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November 3, 2025, 1:10 PM
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| Berber Jin / Wall Street Journal: |
OpenAI and AWS sign a seven-year deal in which OpenAI will pay $38B for AI compute, including training its models using Amazon's data centers and using its CPUs — Companies' first computing partnership is part of Amazon's efforts to grow its cloud business
More: OpenAI, Ars Technica, Thurrott, New York Times, The Verge, Reuters, The Information, Financial Times, Neowin, Guru3D, TestingCatalog, Watcher Guru, Proactive, crypto.news, Australian Financial Review, Constellation Research, Implicator.ai, Times of India, Sherwood News, and Techstrong.ai
| MacKenzie Sigalos / CNBC: |
As part of its AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia's GPUs in the US — OpenAI has signed a deal to buy $38 billion worth of capacity from Amazon Web Services, its first contract with the leader …
More: The Hill, The Hans India, Le Monde, GeekWire, CRN, DatacenterDynamics, TechCrunch, Reuters, Capital Brief, Business Insider, Bloomberg, MediaPost, Forbes Middle East, BusinessCloud, iPhone in Canada, israelhayom.com, TechPowerUp, Associated Press, AI News, Benzinga, ZeroHedge News, WinBuzzer, Analytics India Magazine, and Yahoo Finance
| Dina Bass / Bloomberg: |
Microsoft signs a five-year, ~$9.7B deal to buy AI compute capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility — Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company's largest customer.
More: IREN, Reuters, Reuters, BonTech Labs, Associated Press, TechCrunch, CNBC, Cointelegraph, Bitcoin Magazine, Business Insider, Fierce Network, Neowin, Yahoo Finance, Sherwood News, Investor's Business Daily, The Block, Livemint, Times of India, Dow Jones Newswires, WinBuzzer, Outlook Business, TheMinerMag, Wall Street Journal, israelhayom.com, Wall Street Pit, CoinDesk, Benzinga, TheStreet, and Analytics India Magazine
X: @zephyr_z9, @michaeldell, and @iren_ltd
| Tim Bradshaw / Financial Times: |
Microsoft says the US now lets it ship the latest Nvidia chips to the UAE, the first company to get a license; Trump made a deal with UAE President MBZ in May — Commerce department approval paves way for huge new investment in AI and cloud infrastructure in Middle East| Bloomberg: |
Microsoft plans to spend $7.9B+ on data centers, cloud, and employees in the UAE over the next four years, taking its UAE investment to $15.2B from 2023 to 2029 — Microsoft Corp. said it will spend more than $7.9 billion on data centers, cloud-computing and employees in the United Arab Emirates … | Vince Dioquino / Decrypt: |
When asked on 60 Minutes about his pardon of Binance's Changpeng Zhao, President Trump said “I don't know who he is” and “I heard it was a Biden witch hunt” — In a rare interview, Trump said he was told Changpeng Zhao was the victim of the Biden administration's “witch hunt” against crypto.
More: CBS News, 60 Minutes on YouTube, The Block, BBC, Axios, Raw Story, The Hill, New York Times, NBC News, Daily Mail, The American Bazaar, Bitcoin Magazine, New Republic, Bitcoin Insider, Mediaite, Coinpedia Fintech News, Forbes, Coinspeaker, crypto.news, The Crypto Times, Althouse, and Cointelegraph
X: @cobie, @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @malinowski, @acosta, @kaivanshroff, @brianstelter, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @60minutes, and @mattsheffield. Bluesky: @nktpnd. Mastodon: @spocko@mastodon.online
| Alexandra Alper / Reuters: |
More: DatacenterDynamics, PC Gamer, Barron's Online, Yahoo Finance, Euronews, Wall Street Pit, Blockonomi, Forbes, Tech in Asia, Semafor, COINOTAG NEWS, The Week, Quartz, and Washington Times
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: r/NvidiaStock, r/StockMarket, and r/worldnews
| Rocket Drew / The Information: |
Court docs: in a deposition, Ilya Sutskever discussed conflicts at OpenAI that he sent to board members before Sam Altman's firing, his OpenAI exit, and more — Anthropic initially expressed “excitement” about a possible merger with OpenAI two years ago, after OpenAI's board fired CEO Sam Altman …
More: PCMag, CourtListener, Implicator.ai, Implicator.ai, and The Rundown AI
X: @teknium, @distributionat, @elonmusk, @vraserx, @mov_axbx, @peterwildeford, @alexeheath, @benjamindekr, @blackhc, @zephyr_z9, @burkov, @ns123abc, @zephyr_z9, @tszzl, @richiemcilroy, @distributionat, @yoniassia, @michael_chomsky, @kakashiii111, @signulll, @jacquesthibs, @signulll, @davidsacks, @shaughnessy119, @menhguin, @sauers_, @moorehn, @daniel_271828, @teortaxestex, @redaction, @kimmonismus, @krishnanrohit, @ptrubey, @varshinesri, @elonmusk, @bookwormengr, @lauramandaro, @distributionat, @kalomaze, @elonmusk, @livgorton, @koltregaskes, @jhaynie, @liv_boeree, @nichochar, @512x512, and @burny_tech
Forums: r/ChatGPT, r/OpenAI, and r/singularity
| Lauren Edmonds / Business Insider: |
More: Livemint, WinBuzzer, Mashable, Benzinga, Digit, NDTV Profit, and TechCrunch
X: @sama, @elonmusk, @slow_developer, @garymarcus, @sama, @devahaz, @vraserx, @elonmusk, @krassenstein, @wholemarsblog, @elonmusk, @losslandscape, @anamarijaml, and @yuchenj_uw
Forums: r/LovingAI, r/ChatGPT, r/EnoughMuskSpam, r/OpenAI, and r/OpenAI
| Jordan Novet / CNBC: |
MongoDB CEO Dev Ittycheria is stepping down after 11 years, replaced by Cloudflare President of Product & Engineering Chirantan Desai, effective November 10 — Database software maker MongoDB said on Monday that CEO Dev Ittycheria is stepping down from the top job after an 11-year run.
More: Investor's Business Daily, Reuters, Yahoo Finance, and MongoDB
X: @altcap, @dittycheria, @dittycheria, @mongodb, and @bgurley
| Emily Forgash / Bloomberg: |
Proofpoint says it has “high confidence” that hackers are working with organized crime groups to infiltrate trucking and freight companies to steal cargo — Hackers are infiltrating trucking and freight companies in a scheme to steal and sell cargo shipments …
More: Proofpoint, The Register, Cybersecurity Dive, BleepingComputer, Tom's Hardware, Infosecurity, 9to5Mac, and The Hacker News. Bluesky: @olevilladsen
| Bloomberg: |
Xi Jinping joked about security backdoors when presenting South Korean President Lee Jae Myung with two Xiaomi smartphones at APEC, amid the US' Huawei concerns — Chinese President Xi Jinping joked about security backdoors while presenting a pair of Xiaomi Corp. smartphones to his South Korean counterpart …
More: New York Times, The Indian Express, and France 24
| Olga Kharif / Bloomberg: |
Hong Kong-based crypto investor and blockchain developer Animoca Brands says it will go public on the Nasdaq via a reverse merger with Currenc Group in 2026 — Animoca Brands, the Hong Kong-based crypto investor and blockchain developer, plans to go public on the Nasdaq stock exchange through a reverse merger with Currenc Group Inc.| Evelyn Cheng / CNBC: |
Baidu says that its Apollo Go robotaxi hit 250K weekly ride orders globally as of October 31, on par with Waymo reporting 250K weekly paid US rides in April — BEIJING — As Baidu ramps up its robotaxi operations worldwide, fully driverless weekly rides as of Oct. 31 have now surpassed 250,000 orders … | Salvador Rodriguez / CNBC: |
Microsoft AI CEO Mustafa Suleyman says only biological beings are capable of consciousness and “it would be absurd to pursue research” into AI consciousness — Microsoft AI chief Mustafa Suleyman says only biological beings are capable of consciousness, and that developers …
More: Gizmodo, WinBuzzer, Neowin, Livemint, and Windows Report
X: @andrewcurran_, @jadecole2112, and @teknium
Forums: r/ShittyDaystrom, r/technology, and Slashdot
| Leo Schwartz / Fortune: |
NY-based Teleskope, which offers smaller LLMs fine-tuned for specific security problems, raised a $25M Series A led by M13, taking its total funding to $32.2M — Teleskope raises a $25 million Series A — COURTESY OF TELESKOPE — The rise of AI has created something of a paradox for security professionals.| Stevie Bonifield / The Verge: |
Japanese trade association CODA, representing Studio Ghibli, Square Enix and others, demands OpenAI to stop using their copyrighted content to train Sora 2 — Japanese trade association CODA says Sora 2's opt-out policy may have violated copyright law.| Josh Scott / BetaKit: |
Toronto-based quantum computing company Xanadu says it will go public in the US and Canada via a SPAC, in a deal that values the combined business at ~$3.6B — Toronto-based quantum computing firm Xanadu has struck a deal to go public by merging with a special purpose acquisition company (SPAC) called Crane Harbor Acquisition Corp.
More: Seeking Alpha, Crane Harbor Acquisition Corp., Bloomberg, Globe and Mail, Reuters, and The Logic. X: @xanaduai
| Steven Levy / Wired: |
A profile of Mark Gubrud, who coined the term AGI in a 1997 research paper, which argued that breakthrough technologies will redefine international conflicts — Everyone is obsessed with artificial general intelligence—the stage when AI can match all feats of human cognition.
More: MIT Technology Review. X: @stevenlevy. Bluesky: @gregegansf, @jeremyfcohen, @mathonan.com, @ykomska, @theophite, @shannonvallor, and @rodneyabrooks
Forums: r/singularity, r/artificial, r/skeptic, and r/BetterOffline
| Reggie Ugwu / New York Times: |
Some podcasters are embracing AI voice clones from ElevenLabs and other startups, aiming to augment, translate episodes, and even replace in-studio performances — Are A.I. replicas a boon for productivity or a betrayal of the bond with listeners? — Benjamin Boster's plan was simple.| Jagmeet Singh / TechCrunch: |
Indian digital payments company Pine Labs prices its IPO at $2 to $2.5/share, valuing it at $2.9B at the top end of the range, down from a $5B valuation in 2022 — Pine Labs, an Indian merchant-commerce startup backed by PayPal and Mastercard, is going public this week at a valuation … | Steve Nadis / Quanta Magazine: |
Researchers: OpenAI's o1 analyzes languages as well as a human expert, including inferring the phonological rules of made-up languages without prior knowledge — If language is what makes us human, what does it mean now that large language models have gained “metalinguistic” abilities?Sponsor Posts
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