| Wall Street Journal: |
OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple billions — The companies plan to deploy 10 gigawatts of custom AI chips over the next four years — OpenAI and Broadcom are working together … | The Information: |
Sources: OpenAI is working with Arm to develop a CPU designed to work with the AI chip OpenAI is developing with Broadcom; TSMC will manufacture the AI chip — OpenAI's development of its own artificial intelligence chip will benefit SoftBank, one of its biggest shareholders … | Ashley Capoot / CNBC: |
Charlie Kawwas, president of Broadcom's semiconductor group, says OpenAI is not the $10B customer the company announced during its earnings call in September — Charlie Kawwas, president of the semiconductor solutions group at Broadcom, on Monday said that OpenAI is not the mystery $10 billion customer … | Rebecca Bellan / TechCrunch: |
California Governor Gavin Newsom signs SB 243, which mandates safety protocols for AI chatbot companions, the first US state law to regulate such AI chatbots — California Governor Gavin Newsom signed a landmark bill on Monday that regulates AI companion chatbots, making it the first state … | Tyler Katzenberger / Politico: |
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| Tyler Katzenberger / Politico: |
| Brandi Vincent / DefenseScoop: |
Anduril plans to deliver ~100 units of its AI-powered EagleEye helmet and eyewear to the US Army by Q2 2026, replacing Microsoft's IVAS; Meta provided some tech — “This is an extremely powerful capability. It's going to get cheaper and cheaper over time," Anduril founder Palmer Luckey told reporters.| Hugh Son / CNBC: |
| Jaures Yip / CNBC: |
| Ryan Christoffel / 9to5Mac: |
Apple says iPhone Air will go on sale in China on October 22, after initially delaying the launch due to regulatory issues with the device's eSIM-only design — Apple's iPhone 17 lineup has, by all appearances, proven a hit with consumers so far. But the iPhone Air so far has been missing from one of Apple's biggest markets: China.| Yoolim Lee / Bloomberg: |
Samsung projects Q3 operating profit up 32% YoY to ~$8.47B vs. ~$6.8B est., its biggest quarterly profit in more than three years, as AI development accelerates — Samsung Electronics Co.'s shares touched a fresh record after it reported its biggest quarterly profit in more than three years … | Allison Johnson / The Verge: |
Google updates Search to group paid results into a collapsible section with a single, larger “Sponsored” label at the top and a hide button at the bottom — Ads in your search results might be a little less annoying now. … Ads in Google search results are getting a more prominent label … | Krystal Hu / Reuters: |
Data integration startup Fivetran and data management startup dbt Labs announce a merger in an all-stock deal; Fivetran CEO will be CEO of the combined company — - Merger creates $600-million-revenue data infrastructure company — Fivetran CEO Fraser to lead combined company| Joe Tidy / BBC: |
The UK's NCSC dealt with a record 204 “nationally significant” cyberattacks in the year to August, up 89% YoY, and “highly significant” cyberattacks rose by 50% — People should plan for potential cyber-attacks by going back to pen and paper, according to the latest advice.| Andrew J. Hawkins / The Verge: |
Microsoft unveils MAI-Image-1, its first text-to-image AI model developed in house, and says it excels at photorealistic imagery, like lighting and landscapes — The model has already secured a spot in the top 10 of LMArena. … Microsoft AI just announced its first text-to-image generator … | Bloomberg: |
Wingtech's Shanghai-listed stock plunged 10%, its daily limit, after the Dutch government seized control of Nexperia, which Wingtech acquired in 2018 for $3.6B — The Dutch government seized control of Chinese-owned chipmaker Nexperia, using an emergency Cold-War era law … | Abner Li / 9to5Google: |
Google updates NotebookLM's Video Overviews, adding six new Nano Banana-powered visual styles and a new “Brief” format for quick insights — After introducing in July, NotebookLM is giving Video Overviews a big upgrade with the help of Google's Nano Banana image editing and generation model (Gemini 2.5 Flash Image).| Saeed Azhar / Reuters: |
Goldman Sachs agrees to acquire multi-stage investment firm Industry Ventures, which has $7B AUM, for $665M in cash and equity plus $300M tied to performance — Goldman Sachs (GS.N) has agreed to buy Industry Ventures, a leading venture capital firm that manages $7 billion of assets … | Paul Sandle / Reuters: |
Ofcom fines 4chan £20K under the OSA for failing to provide info on the risk of illegal content; the UK's tech minister says the government “fully backed” Ofcom — Britain said on Monday it had issued U.S. internet forum site 4chan with a 20,000 pound ($26,644) … | Eric Slivka / MacRumors: |
Apple says that its Apple TV+ streaming service has been renamed Apple TV, “with a vibrant new identity” — Buried in its announcement about “F1: The Movie” making its streaming debut on December 12, Apple has also announced that Apple TV+ is being rebranded as simply Apple TV.| Michael Kan / PCMag: |
Meta brings back job listings on Facebook, available for mobile users in the US via a dedicated Jobs tab in Marketplace, and across Groups and Pages — As AI reshapes the jobs market, Facebook is reviving its jobs board to help “young adults” find local entry-level work.| Larry Dignan / Constellation Research: |
At Dreamforce 2025, Salesforce unveils Agentforce 360, a unified agentic AI stack to connect humans, AI agents, and more, and positions Slack as an “agentic OS” — Salesforce announced a series of product updates, a process intelligence acquisition and an Agentforce 360 architecture designed … | Connor Hart / Wall Street Journal: |
| Emma Roth / The Verge: |
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| Michael Kan / PCMag: |
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| Spencer Soper / Bloomberg: |
| Eshe Nelson / New York Times: |
| Stephanie Stacey / Financial Times: |