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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 (Phoebe Liu/The Information)

Sources: industry execs expect only 7-10 of hundre...

2 weeks ago 15 Add to circle

Anthropic says it is committing 5% of its shares to a Public Benefit Fund, a wholly owned LLC that can't lobby, plus 2% for every 50% rise in its valuation (Anthropic)

Anthropic says it is committing 5% of its shares t...

2 weeks ago 19 Add to circle

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 (Kyu-Seok Shim/Reuters)

Sources: Nvidia asked Samsung, SK Hynix, and Micro...

3 weeks ago 251 Add to circle

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 (Mark Gurman/Bloomberg)

Sources: HomeView units sat in warehouses for mont...

3 weeks ago 256 Add to circle

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 (Giovanni Colantonio/Polygon)

An interview with Apple's new VP of the App Store,...

3 weeks ago 18 Add to circle

RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible (Financial Times)

RegLayer: 47+ large US data center projects were d...

3 weeks ago 25 Add to circle

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 (New York Times)

AI debt worries mount as CoreWeave's bond yield to...

3 weeks ago 265 Add to circle

Microsoft cancels its deal with Nscale to serve as the anchor tenant and rent 23K Nvidia AI chips at a planned data center facing repeated delays in Essex, UK (James Titcomb/Telegraph)

Microsoft cancels its deal with Nscale to serve as...

3 weeks ago 25 Add to circle

Holyvolt, which develops AI tools for making and testing new battery materials, raised $45M from Zone II, CC.VC, and others, a source says at a $245M valuation (Nick Lichtenberg/Fortune)

Holyvolt, which develops AI tools for making and t...

3 weeks ago 24 Add to circle

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 (Cristina Criddle/Financial Times)

Sources: Anthropic is consulting law firms on deal...

3 weeks ago 267 Add to circle

GTCR and Elliott agree to acquire and take private CCC, a Nasdaq-listed car insurance software provider, for $4.6B; the deal values CCC at $6.1B including debt (Bloomberg)

GTCR and Elliott agree to acquire and take private...

3 weeks ago 26 Add to circle

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 (Bloomberg)

Filing: Disney agreed to hire 60+ staff from Chara...

3 weeks ago 24 Add to circle

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 (Joanna Stern/The New Things)

An interview with Microsoft CEO Satya Nadella on t...

3 weeks ago 32 Add to circle

Google says "magic state cultivation" works in practice on its Willow quantum processor, calling it a breakthrough that reduces errors by about 40x (Google)

Google says "magic state cultivation" works in pra...

3 weeks ago 25 Add to circle

Anomaly Innovations, behind coding agent OpenCode, says a breach hit ~1.4% of OpenCode Console users and their API keys, in a "large scale distillation attack" (Walter Schulze/Startup Fortune)

Anomaly Innovations, behind coding agent OpenCode,...

3 weeks ago 22 Add to circle

Turkish police detained Hex and PulseChain founder Richard Heart on Oct. 14, seizing $7M+ in cash and six cold wallets; HEX fell nearly 50% on initial reports (Zack Abrams/The Block)

Turkish police detained Hex and PulseChain founder...

3 weeks ago 22 Add to circle

Bleecker Street says TikTok suspended the Musk documentary account for "political policy" violations and called the suspension "permanent"; Bleecker's appealing (Steven Zeitchik/The Hollywood Reporter)

Bleecker Street says TikTok suspended the Musk doc...

3 weeks ago 24 Add to circle

MapQuest adds a Surveillance Layer to its mobile app showing license plate readers and cameras from 10+ companies including Flock, using OpenStreetMap data (Chase DiBenedetto/Mashable)

MapQuest adds a Surveillance Layer to its mobile a...

3 weeks ago 24 Add to circle