TSMC weighs 3D DRAM production after Nvidia asks for more memory supply
Economic Times says TSMC ADRs rose more than 6% Friday after The Information reported early plans for 3D DRAM at Nvidia's request; no production timeline is set.
Microsoft winds down Oracle deal to rent AI cloud capacity
Bloomberg reports Microsoft declined to renew and has been turning off rented Oracle capacity; Oracle shares fell about 3–5% Friday; older Nvidia chips cited as a fit issue.
New OpenAI CFO Friar says data-centre investment continues after midterms
Il Sole 24 Ore (CNBC interview): Sarah Friar says OpenAI will keep investing via hyperscaler relationships and capital raises despite local ballot backlash against data centres.
Ramp data shows AI token spend nearly flat as Anthropic nears its IPO
TechCrunch cites Ramp: token spend grew only 1.5% across August–September after 42% in July, even as volumes rose; Anthropic’s price cuts reportedly cut revenue growth by about $600M, and October spend re-accelerated 8.9%.
New ProPublica: Interior Secretary Burgum holds tens of millions in AI investments
Disclosure analysis: $18.1M–$64.4M in AI firms via Arthur Ventures while Burgum pushes data centres on Interior-managed public lands; Interior denies investment-driven decisions.
Nikkei closes down 5.96% at 57,434.77, entering a bear market as Advantest and SoftBank Group lead the chip rout
Glasshand rents real data-centre iPhones and Macs so AI agents can tap and swipe
Anthropic launches Claude Personal Finance US beta with read-only Plaid bank links
ING reportedly puts about $500M of data-centre loans up for sale, including a Stargate New Mexico slice
Evident Vascular wins FDA 510(k) for AI-powered IVUS imaging platform
Texas governor-elect Hinojosa says data-centre work must stop until laws protect Texans
Cloudflare launches Trusted Agent Delegation coalition for AI agents on the web
NVIDIA opens four Cosmos 3 Nano world-model checkpoints for driving and robots
Sanders and House Democrats call for a national data-centre moratorium and an AI pause after the midterms
Hypercall to open the first Anthropic-linked pre-IPO options market on Hyperliquid on Nov. 9
Nasdaq closes down 5.52% as AI and chip stocks plunge after Democratic midterm gains
After Thursday's Nasdaq drop of about 5.5% into correction territory on AI-regulation fears, AI and chip shares opened higher Friday; BBC says the Nasdaq opened up about 1.23% and Nvidia more than 6%, while Fox Business later had the Nasdaq up 1.24%.
Kospi closes down 6.02% at 5,059.69 after an early 8.5% plunge halted trading, a second day of AI-rout losses
Yonhap says the index fell as low as 4,911.28 on 27.5 trillion won of turnover, with foreigners selling 2.77 trillion won; a Daishin Securities analyst called the reaction excessive, saying a full halt to US data-centre building is unlikely.
New Google Research AI detects hypertension signs from smartwatch PPG and motion
Nature study / Google blog: multimodal model vs 24-hour ABPM in 196 adults; initial screening 65.8% sensitivity, 90.0% specificity, 80.6% PPV; research-only, not a commercial diagnosis.
Cursor cloud agents can now build, host and share live web apps from a prompt
Paid plans with Cloud Agents can scaffold an app, provision Postgres and auth, run security checks, and publish a shareable link after explicit approval.
Claude Code bug report says the agent leaked a user's email address in web-request User-Agent headers
Musk says Tesla will wind down Cybertruck production in Texas around mid-2027 to make room for Cybercab
US charges three in $129M scheme using AI to impersonate executives
Thinking Machines is closing a $5 billion round at a $40 billion pre-money valuation, Business Insider reports
Meta rolls out Muse realtime voice and expressive avatars to all US users
Meta warns midterm backlash will make US data-centre builds harder
JPMorgan: India could draw about $115 billion if foreigners end their underweight, as it emerges as an 'AI hedge'
Meta indefinitely delays controversial business terms on AI data use
AItonomy launches Science’s Last Exam to test end-to-end research agents
Humble Robotics raises $51M Series A for cabless autonomous electric haulers
New Ai2 open-sources ToyBlocks for controlled robot-learning experiments
Hugging Face blog: FoundationWorld tabletop sim with auto demos, 85,336 long-horizon demonstrations, Molmo 2 + ManiFlow models, and reported 50% zero-shot sim-to-real spelling success on a Franka arm.
New OpenAI builds ChatGPT Business Hub analytics for verified merchants
Search Engine Roundtable and RuntimeWire: screenshots show daily impressions and clicks for ownership-verified businesses; no prompts, user data or competitor benchmarks; not live yet.
New AMD CEO Lisa Su says the company is now data-centre first
The Verge (Yahoo Finance interview): Su expects data-centre revenue to grow 50% Q3 to Q4 after a record quarter; gaming revenue was down 40% year on year to $773 million.