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November 1, 2025, 5:05 AM
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| Reuters: |
Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group — U.S. semiconductor leader Nvidia (NVDA.O) on Friday said it will supply more than 260,000 of its most advanced AI chips …
More: Nvidia Newsroom, Bloomberg, KED Global, Sharecast, Taipei Times, The Korea Herald, The DONG-A ILBO, Korea Joongang Daily, TechCrunch, Engadget, The Korea Times, Wall Street Journal, Agence France-Presse, Forbes Middle East, Analytics India Magazine, Hürriyet Daily News, BBC, CNBC-TV18, Asia Financial, COINOTAG NEWS, NWAonline, DigiTimes, Benzinga, Livemint, TipRanks Financial, The Straits Times, Yahoo Finance, Anadolu Ajansı …, and Reuters
| Financial Times: |
China says it will allow some Nexperia semiconductor chip exports to resume to ease critical supply shortages impacting global auto production — Dispute over Netherlands-based chipmaker has threatened to disrupt global auto supply chains — China has said it will allow some Nexperia chips … | Bloomberg: |
Brian Armstrong ended Coinbase's Q3 earnings call by saying certain words that Kalshi and Polymarket users had wagered would be mentioned during the call — When Coinbase Global Inc.'s quarterly earnings call wrapped up Thursday, its chief executive, Brian Armstrong, didn't finish with profit guidance or statements of confidence.
More: Fast Company, CryptoSlate, Decrypt, Cryptonews, Yahoo Finance, DL News, Coinpedia Fintech News, CoinDesk, Crypto Briefing, Cointelegraph, and CasinoBeats
X: @brian_armstrong, @jdorman81, @seanlippel, @probaaron, @0xtyrael, @beaniemaxi, @hasufl, @readdanwrite, @frosen43, @polymarket, @adamscochran, @astraffon, @mattmillsap, @0xfoobar, and @luke_metro. Bluesky: @carnage4life. Forums: Slashdot
| Christopher Mims / Wall Street Journal: |
Despite the hype around large AI models, many companies like Meta are using small models for routine tasks, finding them more practical and cost-effective — For many tasks in corporate America, it's not the biggest and smartest AI models, but the smaller, more simplistic ones that are winning the day| Carmen Arroyo / Bloomberg: |
Tech companies, including Meta and xAI, are using SPVs to raise tens of billions for AI data centers, letting them keep the debt off their balance sheets — Just this month, Meta Platforms Inc. has secured about $60 billion in capital to build data centers, part of its spending to get ahead in the artificial intelligence race.
More: Bloomberg and Axios
X: @arroyonieto. Bluesky: @mattzollerseitz, @datadrivenmd.social, @meigloo, @ivanthek, @lmnisop, and @tumescentnumpty. Forums: r/artificial
| Paula Doenecke / Bloomberg: |
Vista Equity Partners buys a majority stake in Nexthink, which uses AI to let businesses track employees' device and app performance, valuing Nexthink at $3B — Vista Equity Partners snapped up a majority stake in Nexthink SA, valuing the Swiss-American software company at $3 billion, the firm said in a statement.| Sarah Perez / TechCrunch: |
Bluesky says it has hit 40M users and plans to launch “dislikes” in beta to tailor content rankings and reply rankings — Social network Bluesky, which on Friday announced a new milestone of 40 million users, will soon start testing “dislikes” as a way to improve personalization on its main Discover feed and others.
More: Bluesky, The Verge, TheDesk.net, and Engadget
Bluesky: @pfrazee.com, @bsky.app, @tyleraking.com, @jauntywk, @prietschka, @figgityfigs, @joshhutchinson, @clancyny, @garlicbuffalo.gobirds.biz, @shengokai.blacksky.app, @shengokai.blacksky.app, @danglinghemmie, @normcharlatan, @pfrazee.com, and @bsky.app
Forums: r/BlueskySocial and Slashdot
| Bloomberg: |
Sources: Coinbase is in late stage talks to buy stablecoin infra startup BVNK in a ~$2B deal; Coinbase expects to close the deal later this year or early 2026 — Leading US crypto exchange Coinbase Global Inc. is in late-stage talks to acquire stablecoin infrastructure startup BVNK …
More: Coinpedia Fintech News, Blockonomi, CoinGape, The Daily Hodl, CoinDesk, and Fast Company
| Yamini Kalia / Reuters: |
Vodafone agrees to acquire Skaylink, a German company specializing in managing cloud deployments on Microsoft Azure and AWS, for €175M from PE firm Waterland — Britain's Vodafone (VOD.L) on Thursday said it will acquire German cloud and digital transformation firm Skaylink for 175 million euros …
More: Vodafone.com, TelecomTV, and The Fast Mode
| Mayumi Negishi / Bloomberg: |
NEC to buy US-listed CSG, a SaaS provider of customer care and billing services for telcos and other companies, for ~$2.9B in a deal expected to close in 2026 — Japan's NEC Corp. is buying CSG Systems International Inc., a US supplier of customer care and billing services for telecom companies …
More: Reuters, CSG Systems, Inc., CSG Systems, Inc., and NEC
| Shashwat Chauhan / Reuters: |
Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives — - Seagate, Western Digital up more than 200% in 2025 — S&P 1500 tech hardware index hits record high
More: Blocks and Files, Investor's Business Daily, Morningstar, and Reuters
| Bloomberg: |
In its Q3 earnings, Alphabet said the profit included “net gains on equity securities of $10.7B,” in part from a private company, which sources say is Anthropic — Alphabet Inc. and Amazon.com Inc. were rewarded by investors for reporting better-than-expected third-quarter profits.| Matt Rosoff / The Register: |
Microsoft's Q1 earnings, showing that it had a $3.1B net loss from its OpenAI stake, imply OpenAI lost $11.5B during the quarter based on Microsoft's 27% stake — Satya has also delivered Sam most of the cash he promised — Microsoft reported earnings for the quarter ended Sept. 30 …
More: Wall Street Journal, Directions on Microsoft, Thurrott, Windows Central, Analytics India Magazine, Ars Technica, Daring Fireball, and CoinDesk
X: @rustybrick and @mattrosoff
Bluesky: @jwmason, @akelacooper, @davekartunen, @jillybobww, and @edzitron.com. Threads: @carnage4life. Forums: r/OpenAI
| Meghan Bobrowsky / Wall Street Journal: |
In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B — Meta, Alphabet, Microsoft and Amazon will increase spending in 2026; ‘Are we in a bubble?’ — Silicon Valley's biggest companies …
More: New York Times, Livemint, Reuters, Yahoo Finance, CNBC, Sherwood News, TVNewsCheck, DigiTimes, and Financial Times
Forums: r/artificial and r/technology
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