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.
TechCrunch cites Censys: more than 800 distinct-looking Artex deployments reachable without a password; the open-source autonomous pentest tool was linked to prior Korea finance and ConnectWise campaigns.
The Verge (18:10Z) and TechCrunch (18:44Z) say Muse builds project Spaces from a description and can sync connected apps; Zuckerberg posted Friday demos; rolling out to Muse users with a specialised Wonder model.
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.
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.
Company post says Archimedes explores physical designs while open-source Reynolds runs numerical physics (incl. OpenFOAM); examples include a lower-spill mug and a turbine blade with reported 25.5% lower aerodynamic losses in simulation.
After Thursday's ~5.5% Nasdaq plunge into correction, Fox Business says the Composite rose about 1.7% Friday with Nvidia up ~6.5% and semis recovering; AI data-centre policy risk remains.
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%.
Three major investors told the Journal the price will likely need to come down, one saying nearer $1 trillion; CNBC adds Kalshi odds of an IPO announcement before December fell to 57% from nearly 90% in a week, and Anthropic has not committed to a valuation or date.
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.
MIT Technology Review's Grace Huckins booked the service: robots need human teleoperators for many tasks while collecting training data; vacuuming/mopping can already run with less help.
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.