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November 3, 2025, 11:00 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: OpenAI, Network World, Wired, Reuters, MarketWatch, Associated Press, New York Times, The Guardian, CAIO Insights, crypto.news, Ars Technica, Shacknews, Guru3D, CIO Dive, Gizmodo, The Hans India, Forbes, TestingCatalog, The Hill, The Verge, The Information, Sherwood News, Constellation Research, and Financial Times
X: @sama, @kylebrussell, @amazon, @zerohedge, @matthewstoller, @amitisinvesting, @rihardjarc, @quinnypig, @semianalysis_, @swamisivasubram, @anujsaharan_, @kobeissiletter, @modestproposal1, @firstadopter, @bucknsf, @zephyr_z9, @theo, @yacinemtb, @economyapp, @gdb, @morningbrew, @ajassy, @rihardjarc, @awscloud, @kimmonismus, @kimmonismus, and @beth_kindig
LinkedIn: Andy Jassy, Emil Protalinski, Matt Day, Deborah Sophia, LinkedIn, Kashif Zafar, Andy Wang, and Matt Garman
Bluesky: @glennklockwood.com, @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: Moneycontrol, The Information, Engadget, Benzinga, Digit, COINOTAG NEWS, Gulf News, AI News, MediaPost, New York Post, Investing.com, Al Jazeera, PYMNTS.com, Reuters, Neowin, Seeking Alpha, and Unite.AI
| 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 …
More: The Verge, Apple Support, MacRumors, MacStories, Ars Technica, AppleInsider, Appleosophy, Appleosophy, Engadget, Macworld, nextpit, PCMag, Six Colors, Appleosophy, The Mac Observer, The Mac Observer, Forbes, MobileSyrup, BGR, Apple - Gadget Hacks, iClarified, Ubergizmo, TechCrunch, Notebookcheck, iPhone in Canada, iDrop News, and Cult of Mac
Mastodon: @viticci@mastodon … and @johnvoorhees@mastodon …
| 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, CNN, BleepingComputer, iTnews, Cyber Daily, PCMag, The Register, Bloomberg, CyberInsider, and Lawyer Monthly
| 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: CNBC, Associated Press, SiliconANGLE, UPI, BonTech Labs, and Watcher Guru
X: @bradsmi, @ianbremmer, @andrewcurran_, @g42ai, @andrewcurran_, and @annmarie
| 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, Reuters, Yahoo Finance, and The Register
| 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, DigiTimes, Investor's Business Daily, Cointelegraph, Bitcoin Insider, The Coin Republic, ZeroHedge News, Bitcoin Magazine, Barchart.com, Sherwood News, Business Insider, TechCrunch, and Wall Street Journal
X: @delltech, @zephyr_z9, @benbajarin, @michaeldell, @zephyr_z9, @benbajarin, @iren_ltd, @benbajarin, and @benbajarin. LinkedIn: Dina Bass
| 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.
More: The Block, PYMNTS.com, The Record, CoinDesk, Bloomberg, Gizmodo, The Crypto Times, CryptoSlate, BleepingComputer, Bitcoin Insider, and DL News
| 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, Techdirt, Gizmodo, SiliconANGLE, The Economic Times, Axios, Raw Story, Benzinga, BBC, The List, RedState, Bitcoin Magazine, Protos, Deseret News, The Daily Hodl, The Block, Bloomberg, Citation Needed, New York Times, The Hill, The American Bazaar, DL News, Ars Technica, Futurism, Wired, Daily Mail, Inside Bitcoins, and Straight Arrow News
X: @atrupar, @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @molly0xfff, @bulwarkonline, @conorlynch04, @aaronparnas, @angry_staffer, @cobie, @malinowski, @acosta, @kaivanshroff, @brianstelter, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @mattsheffield, @60minutes, and @molly0xfff
Bluesky: @urocklive1, @techdirt.com, @blogforarizona, and @nktpnd
Mastodon: @briankrebs@infosec.exchange, @molly0xfff@hachyderm.io, @SteveThompson@mastodon.social, and @spocko@mastodon.online
| 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| 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, Apple Support, MacRumors, Engadget, Appleosophy, Appleosophy, CNET, 9to5Mac, Tom's Guide, The Verge, MacRumors, iClarified, iClarified, MacRumors, AppleInsider, BGR, The Mac Observer, OS X Daily, iClarified, BGR, 9to5Mac, iClarified, BGR, Brandon Butch on YouTube, AppleInsider, The Mac Observer, Android Headlines, OS X Daily, TechRadar, Stephen Robles on YouTube, Andrew Clare on YouTube, AppleInsider, AppleInsider, AppleInsider, iDeviceHelp on YouTube, Stuff, zollotech on YouTube, MacRumors, MacRumors, Gizmodo, iClarified, Redmond Pie, MacRumors, 9to5Mac, Thurrott, 9to5Mac, 9to5Mac, iClarified, Cult of Mac, Mr. Macintosh, iClarified, The Mac Observer, iPhone in Canada, AppleInsider, BGR, Lifehacker, BGR, Wccftech, 9to5Mac, iThinkDifferent, and Macworld
| Katie Deighton / Wall Street Journal: |
Coca-Cola releases upgraded AI-generated ads for 2025 holidays, after finding people didn't know or care about the use of AI, despite criticism for its 2024 ads — ‘Holidays Are Coming’ faster and cheaper for the soda giant, which caught heat last year for its AI-generated ads| 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 … | 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, and MongoDB
X: @chetanp, @dittycheria, @bgurley, @dittycheria, @dittycheria, @mongodb, @kiwicopple, @dittycheria, and @altcap
| 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: Gizmodo, BBC, 1News, Agence France-Presse, Perez Hilton, BBC, The Information, The Guardian, Wall Street Journal, Le Monde, Reuters, France 24, UPI, Jamaica Observer, and 9News
Bluesky: @smoothpebble and @vegandroid
| 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.| Michael Roddan / The Information: |
Deel names ex-Credit Karma CEO Joe Kauffman as CFO ahead of a potential IPO, replacing Philippe Bouaziz, CEO Alex Bouaziz's father, who becomes executive chair — Global payroll startup Deel has hired a new chief financial officer, former Credit Karma boss Joe Kauffman …
| Olivia Poh / Bloomberg: |
Grab reports Q3 revenue up 22% YoY to $873M, vs. 869M est., and an adjusted EBITDA of $136M, helped by offerings like group food orders and cheaper shared rides — Grab Holdings Ltd. raised its earnings forecast for the year after quarterly profit topped estimates, helped by novel offerings …
More: Grab
| 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| Financial Times: |
Sources: China offers to cut data center power bills by up to 50% to Alibaba and others, if they use local chips like Huawei's over foreign ones like Nvidia's — Beijing introduces grants that slash power bills by up to half for some of the country's largest data centres| Bloomberg: |
Sources: WeRide is set to raise ~$308M in its Hong Kong listing, planning to price shares at ~$3.48, representing a ~4% discount to its Monday Nasdaq close — WeRide Inc. is set to raise HK$2.39 billion ($308 million) from its Hong Kong share sale, according to people familiar with the matter …
More: Reuters and South China Morning Post
| 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, Bloomberg, The Logic, Globe and Mail, and Reuters. X: @xanaduai
| 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.| Carl Franzen / VentureBeat: |
Augmented Intelligence, which is building neuro-symbolic AI models, raised $20M in a bridge SAFE round at a $750M valuation, bringing its total funding to ~$60M — The buzzed-about but still stealthy New York City startup Augmented Intelligence Inc (AUI), which seeks to go beyond the popular …
More: AUI
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