Techmeme
October 29, 2026, 12:01 PM

Top News

New York Times:
US officials believe Megaspeed executive Alice Huang is a Chinese asset who maintained a close relationship with Jensen Huang to pass intelligence to Beijing  —  Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed a close relationship …
Lauren Forristal / TechCrunch:
Google plans to expand “high-quality ads within AI Overviews in AI Mode” into international markets, as growth in its core search ad business slows  —  Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open …
Simon Sharwood / The Register:
Google reports Search revenue up 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, and attributes the slowdown to “lower monetization” in AI Mode  —  Shares in Google's parent company Alphabet dived by almost ten percent on Wednesday, after the web giant admitted AI-powered searches earn …
Alphabet:
Alphabet reports Q3 revenue up 25% YoY to $127.58B, below $128.22B est., and Google Cloud revenue up 103% to $30.7B, above $28.7B est.; GOOG drops 11%+  —  MOUNTAIN VIEW, Calif. - October 28, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2026.
Wired:
Hackers leak the personal data of 41,000+ DHS employees and contractors, including CBP and ICE agents; DDoSecrets says the data came from DHS' Okta login system  —  The leaked records include the locations of ICE and CBP facilities, workers' cell phone numbers, and the members of groups tied …
Wired:
Bluesky blocks links to a leaked archive containing personal data of 41,000+ DHS employees and contractors, saying it was “shared without their authorization”  —  Bluesky tells WIRED it blocked links to a leaked archive of information on 41,000 ICE, CBP, and other DHS workers …
Reuters:
DoorDash agrees to acquire Instacart in a ~$17B deal, paying $65 per share, a 26% premium to its October 22 close, as the platform delivery market consolidates  —  DoorDash (DASH.O) said on Thursday it would buy Instacart (CART.O) in a deal valued at about $17 billion, stepping up its push …
Rolfe Winkler / Wall Street Journal:
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia  —  The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply
Jenny Lee / CNBC:
Radhika Rajkumar / ZDNET:
Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index  —  Mistral has released the weights for Large 4, along with some impressive Artificial Analysis scores.  —  ZDNET's key takeaways
Federico Viticci / MacStories:
Apple's touchscreen MacBook Pro is designed for the iPad generation, with an optimized macOS, and the company is right to move on from Steve Jobs' skepticism  —  Ever since I got my hands on the very first iPad Pro all the way back in November 2015, I've gotten used to a certain type …
Steven Levy / Wired:
Koray Kavukcuoglu / Google:
Google unveils Gemini 4 Carbon, its “strongest model with state-of-the-art cybersecurity” capabilities, ranked #1 on Artificial Analysis' new Intelligence Index  —  Gemini 4 Carbon is our strongest model with state-of-the-art cybersecurity and long horizon capabilities.
Microsoft:
Reuters:
Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct  —  The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …
Kali Hays / BBC:
Vladimir Putin praises Elon Musk as a “real genius” and says Russia is in “close contact” with Musk and the US to coordinate Rassvet and Starlink satellites  —  Elon Musk is a “real genius”, Russian President Vladimir Putin said on Wednesday after revealing the two are in …
Reuters:
Sources: Bloomberg, Susquehanna, and Jump Trading signed up for Truth Social's fast API feed of President Trump's posts, paying $60K to $100K per month  —  Truth Social, the social media platform founded by President Donald Trump, has signed up news and data provider Bloomberg and two Wall Street firms …
Natalie Breymeyer / Axios:
Circuit Mind, which uses AI to automate electronics and circuit design, raised $25M, including an $18.5M Series A led by Norwest, and plans a US relocation  —  Circuit Mind, a startup developing AI software for electronics design, raised $25 million, CEO Tomide Adesanmi tells Axios Pro exclusively.
Bloomberg:
Sierra Club expects US power emissions to hit 2.1B metric tons by 2030, up 42% on 2025 and erasing 15 years of cuts, with off-grid data centers matching Mexico  —  The boom is set to produce enough greenhouse gases to cancel out 15 years of declines in power-sector emissions, according to a Sierra Club analysis.
Ashutosh Joshi / Bloomberg:
Jio Platforms adds $36B in market value in two trading sessions, hitting a $144B market cap, up from its ~$108B IPO valuation, after India's biggest-ever IPO  —  Jio Platforms Ltd. has added almost $36 billion in market value in two trading sessions, extending its blistering run …

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Featured Podcasts

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Will the Democrats' Big Win Stop the AI Buildout? — With Teddy Schleifer
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Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal
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Cheeky Pint:
The company building America's uranium supply from scratch
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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