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Sequoia says it is closing its London office after six years and consolidating operations back to the Bay Area, citing a lack of need for a local presence (Mike Butcher/Pathfounders)

Sequoia says it is closing its London office after...

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Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for "tens of thousands of cell sites" for a US-wide network in 2027 (Bloomberg)

Qualcomm signs a multiyear SpaceX deal to supply D...

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Waymo plans to end its exclusive robotaxi partnership with Uber in Austin and Atlanta in January 2028 and switch to its own app to improve consistency for users (Bloomberg)

Waymo plans to end its exclusive robotaxi partners...

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Sentra, which helps restrict and monitor data access for AI agents, raised a $150M Series C led by Capital One Ventures, taking its total funding to $250M+ (Duncan Riley/SiliconANGLE)

Sentra, which helps restrict and monitor data acce...

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AI sales automation startup Nooks secures a $500M commitment from General Catalyst's CVF, which will take a share of the returns generated by the capital (Reuters)

AI sales automation startup Nooks secures a $500M ...

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Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4B, and plans to scale its autonomous fleet to 2,000+ in 2027 (Rafe Rosner-Uddin/Financial Times)

Uber reports Q3 revenue up 10% YoY to $14.8B, Gros...

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US voters in 29+ jurisdictions overwhelmingly pass data center bans or restrictions; S&P says 145+ US projects were delayed or canceled through early August (Washington Post)

US voters in 29+ jurisdictions overwhelmingly pass...

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HP names former GSK CEO Emma Walmsley as its new CEO, effective January 4, permanently filling the role after HP's Enrique Lores departed in February 2026 (Bloomberg)

HP names former GSK CEO Emma Walmsley as its new C...

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Democrats running on AI regulation and anti-data center platforms won key races, including Sherrod Brown in Ohio, as leadership signals aggressive AI oversight (Politico)

Democrats running on AI regulation and anti-data c...

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OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex (Madison Mills/Axios)

OpenAI acquires developer tools startup Pierre Com...

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Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive (Ben Thompson/Stratechery)

Democrats' US midterms victory is a win for hypers...

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Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent $446M, a record for a non-candidate (Calder Mchugh/Politico)

Elon Musk's preferred US midterm candidates, inclu...

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Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years (SemiAnalysis)

Analysis: SpaceX revises its 2027 data center capa...

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Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud infrastructure in Malaysia, including building new computing hubs (Danial Azhar/Bloomberg)

Google plans to spend $15B across 2027 and 2028 to...

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Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending (Reuters)

Google says it expanded voluntary exit buyouts in ...

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Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon Musk (Nick Wingfield/The Information)

Texas elects Democrats for governor and the US Sen...

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Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version (Bloomberg)

Tencent releases its Hy4 open-weight foundation mo...

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NBC exit poll: 56% said AI and data centers had been a "crucial or a major factor" in casting their votes for Congress, as candidates pledge to halt development (Financial Times)

NBC exit poll: 56% said AI and data centers had be...

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