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November 3, 2025, 11:45 AM
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| Berber Jin / Wall Street Journal: |
OpenAI and AWS sign a seven-year deal in which OpenAI will pay $38B for AI compute, including training its models using Amazon's data centers and using its CPUs — Companies' first computing partnership is part of Amazon's efforts to grow its cloud business| MacKenzie Sigalos / CNBC: |
As part of its AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia's GPUs in the US — OpenAI has signed a deal to buy $38 billion worth of capacity from Amazon Web Services, its first contract with the leader … | Bloomberg: |
Microsoft plans to spend $7.9B+ on data centers, cloud, and employees in the UAE over the next four years, taking its UAE investment to $15.2B from 2023 to 2029 — Microsoft Corp. said it will spend more than $7.9 billion on data centers, cloud-computing and employees in the United Arab Emirates …
More: Microsoft, DatacenterDynamics, Reuters, Windows Report, WinBuzzer, NewsMax.com, Arabian Business, Blockonomi, and The National. X: @bradsmi
| Tim Bradshaw / Financial Times: |
Microsoft says the US now lets it ship the latest Nvidia chips to the UAE, the first company to get a license; Trump made a deal with UAE President MBZ in May — Commerce department approval paves way for huge new investment in AI and cloud infrastructure in Middle East| Vince Dioquino / Decrypt: |
When asked on 60 Minutes about his pardon of Binance's Changpeng Zhao, President Trump said “I don't know who he is” and “I heard it was a Biden witch hunt” — In a rare interview, Trump said he was told Changpeng Zhao was the victim of the Biden administration's “witch hunt” against crypto.
More: CBS News, BBC, 60 Minutes on YouTube, The Hill, Axios, Raw Story, New Republic, Bitcoin Insider, Coinpedia Fintech News, Forbes, Coinspeaker, crypto.news, The Crypto Times, Mediaite, Cointelegraph, CryptoPotato, and CNN
X: @cobie, @brianstelter, @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @malinowski, @acosta, @kaivanshroff, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @60minutes, and @mattsheffield. Bluesky: @nktpnd. Mastodon: @spocko@mastodon.online
Forums: r/AnythingGoesNews and r/politics
| Alexandra Alper / Reuters: |
More: DatacenterDynamics, Barron's Online, Yahoo Finance, Quartz, Blockonomi, Euronews, Semafor, Forbes, Wall Street Pit, Tech in Asia, COINOTAG NEWS, The Week, Washington Times, Benzinga, and FXStreet
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: r/StockMarket and r/worldnews
| Dina Bass / Bloomberg: |
Microsoft signs a five-year, ~$9.7B deal to buy AI compute capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility — Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company's largest customer.
More: BonTech Labs, Reuters, TechCrunch, IREN, The Block, Associated Press, Cointelegraph, Business Insider, Neowin, Benzinga, Wall Street Journal, Sherwood News, Investor's Business Daily, CoinDesk, Outlook Business, Analytics India Magazine, Livemint, Dow Jones Newswires, Times of India, TheStreet, WinBuzzer, TheMinerMag, israelhayom.com, and Wall Street Pit
X: @zephyr_z9, @michaeldell, and @iren_ltd
| Salvador Rodriguez / CNBC: |
Microsoft AI CEO Mustafa Suleyman says only biological beings are capable of consciousness and “it would be absurd to pursue research” into AI consciousness — Microsoft AI chief Mustafa Suleyman says only biological beings are capable of consciousness, and that developers …
More: Gizmodo, Livemint, WinBuzzer, Neowin, and Windows Report
X: @andrewcurran_, @jadecole2112, and @teknium
Forums: r/ShittyDaystrom, r/technology, and Slashdot
| Rocket Drew / The Information: |
Court docs: in a deposition, Ilya Sutskever discussed conflicts at OpenAI that he sent to board members before Sam Altman's firing, his OpenAI exit, and more — Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI's board fired CEO Sam Altman …
More: CourtListener, Implicator.ai, Implicator.ai, and The Rundown AI
X: @teknium, @distributionat, @elonmusk, @vraserx, @mov_axbx, @peterwildeford, @alexeheath, @benjamindekr, @blackhc, @zephyr_z9, @burkov, @ns123abc, @zephyr_z9, @tszzl, @richiemcilroy, @distributionat, @yoniassia, @michael_chomsky, @kakashiii111, @signulll, @jacquesthibs, @signulll, @davidsacks, @shaughnessy119, @menhguin, @sauers_, @moorehn, @daniel_271828, @teortaxestex, @redaction, @kimmonismus, @krishnanrohit, @ptrubey, @varshinesri, @elonmusk, @bookwormengr, @lauramandaro, @distributionat, @kalomaze, @elonmusk, @livgorton, @koltregaskes, @jhaynie, @liv_boeree, @nichochar, @512x512, and @burny_tech
Forums: r/ChatGPT, r/OpenAI, and r/singularity
| Lauren Edmonds / Business Insider: |
More: Digit, Livemint, WinBuzzer, Mashable, Benzinga, NDTV Profit, TechCrunch, Moneycontrol, Hindustan Times, Tom's Hardware, TESLARATI, and Business Today
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Forums: r/LovingAI, r/ChatGPT, r/EnoughMuskSpam, r/OpenAI, and r/OpenAI
| Steven Levy / Wired: |
A profile of Mark Gubrud, who coined the term AGI in a 1997 research paper, which argued that breakthrough technologies will redefine international conflicts — Everyone is obsessed with artificial general intelligence—the stage when AI can match all feats of human cognition.
More: MIT Technology Review and Wall Street Journal
X: @stevenlevy. Bluesky: @gregegansf, @jeremyfcohen, @mathonan.com, @ykomska, @theophite, @shannonvallor, and @rodneyabrooks
Forums: r/singularity, r/skeptic, and r/BetterOffline
| Steve Nadis / Quanta Magazine: |
Researchers: OpenAI's o1 analyzes languages as well as a human expert, including inferring the phonological rules of made-up languages without prior knowledge — If language is what makes us human, what does it mean now that large language models have gained “metalinguistic” abilities?| Emily Forgash / Bloomberg: |
Proofpoint says it has “high confidence” that hackers are working with organized crime groups to infiltrate trucking and freight companies to steal cargo — Hackers are infiltrating trucking and freight companies in a scheme to steal and sell cargo shipments …
More: Proofpoint, 9to5Mac, Tom's Hardware, The Hacker News, and Infosecurity. Bluesky: @olevilladsen
| Evelyn Cheng / CNBC: |
Baidu says that its Apollo Go robotaxi hit 250K weekly ride orders globally as of October 31, on par with Waymo reporting 250K weekly paid US rides in April — BEIJING — As Baidu ramps up its robotaxi operations worldwide, fully driverless weekly rides as of Oct. 31 have now surpassed 250,000 orders … | Bloomberg: |
Xi Jinping joked about security backdoors when presenting South Korean President Lee Jae Myung with two Xiaomi smartphones at APEC, amid the US' Huawei concerns — Chinese President Xi Jinping joked about security backdoors while presenting a pair of Xiaomi Corp. smartphones to his South Korean counterpart …
More: New York Times, France 24, XiaomiTime, Forbes Middle East, and The Korea Herald
| Josh Scott / BetaKit: |
Toronto-based quantum computing company Xanadu says it will go public in the US and Canada via a SPAC, in a deal that values the combined business at ~$3.6B — Toronto-based quantum computing firm Xanadu has struck a deal to go public by merging with a special purpose acquisition company (SPAC) called Crane Harbor Acquisition Corp.
More: Bloomberg, Reuters, Crane Harbor Acquisition Corp., The Logic, and Globe and Mail. X: @xanaduai
| Olga Kharif / Bloomberg: |
Hong Kong-based crypto investor and blockchain developer Animoca Brands says it will go public on the Nasdaq via a reverse merger with Currenc Group in 2026 — Animoca Brands, the Hong Kong-based crypto investor and blockchain developer, plans to go public on the Nasdaq stock exchange through a reverse merger with Currenc Group Inc.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Zoho:
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Soxton:
Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!Featured Podcasts
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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Invest Like the Best:
Andrew Huberman - The Frontier of Neurotechnology
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Big Technology Podcast:
Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Sources:
Reflection's founders on building a DeepSeek of the West
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Grit:
How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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