Stripe’s $7.5B Bet on OpenRouter’s Token Ledger
Stripe agreed to buy OpenRouter for a reported $7.5 billion as its traffic reached 25 trillion tokens a week. Hosts and applications still control capacity and model choice.
AMD Could Pass Intel on Revenue, Not PC CPU Shipments
AMD guides for roughly $17 billion in Q4 2026 revenue against Intel’s $15 billion–$16 billion range, even though Intel held 69.7% of x86 client CPU shipments in Q2. AMD passed Intel in data-center revenue in 2024; Meta’s planned GPU deployment raises the stakes.
Sources: the FAA outage occurred after an update to the private communications network that connects the ATC system caused the system to reboot and crash
A rare nationwide ground stop on all departing U.S. flights that lasted several hours Friday has been lifted, the Federal Aviation Administration said.
Microsoft says Microsoft 365 availability is improving as the outage stretches into a second day, disrupting governments, hospitals, and businesses globally
The tech giant is racing to fully restore Outlook, Teams, and other Microsoft 365 services following a widespread outage.
Sources: Nvidia's board has approached Arm CEO Rene Haas in its search for a potential successor to Jensen Huang; Haas worked at Nvidia more than a decade ago
Head of SoftBank-owned UK semiconductor group sounded out after Jensen Huang resigned over affairs
How Marco Rubio helped topple Jensen Huang; source: Rubio used a CIA report about Alice Huang to write his own, recasting CIA reporting in more assertive terms
Rubio's intervention helped topple one of Washington's most influential corporate voices on China, giving momentum to officials pushing for tougher restrictions.
Jensen Huang's biographer says Nvidia had a culture of omertà and deference toward Huang, who was quite arrogant, that enabled him to “be his worst self”
We live in the age of artificial intelligence — an age that Jensen Huang, perhaps more than any other single person, has made possible.
OpenAI announces ChatGPT Wallet, which lets its dots AI agents make purchases on behalf of users, available to ChatGPT Pro subscribers in the US who are over 18
OpenAI on Friday announced ChatGPT Wallet, a new payment feature that enables its “dots” artificial intelligence agents to make purchases on behalf of users.
How Nvidia used a “scorched earth, adversarial attitude” targeting proponents of export controls in DC, invoking Trump's name to get license approvals expedited
THE SCOOP — In January, the general counsel for what was then the world's most valuable company delivered …
Tesla says “select customers” can now place orders for its Cybercab “for personal use”, for $30K plus a required $299/month Autonomy Subscription to operate
Tesla Inc. invited select customers to place orders for the Cybercab in a step toward trying to make its driverless car available to consumers.
OpenAI disbands its standalone robotics team, moving its staff to research and Applied units, saying models like GPT-6 Astra can be directly applied to robotics
OpenAI has disbanded its stand-alone robotics team, moving its researchers onto other teams. — The company confirmed the reorganization when asked about it by Fortune.
Sources: Meta staffers are testing a prediction-market app called Takes, letting users wager on the outcome of questions or events using “cred”, not real money
On the app, currently called Takes, employees can wager on the outcome of questions using ‘cred,’ not real money
US officials say Trump is not expected to raise allegations of a Chinese intelligence operation involving Jensen Huang during his upcoming meeting with Xi
President Donald Trump is not expected to raise allegations of a Chinese intelligence operation involving former Nvidia CEO J ensen Huang during …
Dario Amodei says figuring out how much computing is needed in a year or two is Anthropic's “deepest business dilemma” due to the unpredictability of revenue
Anthropic PBC Chief Executive Officer Dario Amodei named sourcing computing power as one of the artificial intelligence …
Claude Duet review: user-friendly, sends a helpful morning brief, and spots scheduling conflicts, but can feel like a neurotic personal assistant that nags
Normally, the products I test don't offer to help me write up my experience with them. Duet is different.
Doc: Amazon, wary of AI agents favoring sites with better data, plans to gather data on nearly every product sold anywhere, including by crawling rivals' sites
Amazon (AMZN.O) has a secret plan to ensure shoppers never need to leave its site: own the world's product information.
The FAA lifts its over four-hour nationwide ground stop for US airports caused by “communication issues affecting multiple Air Route Traffic Control Centers”
The FAA lifted its nationwide ground stop Friday night after hours of chaos and thousands of delays and cancellations.
Cambridge, UK-based Tendrils, which is designing a CPU architecture with thousands of cores operating in parallel, raised $30M led by Benchmark
Tendrils Compute is one of several UK chip startups which investors are backing. — A UK startup developing a radically different type …
WhiteMatter, which builds “guardian” AI agents to oversee file access, software use, decision making, and actions of existing AI agents, raised a $20M Series A
A startup using AI agents to keep rogue AI in line has raised $20 million. — WhiteMatter, founded in 2024 …
Some investors and founders say they lost an ally in Jensen Huang; Nvidia held $48B in 229 private companies as of July and offered $165B in cloud backstops
Source: at an August 2026 finance meeting, Jensen Huang interrupted Colette Kress' presentation, calling her “a deer in the headlights” and a “reporting CFO”
Interim CEO Colette Kress has questioned some Huang dealmaking. He called her ‘a deer in the headlights.’
Wall Street fears Jensen Huang's ouster will slow Nvidia's AI dealmaking; sources: its $500B lending consortium is in flux and at least one lender may exit
AI's impact on math is a preview of what AI will do to AI research, with AI matching top human researchers potentially just a couple of years away
Microsoft apologizes for the outage, calling it a “technical issue” from a “network capacity upgrade”, and says it was “not related to cyber or AI/agents”
We are deeply sorry for the disruption this incident has caused our customers and partners. We know the trust they place in our services and take that responsibility extremely seriously. We are seeing...
JD.com completes its takeover of German electronics retailer Ceconomy, after acquiring a ~60% stake for ~$1.5B, following the EU's approval of the deal
A review of Chinese contracts, disclosures, and other documents identifies $3.2B+ in compute projects built or planned around Nvidia GPUs restricted by the US
even as Nvidia claimed it was shut out of China. Now Jensen Huang is out amid an alleged spy scandal, and Commerce Secretary Howard Lutnick faces Senate scrutiny over export-control loopholes. Megas...
How the Swiss city of Lugano is trying to reinvent itself as a crypto hub to boost its economy by launching its own token LVGA, partnering with Tether, and more
Lugano bets digital assets and a joint venture with the stablecoin giant can boost its economy, but some warn of dangers
Scott Bessent says the departments of Treasury, Defense, and State were in favor of putting Megaspeed on the entity list for months, but Commerce is in charge
Jensen Huang's downfall exposes Nvidia's internal politics; source: Huang ran Nvidia as a “feudal system” with his daughter and son-in-law in powerful positions
The price was $1.76 trillion. — For 25 years I have been told that culture, conduct and governance are non-financial. …
Source: the FBI is probing whether the FAA outage was caused by a software update, and doesn't believe it was due to a cyberattack or criminality
Myles Miller /Bloomberg:
Free speech group FIRE says DOJ and DHS will end efforts to curb “ICE Sightings - Chicagoland” Facebook group and Eyes Up iOS app, which report on ICE activity
The DOJ says it got court authorization to seize or restrain $1.2B of the $2.7B frozen by Tether and Circle after North Korea's $6.3B Binance hack on October 29
Sources and messages: Jensen Huang misled several Nvidia leaders, including general counsel Tim Teter, about the nature of his relationship with Alice Huang
Former Nvidia CEO Jensen Huang misled several of the company's leaders, including general counsel Tim Teter and chief marketing …
Operand, which offers AI-powered due diligence tools for PE firms, raised $31M across a seed and a Series A led by Khosla Ventures at a $220M valuation
Some in China question the timing of reports on the relationship between Jensen Huang and Alice Huang; Trump is set to meet Xi Jinping in Shenzhen next week
for TrumpJohnny Rice /The Motley Fool:Why Advanced Micro Devices Stock Is Down Today
Analysis: Sam Bankman-Fried's $500M Anthropic investment in 2021 would be worth ~$37B if Anthropic lists at ~$1.5T; he relinquished his stake in 2024 for ~$1.3B
Charta Health, which offers AI-powered tools to automate medical chart review, billing, and coding workflows, raised a $55M Series B led by Insight Partners
Luminal, which provides an inference cloud and develops inference compiler software to test running AI models on different chips, raised a $25M Series A
South Korea-based DeepX tapes out DX-M2, an edge AI chip to run inference of 100B-parameter LLMs on robots and drones, targeting fall 2027 for mass production
Nvidia board says it is “in the process of selecting a search firm” for the CEO role and it has “not formally engaged any potential candidates”
Nvidia hasn't yet selected a search firm to work with in identifying a successor for former CEO Jensen Huang, the company's board told CNBC.
Amended S-1: Nscale had $5.5B in debt in September, up from $137.4M in June; Nvidia committed $2B of its $3B+ convertible financing; it previously disclosed $1B
Paytm gets tentative approval to revive its digital wallet, which effectively died after India's central bank canceled Paytm Payments Bank's license in April
Microsoft says all Microsoft 365 products are operational, ending an outage that disrupted governments, traders, hospitals, and businesses around the world
Bloomberg:NEW
OpenAI launches Daybreak Red Team in early access to test web apps for flaws and Daybreak Defense Factory to automate finding, validating, and fixing them
AI server maker xFusion gets approval from the Shenzhen Stock Exchange for a ChiNext IPO; filing: xFusion aims to raise ~$1.2B by issuing up to 220.08M shares
Sources: Anthropic's IPO, like SpaceX's, is closed to institutional investors in mainland China and Hong Kong, partly due to US arms export rules
Sources: Moonshot AI is deactivating its Cayman holding company and moving investors' stakes to its primary operating entity in China to pave the way for an IPO
Sources: SpaceX laid off ~60 Grok Imagine staffers in the past week, leaving a handful to keep the product alive, as it prioritizes AI coding tools and Grok Bot
Sources: despite Nvidia's 20+ years of business in China, Jensen Huang struggled to gain access to policymakers driving Beijing's chip self-sufficiency campaign
Eleanor Olcott /Financial Times: