Apollo's $40B SpaceX Lease Tests GPU Collateral
CoreWeave borrowed against chips in 2023; Apollo's reported SpaceX lease would finance a far larger fleet. Nvidia's backstops and its search for available data-center space show what lenders still need to make those fleets useful elsewhere.
Nvidia's $3.5B Bet Has an Address
The AI cloud capacity market is becoming a financed, place-bound market. Nebius’s planned $10B Finnish campus requires 310MW, with phased operations expected to begin in 2027.
Apple’s Touch MacBook Pro Could Change Controls Mid-Task
A decade after the Touch Bar put touch above the keyboard, Apple is reportedly preparing an OLED MacBook Pro whose interface responds to the last input used. The design question is whether controls can change for a finger without making the pointer-driven desktop harder to use.
PJM's Data-Center Switch Problem Amid 97 GW of Gas Plans
U.S. gas projects earmarked for data centers grew from 4 GW in 2024 to more than 97 GW in the 2025 pipeline. The harder question is who controls the switch between campus power and grid power.
NIST's 25,000-Record Backlog Shifts the CVE Burden
More than 40,000 CVE entries were reported in 2024. NIST now prioritizes exploited flaws, critical software, and federal systems for detailed analysis.
Anthropic's co-founders say they “believe that AI is one of the most consequential technologies in human history”, detail its scientific potential, and more
We believe that Al is one of the most consequential technologies in human history. If managed well …
iPhone Duo teardown: 5/10 repairability, a foldable record, but some screens crack along the fold, possibly because a hinge support bar fails to drop far enough
Apple's folding iPhone finally made it to our teardown table. Some owners' screens didn't make it through setup.
Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used
Also: The company rolls out a retail store tool to reduce wasted inventory. — Apple's touch-screen MacBook Pro will arrive on Wednesday …
Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center companies, and 200+ neoclouds face “death and consolidation”
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers. SpaceX closed $4...
Instagram launches an Apple TV app for watching Reels, longer videos, and live shows; the app previously launched on Fire TV, Google TV, and Samsung smart TVs
Instagram is now available on the Apple TV, bringing Reels, longer videos, and live shows via the platform to Apple's streaming device for the first time.
OpenAI releases GPT-6.1 Terra, touting “fast and capable computer use at scale” and clearer, more natural writing, priced at $1/1M input and $5/1M output tokens
Delivering fast and capable computer use at scale — , a fast, efficient model that combines detailed visual reasoning …
Moderators of r/opensource ban submissions of projects using, made by, or intended for AI, exclude non-English speakers over AI translation concerns, and more
The opensource subreddit's new rules against AI have sparked a revolt. … The post made Saturday evening opens by saying …
Apple debuts iOS 27.2, with Siri AI enhancements for recalling past conversations, understanding more personal context, supporting five more languages, and more
Apple today released iOS 27.2 and iPadOS 27.2, the first major updates to the iOS 27 and iPadOS 27 operating systems that came …
A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help normal people tackle mundane tasks visually
Marissa Mayer has reinvented herself as a start-up founder, with a team of 10 engineers — a fraction of the armies of programmers …
Anthropic's S-1 shows a governance structure that suits a fun quirky little mission-driven worker cooperative that needs to raise billions as a public company
Also share classes and fake polls. — Happy Anthropic S-1 day — Here's the draft prospectus for Anthropic PBC's initial public offering.
Alphabet, Amazon, and Microsoft are expected to report double-digit percentage revenue gains this week, as investors grow impatient with AI capex and seek ROI
Three of the biggest and most important technology companies in the world are expected to show healthy growth when they report earnings this week.
Elvis Presley's music owners sue Anthropic for allegedly using 274 songs to train its models, seeking $41M+; Anthropic says it disagrees and will defend itself
The $41 million lawsuit contends that the A.I. company used Presley's music to train its models without permission.
Block unveils Dessa, a “true speech-to-speech” AI model trained on “nothing but human conversation” that it says runs locally on a MacBook Pro M4 Max or newer
Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to Moonshot
Microsoft and others push out emergency patches for a critical flaw in Brotli, the C decoder library built into Node.js, that could allow remote code execution
A critical flaw dubbed ‘HTTP2Shell’ in Brotli, the C decoder library built into Node.js, could allow attackers to corrupt memory and access sensitive data.
Baba, which develops AI tools to help Medicare and Medicaid patients connect to care teams and handle advocacy tasks, raised a $40M Series A led by FirstMark
Applied artificial intelligence company Baba secured $40 million in series A funding to modernize the Medicare and Medicaid experience.
Inside Slack's Salesforce culture clash: Benioff didn't use Slack and had ~1 hour with CEO Butterfield pre-deal; Butterfield quit after a Davos will.i.am panel
I needed a keyboard. — I stood at my reserved desk on the 7th floor of Salesforce's tower in Vancouver around 9am.
Apple unveils a redesigned iPad mini with an 8.5-inch OLED display, an A20 Pro, a nano-texture display option, and IP67 water resistance, for $699+ from Nov. 6
Featuring a stunning OLED display in an even thinner and lighter design, a huge leap in performance, faster wireless connectivity, and water and dust resistance
LSEG agrees to acquire Octus, an NY-based provider of credit intelligence, data, and workflow software, from Permira and Octus' management for $3.54B in cash
A look at OpenAI's and Anthropic's aggressive price cuts from June through September, driven by low switching costs and pricing pressure from open-weight models
Let's look at a quick timeline of the major LLM model announcements from both OpenAI and Anthropic over the past few months.
Meta plans to raise $95B to finance its AI infrastructure, including $35B in public equity offerings, backed by cornerstone investors Nvidia, AMD, and Broadcom
Chipmakers Nvidia, AMD and Broadcom will act as cornerstone investors — Meta is planning to raise $95bn in a stock offering …
Microsoft offers buyouts to ~60K workers, including at a VP level and below across the US, Canada, India, and the UK; its headcount at the end of June was 223K
Microsoft Corp. will offer buyouts to about 60,000 workers, part of the company's efforts to trim costs and retool its workforce for the artificial intelligence era.
A look at TSMC's first plant in Phoenix that has achieved chip output rates comparable to its Taiwan facilities, as its Taiwanese engineers teach US workers
On July 5 the Northwest Chinese Baptist Church in Phoenix opened its weekly Mandarin service with a verse from the Old Testament.
CapitalOS, which helps vertical software platforms offer spend management, cards, and bill payment tools to SMB customers, raised a $21.9M Series A led by LGVP
CapitalOS, which helps vertical software platforms offer cards and bill-pay tools to their SMB customers, has raised $21.9 million …
Data center tenants now demand $5M+ per day in late-delivery fees, up from $1M in spring 2026, spawning new “delay-in-delivery” coverage from brokers like Marsh
This spring, Mike Mathews, who leads the global digital infrastructure practice at insurance broker Marsh …
DongA Ilbo: SK Hynix gained ~$15B on its Kioxia stake earlier in 2026, and plans to return ~$12B to shareholders via a special dividend
SK Hynix Inc.'s shares bucked a broad selloff in AI-related stocks thanks to the prospect of a large dividend payout related …
Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers
Washington has always viewed Silicon Valley as culturally strange. But the current crop of AI leaders is becoming …
The iTunes Store is re-emerging as a venue for pop stars, like Taylor Swift, to hawk collectibles to superfans, reach new audiences, and bolster chart positions
Record labels and artists including Taylor Swift and Ariana Grande are using the throwback music store to bolster their chart position and cash in on their fandom
A look at Meta's role in Brazil's runoff, where Lula da Silva alleges Meta restricts his content and a court ordered it not to interfere; Meta cites glitches
Cohere says during an evaluation Qwen3.8-Flash-Next inventoried its host machine and tried to upload a probe file to an Alibaba Cloud storage bucket in Beijing
For nearly two years, one comforting idea has shaped how companies and government contractors adopt open-weight AI models that anyone can download and run.
Modern AI panic reflects “cognitive mercantilism”, a zero-sum worldview where intelligence is a scarce, dangerous supply-side resource that elites must manage
AI panic weirdly resembles the anxiety that accompanied early capitalism — I've been reading Joyce Appleby's The Relentless Revolution …
Sources detail how Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe rival Airwallex's China ties after Airwallex scrapped a Ramp deal
In April 2025, Eric Glyman, co-founder and co-CEO of Ramp, received some bad news: A deal was falling apart.
AI cybersecurity startup Cathedral says it breached Anthropic's data and messaging systems, under a program inviting outside experts to test Anthropic's systems
The start-up firm Cathedral has told makers of the Claude chatbot that its researchers were able to quickly penetrate sensitive systems, a report reviewed by The Post shows.
High-frequency trading firms such as Jane Street are investing in AI and chip startups and neoclouds, and building data centers to gain an edge in the AI era
High-frequency trading firms are even building their own data centers as they compete for an edge in the AI era.
How a Blackstone-led $2.3B private credit loan to CoreWeave in 2023 became a blueprint for chip-backed debt, which is on track to become a $1T market
“What is a GPU?” Blackstone Inc. executives asked CoreWeave Inc.'s leadership. Also: “Is AI real?” — These were entirely logical queries …
India's chip design startups near production with government support but high fab costs due to low volumes and supply chain bottlenecks hinder commercialization
BENGALURU — Propelled by government support, India's chip design startups are nearing commercial production …
Amazon Bee Frontier review: a $75 AI wearable with a single button that excels at always-on listening, summarizing conversations, and suggesting follow-up ideas
Amazon's quiet, listening AI wearable is also pretty killer? — I'm not sure people really understand what is coming with AI and wearables.
Volkswagen's China unit and Xpeng get approvals to trial autonomous driving systems on public roads in China; VW is testing Level 3 and Xpeng is testing Level 4
Volkswagen AG and Xpeng Inc. secured approvals to trial autonomous driving systems on public roads in China, signaling a renewed push …
OpenAI announces three breakthroughs in computer science, math, and physics, including that the Exponential Time Hypothesis, a longstanding conjecture, is false
We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory, and quantum field theory.Forums:Hacker Newsandr/accelerateForums:Hacke...
Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
Filing: Chinese PCB maker Dongshan raised ~$1.3B in Hong Kong's biggest IPO in nearly two months, pricing shares at ~$11, or 35% below its Friday Shenzhen close
Suzhou Dongshan Precision Manufacturing Co. a printed circuit board maker, raised about HK$9.9 billion ($1.3 billion) …
California startups raised a record $385B across seed to growth rounds in 2026 YTD, or 75%+ of all US startup funding; early and seed stage raised nearly $62B
California companies have scooped up more than three-fourths of all U.S. startup funding this year. That, per Crunchbase data, is an apparent record share.
Anthropic files for an IPO on the Nasdaq under the symbol ANT; the number of Class A shares to be offered and the price range is yet to be determined
Today, Anthropic, PBC filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating …
Bedrock Robotics, which makes autonomous construction machines like excavators, raised a $600M Series C at a $4.1B valuation led by CapitalG and Emergence
Bedrock Robotics Inc., a startup making driverless excavators and other autonomous construction machines, hit a $4.1 billion valuation in its latest funding round.
S-1: Anthropic outlines its mission to revolutionize sectors like medicine and warns its corporate behavior may diverge from traditional profit-maximization
The company said it plans to list on the Nasdaq exchange under the ticker ‘ANT.’ — Anthropic has filed its S-1 prospectus …
Ray-Ban Meta Audio glasses review: no camera can be a selling point, audio quality is good, and Meta AI works well, but privacy concerns remain and it's pricey
A look at Toyota's robotics push, from its Walden spinoff to its $6.4B annual plan to deploy 400K factory robots, as it competes with Tesla, Xpeng, and Hyundai
Japanese group uses 20 years of research to commercialise intelligent robots — Toyota is setting its sights on becoming …
Instagram is testing Features, a new long-form horizontal video format of up to 90 minutes aimed at podcasters, comedians, and other creators, in the US
Anthropic S-1: post-IPO, it will keep operating as a Public Benefit Corporation, giving its seven co-founders 50.1% voting control via a single Class F share
NYC-based Nevis, which uses AI to automate paperwork for financial advisors, raised a $70M Series B led by EQT Ventures, a source says at a $500M valuation
Apple says it is “aware of an issue impacting the inner display on a small number” of iPhone Duos and affected users can contact AppleCare for a replacement
Over the weekend, a handful of iPhone Duo users reported that their inner display had cracked along the hinge.
Google DeepMind's AI hurricane forecasting model outperformed conventional models by accurately predicting that Hurricane Isaias would make landfall in Florida
Anthropic S-1: an $80.7B net loss on revenue of $16.3B in H1 2026, up from a $13B net loss on revenue of $1.2B in H1 2025, and a net revenue retention of 900%
Anthropic PBC filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.
Anthropic S-1: of its $81B net loss in H1 2026, $72B+ was related to rising convertible note value as its valuation increased and nearly $9B to compute
AI company sets out its pitch to investors as the debate over the safety of the technology intensifies
SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026
Carmen Arroyo /Bloomberg:
Broadcom arranges a $63B deal with BofA, Blackstone, Citi, and Morgan Stanley to finance the purchase of chips for Anthropic via a new special purpose vehicle
Sources: DoorDash is in advanced talks to acquire Instacart, and the deal could be finalized as soon as this week and could value Instacart at ~$17B
Intel agrees to acquire Tel Aviv-based quantum computing startup Classiq; Classiq has raised more than $200M in funding and has about 130 employees
Sources: Hong Kong-based stablecoin payments startup RedotPay plans a US IPO filing by year-end and is in talks for a pre-IPO round at a $4B to $5B valuation
Anthropic's IPO outlines an unusual succession plan: confidential, ranked lists of up to 10 successors per co-founder, subject to approval from five co-founders
and the New York TimesBusiness Insider:Here's how insanely rich Anthropic's IPO is about to make its 7 cofounders
Anthropic's S-1 lists 94 pages of risk factors and warns that the “scale of harm” from a “catastrophic” AI incident might mean it is unable to obtain insurance
Wall Street Journal:NEW
Sources: Anthropic is aiming to go public the week of November 16 and could raise ~$100B at a $1.5T to $2T valuation, after initially preparing for October
Wall Street Journal:NEW
S-1: Anthropic warns prospective investors that its AI safety and advocacy stances risk disproportionate and selective targeting from the Trump administration
and it has no plans to back down. https://www.axios.com/...
Few VC firms are mentioned in Anthropic's S-1, except Spark, which invested ~$800M across six rounds and whose GP Yasmin Razavi is the sole VC on its board
Kate Clark /Wall Street Journal:
The public internet model is dying from too much content, algorithmic aggregators, and vulnerabilities found with AI, and that may bring new possibilities
It was the summer of 2003, just weeks before I was set to move to Taiwan, that I decided to create a blog to document my journey.
Anthropic S-1: it spent just $482M on capex in H1 2026, leasing most of its compute, and its capex is almost entirely outsourced via $782B in lease obligations
Tim Culpan /Culpium:
S-1: as of September 30, Anthropic had 11,900+ customers spending $100,000+ annually, 1,900+ customers spending $1M+, and ~250 customers spending $10M+
Rebecca Bellan /TechCrunch:NEW