Techmeme
November 2, 2026, 12:25 PM

Top News

Bailey Lipschultz / Bloomberg:
S-1 update: Anthropic reports Q3 revenue up 12x YoY to nearly $17B, a $23.3B net loss, up from $12.1B in Q3 2025, and operating expenses up 292% YoY to $17.5B  —  Anthropic PBC disclosed a twelve-fold increase in quarterly revenue while revealing that it intends to spend more than $895 billion …
New York Times:
Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more  —  Illustration by Mark Harris; Photographs by Thea Traff for The New York Times, AJ Mast for The New York Times, Manuel Orbegozo for The New York Times, Getty Images
Yasutaka Tamura / Bloomberg:
Filing: Anthropic aims to raise up to $3.5B from Japanese investors as part of its IPO; Australia, Canada, and parts of Europe will also have direct access  —  Anthropic PBC aims to raise up to $3.5 billion from Japanese investors in its initial public offering in the US …
Bloomberg:
Supermarkets in Belgium, Ireland, Sweden, Finland, and Estonia report fridge and freezer temperature spikes due to suspected hacks, echoing attacks in France  —  Supermarkets across Europe were hit by suspected cyberattacks that resulted in sudden changes in the temperatures of their fridges …
Anhata Rooprai / Reuters:
Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026  —  Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …
Bloomberg:
Washington Post:
Sources: SpaceX is in talks with EchoStar to acquire Boost Mobile or access its network, after Verizon, T-Mobile, and AT&T rebuffed requests for network access  —  Elon Musk approached the heads of America's top telecom companies in recent months with a request that would help him fulfill a years-long dream.
Bruno Ferreira / Tom's Hardware:
Anthropic confirms new Claude Code limits “to steer it away from recreating someone else's specific game”, saying IP infringement violates its usage policy  —  Meanwhile, we now have direct reports of reverse engineering efforts being blocked, while online complaints grow.
Siladitya Ray / Forbes:
Elon Musk says the cost of serving Grok Bot was “unsustainably high relative to revenue”, in response to subscribers complaining about SpaceX's usage limits  —  Topline  —  Elon Musk acknowledged on Sunday that the cost of running SpaceX's AI agent Grok Bot was “unsustainably high” …
Ivan Mehta / TechCrunch:
Email: OpenAI plans to merge ChatGPT's Chat and Work tabs on desktop for select users before rolling it out widely; Codex “will remain a separate experience”  —  The ChatGPT desktop app can be a confusing piece of software, given that there are ChatGPT and Codex sections, and within the former, there are Chat and Work tabs.
SemiAnalysis:
SemiAnalysis launches GDPx, an AI frontier model benchmark measuring 11 domains, including chip design, cybersecurity, and RSI; Opus 5.5 tops with a 12% score  —  A comprehensive benchmark spanning RSI, hardware design, cyber, bio, finance, legal, quant trading, chip design, software engineering, materials science, and alignment
Rivka Galchen / New Yorker:
A profile of UCLA math professor Terence Tao, who was once enthusiastic about AI's role in math but now warns of AI destroying the field's deliberative process  —  A.I. is solving problems that stumped the field for decades.  Mathematicians look to Terence Tao for guidance on their altered world.
Ram Iyer / TechCrunch:
Israeli startup 42AI, which is developing a “behavioral world model” that tries to predict human behavior, emerges from stealth with a $62.5M seed  —  Here's a question straight out of sci-fi: What if AI could predict what you were going to do before you decided to, even in a completely new situation?
YC Labs:
Bloomberg:
Scott Alexander / LessWrong:
A look at AI safety debates and the rising popularity of “Stop Unilaterally + Raise Awareness”, or SURA; safety-focused AI labs shouldn't abandon the AI race  —  The AI Futures Project[1] distinguishes several different plans for navigating the AI transition, which I'll lump into two broader categories:
Reuters:
Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities  —  Russian owners of non-state data centres will be required to reserve 10% of their capacity to help keep Russia's IT infrastructure running …
More: Bloomberg
Michael S. Rosenwald / New York Times:
British physicist and materials scientist Cyril Hilsum, widely recognized as “the father of liquid crystals” for enabling flat-panel display tech, died at 101  —  The man who helped develop the technology for liquid crystal displays — the screens in flat-panel televisions and laptops — has died at 101.
Rest of World:
Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies  —  A growing number of startups are editing powerful Chinese open-weight models for Western businesses that are concerned about censorship and security.
Axios:
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses”  —  Right after Tuesday's midterms, OpenAI will unleash a policy and PR blitz to try to get in sync with the new Washington …

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Kelly Cloonan / Wall Street Journal:

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Reuters: