is pitching clients to invest in Fluidstack alongside it in a round that values the neocloud at $40B, up from $18B in September
Bloomberg
11:25
The UK FCA, which sued Justin Sun-linked crypto exchange HTX in 2025 for “unlawfully promoting crypto asset services”, says HTX will exit the UK in a settlement
Financial Times
11:15
Collective, which uses AI to automate bookkeeping for solo business owners, raised a $40M Series B and $60M in nondilutive capital from GC's Customer Value Fund
Axios
11:05
Ottawa-based Solink, which uses AI to pull data from already-installed security cameras, raised $100M+ led by Vertu Capital, bringing its total raised to $198M+
SiliconANGLE
10:40
Thrive Holdings agrees to acquire ADT in an all-cash take-private deal, valuing ADT at ~$7.6B in equity value, a ~46% premium over its October 27 closing price
Axios
10:30
Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index
ZDNET
09:55
Serval, which offers AI agents for enterprise IT operations like access management, raised $150M led by Sequoia at a $3B valuation, up from $1B in December 2025
Reuters
09:45
Wabi, which is building an AI assistant that integrates into group chats and can take actions like booking appointments, raised $55M at a $1.25B valuation
Bloomberg
09:35
Sources: Microsoft is seeking to raise $25B+ in its first US investment-grade bond sale since 2017, when it raised $17B, to fund AI-related capital expenditures
Bloomberg
08:40
Q&A with Sam Altman on finding PHP bugs, sandboxing superhuman models as an unsolved safety dilemma, robotics scaling data centers, math, agent swarms, and more
Cheeky Pint
08:31
Q&A with Palantir CTO Shyam Sankar on diffusing intelligence, safety, AI lessons, forward-deployed engineering, Anthropic vs. the US, AI religion, and more
Stratechery
08:16
Circuit Mind, which uses AI to automate electronics and circuit design, raised $25M, including an $18.5M Series A led by Norwest, and plans a US relocation
Axios
07:55
Kalshi raised $1B led by Sequoia and Wellington Management at a $40B valuation, up from a $22B valuation after raising $1B in May, its last raise before an IPO
New York Times
07:31
DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates
Reuters
07:25
Sources: the Pentagon is treating the late August freezer malfunctions across 6+ military bases as a suspected cyberattack and is working with French police
Reuters
07:10
Jio Platforms adds $36B in market value in two trading sessions, hitting a $144B market cap, up from its ~$108B IPO valuation, after India's biggest-ever IPO
Bloomberg
06:46
Sources: DeepSeek and Moonshot AI heavily relied on GPT-6 Astra distillation to train models like Kimi K3.1 Pro and V4.1-Flash 1017, after Anthropic's crackdown
The Information
06:35
Epic Games says it is using AI tools to “develop code and features” for Unreal Engine, including core engine components like the D3D12 rendering layer
This Week in Videogames
06:25
Sierra Club expects US power emissions to hit 2.1B metric tons by 2030, up 42% on 2025 and erasing 15 years of cuts, with off-grid data centers matching Mexico
Bloomberg
06:02
Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites
BBC
05:50
Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism
MacStories
05:20
US officials believe Megaspeed executive Alice Huang, who has a close relationship with Jensen Huang, is a Chinese asset; Trump was briefed and took no action
New York Times
05:15
Sources: Bloomberg, Susquehanna, and Jump Trading signed up for Truth Social's fast API feed of President Trump's posts, paying $60K to $100K per month
Reuters
05:02
A profile of Nscale CEO Josh Payne, who is proceeding with plans for a US IPO that sources say is targeting a $30B valuation despite some investor pushback
Bloomberg
02:45
How Maynard v. Snapchat, a 2016 lawsuit linked to a car crash involving Snapchat's speed filter, sparked social media's legal reckoning over user safety
Bloomberg
02:40
STMicro reports Q3 revenue up 17.9% YoY to $3.76B, operating income up 98% to $429M, above $400.5M est., and forecasts $4.15B in Q4 revenue, above $4.10B est.
Reuters
02:15
A profile of Tencent Cloud CEO Dowson Tong, who is shifting Tencent's AI focus toward businesses and betting on its Claude Cowork-style assistant WorkBuddy
Bloomberg
02:05
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization”
Wired
02:02
National Student Clearinghouse: US computer science enrollment fell 12%+ for undergrads and 10%+ for grad students this fall, as AI reduces coding jobs
Bloomberg
01:30
Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows
TechCrunch
01:25
Samsung's shares fall 4%, as a lack of a new shareholder return plan, higher capex, and its chip unit's Q3 profit miss weigh on investor sentiment
Bloomberg
01:20
Samsung expects capex to rise ~60% to ~$63B in 2026, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers
Bloomberg
01:10
Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode
The Register
00:40
DoorDash moves its Q3 earnings release from November 4 to before the market opens on October 29, amid reports of an imminent ~$17B deal to acquire Instacart
Bloomberg
00:05
Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others
Axios

Mittwoch, 28. Oktober 2026

23:55
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia
Wall Street Journal
23:20
Samsung reports Q3 revenue up 127% YoY to a record ~$146.3B and a record operating profit up 783% to ~$80.5B, both meeting est.; chip unit revenue hit ~$110B
CNBC
22:00
Google is rolling out Gemini 4 Carbon to selected cybersecurity defenders through Fairwind at $2/1M input and $10/1M output tokens, rising to $4 and $20 later
VentureBeat
21:55
Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system
Wired
21:01
Microsoft reports Q1 Xbox hardware revenue down 14% YoY, Xbox content and services revenue down 2%, and Windows OEM and Devices revenue down 22%
The Verge
20:30
Zillow agrees to pay $212.5M to settle an investor class action over its failed Zillow Offers home-flipping venture, after SCOTUS refused to hear its appeal
Reuters
20:20
Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B to $80B, up from $48B in September
Business Insider
19:45
Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M
Bloomberg
19:00
Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct
Reuters
18:50
Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, below $55.09B est., and keeps its FY capex forecast at $195B-$205B
CNBC
18:30
Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, which has an ~$83B market cap; the deal could be announced as soon as next week
Bloomberg
18:25
eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., GMV up 15% to $23.17B, above $22.32B est., and adjusted EPS of $1.51, above est.; EBAY jumps 4%
Wall Street Journal
18:10
Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI
TechCrunch
17:25
ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B and forecasts Q4 current remaining performance obligations below est.; NOW drops 22%+
Bloomberg
16:40
Microsoft reports Q1 capex of $45.2B, up from $34.9B in Q1 2025 and below its own $50B projection, and free cash flow of $18.6B, above $8.54B analyst est.
Reuters
16:30
Alphabet reports Q3 YouTube ad revenue up 9% YoY to $11.2B, below est. and 15% growth in Q3 2025; Google ad revenue rose 11% to $82.01B, below $83.6B est.
Variety
16:12
Alphabet reports Q3 revenue up 25% YoY to $127.58B, below $128.22B est., and Google Cloud revenue up 103% to $30.7B, above $28.7B est.
Alphabet
16:10
Microsoft reports Q1 revenue up 19% YoY to $92.28B, above $90.69B est., Azure revenue up 48% to $33.17B, above $32.32B est., and net income up 32% to $36.63B
Microsoft
15:40
Oracle pledges to limit new financing to $20B through FY 2030, expects free cash flow to turn positive in H2 FY 2028 and top $30B in FY 2029; ORCL jumps 11%+
Reuters