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November 4, 2026, 9:35 AM
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| Bloomberg: |
Democratic gubernatorial wins from Texas and Georgia to Ohio and Pennsylvania are set to expose 50% of AI data center proposals to more scrutiny and pushback — Data center developers seeking to build dozens of sprawling artificial intelligence campuses across Texas were already dealing …
More: 404 Media, CNBC, Reuters, Wccftech, Barron's Online, Yahoo Finance, CoinDesk, and New Republic
X: @reprobertgarcia, @elonmusk, @edmarkey, @annmarie, @adamkovac, @sama, @deredleritt3r, @beffjezos, @jdcapelouto, @jherrerx, @lukeleisher, @captive_dreamer, @cremieuxrecueil, @nikitabier, @tszzl, @jdcapelouto, @austinahlman, @kimmonismus, @anothercohen, @pitdesi, @stanfordnyc, @beffjezos, @garymarcus, @jdcapelouto, @jdcapelouto, @jdcapelouto, @miles_brundage, @gaberivera, @dylan522p, @jdcapelouto, @amesosaycnuc, @jdcapelouto, @tolstoybb, @jamieclimate, @cremieuxrecueil, @kimmonismus, @rob_flaherty, @jdcapelouto, @buccocapital, @graduatedben, @claydumas, @lilmoonlambo, @atlanticesque, @steve_yegge, @bradrcarson, @beffjezos, @poordart, @miles_brundage, @jdcapelouto, @_zeets, @cwamidon, and @drewpavlou. Mastodon: @josephcox@infosec.exchange. Truth Social: @realDonaldTrump …
Forums: Hacker News, r/Anticonsumption, r/Futurology, r/politics, and r/technology
| Nick Wingfield / The Information: |
Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon Musk — Texas elected Democrats for governor and the U.S. Senate for the first time in decades, creating potential uncertainty …
More: Barron's Online, Reuters, Semafor, Bloomberg, Financial Times, Electrek, TheJournal.ie, ZeroHedge News, NewsMax.com, Bisnow, and Coinpedia Fintech News
X: @jon_stokes, @shashj, @nprinskeep, @intheassembly, @annaeconomist, @rabois, @firstadopter, @wallstengine, @econoar, @infra_marginal, @firesidealpha, @biancoresearch, @biancoresearch, @beffjezos, @finfluentialx, @energy_tidbits, @thejefflutz, @kenkirtland17, @stocksavvyshay, @nextbigfuture, @zerohedge, @pythiar, @kimmaicutler, @firstadopter, @firstadopter, @mttjon, @jonahlupton, @asharma, @bindureddy, @leoptrudel, @dudewhoinvests, @elliotturn, @tedhzhang, and @ramez. Truth Social: @realDonaldTrump …
| Stephanie Findlay / Financial Times: |
Democrat James Talarico defeats Ken Paxton to win Texas' first Democratic Senate seat in 30+ years; Elon Musk spent $47M+ backing Paxton and attacked Talarico — Billionaire had ploughed $47mn into bankrolling Republican Ken Paxton's campaign while fuelling conspiracy theories about his opponent
More: Bloomberg, Business Insider, Fortune, International Business Times, The American Bazaar, Wall Street Journal, and Axios
X: @elonmusk, @gator_gum, @wrbolen, @moreperfectus, @davidafrench, @lmcgaughy, @phl43, @lewis_goodall, @bcmerchant, @30gotnext, @cd_hooks, @benjysarlin, @noahpinion, @kirkpwatson, @ewkewpid, @rloewe65, @gordonmckeemp, @lizwebstersbf, @mileslunn, @rshivshankar, @adamscochran, @harryjsisson, @jamestalarico, @aespolitics1, @mattbinder, @_sjpeace_, @genefortexas, @hewitson10, and @jessesingal
| Financial Times: |
NBC exit poll: 56% said AI and data centers had been a “crucial or a major factor” in their Congress votes, as Democratic candidates pledged to halt development — Gubernatorial wins in Texas, Georgia and Ohio and local ballot measures show depth of discontent with Trump-backed infrastructure spree
More: DatacenterDynamics, NBC News, and Reuters
X: @daniel_271828, @theobertram, @rob_flaherty, @jayshooster, @richardhanania, @sachalouise, @bryancsk, @amandalfischer, @joebotxyz, @kyle_a_morse, @xenoimpulse, @stevekopack, @doomslide, @bcmerchant, @yifever, @mattparlmer, @_nathancalvin, @thestalwart, @enpancotti, @theonebutlerian, @rmconservative, @martinskold2, @adamkovac, @tomorrowtgthr, @cwarzel, @martin_casado, @andymasley, @shakeelhashim, @philaroneanu, and @adamkovac. Forums: r/BetterOffline
| Ben Thompson / Stratechery: |
Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive — Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?| Politico: |
More: Axios, International Business Times, Unchained, and Reuters
X: @bradrcarson, @sherrodbrown, @christopherhale, @brendanpedersen, @politico, @skeptrune, @signulll, and @daveweigel. Bluesky: @marklittle
| Calder Mchugh / Politico: |
More: Wired, MarketWatch, BBC, The Hollywood Reporter, Politico, Washington Post, Reuters, New York Times, Forbes, and CNBC
X: @pkafka, @rmac18, @finestyew, @atrioc, @yahatetwoseeit, @sbg1, @rmac18, @reidhoffman, @reidhoffman, @reidhoffman, @rmac18, and @reidhoffman. Bluesky: @mattburgess1
| Financial Times: |
Sources: Oracle has scrapped a ~$7B, five-year deal to lease as many as 100K advanced AI chips to Tencent after bowing to pressure from the Trump administration — Intervention comes amid growing tension for US AI infrastructure groups doing business with Chinese tech giants.
More: Bloomberg, DatacenterDynamics, Reuters, Reuters, Implicator.ai, Investing.com, and Seeking Alpha
| Bloomberg: |
Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version — Tencent Holdings Ltd. released a foundation model Wednesday that it said joins the top tier of Chinese open-weight AI systems for the first time.
More: hy.tencent.ai, Reuters, Nikkei Asia, and South China Morning Post
X: @thepandaily, @yonglongt, @shunyuyao12, @tencenthunyuan, @jumperz, @ivanfioravanti, @tencentai_news, @arena, @kimmonismus, @shengjiewa34067, and @tencenthunyuan. Forums: r/accelerate
| Apple Developer: |
Apple opens Siri AI to all developers, letting any app on iOS 27.3 beta and other 27.3 OS betas bring its content and actions into Siri AI by using App Intents — Starting today with the iOS 27.3, iPadOS 27.3, macOS 27.3, and visionOS 27.3 betas, a new Developer Preview enables any developer …
More: MacRumors, The Verge, MacStories, Macworld, The Rundown AI, Phandroid, The Hindu, 9to5Mac, Tom's Guide, The Apple Post, iPhone in Canada, iThinkDifferent, and iClarified
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Forums: r/bevelhealth and r/apple
| Bloomberg: |
More: Apple Support, Apple, 9to5Mac, 9to5Mac, 9to5Mac, 9to5Mac, MacRumors, Apple Developer, Business Standard, Digit, GSMArena.com, iClarified, 9to5Mac, AppleInsider, 9to5Mac, MacRumors, AppleInsider, 9to5Mac, MacRumors, MacRumors, AppleInsider, MacRumors, Macworld, and MacRumors
X: @mweinbach, @parkerortolani, @aaronp613, @markgurman, @rsgnl, @rsgnl, and @markgurman
| David Swan / The Age: |
Canva says it is restructuring, impacting 1,271 jobs, or 22% of its staff, across layoffs and relocations, as it merges its product, growth, and platform teams — Canva will cut more than 1000 jobs in a major restructure in response to slowing growth at the design giant.
More: Canva, Bloomberg, CTech, TechCrunch, Adweek, Neowin, The Verge, TechRadar, Newser, Newsweek, The Tech Portal, Silicon Republic, Windows Report, The Information, Information Age, Forbes Middle East, Mashable, Financial Express, Storyboard18, Free Press Journal, The Register, Australian Financial Review, and Daily Mail
X: @markdistef, @hameonline, @p_remarks, @cargoshortdad64, @markdistef, @beaniemaxi, @10footinvestor, @dialgg, @forgebitz, and @puppyeh1. LinkedIn: Melanie Perkins. Forums: r/Affinity
| Rafe Rosner-Uddin / Financial Times: |
Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4B, and plans to scale its autonomous fleet to 2,000+ in 2027 — Ride-hailing group aims to have 2,000 robotaxis on road by end of next year but will still trail rival Waymo| Madison Mills / Axios: |
OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex — OpenAI will acquire Pierre Computer, a developer tools startup whose technology is already embedded in Codex, the company told Axios exclusively.| Katie Tarasov / CNBC: |
AMD reports Q3 revenue up 45% YoY to $13.38B, above $13.09B est., Data Center revenue up 97% to $8.5B, and forecasts Q4 revenue above est.; AMD jumps 7%+ — Advanced Micro Devices reported third-quarter earnings on Tuesday that beat Wall Street's expectations, with revenue jumping 45% …
More: Advanced Micro Devices, Bloomberg, VideoCardz.com, Windows Report, Reuters, Bloomberg, ServeTheHome, Seoul Economic Daily, and Wall Street Journal
X: @patrickmoorhead, @stocksavvyshay, @stockmktnewz, @realnickmugalli, @wallstengine, @jimcramer, @stockmktnewz, and @zerohedge. LinkedIn: Siva Kotipalli
Forums: r/wallstreetbets and r/StockMarket
| Simon Sharwood / The Register: |
More: Seeking Alpha, DatacenterDynamics, Tom's Hardware, Inc.com, PC Gamer, The Verge, and Morningstar
Forums: r/hardware and r/AMD_Stock
| Isabel O'Brien / CNBC: |
Following backlash against its education updates, Google says schools can turn Gemini, Gemini Notebook, and Search, all off by default, back on individually — Google is playing defense on Tuesday after a political backlash to its new policy surrounding use of artificial intelligence in schools.
More: Google, Washington Post, The Verge, The Guardian, Mercury News, Neowin, Bloomberg, TechRadar, Tom's Guide, Financial Express, GSMArena.com, MediaNama, EasternEye, TechIssuesToday.com, Phandroid, Associated Press, Search Engine Roundtable, New Republic, CNET, The Decoder, Chalkbeat, 9to5Google, Free Press Journal, Android Central, The Independent, Windows Report, The Hans India, Education Week, The Information, and CBS News
X: @linamkhan, @newsfromgoogle, @ednewtonrex, @mikeisaac, @jason_kint, @thenextcorner, @mikeisaac, @zephyrteachout, and @mikeisaac. Bluesky: @janerosenzweig. Forums: r/technology
| Reuters: |
Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending — Alphabet's Google (GOOGL.O) has expanded employee buyout offers to several countries this year as it looks to rein …
More: CTech, Business Today, Storyboard18, Livemint, and PPC Land
| Washington Post: |
US voters in 29+ jurisdictions overwhelmingly pass data center bans or restrictions; S&P says 145+ US projects were delayed or canceled through early August — They passed a string of local bans and elected gubernatorial and Senate candidates pledging tougher regulation. — SummaryLoading...
More: Tom's Hardware, Capacity, Yahoo News, and Journal-News
| Stephen Council / Business Insider: |
Cat Wu, product lead for Claude Code and Cowork, says she has left Anthropic; Thariq Shihipar, who worked on Claude Code, announced his departure on October 24 — - Cat Wu, who helped scale Claude Code into one of tech's most important products, has left Anthropic.| Danial Azhar / Bloomberg: |
Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud operations in Malaysia, including on new computing hubs and water security — Alphabet Inc.'s Google said it plans to spend $15 billion to expand data center and cloud operations in Malaysia … | Mike Butcher / Pathfounders: |
Sequoia says it is closing its London office after six years and consolidating operations back to the Bay Area, citing a lack of need for a local presence — US venture capital giant Sequoia Capital is closing its London office, ending the six-run of a significant European presence and triggering a shake-up of its investment team.
More: Bloomberg. X: @willmanidis, @madhavchanchani, @_georgerobson, @biad_anas, @sebjohnsonuk, @martinvars, @brexton, @danprimack, @julienbek, @lucianalix, and @sequoia
| Neil Kakkar / The Pragmatic Engineer: |
A software engineer details how he went from merging eight to 20 pull requests per month to 200+ after joining AI-native creator startup Tano eight months ago — Before we start: I'm in San Francisco this week and there are a few remaining spots for these live events (registration required):
X: @neilkakkar
| Sawdah Bhaimiya / CNBC: |
The French Blood Establishment says external providers' blood cold storage units were hacked to raise temperatures, in a wave of refrigeration cyberattacks — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
More: The Register, Associated Press, Telegraph, PCMag, Help Net Security, The Guardian, Business Insider, The Sun, TechRadar, ITPro, Politico, and Sky News
| Anthropic: |
Anthropic releases FlashProve, an open-source prototype that cryptographically verifies an AI response came from a given model, not one that a router swapped in — Roy Rinberg (Anthropic), Alex Allain (Anthropic); Alessandro Chiesa (EPFL, StarkWare), Miranda Christ (MIT, RESI), Rahul Dalal …
More: TechCrunch and Help Net Security
X: @akitainuasa, @gakonst, @jaminball, @succinctlabs, @dcbuilder, @l2beat, @annarrose, @roundtablespace, @scaling01, @alinush, @albicodes, @0x_osprey, and @teortaxestex. Bluesky: @harsimony. Forums: r/technology
| Bloomberg: |
Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide network in 2027 — Qualcomm Inc. will supply hardware components for SpaceX's planned nationwide terrestrial wireless network …
More: PCMag, CNBC, Reuters, Axios, Qualcomm, Light Reading, Fierce Network, and Capital Brief
X: @starlink, @cristianoamon, and @qualcomm
| SemiAnalysis: |
Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years — Making 13GW in 1.5 Years A Reality, Repurposing Rocket Ship Campuses, A Datacenter at TeraFab? — Reyk Knuhtsen, Jeremie Eliahou Ontiveros, and Dylan Patel
X: @semianalysis_, @trungtphan, @shaunmmaguire, @spcx100t, @0xdevshah, @beffjezos, and @ninadschick. Forums: r/NBIS_Stock
| Jay Peters / The Verge: |
Valve announces changes to Steam's review process, as a surge in game submissions pushes review times to “up to 12 business days”, instead of the usual 3-5 days — Valve admits that it's now taking ‘up to 12 business days’ to game submissions.
More: Steam Community, The Verge, GamesRadar, PC Gamer, Video Games Chronicle, and Kotaku. Forums: r/pcgaming
| Tobias Mann / The Register: |
Revolut says it cut AI coding inference costs by ~90% in less than a year by making self-hosted GLM models its default over commercial tools like Claude Code — Revolut says that in less than a year it's managed to slash its AI coding inference costs by roughly 90 percent by making self-hosted models …
More: TechRadar. X: @guilleflorvs, @guitaripod, @mattparlmer, @quxiaoyin, @tekbog, @hammer_mt, @karinanguyen, @shaughnessy119, @mehulmpt, @grabbou, @omarsar0, @cgtwts, @erikvoorhees, @thenickmoy, @togethercompute, and @angaisb_
Forums: Hacker News, r/LocalLLaMA, r/antiai, r/AIBubble, r/technology, r/programare, and r/singularity
| Martha Muir / Financial Times: |
Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster — Why America is struggling to power the AI boom. The US is building electricity lines at a quarter the rate of a decade ago It took 13 years …
LinkedIn: Martha Muir
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