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October 18, 2026, 7:15 PM
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| James Titcomb / Telegraph: |
Microsoft cancels its deal to be the anchor tenant and rent 23K Nvidia AI chips at Nscale's Essex, UK, data center, which may not get grid power until the 2030s — US tech giant pulls the plug on Nscale deal in threat to multibillion-dollar listing — Microsoft has pulled …
More: Bloomberg, The Guardian, The Information, Crypto Briefing, Financial Times, Reuters, TheEnergyMag, Australian Financial Review, and Finimize
X: @ftr_investors, @jamestitcomb, @kshaughnessy2, @rdd147, @matthewstoller, @dariocpx, @jo3hill, @errjustsaying, @s8mb, and @jaguaranalytics. Bluesky: @stevekovach
Forums: r/LabourUK, r/uknews, r/ukpolitics, and Slashdot
| Bailey Lipschultz / Bloomberg: |
Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal — Nscale Ltd. is facing opposition to the valuation target it's pursuing in its initial public offering, according to people familiar … | Phoebe Liu / The Information: |
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases — How many young AI cloud providers can the market, and Nvidia, support? — That's one of the big questions after a week … | Mark Gurman / Bloomberg: |
Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales — Also: The company is planning Nov. 6 retail store reset, indicating potential Mac release date.
More: Daring Fireball, The Apple Post, MacRumors, Gizmodo, AppleInsider, PCMag, 9to5Mac, iThinkDifferent, MacRumors, 9to5Mac, iPhone in Canada, AppleInsider, Digital Trends, Digital Trends, MacRumors, and Tom's Guide
X: @markgurman, @markgurman, and @markgurman
Bluesky: @manton.org and @hypervisible.blacksky.app
Forums: r/apple and MacRumors Forums
| Anthropic: |
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise — Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.
More: TechCrunch, Bloomberg, The Information, Business Insider, Blockchain.News, Reuters, Capital Brief, and Unite.AI
X: @altcap, @elonmusk, @tokengremlin, @andrewcurran_, @andrewcurran_, @rand_longevity, @travisk, @luminabench, @dr_singularity, @anthropicai, @wryzx, @preommr, and @smb_attorney. LinkedIn: Krishna Rao
Forums: Hacker News, r/wallstreetbets, and r/accelerate
| Kyu-Seok Shim / Reuters: |
Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC — Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) … | Financial Times: |
RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible — A vast bet on the future of the technology is running into the unforgiving economics of the physical world| New York Times: |
AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar — Debt trouble at CoreWeave, Oracle and SoftBank raises questions about whether there are broader problems with the data center build-out.
More: The Business Times and Motley Fool
X: @energycredit1, @globalmktobserv, @c_s_wallace, and @cristymsilva. Bluesky: @billstewart. Mastodon: @kralcttam@mastodon.social
| Cristina Criddle / Financial Times: |
Sources: Anthropic is consulting law firms on deal negotiation tactics as it develops AI agents to negotiate on humans' behalf and interact with AI counterparts — Tech companies are being forced to confront the rules of negotiation when machines act on humans' behalf
More: The Verge, The Decoder, and Crypto Briefing
Forums: r/Futurology, r/BetterOffline, and r/technology
| Giovanni Colantonio / Polygon: |
An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more — Back when Apple Arcade launched in 2019, there was a resounding belief among gamers that the mobile gaming service wasn't long for this world.| Joanna Stern / The New Things: |
An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more — My exclusive interview with Satya Nadella on the new Surface Laptop Ultra and Microsoft's plan to make Windows safer for AI agents
More: NBC News and Windows Central
X: @agim_asf, @cardillosamuel, @nbcnews, @satyanadella, @joannastern, and @joannastern. Bluesky: @bengoggin
| Steven Zeitchik / The Hollywood Reporter: |
Bleecker Street says TikTok suspended the Musk documentary account for “political policy” violations and called the suspension “permanent”; Bleecker's appealing — Move comes just as Alex Gibney doc film expands to nearly 500 screens. Distributor Bleecker Street says it is appealing.
More: The Verge, The A.V. Club, Barron's Online, Engadget, Telegraph, Anadolu Ajansı …, World of Reel, Deadline, TechCrunch, The Wrap, Gizmodo, Mashable, and Variety
Bluesky: @carlquintanilla, @billkristolbulwark, @ianbetteridge.com, @vortexegg.com, @newsguy, @socialmedialab.ca, @alexgibneyfilm, @faineg.com, @maxberger, @thetnholler, @tyleraking.com, @ryanbeckwith, @robpegoraro.com, and @billkuchman. Mastodon: @dangillmor@mastodon.social
Forums: r/fuckelonmusk, r/FedEmployees, r/centrist, r/DeFranco, r/entertainment, r/DCU_, r/EnoughMuskSpam, r/TechGawker, r/technology, r/blankies, r/BetterOffline, r/ABoringDystopia, r/anticapitalism, r/anime_titties, r/EnoughMuskSpam, r/popculture, r/PopCultureV2, r/TheBigPicture, r/boxoffice, r/politics, r/UnderReportedNews, r/Fauxmoi, r/thebulwark, r/popculturechat, and r/movies
| Bloomberg: |
Filing: Disney agreed to hire 60+ staff from Character.AI and pay them ~$180M over three years, plus $30M for retention awards; a bankruptcy judge must approve — More than 60 workers at Character.AI are being offered a lifeline from the media giant … Soft Landing — Layoffs are common in bankruptcy.
More: TechCrunch, RuntimeWire, and Yahoo Finance
| Saritha Rai / Bloomberg: |
DeepSeek releases V4.1-Flash-1017, an update it says offers “stronger benchmark performance, faster task completion, and shorter outputs” than its predecessor — DeepSeek released an update of its AI model this weekend that it says is faster and leaner, ramping …
More: DeepSeek on Hugging Face, SiliconANGLE, Techstrong.ai, The Decoder, Wccftech, Tech in Asia, and Crypto Briefing
X: @deepseek_ai, @onlyterp, @quantamagazine, @quantamagazine, @zizhpan, @natolambert, @cline, @pawelhuryn, @martinvars, @thom_wolf, @haider1, @kimmonismus, @suchenzang, @testingcatalog, @teortaxestex, and @deepseekharness. LinkedIn: John Pavlus
Forums: r/SillyTavernAI and r/LocalLLaMA
Sponsor Posts
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Lenny's Podcast:
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