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November 3, 2025, 12:35 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: About Amazon, Thurrott, New York Times, The Verge, The Information, Reuters, Financial Times, Guru3D, Proactive, TestingCatalog, Watcher Guru, The Daily Star, crypto.news, Australian Financial Review, Times of India, Implicator.ai, Constellation Research, Sherwood News, Techstrong.ai, Yahoo Finance, and Barron's Online
| 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 Hans India, GeekWire, CRN, DatacenterDynamics, TechCrunch, Reuters, Capital Brief, Business Insider, Associated Press, Forbes Middle East, BusinessCloud, iPhone in Canada, israelhayom.com, TechPowerUp, AI News, Benzinga, ZeroHedge News, WinBuzzer, Analytics India Magazine, Yahoo Finance, and BelfastTelegraph.co.uk
| 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, The Hill, Daily Mail, Raw Story, Bitcoin Magazine, New Republic, Bitcoin Insider, Coinpedia Fintech News, Forbes, Coinspeaker, crypto.news, The Crypto Times, Mediaite, Cointelegraph, CryptoPotato, and CNN
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
Forums: r/thescoop, r/inthenews, r/politics, and r/AnythingGoesNews
| Alexandra Alper / Reuters: |
More: DatacenterDynamics, Barron's Online, Yahoo Finance, Euronews, Quartz, Semafor, Wall Street Pit, Blockonomi, Forbes, Tech in Asia, COINOTAG NEWS, The Week, Washington Times, Benzinga, and FXStreet
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: r/NvidiaStock, r/StockMarket, and r/worldnews
| 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: BonTech Labs, Reuters, IREN, TechCrunch, Associated Press, Cointelegraph, Business Insider, Neowin, The Block, Sherwood News, Yahoo Finance, Investor's Business Daily, Benzinga, Wall Street Journal, Livemint, Times of India, Dow Jones Newswires, Analytics India Magazine, Business Standard, TheStreet, WinBuzzer, Outlook Business, TheMinerMag, israelhayom.com, Wall Street Pit, and CoinDesk
X: @zephyr_z9, @michaeldell, and @iren_ltd
| 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: 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: PCMag, Livemint, WinBuzzer, Mashable, Benzinga, Digit, NDTV Profit, TechCrunch, Moneycontrol, Hindustan Times, Tom's Hardware, and TESLARATI
X: @sama, @elonmusk, @slow_developer, @garymarcus, @sama, @elonmusk, @devahaz, @vraserx, @elonmusk, @losslandscape, @anamarijaml, @krassenstein, @wholemarsblog, and @yuchenj_uw
Forums: r/LovingAI, r/ChatGPT, r/EnoughMuskSpam, r/OpenAI, and r/OpenAI
| 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, BleepingComputer, Tom's Hardware, 9to5Mac, The Hacker News, and Infosecurity. Bluesky: @olevilladsen
| 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?| 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
| 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, France 24, and XiaomiTime
| 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, Bloomberg, Crane Harbor Acquisition Corp., Reuters, Globe and Mail, and The Logic. X: @xanaduai
| 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
| 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 … | 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.| 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.| 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 and Wall Street Journal
X: @stevenlevy. Bluesky: @gregegansf, @jeremyfcohen, @mathonan.com, @ykomska, @theophite, @shannonvallor, and @rodneyabrooks
Forums: r/singularity, r/artificial, r/skeptic, and r/BetterOffline
| Jowi Morales / Tom's Hardware: |
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in” — 'I don't have warm shells to plug into' — When you purchase through links on our site, we may earn an affiliate commission.
More: TechCrunch, Cautious Optimism, KnowTechie, DatacenterDynamics, The Information, The Indian Express, and Wccftech
X: @stocksavvyshay, @rihardjarc, @mikealfred, @jiahanjimliu, @yishan, @limitingthe, @jackmenshaw, @micro2macr0, @garrytan, @desireefixler, @moninvestor, @elonmusk, @convertbond, @kakashiii111, @aakashg0, @chrismaconi, @purpledrink_llc, @justjake, @icedcoffeeeth, @the_ai_investor, @iamclintmurphy, @dollarcostavg, @beffjezos, @dollarcostavg, and @yeahdrdave
Bluesky: @netopia and @tprstly.com
Forums: r/hardware, r/DailyTechNewsShow, r/AMD_Stock, r/technology, and Slashdot
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