Equinix’s Addresses Aren’t Megawatts
Texas paused grid approvals with more than 474 GW queued, while residents oppose Equinix’s proposed $5 billion Potters Bar campus.
DistroKid’s Upload Gate Faces a Royalty Test
AI music distribution is becoming provenance-backed royalty infrastructure, not merely upload plumbing. Deezer reported 60,000 AI-track deliveries a day in January—about 39% of uploads—while the rights attached to each track remained a separate question.
Anthropic Gave METR Access, Then Redacted Key Evidence
AI model evaluation now hinges on who got access, what they tested, and what buyers may inspect. Artificial Analysis uses private tests or held-out answers for 60% of its Intelligence Index v5, while Anthropic redacted much of the evidence METR found most informative in a roughly 100-page assessment.
Firefox’s 423 Fixes Expose the Maintainer Gap
AI-assisted audits are putting pressure on patch review and release engineering. Mozilla reported 423 Firefox security fixes in April 2026, versus 31 a year earlier.
Nvidia Wants TSMC’s 3nm Process Inside HBM
The AI accelerator supply chain now depends on memory-base-die choices and packaging qualification as well as transistor scaling. TrendForce projects data centers will consume more than 70% of 2026 high-end memory output, with little new capacity before 2027.
OpenAI pledges to change how it handles data center deals, including avoiding NDAs and lowering power usage during peak times, after Democrats' midterm wins
OpenAI said it will avoid nondisclosure agreements when it negotiates data center deals and ensure residents don't pay for the electricity …
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
Technology stocks plunged the most since 2020 on Thursday as investors exited the sector on concerns over the artificial intelligence trade …
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
Classified as ‘Critical,’ GPT-6 Cyber outperforms GPT-6 Astra on cyber-related benchmarks.
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
A newly disclosed flaw involving OpenSSH and musl, dubbed “*sshole,” allows attackers to log in to certain Alpine Linux …
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
Claude-maker intends to list before Thanksgiving despite brutal tech rout — Anthropic is pressing on with its high-stakes IPO …
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
Today we are introducing our second model generation with Inkling 2 Small. It is a Mixture-of-Experts model with 594B total parameters …
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
Sure, touch is there, too. — Reviews … Why you can trust Tom's Hardware Our expert reviewers spend hours testing …
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”
Carmaker will wind down production of futuristic pick-up truck at its gigafactory in Texas
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
Muse AI agent now has voices and ‘expressive’ avatars that animate while chatting with you.
Sources: The New York Times has entered exclusive negotiations to acquire Letterboxd for ~$330M; A24 dropped out of negotiations after price expectations rose
The roughly $330 million deal for the cinephile community site would be part of an effort to add new products and services to the company's portfolio.
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
Alphabet Inc.'s Google will spend $17 billion to build a data center in Wyoming, formally putting a price tag on the proposal …
Google, Meta, and TikTok file lawsuits to block a California law that bans online platforms from providing “psychologically exploitative features” to under-16s
Google (GOOGL.O), Meta Platforms (META.O) and TikTok sued California to block enforcement of a new state law intended …
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
AI use within Anthropic may have doubled the company's pace of AI development, a new report from AI research nonprofit METR says.
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
Speaking at the WSJ Tech conference, Dina Powell McCormick says the company is more optimistic about scaling up its existing data centers
Anthropic launches Personal Finance in Claude, letting users connect bank and credit card accounts via Plaid with read-only access to analyze spending trends
Anthropic has released what appears to be its answer to ChatGPT Finances. — ZDNET's key takeaways
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
Xbox Insiders can start testing the new PC app today. … Microsoft is unveiling a new Xbox PC app that launches …
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
The AI giant could need to set a significantly lower-than-expected valuation, investors say — Major investors are increasingly …
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
Ask about this article... Google says Gemini Omni 1.2 Flash is rolling out through the Gemini API, Google AI Studio …
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
Federal prosecutors say the suspects posed as corporate executives and high-powered attorneys, using AI to convince employees to transfer millions of dollars.
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
Gaming software provider Unity Software (U.N) has held talks to be acquired by a consortium of investors including private …
Sources: Democrats are eyeing Apple, Meta, and Elon Musk-led companies as early congressional investigation targets, after winning House and Senate majorities
Democrats are laying the groundwork to investigate some of the country's largest companies, setting off a scramble among executives who courted the president.
Preliminary findings: the EU says TikTok violated the DSA by not preventing its recommendation algorithm from trapping users in harmful content “rabbit holes”
The European Commission accused TikTok on Friday of failing to prevent its recommendation algorithm from drawing users into …
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
The Aaronson-Ambainis conjecture is now a theorem. — Open since 2008, the conjecture of Scott Aaronson and Andris Ambainis concerns …
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%+
The connectivity cloud company upped its projections for revenue this year to around $2.96 billion — Cloudflare lifted its full-year guidance …
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%+
However, the ride-hailing platform's top and bottom lines were dented by legal, tax and regulatory reserve changes and settlements
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
Three House Republican committee leaders asked Nvidia CEO Jensen Huang to sit for a closed-door briefing on his relationship …
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
Microsoft Corp. helped create the “neocloud” boom, signing tens of billions of dollars in contracts with upstart data center operators …
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
OpenAI has closed on new funding of roughly $11 billion, the initial part of a round that values the company at $1.25 trillion, according to people familiar with the matter.
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%+
Airbnb Inc. Chief Executive Officer Brian Chesky said his company is back in “growth mode” after it posted the fastest revenue gain …
Sources: at Jensen Huang's midterms event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans
Americans' vote for anti-data center candidates and ballot measures could rein in AI's expansion and hobble economic growth
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
Potential Sciences, a startup backed by the UK government, is betting that training AI models on computer-generated biochemical data …
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
Microsoft Corp. is winding down an arrangement to rent AI computing from Oracle Corp., part of a larger reassessment of billions of dollars in cloud partnerships.
Filing: Google spent roughly $548M to buy around 3M shares of Qualcomm, which is pushing into serving the AI data center market
Google has bought nearly 3 million shares of the chip maker Qualcomm, less than half a percent of the company's outstanding shares, according to a securities filing on Friday.
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
Lender had shifted focus to talks with buyout groups after failing to clinch a £10bn takeover by Brazilian fintech Nubank
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
and I still can't believe my eyesChris Welch /Bloomberg:Apple's OLED MacBook Pro Is Worth It Even If You Never Touch the ScreenTimothy Beck Werth /Mashable:MacBook Pro OLED review: Let's talk about th...
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
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
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
Meta has indefinitely delayed its proposed commercial terms of service, which would have permitted the company to scrape the websites of Meta Business account users.
Perplexity rolls out Teammates, an always-on AI agent system that integrates with Computer to handle multiple roles and execute large-scale tasks simultaneously
Like OpenAI's Dots and Claude Duet, Perplexity's Teammates can perform an array of tasks while running 24/7.
Experts say the new Democratic congressional majority will likely seek to rebuild CISA, prioritize AI security, revive local cyber grants, probe DOGE, and more
From CISA to AI and beyond, the new Democratic majority has many opportunities to scrutinize government programs and push new policies.
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
Taiwan Semiconductor Manufacturing Co. is considering expanding into the advanced memory chip manufacturing sector, a move that would give …
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
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
Within an hour of Microsoft's announcement of buyouts last week, employees rushed to an internal site to see whether they had been offered one.
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
SpaceX's reliance on US government-funded contracts will continue to shrink, Elon Musk said, signaling a shift in focus away …
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
Insurance startup Kalepa said on Thursday it had raised $75 million at a $470 million valuation, as investors bet that AI solutions …
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
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
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:
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
AI startup Thinking Machines Lab is set to close a fresh round of funding as soon as this week.
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
Airbnb on Thursday shed new light on a secretive AI startup that founder and CEO Brian Chesky controls, saying the company …
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
an improved version of Daybreak Blue that's been trained to not hack you. Better than Astra in most cyber tasks — available first in daybreak red — cyberscoop.com/openai-gpt-6...
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
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
China's largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), plans to source as much as 70% of the equipment …
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
A new crop of Democratic governors-elect campaigned on putting the brakes on artificial intelligence development. — Data center opposition …
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
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
Nvidia Corp. is stepping up monitoring of AI accelerators sold in Southeast Asia, a strategic step to curtail semiconductor smuggling …
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
Humble Robotics, which is building cabless electric autonomous trucks for regional routes under 250 miles, raised $51M, taking its total funding to $75M
Apple rolls out Retention Messaging, letting developers show personalized text, images, or special offers to users who are trying to cancel their subscription
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
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%
Jada Nagumo /Nikkei Asia:
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
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
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
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
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
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
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:
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
Maggie Eastland /Bloomberg:
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: