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 …

Sponsor Posts

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Featured Podcasts

The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
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Uncapped with Jack Altman:
Benchmark Breakfast #1 | Jack and Ev
Conversations with people I admire about things I'm genuinely interested in.
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Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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Great Chat:
The case for AI optimism
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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Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Big Technology Podcast:
This AI Expert Argues We're Underestimating AI's Productivity Impact — With Ethan Mollick
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
 

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