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TThe Elec12:50

AI score67

Alphabet's Q3 2026 cloud revenue grew 103% year-over-year, with free cash flow at negative $9.07 billion

Alphabet announced its Q3 2026 earnings: revenue of $127.6 billion came in below analysts' expectations of $128.2 billion, while Google Cloud revenue grew 103% year-over-year to $30.71 billion. Net profit fell about 25% year-over-year to $26.17 billion, and free cash flow was negative $9.07 billion, further deteriorating from negative $5.9 billion in the previous quarter, with shares falling nearly 10% after hours. CFO Anat Ashkenazi said capital expenditures will increase significantly in 2027 due to AI technology development, and on the same day Alphabet released its new-generation model Gemini 4 Carbon.

Same story · 4 reports

#Industry news#Google

MMediaNama12:50

AI score56

Sarvam AI Signs MoU with India's Integrated Defence Staff to Develop AI Systems for the Three Armed Forces

On October 27, Sarvam AI announced that it had signed a memorandum of understanding with India's Headquarters Integrated Defence Staff (HQ IDS) to establish a unified framework for AI projects for the Army, Navy and Air Force. Sarvam will design, develop and deploy AI applications for operations, training and decision support, with the three services and joint agencies sharing the same foundation models, agent infrastructure, and geospatial and perception systems. The work is handled by Chanakya, a firewall division focused on national security, and uses foundation models such as Sarvam 105B. The announcement did not disclose the signing date, signatories, contract value, funding and duration, or the specific project list, nor did it state whether any systems have already been deployed; neither HQ IDS nor the Ministry of Defence has independently confirmed it.

#Industry news#Agents#English text is being prepared.

MMediaNama12:50

AI score57

Meesho says AI agents let one engineer do the work of a three-person team, with server costs rising to 2.3% of NMV

Meesho said on its Q2 FY2026-27 earnings call that AI agents have become its default way of developing software: one engineer leading a group of agents can take on the work of what used to be a three-person team, and 65% of teams are driven by a single engineer. The company said its internal productivity score rose 171% from March to September 2026, code review approval time fell 41%, and the time for a model to enter online testing shrank from 17 days to 3 days. At the same time, AI has also pushed up costs: GPU capacity increased 150%, and server costs as a share of net merchandise value (NMV) rose from 1.9% to 2.3%. The company plans to migrate some workflows to cheaper or open-weight models. Meesho also made clear it will not add a platform fee at the shopping cart stage, even though it loses about 2.4 rupees per order.

#Industry news#Agents#English text is being prepared.

SSiliconANGLE12:50

AI score66

Alphabet's Q3 revenue and EPS both fell short of expectations, with shares dropping over 12%

Alphabet reported adjusted earnings per share of $2.67 and revenue of $127.58 billion for the third quarter, both below Wall Street expectations, sending shares down more than 12% on the day and wiping out over $500 billion in market value. The company's free cash flow was negative $9.07 billion, far below analysts' expectation of $2.7 billion, while capital expenditures of $51.36 billion also came in below expectations. CFO Anat Ashkenazi maintained full-year capital expenditure guidance of $195 billion to $205 billion and reiterated that the figure will exceed $300 billion in fiscal 2027. Google Cloud revenue more than doubled to $30.7 billion, and the Gemini app surpassed 1 billion users worldwide for the first time.

Same story · 4 reports

#Industry news#Google

SSiliconANGLE12:50

AI score56

Microsoft's revenue in the first quarter of fiscal year 2027 was $92.28 billion, with Azure growing 48%

Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%. Capital expenditures and finance leases totaled $45.2 billion this quarter, of which CFO Amy Hood said about 75% was invested in short-lived assets such as GPUs and CPUs, and she expects Azure to grow 49% to 50% in constant currency in the second fiscal quarter.

Same story · 8 reports

#Industry news#Microsoft#Agents

SSiliconANGLE12:50

AI score60

Samsung Confirms Record Quarterly Operating Profit for Tech Industry, Driven by AI Memory Chip Demand

Samsung Electronics confirmed third-quarter operating profit of 107.44 trillion won (about $80.5 billion), a record quarterly profit for the tech industry, with revenue of 195.25 trillion won, up 127% year over year. Profit came mainly from the Device Solutions division responsible for the semiconductor business, which posted revenue of 147.1 trillion won and operating profit of 106.5 trillion won. Samsung expects the global memory chip shortage to deepen in fiscal 2027, and its smartphone business posted an operating loss of 0.6 trillion won for the quarter due to rising memory costs.

Same story · 3 reports

#Industry news#English text is being prepared.

SSiliconANGLE12:50

AI score58

FuriosaAI Completes $620 Million Funding Round at a $2.9 Billion Valuation

South Korean inference chip startup FuriosaAI has completed a $620 million funding round at a valuation of $2.9 billion, led by the Korea National Growth Fund with a $280 million investment. The company says its TCP chip, based on the RNGD architecture, consumes less than half the power of Nvidia GPUs and is compatible with PyTorch and vLLM; this round of funding will be used to expand production capacity for its next-generation TCP chips, with plans to produce 20,000 units this year and double that to 40,000 units in 2027, while also jointly developing a third-generation processor with Broadcom.

Same story · 2 reports

#Industry news#English text is being prepared.#English text is being prepared.

SSiliconANGLE12:50

AI score63

Serval raises $150 million at a $3 billion valuation to push automation agents beyond IT

Enterprise service management startup Serval announced it has completed a new $150 million funding round at a $3 billion valuation, aimed at expanding automation agents from IT into departments such as HR, finance and legal. The funds will also go toward Catalyst, launched in August, an agent that scans tickets to identify repetitive tasks and drafts automation workflows, which go live after administrator review; at the same time, Serval is building a ProServal professional services team and plans to hire more than 100 automation engineers over the next 12 months to work on-site with major customers. The round was led by Sequoia Capital, bringing Serval's total funding to $277 million; its customers include Fox Corp., WPP and Live Nation, and it sees ServiceNow as its main competitor.

Same story · 2 reports

#Industry news#Agents

SSiliconANGLE12:50

AI score65

Report: Nvidia CEO Jensen Huang Targeted by Chinese Intelligence Operation

The New York Times, citing people familiar with the matter, reported that Nvidia CEO Jensen Huang has been caught up in a Chinese intelligence operation involving Alice Huang (Huang Le), an executive at Singapore-based data center operator Megaspeed, whom the U.S. side believes to be a Chinese intelligence officer. The report said she built a close relationship with Huang and, a year later, facilitated Megaspeed's purchase of about $2 billion in GPUs from Nvidia, with the chips flowing to data centers in Malaysia and Indonesia that are suspected of serving Chinese customers. About two years ago, the U.S. Commerce Department found GPUs at a Megaspeed data center in Malaysia that had not been installed in racks and were still in their boxes, and subsequently launched an investigation; the Justice Department took over the case this year, and intelligence agencies placed Alice Huang under electronic surveillance. Nvidia responded that meeting with customers is part of the CEO's daily work and that allegations of transshipment against cloud service providers in the region were thoroughly investigated and rejected last year.

#Industry news#English text is being prepared.

SSiliconANGLE12:50

AI score53

Intel stock falls more than 22% after hours as Q4 guidance comes in far below expectations

Intel reported third-quarter revenue of $16.51 billion, up 21% year-over-year, and earnings per share of 52 cents, both beating Wall Street expectations. However, its fourth-quarter guidance was only about 25 cents per share on revenue of $15 billion to $16 billion, far below analysts' expectations of 43 cents and $17.1 billion, sending the stock down more than 22% after hours. Revenue from the Client Computing and Physical AI businesses fell 5% year-over-year to $8.1 billion, while revenue from the Data Center and AI segment grew 78% to $7.3 billion. CFO David Zinsner said the PC market slowdown will last at least through the first half of next year, and an explosion at a fab in Israel will also cause about $600 million in revenue losses over the next two quarters.

#Industry news#English text is being prepared.

TThe Guardian Technology12:50

AI score59

xAI Accused of Offering to Buy Homes in Exchange for Residents Dropping Data Center Noise Lawsuit

The Guardian reports that xAI, in Southaven, Mississippi, has been offering to buy homes from residents through real estate agents on the condition that homeowners not join a class-action lawsuit over noise from its gas turbines. One agent said the goal is to purchase 418 homes, and 18 households have already agreed to sell; xAI did not respond to these figures and denies all allegations in the noise lawsuit. Local residents say the gas turbines run around the clock and produce constant noise resembling that of airplane engines, and three residents filed suit in June.

#Industry news#English text is being prepared.#English text is being prepared.

TThe Guardian Technology12:50

AI score63

Alphabet's third-quarter net profit fell 25%, and its market value evaporated by $500 billion

After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed significantly; capital expenditure for the quarter was $51.4 billion, and the 2026 capital expenditure guidance is $195 billion to $205 billion.

#Industry news#Google#OpenAI

AAI Business12:50

AI score61

Nvidia Invests $3 Billion in Meta's Muse Agent and Reaches Partnership

Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloads and 2.5 million daily active users since its launch on September 8, but it has not yet become a profit engine.

Same story · 18 reports

#Industry news#Agents#English text is being prepared.

BBleepingComputer12:50

AI score65

Hugging Face malicious model repositories hijack GPUs for crypto mining, reappear within days after takedown

Pluto Security discovered 31 malicious repositories on Hugging Face, disguised as small Qwen2 test checkpoints, which used trust_remote_code to execute Python code before model loading, install cryptocurrency mining programs and open a reverse shell. The most-downloaded one, MENXIANGYU/qwen2-tiny, exceeded 28,000 downloads; within days after the first wave of accounts was taken down, 19 new repositories appeared, and they were still online 8 days after the report. Researchers said the platform's scanning only checks for known malware and unsafe model formats, and the second wave of flagship models scanned as clean. In another report, the SolanaUpdateTools/solana-starter-kit repository on GitHub contained only a README, luring AI coding agents to execute PowerShell commands to install NetSupport RAT.

#Safety / alignment#Open-source ecosystem#English text is being prepared.

BBleepingComputer12:50

AI score59

OpenAI cancels ChatGPT Pro quota cuts after user backlash, doubles usage limits across tiers

OpenAI said it will not cut the usage limits for the $100, $200, and $500 ChatGPT Pro tiers and Business Premium, and announced that effective immediately it is doubling the usage limits for all Pro 100/200/500 tiers and Business Premium. A previous plan to cut the Pro 200 tier quota drew user opposition, and OpenAI said that after listening to feedback it will keep Work and Codex usage unchanged. The company also said it will temporarily continue to provide expanded quotas for Dots, and that Dots usage will still be calculated separately from default usage.

Same story · 9 reports

#Product updates#OpenAI#Industry news

TThurrott12:50

AI score62

Google Search AI Mode ads expand to 10 new markets

After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI's generated organic answers. By the end of the year it will also cover Brazil, Mexico and the UK, while a week ago OpenAI had just pushed ChatGPT ads into 26 new markets, totaling 89 countries.

Same story · 6 reports

#Industry news#Google#OpenAI

99to5Google12:50

AI score73

Google Admits AI Mode Monetization Rate Is Low, Will Expand Ads Globally Amid Stock Price Decline

Google acknowledged at the Alphabet Q3 earnings call that the Gemini-driven AI Mode has a lower monetization rate than traditional search, and its strong query growth has instead dragged down overall revenue performance. Google said ad experiments show that in AI Mode, the click-through rates of sponsored and organic product listings are now similar, and it is expanding AI Mode ads to 10 markets including Australia, Canada, and India, with plans to enter Brazil, Mexico, and the UK in Q4 2026. Around the earnings release, $GOOG fell about 12%, with market value shrinking by more than $500 billion; reports say the main reason was Q3 earnings falling short of expectations, not AI Mode itself.

Same story · 6 reports

#Industry news#Google#Search

99to5Mac12:50

AI score58

Reddit will require login to access most content

Reddit announced it will shift to a logged-in-user-first experience, with most content requiring a login account to access, a major change in its 21-year history. CEO Steve Huffman said the move is intended to improve user experience, strengthen the advertising business, and stop bots from scraping proprietary data. The new experience will begin testing outside the United States this quarter; the homepage and content reached via search engines or shared links will remain accessible, but browsing specific subreddits without logging in will no longer be possible.

Same story · 4 reports

#Industry news#English text is being prepared.

CCaixin12:50

AI score51

Unitree Releases First Financial Report After Going Public: Q3 Revenue Up 69.93%, Profit Down 27.78%

Unitree Technology released its 2026 third-quarter financial report on October 28. Third-quarter revenue rose 69.93% year on year to 665 million yuan, while total profit fell 27.78% year on year to 112 million yuan. From 2023 to 2025, Unitree's revenue was 159 million yuan, 393 million yuan, and 1.699 billion yuan, respectively, with a three-year compound growth rate of 226.78%. Net profit shifted from a loss of 11.1451 million yuan in 2023 to 278 million yuan in 2025. The report noted that robots are mainly used in niche areas such as commercial exhibitions and scientific research, and have not yet been deployed on a large scale in production scenarios.

#Industry news#Embodied AI

CCaixin12:50

AI score82

Caixin Explains Anthropic's Prospectus in Detail: First-Half Revenue of US$16.3 Billion, Second-Quarter Operating Profit

Anthropic has filed a prospectus with the SEC, planning to list on Nasdaq under the ticker "ANT", with first-half revenue of US$16.3 billion and operating profit in the second quarter. Founded five years ago, the company has raised nearly RMB 140 billion in the private market; its IPO valuation is expected at US$1.5 trillion to US$2 trillion, with projected compute investment of US$800 billion. OpenAI announced in September that it would not go public this year, leaving Anthropic to push ahead with this IPO alone.

Same story · 127 reports

#Industry news#OpenAI#Anthropic