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Oracle Cloud to Offer Google TPU and Inference Chips from OpenAI, Cerebras, and Others

Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.

GSA Expands OneGov Agreement with Anthropic, Raising Claude Procurement Discount to 40%

The U.S. General Services Administration (GSA) and Anthropic announced on October 27, 2026 the expansion of the OneGov agreement, under which government buyers receive a 40% usage-based discount on Claude Enterprise, Claude for Government, and the Claude API, with the scope extended from the federal government to state, local, tribal, and territorial governments. The agreement sets no minimum purchase volume; agencies pay based on actual usage and can place orders through direct sales, resellers, and major cloud platforms. Anthropic says about 500 U.S. federal, state, and local government agencies are using Claude, and weekly active users of Claude for Government have grown about eightfold since February 2026.

Oracle Cloud announces the introduction of Google TPU, with services to begin in 2027

At the Oracle AI World 2026 keynote, Oracle announced that it will bring Google's self-developed AI chip, Google TPU, into Oracle Cloud Infrastructure, and plans to begin offering Google TPU services in 2027. Oracle said it will provide supporting infrastructure such as power, cooling, and intra-data-center networking for large-scale deployments. The article also mentioned that Google Cloud last week open-sourced TorchTPU, which enables native PyTorch support for TPU.

AI Drives a Wave of Formal Verification Startups as &Truth Raises $70 Million

WIRED reports that generative AI is pushing formal verification toward commercialization. &Truth has raised $70 million and launched publicly, while Harmonic has raised a cumulative $295 million, and its math AI agent Aristotle supports verification of C code and Verilog hardware designs. Stanford researcher Chuyue Sun used AI tools to complete an engineering project in less than half a day at a cost of under $500, whereas three experts working by hand took five months to complete the same work. The report also notes that the technology is still at the prototype stage, that customers' willingness to pay and adoption methods remain unclear, and that Antithesis's Will Wilson calls formal verification a "trap" that can only provide partial guarantees.

Microsoft reports record revenue for the 10th consecutive quarter, with quarterly revenue reaching $92.3 billion

Microsoft announced quarterly revenue of $92.3 billion, up 19% year-over-year, marking the 10th consecutive quarter of record revenue, with net income of $36.6 billion, up 32% year-over-year. Microsoft Cloud revenue was $63.9 billion, up 30% year-over-year, of which Azure contributed $33.2 billion, and revenue from OpenAI was $10 billion. Microsoft's capital expenditure this quarter reached $45.2 billion, also a new single-quarter high.

Amazon, Intel, and Alphabet earnings miss expectations, global tech stocks fall collectively

Earnings from Amazon, Intel, and Alphabet successively missed expectations, triggering a collective slump in global tech stocks. Nasdaq 100 index futures extended losses to 2%, and South Korea's KOSPI index fell 4.5% and triggered the SIDECAR mechanism to suspend program selling. Intel plunged 23% after hours, Amazon fell about 7.3% after hours, and Alphabet tumbled 13% in the previous trading session, its largest single-day drop. Market attention is focused on capital expenditures: Amazon's third-quarter spending on equipment and property exceeded $77 billion, and free cash flow over the past 12 months was negative $42.4 billion. CEO Andy Jassy said capital expenditures will increase significantly in 2027.

Oracle and Google Share Prices Diverge: Capital Expenditure Expectations Move in Opposite Directions

On October 28, Oracle's share price surged 10.73%, while Google's parent company Alphabet plunged more than 10% in premarket trading on October 29. Oracle expects capital expenditure to peak in fiscal years 2027 to 2028 and decline in fiscal year 2029, with free cash flow turning positive in the second half of fiscal year 2028 and exceeding $30 billion in fiscal year 2029; Google's third-quarter revenue and profit both fell short of expectations, recording negative free cash flow for two consecutive quarters. Oracle also said it needs to raise up to an additional $20 billion over the remainder of fiscal year 2027, split evenly between debt financing and equity financing.

Musk says SpaceX has secured $40 billion in debt financing to buy GPUs, and predicts consolidation among neoclouds

Musk said on X that SpaceX has secured $40 billion in debt financing to purchase GPUs from suppliers such as Nvidia, and that these GPUs will be delivered in the first and second quarters of 2027. He said SpaceX has an investment-grade credit rating and that Starlink and the launch business generate revenue independent of AI data centers, which is why it was able to obtain this funding; over the past few weeks, the debt market has been nearly closed to companies without independent revenue. Musk also predicted that there will be consolidation among more than 200 neoclouds, with only a few able to survive.

UK to establish the world's first AI biosecurity laboratory, jointly supported by OpenAI, Anthropic and Google DeepMind

The UK Cabinet Office announced that the UK will establish a national-level artificial intelligence biosecurity laboratory for detecting and monitoring biosecurity threats, jointly supported by OpenAI, Anthropic and Google DeepMind. The UK government will invest 100 million pounds for this purpose, and OpenAI and Anthropic will additionally provide AI model usage credits worth up to 200 million pounds; the laboratory will also cooperate with Google DeepMind and life sciences company Basecamp Research. The announcement also includes an additional 120 million pounds for the UK AI Safety Institute and an additional 23 million pounds for the UK AI Economy Institute under preparation.

Railway suffers cyberattack leaking customer keys, asks users to change API keys

Cloud hosting platform Railway discovered abnormal activity on October 21 in the system storing customer environment variables, stating that an unauthorized third party may have accessed encrypted environment variables and decrypted some of them, and has advised all users to change credentials such as API keys. Railway believes the attack may be part of a recent series of attacks targeting platform companies with the aim of breaching AI inference service providers, and has notified upstream suppliers to revoke potentially leaked keys. The company also released security guidance for OpenAI, Anthropic and GitHub users, advising them to delete potentially exposed API keys, generate new keys and check usage records; on October 23 its builds and deployments had recovered, but new user registration remained suspended.

OpenAI says its model helped discover a critical PHP security vulnerability

OpenAI stated that its model helped researchers discover a critical security vulnerability in PHP under the Patch the Planet initiative; PHP is estimated to be used to run about 70% of websites. Over the past two months, OpenAI led an alliance of maintainers, researchers, and security vendors to prepare fixes and protections before the vulnerability was disclosed, because remediation was complex and required significant changes to the PHP engine. OpenAI said all sites using PHP can now upgrade versions to stay secure, and considers this one of the most impactful vulnerabilities in recent times and a new phase in which AI can discover security vulnerabilities at internet scale.

English translation is being prepared.

English translation is being prepared.

NVIDIA GTC Berlin 2026 announces 12 releases, covering AI factories, telecommunications, and enterprise agents

At GTC 2026 in Berlin, NVIDIA announced 12 releases, covering AI factory deployment, semiconductor manufacturing expansion, telecom AI-RAN, enterprise agents, robotics and autonomous driving, as well as new open models for enterprise data, protein design, and quantum computing. On the infrastructure side, the DSX POD modular AI factory reference design is said to shorten deployment time from six months to as little as 14 days, and DSX MaxLPS is said to deliver equivalent AI compute using up to 30% less power, with partners planning to deliver in early 2027. On the telecom side, T-Mobile completed what it calls the world's first AI-RAN call on a commercial network in Bellevue, Washington, with NVIDIA and Nokia, and Elisa completed Europe's first AI-RAN field trial; on the enterprise side, it expanded the open-source Agent Toolkit and introduced the OpenShell reference architecture for monitoring and restricting agent behavior.

U.S. Department of Homeland Security requires federal civilian agencies to remove DeepSeek

The U.S. Department of Homeland Security (DHS) has ordered federal civilian agencies to immediately stop procuring DeepSeek products and services and to remove them from government information technology systems; the order applies to civilian executive branch agencies, excludes national security systems, and does not restrict public use of DeepSeek. DHS says the DeepSeek model has multiple threat vectors, with reasons including servers located in China, account registration collecting personally identifiable information, multiple critical vulnerabilities found in the iOS app, and prompt interactions potentially allowing sensitive data to leak out. China's Ministry of Commerce responded that it consistently opposes over-broadening the concept of national security and politicizing science, technology and trade issues, and stated it will take all necessary measures to safeguard the legitimate rights and interests of Chinese enterprises.

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OpenAI plans to raise $30 billion at a $1.4 trillion valuation, ahead of Anthropic's IPO

According to Reuters, OpenAI is accelerating a $30 billion fundraising at a valuation that could exceed $1.4 trillion, with existing investors including SoftBank and MGX in talks to participate. OpenAI told investors its annualized revenue has reached $50 billion and is expected to rise to $70 billion by the end of 2026; its previous valuation was $852 billion in March 2026. The report also mentions that Anthropic is expected to IPO in mid-November at a valuation of up to $2 trillion, with third-quarter 2026 revenue of $16.8 billion and first-half compute and infrastructure spending of nearly $9 billion.

English translation is being prepared.

English translation is being prepared.

Arda Industries raises $232 million to make production lines easier to adjust with AI

Arda Industries officially launched with $232 million in funding, led by Accel, Altimeter, Founders Fund and Khosla Ventures, with participation from XYZ Venture Capital, 8VC, SVAngel and Felicis. The company's co-founder and CEO is Bob McGrew, former Chief Research Officer at OpenAI. Its platform lets users upload product blueprints and then automatically plan production lines, determine which robots to use and generate visual work instructions. Its current customers are concentrated in defense and data center electronics; Anduril uses it to optimize production lines. The company's long-term plan is to enter the consumer electronics market and develop AI agents that can adapt to new equipment within days.