Samstag, 7. November 2026

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
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