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November 3, 2025, 10:30 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 … | 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| 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 … | 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, 60 Minutes on YouTube, The Hill, BBC, New Republic, New York Post, Raw Story, Bitcoin Insider, Coinpedia Fintech News, The Crypto Basic, Forbes, Mediaite, crypto.news, The Guardian, Coinspeaker, The Crypto Times, Cointelegraph, TV Insider, CryptoPotato, CNN, Fox News, and Bitcoin News
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
| Alexandra Alper / Reuters: |
More: DatacenterDynamics, Barron's Online, Yahoo Finance, Quartz, Blockonomi, Washington Times, Semafor, Forbes, Wall Street Pit, Tech in Asia, COINOTAG NEWS, The Week, Benzinga, and FXStreet
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: r/StockMarket and r/worldnews
| Jowi Morales / Tom's Hardware: |
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in” — 'I don't have warm shells to plug into' — When you purchase through links on our site, we may earn an affiliate commission.
More: DatacenterDynamics, TechCrunch, Cautious Optimism, The Information, The Indian Express, Wccftech, and Bg2 Pod on YouTube
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Bluesky: @netopia and @tprstly.com
Forums: r/hardware, r/DailyTechNewsShow, r/AMD_Stock, 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
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Forums: r/ChatGPT, r/OpenAI, and r/singularity
| Lauren Edmonds / Business Insider: |
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Forums: r/LovingAI, r/ChatGPT, r/EnoughMuskSpam, r/OpenAI, and r/OpenAI
| 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: Livemint, WinBuzzer, Neowin, and Windows Report
X: @andrewcurran_, @jadecole2112, and @teknium
Forums: r/ShittyDaystrom and r/technology
| 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, Tom's Hardware, 9to5Mac, Infosecurity, and The Hacker News
| 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?| 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
X: @mumbaichadon and @davidle76335983
| 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 … | Dina Bass / Bloomberg: |
Cisco launches Unified Edge, an all-in-one system designed to help retail stores, health care facilities, and factories use AI with a single equipment rack — Cisco Systems Inc. unveiled a new all-in-one product that's meant to help retail stores, health care facilities …
More: Reuters, SiliconANGLE, Seeking Alpha, and Cisco
Sponsor Posts
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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.
Cloudflare:
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IDrive:
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IDrive Autonomy: low-cost L2+ driver assistance with AI — L2+ driver assistance with a scalable AI stack built for automotive companies and laying the foundation for the autonomous future.Featured Podcasts
Grit:
The AI Race Has a Leaderboard | Arena CEO Anastasios Angelopoulos
Grit explores what it takes to create, build and scale world-class organizations.
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Lenny's Podcast:
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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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Big Technology Podcast:
GPT-6 & OpenAI's Comeback, Hugging Face Attack Debate, Ballmer's Scandalous Legacy
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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Hard Fork:
The A.I. Mob That Attacked Hugging Face + METR's Ajeya Cotra
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
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Channels with Peter Kafka:
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Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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