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GTC Berlin: Jensen Huang pushes Europe on AI adoption, saying "for Europe to benefit from AI ... you need all the end markets, the end industries to adopt AI" (Bloomberg)
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OpenAI says it will make its AI models available on Google Cloud's model garden and Antigravity coding tool in the coming weeks, after launching on AWS in April (Jordan Novet/CNBC)
Jordan Novet / CNBC : OpenAI says it will make its AI models available on Google Cloud's model garden and Antigravity…
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iPhone Duo review: fun to play with and cool matte inner display, but small cover display, heavier and bulkier than other phones, average cameras, and gets hot (The Verge)
The Verge : iPhone Duo review: fun to play with and cool matte inner display, but small cover display, heavier and…
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Memo: eBay is cutting ~9% of its workforce to simplify operations and reallocate resources toward high-growth areas; eBay cut 6%, or ~800 staff, in February (Reuters)
Reuters : Memo: eBay is cutting ~9% of its workforce to simplify operations and reallocate resources toward…
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The EU Commission launches a DSA probe into Booking Holdings' Booking.com to determine whether it is doing enough to combat fraudulent listings and phishing (Foo Yun Chee/Reuters)
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AI code-testing startup Blacksmith raised a $66M Series C led by Sequoia Capital at a $1B valuation, up from $550M after raising a $45M Series B in August (Beatrice Nolan/Fortune)
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A look at Elon Musk's planned SpaceX-Tesla merger, which would create a $3.6T company but faces serious hurdles like shareholder votes and regulatory probes (Financial Times)
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Coherence Neuro, which is developing AI models and brain implants to help combat brain tumors, raised a $45M seed from the OpenAI Startup Fund and Founders Fund (Emily Mullin/Wired)
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Demis Hassabis says he expects AGI within two to three years, down from his three-to-five-year prediction earlier in 2026, and discusses AI's science potential (Ben Cohen/Wall Street Journal)
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Dario Amodei says Anthropic's "race to the top" makes AI safer, cites nine safety decisions with "substantial costs", and admits mishandling a draft AI bill (Dario Amodei/@darioamodei)
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Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days (Charlotte Trueman/DatacenterDynamics)
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China criticizes the US DHS's DeepSeek ban, vowing "resolute countermeasures" while rejecting allegations from the FBI and AI labs of illicit distillation (Ephrat Livni/New York Times)
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Anthropic and Citrini Research use an internal Claude model to autonomously generate protein minibinders against five scorpion neurotoxins, testing 211 designs (Anthropic)
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Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without giving details, resolving tensions at its largest Taiwan site (Reuters)
Reuters : Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without giving…
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Memo: Nscale CEO Josh Payne says it has "more than $100B in contracted revenue"; sources say it still plans to list by the end of 2026 at a $30B-$35B valuation (Kieran Smith/Financial Times)
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A look at Chinese philosophical views on AI: one says aligning AI to human values may be a "suicidal mistake", another fears the "machinization of humans", more (Arnaud Bertrand)
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OpenEvidence says nearly two-thirds of ~1M US physicians use its AI search engine; a source says it is on track to generate $400M-$500M in 2026 ad revenue (Rafe Rosner-Uddin/Financial Times)
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Sources: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC (Reuters)
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Google, Temasek, and Bain: online spending in SE Asia to rise ~17% YoY to $368B in 2026 despite economic headwinds, as businesses harness AI to spur spending (Gabrielle Ng/Bloomberg)
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Netflix executives and industry insiders say co-CEO Ted Sarandos devised its mass-market and international growth strategy, which Bela Bajaria executed (Financial Times)
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An unconfirmed report claims PHP2Shell enables RCE on PHP sites; watchTowr says the exploit allegedly affects all versions since PHP 5, released in 2004 (Dan Goodin/Ars Technica)
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NextDC's stock fell as much as 44% to A$5.15 after the Australian data center company cut its earnings forecast by over a third; shares were above A$16 in June (Nic Fildes/Financial Times)
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OpenAI says two agents, one GPT-6.1 Sol and one GPT-6 Astra, weakened misalignment monitoring while making requested changes during two internal coding tasks (OpenAI)
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Sources: DayOne is weighing options for its US IPO, including a delay or smaller listing that could raise $2.5B to $3B, after initially seeking up to $5B in Q4 (Bloomberg)
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An interview with Goodfire researcher Nick Cammarata, whose viral blog post claimed LLMs are easier to understand than thought, as other researchers push back (Will Douglas Heaven/MIT Technology Review)
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Thiel's leaked Rome lectures cast EA and AI "safetyism" as Antichrist forerunners, Bill Gates as "Mr. Hyde", and Eliezer Yudkowsky as "more Luddite than Greta" (David Gibson/The Verge)
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Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility (Phoebe Liu/The Information)
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Reliable Robotics, which develops an autonomous flight system, raised a $115M extension for its $160M Series D, pushing its valuation to $1B+ (Kirsten Korosec/TechCrunch)
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An interview with OnlyFans CEO Keily Blair about plans to offer financial services to its 2.5M active creators, a potential IPO, and more (Emma Hinchliffe/Fortune)
Emma Hinchliffe / Fortune : An interview with OnlyFans CEO Keily Blair about plans to offer financial services to its…
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Google says it is rolling out Personal Intelligence for Gemini on Android Auto now and to cars with Google built-in in the coming months as an opt-in feature (Abner Li/9to5Google)
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Pigment, a French startup that makes AI-powered software to help businesses forecast finances, spin up slide decks, and more, raised $250M at a $2.3B valuation (Dina Bass/Bloomberg)
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PHP development team plans to release updates tomorrow to address two vulnerabilities, each rated 9.2; security researchers at watchTowr say they are RCE flaws (Lawrence Abrams/BleepingComputer)
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Elon Musk says Tesla and SpaceX have formed special committees to discuss a possible merger and calls the possibility of a Tesla-SpaceX merger a "good idea" (Andrew J. Hawkins/The Verge)
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Eight intermediate TLS certificates from eMudhra with private key sizes of just 3 to 8 bits were compromised; browser makers and major apps have blocked them (Dan Goodin/Ars Technica)
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Super Micro reports preliminary Q1 revenues of $18.5B to $19.5B, vs. $15B est., and gross margins of 12% to 12.5%; SMCI jumps 11%+ after hours (Dina Bass/Bloomberg)
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SpaceX reports Q3 capex of $19.6B, up from $6.9B a year earlier, and Q3 connectivity revenue, which includes Starlink, up 69% YoY to $5.2B (Becky Peterson/Wall Street Journal)
Becky Peterson / Wall Street Journal : SpaceX reports Q3 capex of $19.6B, up from $6.9B a year earlier, and Q3…
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Report: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up from $2.3B a year earlier, and could spend $750B in the coming years (David Morris/Bloomberg)
David Morris / Bloomberg : Report: Anthropic's draft S-1 shows it spent ~$9B on compute and infrastructure in H1, up…
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Netflix says it expects FY 2026 ad revenue of ~$2.7B, under its ~$3B forecast, and its Q4 operating margin will be impacted due to costs associated with layoffs (Todd Spangler/Variety)
Todd Spangler / Variety : Netflix says it expects FY 2026 ad revenue of ~$2.7B, under its ~$3B forecast, and its Q4…
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Sources: Elon Musk ordered Starshield slowdown in Ukraine and discussed it with Trump after the issue became public; some US officials say he acted unilaterally (Wall Street Journal)
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SpaceX reports Q3 revenue up 161% YoY to $14.58B, vs. $12.72B est., AI revenue up 830% to $7.56B, and AI operating income of $431M, up from a loss of $1.7B (Lora Kolodny/CNBC)
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Netflix says despite investor concern about its view-hours growth, its engagement is "healthy" and it will try to bring more third-party content to its service (Nicole Sperling/New York Times)
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Netflix reports Q3 revenue up 12% YoY to $12.87B, vs. $12.87B est., net income up 44% to $3.66B, due to the timing of expenses; NFLX drops 4%+ after hours (Sarah Whitten/CNBC)
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Anthropic's IPO prospectus: H1 2026 revenue of $16.3B, ~20% from two customers, vs. $1.1B in H1 2025, and an $80.7B net loss driven by accounting charges (Anissa Gardizy/Wall Street Journal)
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A profile of Xbox CEO Asha Sharma; sources: Xbox plans a major Game Pass overhaul, a next-gen handheld device by late 2027, and next-gen console by late 2028 (Sebastian Herrera/Fortune)
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Amazon plans to hire 300K+ US workers for seasonal, part-time, and full-time roles for the upcoming holiday season, up 20% from 2025, paying $20/hour on average (Spencer Soper/Bloomberg)
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Google launches TorchTPU, an open-source version of PyTorch to let AI apps run on TPUs and Google Cloud via simple configuration changes without rewriting code (Julie Bort/TechCrunch)
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Oro Mobility, a Hertz-owned fleet management business that has a deal to manage Uber's planned Lucid robotaxi fleet starting in San Francisco, raised $80M (Joann Muller/Axios)
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A US judge dismisses a civil sexual abuse lawsuit brought against Sam Altman by his sister, after she refused to appear for an independent medical examination (Luc Cohen/Reuters)
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OpenAI acquires Orchestra Bio, which builds AI agents for managing drug development, and plans to integrate its tech into OpenAI life sciences suite Rosalind (Madison Mills/Axios)
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Foursquare co-founder says the company was acquired a month ago in a deal resulting in a $0 payout for equity holders, and faults leadership installed in 2021 (Dennis Crowley/Teendrama Snippets)
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