| Ina Fried / Axios: |
Meta rolls out Muse Spark 1.3 in Muse Code and Meta Model API, saying it significantly improves coding and agentic performance, at the same price as Spark 1.2 — Meta on Wednesday released Muse Spark 1.3, an update it says significantly improves performance in coding and agentic tasks.| Mark Zuckerberg / @finkd: |
Mark Zuckerberg says Meta's Watermelon model and Muse Spark open weights are “coming soon” — Muse Spark 1.3 is rolling out today with frontier performance almost too cheap to meter. This is the biggest jump we've made so far on coding and agentic work. Try it in Muse Code and our API. Next up 🍉 and Muse Spark open weights releases coming soon.| Abner Li / 9to5Google: |
Google releases Gemini 3.8 Flash, three weeks after Gemini 3.7 Flash, for an introductory price of $0.75/1M input and $3.75/1M output tokens until December 31 — After the last model release three weeks ago, Google today is rolling out Gemini 3.8 Flash. This marks the third Flash update in three months.| Google: |
Google launches Gemini 3.8 Flash Cyber for partners in its new Fairwind Program and says Gemini 3.8 Flash beats Claude Opus 5 and GPT-5.6 Sol on some benchmarks — Our newest Gemini models deliver next-generation intelligence for agentic workflows and cybersecurity.| Bloomberg: |
A US federal judge rules that Google does not have to sell off its ad exchange and instead must make its ad tech tools work with those operated by rivals — Alphabet Inc.'s Google doesn't have to sell off its advertising exchange and instead must make its ad tech tools work with those operated by rivals … | Jordan Novet / CNBC: |
Microsoft will start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% YoY to $29.42B in Q4 — Microsoft will start disclosing quarterly revenue for its Azure cloud business for the first time, providing investors … | Stephen Nakrosis / Wall Street Journal: |
Microsoft shifts from three reporting segments to two: Agents and Infra, including Microsoft 365 and Azure, and Devices and Consumer, with Windows and Xbox — Microsoft is changing its reporting structure from three segments to two—Agents and Infra, and Devices and Consumer| Blake Brittain / Reuters: |
The Trump administration files a brief supporting OpenAI in its dispute with The New York Times, saying training LLMs on copyrighted works is generally fair use — The Trump administration has filed a brief supporting OpenAI in its dispute with the New York Times (NYT.N) … | MarketWatch: |
Snowflake reports Q2 revenue up 35% YoY to $1.55B, vs. $1.48B est., and forecasts Q3 and FY 2027 product revenue above estimates; SNOW jumps 20%+ after hours — Companies looking to build AI tools on top of their data are turning to Snowflake, driving robust revenue growth| Natalie Lung / Bloomberg: |
Memo: Uber is cutting ~3,300 jobs, or 10% of its staff globally, to reduce management layers and reallocate spending into ridesharing, delivery, and robotaxis — Uber Technologies Inc. is cutting about 3,300 roles, or 10% of its staff globally, in a massive restructuring aimed … | Bloomberg: |
| Dina Bass / Bloomberg: |
HPE reports Q3 revenue up 34% YoY to $12.2B, says supply constraints affect its ability to meet demand, signs a $3.5B server deal; HPE falls 5%+ after hours — Hewlett Packard Enterprise Co. declined in late trading after the company reported increasing sales that didn't meet high expectations … | Jordan Novet / CNBC: |
Broadcom reports Q3 revenue up 86% YoY to $29.59B, vs. $29.36B est., AI semiconductor revenue up 221% to $16.7B, and forecasts Q4 revenue below estimates — Broadcom shares edged up in extended trading on Wednesday after the chipmaker issued a rosy forecast for the next fiscal year and hinted … | Marina Temkin / TechCrunch: |
Sources: Palo Alto Networks paid $500M in cash and stock to acquire agentic IT support startup Console; PitchBook: Console was valued at $157M before the sale — Palo Alto Networks paid $500 million in cash and stock to acquire Console, a two-year-old startup that uses AI agents to automate routine … | Andrew J. Hawkins / The Verge: |
Uber launches London's first commercial robotaxi service; the vehicles use Wayve's autonomous driving tech and will initially have human safety drivers — The cars have no lidar and no geofence, but still will have human safety drivers for the initial launch.| Maria Curi / Axios: |
Commerce Secretary Howard Lutnick says “we trust Anthropic” as they are “back on the right side” with the administration and that “they've done what we asked” — - “They've done what we asked. … - “Really excited for our conversation … | Julia Szymanski / LAmag:NEW |
The LA Unified School District bars ~378,000 students from using AI tools on district-provided laptops and tablets as officials review AI's role in classrooms — The district has blocked generative AI tools on student devices as officials review the role of AI in classrooms| Matthew Haag / New York Times: |
| Ryan Gould / Bloomberg: |
Sources: Thoma Bravo-backed Proofpoint is in talks to acquire cybersecurity company Varonis; Varonis rose 10.4% on Wednesday, giving it a market value of ~$5.4B — Thoma Bravo-backed Proofpoint Inc. is in talks to acquire cybersecurity company Varonis Systems Inc., according to people familiar with the matter.| Yuliya Chernova / Wall Street Journal: |
Wonderful, which helps enterprises deploy AI, raised a $550M Series C led by Insight at a $5B valuation; investors also paid $170M to buy shares from employees — Founded just last year, the startup already has 650 employees and is expanding its forward-deployed engineering teams around the world| Wired: |
Sources: Meta adjusts employee review language around “AI-driven impact” and token usage, easing off on tokenmaxxing, while promoting the use of AI agent Hatch — The company is reducing pressure on workers to use artificial intelligence tools while encouraging them to experiment with Hatch … | Bloomberg: |
Sources: ByteDance has secured a $29.6B loan in Asia's second-largest USD-denominated borrowing this year, behind SoftBank's $40B bridge loan signed in March — ByteDance Ltd., the developer of TikTok, has secured a $29.6 billion loan, according to people familiar with the matter … | Ivan Mehta / TechCrunch: |
Adobe launches Adobe for Slack, making 70+ creative and productivity tools, including Firefly, Express, Photoshop, and Premiere, available via Slackbot prompts — Customers can now use Adobe's apps like Firefly, Adobe Express, Photoshop, Premiere, Acrobat, InDesign, Illustrator, Stock …
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.| Juro Osawa / The Information: |
| Lauren Feiner / The Verge: |
A look at Loudoun County, Virginia, dubbed “Data Center Alley”, which hosts ~250 data centers and offers a glimpse into data centers' impact on communities — Massive AI infrastructure is being built out across the US. But if you want to know what the data center occupation looks like … | Lim Hui Jie / CNBC: |
South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country's goods exports, according to officials — South Korea's semiconductor exports have been an absolute boon for Asia's fourth-largest economy, sending overall numbers to a record.
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 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.
Generate Sample Data the Way You Want It Using AI, for Free — Finding good sample data is harder than it should be.If you've ever tried to test a dashboard, build a demo, or train a team on an analytics tool, you know the drill.
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.
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| The Information: |