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November 3, 2025, 2:15 PM
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| 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 …
More: Microsoft, The National, DatacenterDynamics, Reuters, Windows Report, Arabian Business, WinBuzzer, Blockonomi, and NewsMax.com. X: @bradsmi
| 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
More: OpenAI, The Guardian, Gizmodo, Ars Technica, Reuters, Thurrott, The Verge, New York Times, The Information, Wall Street Pit, Guru3D, TestingCatalog, Watcher Guru, Financial Times, crypto.news, Proactive, Australian Financial Review, Times of India, Constellation Research, Sherwood News, and Techstrong.ai
X: @rihardjarc, @bucknsf, @semianalysis_, @kylebrussell, @amazon, @anujsaharan_, @modestproposal1, @firstadopter, and @ajassy
Bluesky: @edzitron.com and @quinnypig.com
| 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 …
More: PYMNTS.com, The Register, The Hill, The Hans India, Le Monde, Reuters, DatacenterDynamics, Data Center Knowledge, CRN, TechCrunch, GeekWire, Capital Brief, Al Jazeera, Neowin, MediaPost, Associated Press, Business Insider, Inc.com, BusinessCloud, iPhone in Canada, TechPowerUp, israelhayom.com, Forbes Middle East, AI News, Benzinga, Implicator.ai, ZeroHedge News, WinBuzzer, and Analytics India Magazine
| 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: IREN, Reuters, Associated Press, BonTech Labs, Bitcoin Insider, Bitcoin Magazine, Investor's Business Daily, Cointelegraph, TechCrunch, Yahoo Finance, Business Insider, Neowin, Sherwood News, WinBuzzer, Outlook Business, Livemint, The Block, TheMinerMag, Wall Street Journal, israelhayom.com, Wall Street Pit, Dow Jones Newswires, Times of India, CoinDesk, Benzinga, and TheStreet
X: @zephyr_z9, @michaeldell, and @iren_ltd
| Jaures Yip / CNBC: |
Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed — Cloud computing startup Lambda announced on Monday a multibillion-dollar deal with Microsoft for artificial intelligence infrastructure powered …
More: Reuters and Fierce Network
| 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, BBC, The Block, Raw Story, Axios, New York Times, NBC News, Protos, The Daily Hodl, The American Bazaar, Techdirt, The Hill, Daily Mail, Bitcoin Magazine, Breitbart, New Republic, Mediaite, Bitcoin Insider, Coinspeaker, crypto.news, Coinpedia Fintech News, The Crypto Times, and Forbes
X: @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @cobie, @malinowski, @acosta, @kaivanshroff, @brianstelter, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @60minutes, and @mattsheffield. Bluesky: @nktpnd. Mastodon: @spocko@mastodon.online
| Alexandra Alper / Reuters: |
More: International Business Times, BonTech Labs, DatacenterDynamics, PC Gamer, Barron's Online, Yahoo Finance, Euronews, Wall Street Pit, Blockonomi, Forbes, Tech in Asia, Semafor, COINOTAG NEWS, Quartz, and The Week
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: r/NvidiaStock, r/StockMarket, and r/worldnews
| Jordan Novet / CNBC: |
MongoDB CEO Dev Ittycheria is stepping down after 11 years, replaced by Cloudflare President of Product & Engineering Chirantan Desai, effective November 10 — Database software maker MongoDB said on Monday that CEO Dev Ittycheria is stepping down from the top job after an 11-year run.
More: Investor's Business Daily, Reuters, Yahoo Finance, Constellation Research, and MongoDB
X: @kiwicopple, @dittycheria, @dittycheria, @altcap, @dittycheria, @dittycheria, @mongodb, and @bgurley
| 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: PCMag, CourtListener, Implicator.ai, Implicator.ai, and The Rundown AI
X: @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, @teknium, @jhaynie, @liv_boeree, @nichochar, @512x512, and @burny_tech
Forums: r/ChatGPT, r/OpenAI, and r/singularity
| Lauren Edmonds / Business Insider: |
More: Fortune, Moneycontrol, Livemint, WinBuzzer, Mashable, Digit, Benzinga, NDTV Profit, and TechCrunch
X: @sama, @elonmusk, @slow_developer, @garymarcus, @sama, @devahaz, @vraserx, @elonmusk, @krassenstein, @wholemarsblog, @elonmusk, @losslandscape, @anamarijaml, and @yuchenj_uw
Forums: r/LovingAI, r/ChatGPT, r/EnoughMuskSpam, r/OpenAI, and r/OpenAI
| 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, The Register, Cybersecurity Dive, BleepingComputer, CyberInsider, The Hacker News, Infosecurity, 9to5Mac, and Tom's Hardware. Bluesky: @olevilladsen
| Eli Tan / New York Times: |
How Facebook Dating, launched in 2019, has become a surprise hit with 21M+ daily users, vs. Hinge's ~15M, a sign of how Facebook has been reinventing itself — Facebook's free dating service has 21 million users, more than the popular dating app Hinge, as the social network reinvents itself.
More: New York Times
| Stevie Bonifield / The Verge: |
Japanese trade association CODA, representing Studio Ghibli, Square Enix and others, demands that OpenAI stop using their copyrighted content to train Sora 2 — Japanese trade association CODA says Sora 2's opt-out policy may have violated copyright law.| 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.| 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, WinBuzzer, Neowin, Livemint, and Windows Report
X: @andrewcurran_, @jadecole2112, and @teknium
Forums: r/ShittyDaystrom, r/technology, and Slashdot
| 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 … | 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: Crane Harbor Acquisition Corp., Seeking Alpha, Bloomberg, Reuters, Globe and Mail, and The Logic. X: @xanaduai
| Heather Landi / Fierce Healthcare: |
Hippocratic AI, which offers healthcare AI agents, raised a $126M Series C led by Avenir at a $3.5B valuation, up from $1.64B in January — Hippocratic AI funding round generative AI venture capital (VC) — Hippocratic AI has seen rapid growth in the past 18 months …
More: Reuters and Business Wire
| Leo Schwartz / Fortune: |
NY-based Teleskope, which offers smaller LLMs fine-tuned for specific security problems, raised a $25M Series A led by M13, taking its total funding to $32.2M — Teleskope raises a $25 million Series A — COURTESY OF TELESKOPE — The rise of AI has created something of a paradox for security professionals.| Jagmeet Singh / TechCrunch: |
Indian digital payments company Pine Labs prices its IPO at $2 to $2.5/share, valuing it at $2.9B at the top end of the range, down from a $5B valuation in 2022 — Pine Labs, an Indian merchant-commerce startup backed by PayPal and Mastercard, is going public this week at a valuation … | 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, The Indian Express, and France 24
| Reggie Ugwu / New York Times: |
Some podcasters are embracing AI voice clones from ElevenLabs and other startups, aiming to augment, translate episodes, and even replace in-studio performances — Are A.I. replicas a boon for productivity or a betrayal of the bond with listeners? — Benjamin Boster's plan was simple.| 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?Sponsor Posts
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Zoho:
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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.
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Anuma:
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.Featured Podcasts
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Invest Like the Best:
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Cheeky Pint:
What comes after smartphones, with Snap CEO Evan Spiegel
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