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November 3, 2025, 6:20 PM
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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
More: About Amazon, Wired, Yahoo Finance, CIO Dive, New York Times, The Guardian, Gizmodo, Forbes, The Register, CAIO Insights, Ars Technica, The Hill, Sherwood News, The Daily Star, crypto.news, israelhayom.com, The Verge, Reuters, Proactive, Thurrott, ZeroHedge News, Wall Street Pit, Constellation Research, Guru3D, Australian Financial Review, Implicator.ai, The Information, and Financial Times
X: @rihardjarc, @matthewstoller, @zephyr_z9, @quinnypig, @yacinemtb, @swamisivasubram, @theo, @economyapp, @kimmonismus, @beth_kindig, @zerohedge, @awscloud, @amitisinvesting, @gdb, @morningbrew, @kimmonismus, @kobeissiletter, @sama, @kylebrussell, @amazon, @semianalysis_, @anujsaharan_, @modestproposal1, @firstadopter, @bucknsf, @ajassy, and @rihardjarc
Bluesky: @edzitron.com, @quinnypig.com, and @glennklockwood.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 … | 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
More: SiliconANGLE, CNBC, Associated Press, UPI, The Register, BonTech Labs, Wall Street Journal, TechCrunch, Neowin, Watcher Guru, Capital Brief, Semafor, and FX Empire. X: @g42ai
| 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, Yahoo Finance, Reuters, Arabian Business, WinBuzzer, Blockonomi, NewsMax.com, and Windows Report
| 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, ZeroHedge News, Investor's Business Daily, MarketWatch, WinBuzzer, Outlook Business, Cointelegraph, Bitcoin Insider, The Crypto Times, Livemint, The Block, Bitcoin Magazine, TheMinerMag, Sherwood News, Wall Street Journal, israelhayom.com, Wall Street Pit, TechCrunch, Dow Jones Newswires, Times of India, and Business Insider
X: @delltech, @benbajarin, @benbajarin, @benbajarin, @benbajarin, @zephyr_z9, @michaeldell, @zephyr_z9, and @iren_ltd. LinkedIn: Dina Bass
| 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: 60 Minutes on YouTube, Gizmodo, CRN, The Hill, Raw Story, Ars Technica, Techdirt, BBC, Axios, Deseret News, Inside Bitcoins, Citation Needed, Bloomberg, Futurism, Wired, Straight Arrow News, CBS News, New York Times, NBC News, Bitcoin Insider, Bitcoin Magazine, Protos, New Republic, The Daily Hodl, The Block, Coinpedia Fintech News, The American Bazaar, Forbes, and Mediaite
X: @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @cobie, @malinowski, @acosta, @kaivanshroff, @brianstelter, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @mattsheffield, and @60minutes
Bluesky: @urocklive1, @blogforarizona, and @nktpnd
| Alexandra Alper / Reuters: |
More: MarketWatch, International Business Times, BonTech Labs, Motley Fool, PC Gamer, Euronews, TipRanks Financial, Blockonomi, and Semafor
X: @alex_intel_, @tshirtnjeans2, @pbelesiotis, and @atrupar
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: CRN, The Stack, Yahoo Finance, Investor's Business Daily, Constellation Research, and MongoDB
X: @dittycheria, @bgurley, @dittycheria, @dittycheria, @mongodb, @kiwicopple, @dittycheria, and @altcap
| Chance Miller / 9to5Mac: |
Apple refreshes the web version of the App Store, letting users view and search for apps for the iPhone, iPad, Mac, TV, Watch, and Vision — Apple has launched a dramatic new web interface for the App Store. You can now get the full App Store experience right in your browser … | Matt Kapko / CyberScoop: |
US federal prosecutors allege that three cybersecurity professionals carried out ransomware attacks on at least five US companies in 2023 using ALPHV ransomware — The alleged cybersecurity turncoats attacked at least five U.S. companies while working for their respective employers, officials said.
More: Chicago Sun Times, TechCrunch, PCMag, The Register, Bloomberg, CNN, Lawyer Monthly, CyberInsider, BleepingComputer, and Fox News
| Samantha Subin / CNBC: |
Palantir reports Q3 revenue up 63% YoY to $1.18B, vs. $1.09B est., US government revenue up 52% to $486M, and forecasts Q4 revenue above estimates — Palantir reported quarterly results that topped analysts' estimates and issued better-than-expected guidance for the fourth quarter … | Wall Street Journal: |
Sources: Trump decided not to discuss Nvidia's AI chip exports to China during his October 30 meeting with Xi Jinping following opposition from his top advisers — The president decided against discussing the matter with Chinese leader Xi Jinping after top aides opposed it
More: The Information. X: @lingling_wei and @varma_ashwin97. LinkedIn: Lingling Wei. Forums: r/NVDA_Stock
| John Voorhees / MacStories: |
Apple releases version 26.1 of its full family of OSes, including a “tinted” option for the Liquid Glass design to reduce transparency and increase contrast — Today, Apple released version 26.1 of its full family of OSes. Every platform received attention, including the proverbial …
More: MacRumors, CNET, 9to5Mac, The Verge, Gizmodo, Appleosophy, Macworld, AppleInsider, AppleInsider, 9to5Mac, Thurrott, 9to5Mac, 9to5Mac, AppleInsider, AppleInsider, AppleInsider, AppleInsider, MacRumors, MacRumors, MacRumors, MacRumors, MacRumors, MacRumors, 9to5Mac, 9to5Mac, zollotech on YouTube, Stephen Robles on YouTube, Brandon Butch on YouTube, Mr. Macintosh, TechRadar, Andrew Clare on YouTube, The Mac Observer, Stuff, Wccftech, The Mac Observer, OS X Daily, OS X Daily, BGR, iClarified, Lifehacker, iClarified, iClarified, iClarified, iClarified, iClarified, The Mac Observer, Cult of Mac, iPhone in Canada, BGR, Android Headlines, BGR, BGR, and BGR. Forums: MacRumors Forums
| Liz Alderman / New York Times: |
France threatens to ban Shein and refers it to Paris prosecutor after an investigation found that sex dolls “resembling children” were being sold on the site — The controversy adds to a growing backlash in France against the giant Chinese online retailer as it prepares to open …
More: The Information, WWD, France 24, BBC, UPI, Wall Street Journal, Le Monde, Reuters, The Guardian, WTOP News, France 24, CNN, and The Sun
Bluesky: @smoothpebble and @vegandroid
| 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., Benzinga, Reuters, Globe and Mail, Bloomberg, and The Logic. X: @xanaduai
| Aisha Malik / TechCrunch: |
TikTok announces its first ever TikTok Awards show in the US; the live event will take place on December 18 and will be streamed on the TikTok app and on Tubi — TikTok announced on Monday that it's launching its first-ever TikTok Awards show in the U.S. The awards will include …
More: TikTok, The Hollywood Reporter, MediaPost, Engadget, Digital Music News, Social Media Today, Rolling Stone, Billboard, and Push Square. LinkedIn: Courtney Hayes
| Michael Roddan / The Information: |
Deel names ex-Credit Karma CEO Joe Kauffman as CFO ahead of a potential IPO; Philippe Bouaziz, Deel's ex-CFO and CEO Alex's father, becomes executive chair — Global payroll startup Deel has hired a new chief financial officer, former Credit Karma boss Joe Kauffman, as the company continues …
| Belle Lin / Wall Street Journal: |
Anthropic announces a deal with Cognizant, under which Cognizant will deploy Claude to its 350,000 employees and co-sell Claude models to its business customers — The professional-services firm becomes one of the AI startup's three largest customers, and will soon roll out Anthropic's Claude model to its 350,000 employees| 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.| Reuters: |
The UK CMA says it will open an in-depth investigation into Getty and Shutterstock's proposed merger after their offered remedies did not fully address concerns — - Getty disappointed by CMA's decision, offered remedies to avoid Phase 2 review — Getty and Shutterstock committed to merger despite CMA's concerns| 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.
More: Animoca Brands, Coinspeaker, and crypto.news
| 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.| 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 … | 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, Business Insider, Gizmodo, Rohan's Bytes, Implicator.ai, TechCrunch, and Business Insider
X: @elonmusk, @distributionat, @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, @bookwormengr, @lauramandaro, @distributionat, @kalomaze, @elonmusk, @livgorton, @koltregaskes, @teknium, @jhaynie, @liv_boeree, @nichochar, @512x512, @burny_tech, and @elonmusk. Mastodon: @carnage4life@mas.to
Forums: r/ChatGPT, r/OpenAI, and r/singularity
| 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 … Sponsor Posts
Command Line:
Copilot to autopilot: Why no single safeguard is enough — Microsoft designed a layered model that lets an AI agent resolve network incidents on its own within defined boundaries.
Copilot to autopilot: Why no single safeguard is enough — Microsoft designed a layered model that lets an AI agent resolve network incidents on its own within defined boundaries.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
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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The 20-Year Bet to Make Fusion Energy Work | Jeff Lawson
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Big Technology Podcast:
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