Nvidia’s $2 Billion Coherent Bet on Cluster Links
Nvidia announced plans to invest $2 billion each in Coherent and Lumentum for U.S. photonics R&D and manufacturing. The commitment follows years of work to move optical connections closer to AI compute, while demand strains suppliers of lasers, fiber and networking chips.
Apple unveils a touchscreen MacBook Pro with a 14" or 16" PROLED XDR display, a light-up Apple logo, M5 Pro and M5 Max, for $2,899+ and $3,399+
The world's best pro laptop now features an industry-leading tandem OLED display, an intuitive Touch experience, blazing-fast M5 Pro …
Apple unveils a 14" MacBook Pro with an M6, which has a 12-core CPU and a 12-core GPU, 16GB or 32GB of unified memory, and Wi-Fi 7, for $1,999+ from November 6
Supercharged by M6, the 14-inch MacBook Pro features incredible performance and next-level AI capabilities, enhanced connectivity …
Google DeepMind launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, in preview first to trusted testers
The Genie 4 world model offers more realism and can create audio to accompany its interactive worlds.
Discord says it will let public-channel messages from servers listed in Server Discovery appear in web search from mid-December; admins and members can opt out
Discord announced on Tuesday it will make some conversations in its public servers searchable and easier to find on the internet.
AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent
Nvidia and Advanced Micro Devices have said they will invest a total of $4 billion in Meta after the social media …
Google unveils Gemini 4 Carbon, its “strongest model with state-of-the-art cybersecurity” capabilities, ranked #1 on Artificial Analysis' new Intelligence Index
Gemini 4 Carbon is our strongest model with state-of-the-art cybersecurity and long horizon capabilities.
SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, above ~$74.07B est., and operating profit up 632% to ~$62.76B, above ~$57.78B est. and a company record
South Korean chipmaker SK Hynix on Wednesday posted a record high quarterly profit, sharply beating estimates, and announced over $25 billion in dividends and buybacks …
Microsoft reports Q1 revenue up 19% YoY to $92.3B, Azure revenue up 48% to $33.2B, operating income up 21% to $45.9B, and net income up 32% to $36.6B
REDMOND, Wash. — October 28, 2026 — Microsoft Corp. today announced the following results for the quarter ended September 30, 2026 …
Source: Apple has discussed charging $2,899 for the 14-inch MacBook Pro with an OLED XDR touch screen and M5 Pro chip, $400 more than the current M5 Pro model
Apple Inc., after successfully betting this month that consumers are willing to pay $2,000 or more for a foldable iPhone …
Alphabet reports Q3 revenue up 25% YoY to $127.58B, vs. $128.22B est., Google Cloud revenue up 103% to $30.7B, vs. $28.7B est.; GOOG drops 9%+ after hours
MOUNTAIN VIEW, Calif. - October 28, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2026.
Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy
There are many opportunities to speed up drug development, even beyond the most commonly discussed applications of AI, like proposing initial designs for new molecules.
GitHub says Copilot Fusion, which handles model selection and orchestration, is now generally available, releases the GitHub Copilot app, and more
Developers pick the effort level. Copilot Fusion picks the models. An AT&T engineer say it's “improved token efficiency.”
Anthropic's S-1 implies a $40T+ annual TAM based on knowledge work's economic value in 2025, topping SpaceX's $28.5T estimate, without explicitly naming TAM
The company's estimated market opportunity, tied to the economic value of work produced by knowledge workers, tops SpaceX's enormous figure from earlier this year
Google and Xreal launch the Xreal Aura wired XR glasses, with Android XR and a puck with Snapdragon Reality Elite, for $1,099+ through December, then $1,279+
At the Android Developer Summit on Wednesday, Google's smart glasses partner Xreal launched its new Xreal Aura wired smart glasses …
Apple adds a beta AI assistant built on Apple's and OpenAI's models to Keynote, Pages, Numbers, and Logic Pro, plus MCP support to Keynote, Pages, and Numbers
The new AI assistant can draft and restructure content in Pages, while organizing data in Numbers.
Anduril and Qualcomm unveil BlueChip, a line of laptops designed and assembled in the US for defense and government; Anduril will begin taking orders in 2027
Defense tech startup Anduril Industries Inc. has joined forces with chipmaker Qualcomm Inc. to produce laptops that are designed …
Amazon unveils the $500 Echo Show 16, the $200 Echo Time alarm, and the $200+ Alexa Photo Frame, raises smart speaker prices, and previews Alexa Home Map
With its latest devices, including a smart bedside alarm clock, Amazon looks to cement Alexa's presence in every room of the home
Robinhood reports Q3 revenue up 12% YoY to $1.42B, meeting est., crypto revenue down 55% YoY to $120M, and profit down 14% YoY to $476M; HOOD drops 7%+
Robinhood Markets (HOOD.O) reported a drop in third-quarter profit on Tuesday as slower cryptocurrency trading weighed on growth …
Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B
We are expanding our partnership with the General Services Administration (GSA) through a new agreement that gives government partners …
Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds, leading to her death in February
The chatbot helped a woman taper off a lifesaving drug and hide the plan from her doctors. — 1.3k
Artificial Analysis unveils the Intelligence Index v5 with new coding and science benchmarks; 60% of the Index is based on private test sets or held-out answers
The Artificial Analysis Intelligence Index is our composite measure of model capabilities across tasks reflecting real-world usage today. v5 …
Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable
When Anthropic on Monday dropped its long-awaited initial public offering prospectus filing, a lot of the details …
Research: professional analysts followed AI agents' randomly assigned “leans” on subjective analytical decisions 86% of the time; 77% used the agents' arguments
Amaç Herdağdelen, Hailey Joren, Alex Tamkin — When experts hand their work to an AI agent …
Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages
Two US senators say the Trump administration is breaking the law by withholding the FISA court decision while it presses Congress …
Memo: Amazon says measuring AI adoption solely by token usage or code generation is “deeply flawed”, as it discourages staff from tokenmaxxing
Amazon laid out its AI usage guidelines for software engineers in a memo to staffers, and discouraged employees from turning to …
Infisical, which helps companies use AI agents without handing over their private credentials, raised a $40M Series B led by Elad Gil at a $600M valuation
Infisical is helping companies like Airbus and Volkswagen use agents without handing over their private credentials.
The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets
The U.S. agency that oversees derivatives has filed a federal legal challenge to halt Utah's attempt to stop prediction market betting in its state …
Jio Platforms, India's largest telecom and digital services company, jumps 21.4% in its trading debut, after raising ~$3.2B in the country's largest-ever IPO
Jio Platforms' shares rose 21.4% on their trading debut Wednesday after a record initial public offering that was lapped up by retail as well as institutional investors.
An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that “hunger beats tenure”
This month, I laid the traditional coding interview to rest. As a hiring manager at Anthropic, I stopped asking candidates to do them.
Apple updates the 24-inch iMac with an M6, which has up to a 12-core CPU and up to a 12-core GPU, and a dual 16-core Neural Engine, for $1,499+ from November 6
Apple's all-in-one gets a huge performance boostMarcus Mendes /9to5Mac:New M6 Macs buck Apple's second wave of price hikesRyan Christoffel /9to5Mac:Apple launches new iMac with M6 chip, N1 wireless, f...
Apple adds a 512GB RAM configuration for the Mac Studio with the M5 Ultra chip, starting at $22,299; the M5 Max model maxes out at 128GB of RAM
Starting today, the Mac Studio with the M5 Ultra chip can be configured with 512GB of RAM on Apple's online store, but it is an expensive upgrade.
Artificial Analysis launches the Intelligence Index v5, with new coding and science benchmarks, built on private datasets; Claude Opus 5.5 (max) leads at 58
Announcing Artificial Analysis Intelligence Index v5, featuring 2 new benchmarks and 3 upgrades. For the first time, the majority of the Index is built on private datasets The Artificial Analysis Inte...
NY Gov. Kathy Hochul signs bills banning AI chatbots from using “unsafe features” for minors and requiring security features in internet-connected baby monitors
New York Gov. Kathy Hochul signed two bills further curbing artificial intelligence risks for children …
Email: a hacker attack forced the FEC to temporarily take its filing system offline around 10pm ET on Monday, blocking groups from submitting reports
The US Federal Election Commission's website was targeted by a hacker or hackers, according to an email seen by Reuters …
How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet
Every Tuesday for the last few months, two dozen of the world's richest people or their advisers hop onto a conference call and plan for war.
The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum
The Federal Communications Commission said on Tuesday it approved Amazon (AMZN.O) Leo's $11.5 billion deal to acquire Globalstar (GSAT.O) …
Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs
OpenAI plans to buy Google's AI chips, according to a person familiar with the matter, in a boost for a rising competitor to OpenAI backer Nvidia.
Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a “daily journal disguised as a pet”
But it's only available in the Philippines for now. — Looks like a big part of Meta's AI strategy is to rely on …
Malaysia says it seized ~$12.11M worth of AI chips this month, as authorities close in on a syndicate suspected of smuggling through the country's main airport
Malaysian customs said on Wednesday that it had seized about 49.5 million ringgit ($12.11 million) worth of advanced artificial intelligence chips …
Apple says the touchscreen MacBook Pro has a “newly designed hinge” for stability and an “enhanced six-speaker” system; the 14" model is 3lb and the 16" is 4lb
touch laptop starts at $2,899Malcolm Owen /AppleInsider:MacBook Pro gets touchscreen OLED, and resurrects the glowing Apple logoDevindra Hardawar /Engadget:Apple's redesigned MacBook Pro has an OLED t...
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%+
Oracle said it expects capital spending to peak this fiscal year and next as it builds more cloud capacity, but pledged to raise …
ServiceNow reports Q3 subscription revenue up 21% YoY to $3.99B, forecasts Q4 current remaining performance obligations below est.; NOW drops 15%+ after hours
ServiceNow Inc. shares plunged after the company gave an outlook for quarterly subscription sales that met analysts' estimates …
Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset
Nvidia Corp. today released a leaderboard-winning open artificial intelligence model for multilingual audio transcription and translation …
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
Google unveils Google Multi-Party Compute (MPC), a digital-asset custody and security service in private preview, set for commercial availability in early 2027
Google to showcase a new security system designed to help banks and other financial institutions safeguard and move cryptocurrencies …
Amazon Kindle Paperwhite and Kindle Colorsoft review: premium feel, lightweight, nice colors, and snappy performance, but expensive after price increases
The latest generation of Kindle's 7-inch e-readers have a new look and new accessories. But are they worth the upgrade given Amazon's new Kindle prices?
X adds an intrusive promotional animation of an arm reaching across the screen to direct users to a “promote” post button, targeting verified and Premium users
You have to hand it to X's latest promotional gimmick. — After Elon Musk warned that …
Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026
Physical Intelligence, a startup developing artificial intelligence software to power robots for real-world tasks …
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024
Semiconductor component maker Onsemi has been discussing an acquisition of 16-year-old chip startup Ferric for close to $1 billion …
Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware
Toronto-based fintech Wealthsimple raised up to CA$425M led by GIC at a CA$13.8B post-money valuation, up from CA$10B in 2025, and had CA169.2B AUM in September
Letter: Senator Elizabeth Warren asks Dario Amodei for “exhaustive responses” to four pages of questions by November 3 regarding existential risks in its S-1
The Democratic senator told the AI giant to answer four pages of questions about its IPO filing by Nov. 3
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
The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …
Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips
China's CXMT plans to start production of HBM3E, an advanced type of high-bandwidth memory chip used with AI processors …
How the UK's Slough, a town on the borders of west London, became the largest data center hub in Europe, hosting 40+ facilities, as locals seek more benefits
The UK council overseeing Europe's data centre capital has asked companies to provide more benefits for local people …
Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise
software that understands our goals, reasons, uses tools and gets work done on our behalf” “This changes how we use computers, from operating applications to working with intelligent agents. NVIDIA a...
Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week
Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc., according to people familiar with the matter …
S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability
Tuesday 27 October 2026Tim Fernholz /TechCrunch:Who's really in charge at Anthropic after the IPO?Mary Cunningham /CBS News:Anthropic's IPO filing lists 93 pages of risks. What could possibly go wrong...
John Ternus says the Mac is “first and foremost” a device “built around the trackpad and keyboard”, but sometimes “it's comfortable and handy to have touch”
and found out why Apple changed its mind about touch on the Mac. https://www.wired.com/...
Dutch chipmaker NXP reports Q3 revenue up 19% YoY to $3.79B, above $3.76B est., and forecasts Q4 revenue below est.; NXPI drops 7%+, but is up 17% YTD
eBay reports Q3 revenue up 14% YoY to $3.21B, above $3.12B est., and GMV up 15% to $23.17B, above $22.32B est.; EBAY jumps 4%+ after hours
CEO Jamie Iannone said the e-commerce platform is seeing broad-based momentum across its key categories — EBay recorded higher quarterly sales …
Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation
US private capital group in talks with Elliott over what would be among the booming sector's biggest deals this year
Sources: Trend Micro's TrendAI found Israeli adtech company Discover-Tech heavily targeted Starlink users in 100+ countries, likely to geolocate or surveil them
Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal
Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move
TAIPEI — Leading PC makers, including HP of the U.S. and Asus and Acer of Taiwan, are combating soaring component costs by shifting …
AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation, up from $1.5B in January, for $830M in total funding
Upwind Security, a San Francisco-based startup offering cybersecurity for artificial intelligence and cloud applications …
Reddit rolls out a dual-feed homepage, with For You and Following feeds, joining TikTok, Instagram, and others in offering a For You feed
Reddit is the latest social platform to adopt the “For You” feed popularized by TikTok. The company announced on Wednesday that users will now see two options …
Dropbox plans to cut ~6% of its staff, or ~200 jobs, costing $27M to $33M in severance and related costs, and says CTO Ali Dasdan will step down on November 18
File hosting service Dropbox (DBX.O) said on Wednesday it would cut its global workforce by about 9% to align investments …
Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares
Anthony Hughes /Bloomberg:
Chinese PCB maker Dongshan rises on its Hong Kong debut, after raising ~$1.3B in an IPO, below its $3B goal, at a $30B valuation, amid a tricky IPO market
Suzhou Dongshan Precision Manufacturing Co. shares erased an opening slide to trade higher in their first day of trading in Hong Kong …
GM plans to switch from the NYSE to Nasdaq on November 17 as part of its push under Tesla veteran Sterling Anderson to use AI to speed up its development cycle
Microsoft patches a severe flaw in its Authenticator app for Android that could let untrusted apps impersonate Microsoft apps and steal delegated account tokens
Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years
TOKYO — Fujifilm will raise production capacity for magnetic tape fivefold to meet artificial-intelligence-driven demand …
Samsung unveils the $229 Galaxy Buds On, its first open-fit, C-shaped cuff earbuds to compete with Sony and Bose, designed with AI's help, shipping November 6
Anthropic's S-1 excludes Labs co-lead Ben Mann from its “Continuing Founders” and Founder LLC; Anthropic says “it's still fair to refer to him as a co-founder”
Apple's touchscreen MacBook Pro is the first Mac with the Dynamic Island, offering similar functionality to the iPhone; the Dynamic Island launched in 2022
Hartley Charlton /MacRumors:
London-based Machenta, which is building an AI model that can teach robots new physical tasks after seeing them performed just once, raised a $40M seed
Dallas-based Disruptive raised $10B to invest in AI, defense, and software, doubling its AUM, and pivots from single-deal SPVs to a discretionary fund structure
Avante, which builds an AI platform to help companies manage employee healthcare and other benefits, raised a $30M Series A, following a $10M seed in 2024
OpenAI says it's launching an election “war room” ahead of the US midterms to identify potential spread of misinfo or other efforts to disrupt the elections
OpenAI is standing up an election “war room” ahead of the midterms, the company exclusively told Decoded by POLITICO.
Etsy reports Q3 revenue up 11% YoY to $692.5M, above $668M est., net income of $853.5M after selling Depop, and gross merchandise sales up 9% YoY to $2.65B
SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August
Kwanwoo Jun /Wall Street Journal:
A US federal grand jury indicts OpenAI engineer and Saudi national Abdulrahman “Abdul” Alfozan on a felony charge of interception of oral communications
Alphabet reports Q3 YouTube ad revenue up 9% YoY to $11.2B, below estimates, and Google ad revenue up 11% to $82.01B, below $83.6B est.
Todd Spangler /Variety:
Foundry, a manufacturing-as-a-service startup that builds factories with robots powered by physical AI models, raised a $100M Series A led by Marlinspike
Large companies have learned over the past couple years that they can get more mileage out of AI agents by rethinking their processes from scratch …
Hyphenate, which develops reinforcement-learning-driven AI agents to automate corporate finance tasks, raised a $45M Series A, taking its total funding to $54M
SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August
Kwanwoo Jun /Wall Street Journal:
Neocloud General Compute, which specializes in bare-metal infrastructure, raised a $100M Series A led by Blackbird and Abstract at an $800M post-money valuation
Study: non-English languages can consume far more AI tokens, with the most expensive language using 1.5x to 5x more than the cheapest, causing a “tokenizer tax”
Chinese AI chipmaker Moore Threads reports Q3 revenue up 1,774% YoY to ~$240M and a ~$7.4M net profit; Moore is building a domestic 100K-GPU cluster with JD.com
Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers, as AI demand increasingly eats up production capacity
Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, vs. $55.09B est., and keeps its FY capex forecast at $195B-$205B
Samantha Subin /CNBC:
Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts
Deborah Sophia /Reuters:
The FCC warns TP-Link that three of its routers violate power limits, which could bring more bans, and it may have submitted “false or incorrect information”
GitHub says it's seeing 7.4B commits per month, up from 2.9B in August, and has added 4M CPU cores and 160PB of storage in 2026 so far to support this growth
Frederic Lardinois /The New Stack:
SK Hynix expects memory shortages to persist through at least 2030; the company has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028
Simon Sharwood /The Register:NEW
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
Rebecca Bellan /TechCrunch:
S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet
Leslie Picker /CNBC:NEWForums:r/finance,r/Economics, andr/wallstreetbetsForums:r/finance:Anthropic's cash pile towers over nearly every U.S. companyr/Economics:Anthropic's cash pile towers over nearly...
Sources: Anthropic's seven cofounders remain extremely influential and personally tight; Daniela Amodei, who runs operations, is seen as a good balance to Dario
Financial Times: