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November 3, 2025, 9:50 AM
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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
More: CNBC, Capital Brief, TechCrunch, Wall Street Journal, Bloomberg Law, Semafor, Implicator.ai, TipRanks Financial, NewsMax.com, FX Empire, Reuters, and Yahoo Finance. 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 … | MacKenzie Sigalos / CNBC: |
As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia 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: Axios, RTÉ, Bloomberg, Business Insider, WinBuzzer, Associated Press, and The Philadelphia Inquirer
| Berber Jin / Wall Street Journal: |
OpenAI and AWS agree to a seven year deal in which OpenAI will pay $38B for AI compute, including training its models on Amazon's servers and using its CPUs — Companies' first computing partnership is part of Amazon's efforts to grow its cloud business — OpenAI has agreed … | 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 Hill, The Daily Beast, BBC, Raw Story, The Guardian, Washington Post, New Jersey Online, Forbes, Bitcoin Insider, Mediaite, crypto.news, The Crypto Times, Coinspeaker, CoinDesk, Cryptonews, Coinpedia Fintech News, TV Insider, Cointelegraph, CNN, CryptoPotato, Fox News, and Bitcoin News
X: @brianstelter, @danprimack, @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @malinowski, @acosta, @kaivanshroff, @darrigomelanie, @wilson__valdez, @adamscochran, @60minutes, and @mattsheffield. Bluesky: @nktpnd. Mastodon: @spocko@mastodon.online
| Alexandra Alper / Reuters: |
Trump says Nvidia's Blackwell chips would not be available to “other people”; in August, Trump suggested he might allow sales of a scaled-down version to China — Nvidia's (NVDA.O) advanced Blackwell chip for artificial intelligence would not be available to “other people,” U.S. President Donald Trump said Sunday.
More: Blockonomi, Washington Times, Semafor, Forbes, Yahoo Finance, Wall Street Pit, Tech in Asia, COINOTAG NEWS, The Week, Benzinga, and FXStreet
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: 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: CourtListener, Implicator.ai, Implicator.ai, and The Rundown AI
X: @kimmonismus, @koltregaskes, @512x512, @burny_tech, @moorehn, @vraserx, @kakashiii111, @jacquesthibs, @sauers_, @redaction, @lauramandaro, @peterwildeford, @tszzl, @shaughnessy119, @varshinesri, @livgorton, @nichochar, @mov_axbx, @richiemcilroy, @ptrubey, @blackhc, @krishnanrohit, @bookwormengr, @zephyr_z9, @burkov, @zephyr_z9, @yoniassia, @signulll, @daniel_271828, @teortaxestex, @jhaynie, @signulll, @alexeheath, @ns123abc, @kalomaze, @benjamindekr, @menhguin, @distributionat, @liv_boeree, @davidsacks, @elonmusk, @distributionat, @michael_chomsky, @elonmusk, @elonmusk, and @distributionat
Forums: r/ChatGPT, r/OpenAI, and r/singularity
| Lauren Edmonds / Business Insider: |
More: Livemint, Mashable, Digit, WinBuzzer, Benzinga, NDTV Profit, TechCrunch, Moneycontrol, Hindustan Times, TESLARATI, Tom's Hardware, and Business Today
X: @elonmusk, @sama, @sama, @elonmusk, @devahaz, @vraserx, @elonmusk, @losslandscape, @anamarijaml, @krassenstein, @wholemarsblog, and @yuchenj_uw
Forums: r/LovingAI, r/ChatGPT, r/EnoughMuskSpam, r/OpenAI, and r/OpenAI
| Jowi Morales / Tom's Hardware: |
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in” — 'I don't have warm shells to plug into' — When you purchase through links on our site, we may earn an affiliate commission.
More: DatacenterDynamics, TechCrunch, The Information, The Indian Express, and Wccftech
X: @rihardjarc, @mikealfred, @jiahanjimliu, @yishan, @limitingthe, @jackmenshaw, @micro2macr0, @garrytan, @desireefixler, @moninvestor, @elonmusk, @convertbond, @kakashiii111, @aakashg0, @chrismaconi, @purpledrink_llc, @stocksavvyshay, @justjake, @icedcoffeeeth, @the_ai_investor, @iamclintmurphy, @dollarcostavg, @beffjezos, @dollarcostavg, and @yeahdrdave
Bluesky: @netopia and @tprstly.com
Forums: r/hardware, r/AMD_Stock, r/technology, and Slashdot
| 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: Livemint, WinBuzzer, Windows Report, and Neowin
X: @andrewcurran_, @jadecole2112, and @teknium
Forums: r/ShittyDaystrom and r/technology
| 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 and Wall Street Journal
X: @stevenlevy. Bluesky: @jeremyfcohen, @mathonan.com, @ykomska, @theophite, @shannonvallor, and @rodneyabrooks
Forums: r/singularity, r/skeptic, and r/BetterOffline
| 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?| 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: Tom's Hardware, 9to5Mac, and Proofpoint
| Evelyn Cheng / CNBC: |
Baidu says its Apollo Go robotaxi hit 250,000 weekly orders globally as of October 31, matching Waymo's 250,000 weekly paid US rides reported in April 2025 — BEIJING — As Baidu ramps up its robotaxi operations worldwide, fully driverless weekly rides as of Oct. 31 have now surpassed 250,000 orders … | 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.| Dina Bass / Bloomberg: |
Microsoft signs a five-year, ~$9.7B deal to buy AI cloud 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.Sponsor Posts
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IDrive:
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Channels with Peter Kafka:
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Tools and Weapons with Brad Smith:
Special Edition: Key findings from the Microsoft AI Diffusion Report
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.
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