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November 3, 2025, 1:15 PM
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| 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, BonTech Labs, Associated Press, TechCrunch, Cointelegraph, Bitcoin Magazine, Business Insider, Neowin, Yahoo Finance, Investor's Business Daily, Sherwood News, The Block, Livemint, Times of India, Dow Jones Newswires, WinBuzzer, Outlook Business, TheMinerMag, Wall Street Journal, israelhayom.com, Wall Street Pit, CoinDesk, Benzinga, TheStreet, and Analytics India Magazine
X: @zephyr_z9, @michaeldell, and @iren_ltd
| 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, Ars Technica, Thurrott, New York Times, The Verge, Reuters, The Information, Financial Times, Neowin, Guru3D, Wall Street Pit, TestingCatalog, Watcher Guru, Proactive, crypto.news, Australian Financial Review, Constellation Research, Implicator.ai, Times of India, Sherwood News, and Techstrong.ai
| 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: The Hill, The Hans India, Le Monde, GeekWire, CRN, DatacenterDynamics, TechCrunch, Reuters, Capital Brief, Business Insider, MediaPost, Bloomberg, BusinessCloud, Forbes Middle East, iPhone in Canada, israelhayom.com, TechPowerUp, Associated Press, AI News, Benzinga, ZeroHedge News, WinBuzzer, Analytics India Magazine, and Yahoo Finance
| 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, DatacenterDynamics, Reuters, Windows Report, Arabian Business, WinBuzzer, Blockonomi, NewsMax.com, The National, and Sherwood News. X: @bradsmi
| 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 Block, BBC, Axios, Raw Story, The Hill, New York Times, NBC News, Daily Mail, The American Bazaar, Bitcoin Magazine, New Republic, Bitcoin Insider, Mediaite, Forbes, Coinspeaker, crypto.news, Coinpedia Fintech News, The Crypto Times, Althouse, and Cointelegraph
X: @cobie, @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @malinowski, @acosta, @kaivanshroff, @brianstelter, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @60minutes, and @mattsheffield. Bluesky: @nktpnd. Mastodon: @spocko@mastodon.online
| Alexandra Alper / Reuters: |
More: DatacenterDynamics, PC Gamer, Barron's Online, Yahoo Finance, Euronews, Wall Street Pit, Blockonomi, Forbes, Tech in Asia, Semafor, COINOTAG NEWS, The Week, Quartz, and Washington Times
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: r/NvidiaStock, r/StockMarket, and r/worldnews
| 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: @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: Livemint, WinBuzzer, Mashable, Benzinga, Digit, 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
| 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, and MongoDB
X: @altcap, @dittycheria, @dittycheria, @mongodb, and @bgurley
| 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, Tom's Hardware, Infosecurity, 9to5Mac, and The Hacker News. Bluesky: @olevilladsen
| 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
| 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.| 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 … | 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
| 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.| Rob Golum / Bloomberg: |
Crypto.com strikes a deal with Hollywood.com to let users make predictions related to movies, actors, shows, and awards — Digital asset exchange Crypto.com struck a deal with the entertainment website Hollywood.com to offer wagering on events like movies and awards.
More: Crypto.com
| 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.| 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: Seeking Alpha, Crane Harbor Acquisition Corp., Bloomberg, Globe and Mail, Reuters, and The Logic. X: @xanaduai
| 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. X: @stevenlevy. Bluesky: @gregegansf, @jeremyfcohen, @mathonan.com, @ykomska, @theophite, @shannonvallor, and @rodneyabrooks
Forums: r/singularity, r/artificial, r/skeptic, and r/BetterOffline
| 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.| 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
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.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Stop re-entering Shopify order details in Zoho CRM — This is a guest blog from Xapplets (Zeeyes AI Inc).Here's a scene that plays out in many growing Shopify stores every day: a customer places an order …
Stop re-entering Shopify order details in Zoho CRM — This is a guest blog from Xapplets (Zeeyes AI Inc).Here's a scene that plays out in many growing Shopify stores every day: a customer places an order …
IDrive:
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.
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
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.
Subscribe to Hard Fork.
Big Technology Podcast:
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
Data Centers, Elon Musk, and the New Politics of Tech, with David Weigel
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.
Subscribe to Channels with Peter Kafka.
Sources:
Sam Altman on OpenAI's next model and the AI backlash
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.
Uncapped with Jack Altman:
Brian Singerman from GPx
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
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.
Subscribe to Tools and Weapons with Brad Smith.
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| Angel Au-Yeung / Wall Street Journal: |
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