Techmeme
November 3, 2025, 6:55 PM

Top News

Berber Jin / Wall Street Journal:
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 …
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.
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.
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 …
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.
Ryan S. Gladwin / Decrypt:
DeFi protocol Balancer says its V2 Composable Stable Pools suffered an exploit, which security experts estimate resulted in total losses worth about $128M  —  Some $128 million in crypto was stolen from Balancer liquidity pools on Ethereum and beyond, with Berachain halting its chain as a result.
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.
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 …
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
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 …
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 …
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.
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
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 …
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 …

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Financial Times:

Earlier Picks

Steven Levy / Wired:
Jowi Morales / Tom's Hardware: