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November 3, 2025, 11:30 AM
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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, New York Times, Thurrott, The Verge, The Information, Axios, Financial Times, Bloomberg, Australian Financial Review, Times of India, Implicator.ai, Constellation Research, Sherwood News, Analytics India Magazine, Yahoo Finance, Techstrong.ai, and Barron's Online
X: @modestproposal1, @firstadopter, @anujsaharan_, @amazon, and @ajassy
| 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: GeekWire, CRN, DatacenterDynamics, Investor's Business Daily, TechCrunch, Reuters, Capital Brief, Business Insider, RTÉ, Bloomberg, Associated Press, Forbes Middle East, Proactive, Benzinga, AI News, ZeroHedge News, WinBuzzer, Yahoo Finance, BelfastTelegraph.co.uk, and The Philadelphia Inquirer
| 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 …
More: Microsoft, DatacenterDynamics, Forbes Middle East, Reuters, Windows Report, WinBuzzer, NewsMax.com, Arabian Business, and Blockonomi. X: @bradsmi
| 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| 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, BBC, The Hill, CNBC, Raw Story, New Republic, New York Post, The Post Millennial, Bitcoin Insider, Coinpedia Fintech News, The Crypto Basic, Forbes, Coinspeaker, crypto.news, The Crypto Times, Mediaite, The Guardian, Cointelegraph, CryptoPotato, CNN, TV Insider, Fox News, and Bitcoin News
X: @cobie, @brianstelter, @kylegriffin1, @briantylercohen, @acyn, @mikenellis, @mattm0720, @meidastouch, @bulwarkonline, @conorlynch04, @atrupar, @aaronparnas, @angry_staffer, @malinowski, @acosta, @kaivanshroff, @darrigomelanie, @danprimack, @wilson__valdez, @adamscochran, @60minutes, and @mattsheffield. Bluesky: @nktpnd. Mastodon: @spocko@mastodon.online
Forums: r/AnythingGoesNews and r/politics
| Alexandra Alper / Reuters: |
More: DatacenterDynamics, Barron's Online, Yahoo Finance, Quartz, Euronews, Blockonomi, Semafor, Forbes, Wall Street Pit, Tech in Asia, COINOTAG NEWS, The Week, Washington Times, Benzinga, and FXStreet
X: @tshirtnjeans2, @pbelesiotis, @atrupar, and @alex_intel_
Forums: 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, TechCrunch, IREN, The Block, Associated Press, Business Insider, Benzinga, Neowin, Wall Street Journal, Sherwood News, Investor's Business Daily, CoinDesk, Outlook Business, Analytics India Magazine, Wall Street Pit, Livemint, Dow Jones Newswires, Times of India, TheStreet, WinBuzzer, TheMinerMag, and israelhayom.com
X: @zephyr_z9, @michaeldell, and @iren_ltd
| 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, Livemint, WinBuzzer, Neowin, and Windows Report
X: @andrewcurran_, @jadecole2112, and @teknium
Forums: r/ShittyDaystrom, r/technology, and Slashdot
| 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: Digit, Livemint, WinBuzzer, Mashable, Benzinga, NDTV Profit, TechCrunch, Moneycontrol, Hindustan Times, Tom's Hardware, TESLARATI, and Business Today
X: @elonmusk, @sama, @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
| 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/skeptic, and r/BetterOffline
| 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?| 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, 9to5Mac, Tom's Hardware, Infosecurity, and The Hacker News. Bluesky: @olevilladsen
| 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, DatacenterDynamics, Cautious Optimism, KnowTechie, The Information, The Indian Express, and Wccftech
X: @rihardjarc, @mikealfred, @jiahanjimliu, @yishan, @limitingthe, @jackmenshaw, @micro2macr0, @garrytan, @desireefixler, @moninvestor, @elonmusk, @convertbond, @kakashiii111, @aakashg0, @chrismaconi, @purpledrink_llc, @stocksavvyshay, @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
| 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, France 24, XiaomiTime, Forbes Middle East, and The Korea Herald
| 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 … Sponsor Posts
Google:
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Bitrix24 powers the next generation of high-performing businesses — Chat, projects, CRM, and automation — all in one place. Replace dozens of tools so your team moves faster, collaborates smarter, and grows effortlessly.
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IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Decoder with Nilay Patel:
The company at the heart of the AI bubble
A show from the Verge about big ideas - and other problems.
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Lenny's Podcast:
"Dumbest idea I've heard" to $100M ARR: Inside the rise of Gamma | Grant Lee (CEO)
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Great Chat:
Turns out, there's still a line (don't mock the pope)
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Big Technology Podcast:
Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Conversations with people I admire about things I'm genuinely interested in.
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Channels with Peter Kafka:
What the Disney-YouTube Battle Tells Us About the End of Cable
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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