Techmeme
November 5, 2026, 7:02 AM

Top News

Wall Street Journal:
Sources: at Jensen Huang's election event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans  —  Americans' vote for anti-data center candidates and ballot measures could rein in AI's expansion and hobble economic growth
Calder Mchugh / Politico:
Emma Roth / The Verge:
OpenAI launches Images 2.6 in ChatGPT, Codex, and its API, saying it generates images 50% faster, and adds animated GIF creation from prompts or photos  —  You can use ChatGPT to edit a GIF's animation speed and individual frames. … ChatGPT can now create GIFs using a prompt or a photo uploaded to the AI chatbot.
Reuters:
Data center shares fall as investors expect a slower AI buildout after Democrats' win; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, and Applied Digital 7%  —  Wall Street closed sharply higher on Wednesday as Democrats' sweeping midterm election victory eased political uncertainty …
Bloomberg:
Katherine Schwartz / Bloomberg:
OpenAI:
OpenAI details a pipeline that used an upcoming cyber model to validate and patch 948 local privilege escalation vulnerabilities in Linux for $1.2M in API costs  —  Security research that once required a separate, sustained investigation for each finding can increasingly be run as a systematic process.
Andrew Webster / The Verge:
An interview with two Nintendo producers on the new Ocarina of Time remake for the Switch 2, which has modernized gameplay mechanics like full camera control  —  Producers Eiji Aonuma and Hidemaro Fujibayashi talk about bringing the first 3D Zelda to a whole new audience.
Takashi Mochizuki / Bloomberg:
Sony reports Q2 revenue of ~$21.7B, operating profit of $3.94B, both above est., and 2.6M PS5 sales, as GTA VI sparks a US sales jump, especially of the PS5 Pro  —  Sony Group Corp. raised its profit outlook after a string of entertainment hits propelled better-than-expected results in the September quarter.
Carl Franzen / VentureBeat:
Ricursive releases Ripple-65B Preview, a general-purpose variant of its AI model for automating advanced chip design, under Apache 2.0, costing $0.60/1M output  —  There's another American victory worth paying attention to today: a new, open weights AI model that its creators claim scores …
Mark Gurman / Bloomberg:
Sources: Apple cut some engineers' daily AI spending cap to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff fears of layoffs  —  Apple Inc. is reducing employee budgets for artificial intelligence usage as part of a cost-cutting effort, even as the company seeks …
David Keohane / Financial Times:
Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market  —  Swiss-Swedish company's unit is focused on Chinese market and has mega-factory in Pudong  —  China has told SoftBank it will not allow …
Madison Mills / Axios:
Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs  —  Meta has acquired Conductor, an AI coding startup that lets software engineers manage multiple coding agents simultaneously …
Ryan Christoffel / 9to5Mac:
Apple says it will check iCloud items shared to “Anyone with the link” for “harmful content” in 27.3 OS versions, and may delete the content or disable accounts  —  iOS 27.3 adds lots of new iPhone features, and it also makes a change to how public iCloud links work …
Cristian Dina / The Next Web:
Berlin-based Pliant raised an $80M Series C led by Seaya Nova and Speedinvest, as it opens its B2B payments infrastructure to AI agents  —  Claude, ChatGPT and in-house AI agents can now run business payments through Pliant.  The Berlin fintech, past $100M in recurring revenue, will expand in North America.
More: Pliant and RuntimeWire
Stephen Council / Business Insider:
Cat Wu, who left Anthropic last week, says she is joining OpenAI to lead product manangement for core products; Wu was the product lead for Claude Code  —  Cat Wu, who left Anthropic last week after becoming one of the company's highest-profile product managers, is joining OpenAI.  She announced the news on X.
Cheng Ting-Fang / Nikkei Asia:
Sources: China's export curbs on critical metals have disrupted supplies of micro drill bits made mainly from tungsten carbide, used in PCBs and chip substrates  —  TAIPEI — China's export controls on critical metals have disrupted supplies of micro drill bits, little-known but critical components …
Maxwell Zeff / Wall Street Journal:
OpenAI President Greg Brockman says H1 2026 was “pretty rough”, but agentic coding tools, GPT-5.6 Sol, and ChatGPT Work drove a “revenue inflection” in Q3  —  The ChatGPT maker's president said it experienced a ‘revenue inflection’ in the third quarter of 2026, driven by a growing enterprise business
More: Reuters
Jay Peters / The Verge:
X is rolling out a redesigned web app country by country for signed-in users, with a single unified server, saying it improves load times over slow connections  —  X is moving signed-in users to its new web app one country at a time, but it's already using the rewrite for X's logged-out web experience.
Will Knight / Wired:
Hugging Face CEO Clément Delangue says his P(doom) is “close to zero”, arguing that future AI risks stem from closed frontier AI labs, not open-source systems  —  “Most of the risk is actually created by a couple of players building behind closed doors,” Clément Delangue said of the need for open source AI.
Zoho:
Labels that build themselves: Simplified Label Automation in Zoho Writer  —  Anyone who ships every day knows this feeling.  Forty orders, each with a different number of items, and every item needs its own label.  Content Source: Reddit You export the orders, duplicate rows to match the quantities …
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Bloomberg:
Study: UK consumer AI spending passes £1B annually, with 5.1% of adults paying for subscriptions as of July 2026; Claude is rapidly catching up to ChatGPT  —  UK consumers are spending over £1 billion ($1.4 billion) a year on artificial intelligence subscriptions …
Carmen Arroyo / Bloomberg:
Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication  —  Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …
More: Reuters

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Zoho:
Labels that build themselves: Simplified Label Automation in Zoho Writer  —  Anyone who ships every day knows this feeling.  Forty orders, each with a different number of items, and every item needs its own label.
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Bloomberg:
Connie Loizos / TechCrunch:
Isaac Kasahara / Pangram: