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360's Tulongfeng achieves a 99.4% success rate and tops the CyberGym vulnerability reproduction evaluation

360 Group's self-developed AI security attack and defense system Tulongfeng topped the CyberGym benchmark test with a 99.4% vulnerability reproduction success rate, competing on the same leaderboard with models and agents from vendors including OpenAI, Anthropic, and Google. The evaluation covers 1,507 tasks, and Tulongfeng's success rates across three independent evaluation rounds were 99.27%, 99.47%, and 99.40%, averaging 99.38%. 360 states that Tulongfeng has discovered more than 15,000 vulnerabilities in total, and more than 500 enterprises have already integrated the system to conduct security testing.

Anthropic accounts for 34.5% of SpaceX's Q3 revenue, becoming its largest customer

Bloomberg disclosed that Anthropic accounts for 34.5% of SpaceX's Q3 revenue of $14.575 billion, surpassing the U.S. government to become its largest customer. SpaceX's filing labels this customer only as Customer B, and the related payments are for renting Nvidia GPU compute capacity at its Memphis data center; this compute leasing business also serves Google. Anthropic's S-1 filed on October 26 shows that its arrangement with SpaceX reaches up to $120.5 billion by 2029, while its commitments to Google, Amazon, and Microsoft are minimum values of at least $114.5 billion, $110 billion, and $44.9 billion, respectively.

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.

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.

Alphabet's market value evaporates by $500 billion in a single day as AI search summaries drag down ad revenue

Alphabet's market value fell from $3.97 trillion to $3.46 trillion on Thursday, with shares dropping nearly 13%, as the company disclosed that AI search summaries are affecting ad revenue. Total revenue for the quarter rose 25% year over year to $127.6 billion, and Google Cloud revenue grew 103% to nearly $31 billion, but profit fell 25% and free cash flow was negative by more than $9 billion. In the same week, Amazon shares fell 6% after hours, with free cash flow negative by $42 billion; Microsoft revenue grew 19% to $92.3 billion, and its shares fell less than 1%.

Alphabet's quarterly revenue reaches $127.6 billion; slower-than-expected search ad growth sends shares down about 9%

Alphabet released its quarterly earnings report, with revenue up about 25% year over year to $127.6 billion, slightly below analyst expectations, while net profit fell about a quarter to nearly $26.2 billion; shares fell about 9% after the report was released. Search advertising revenue rose about 12% year over year to $63.35 billion, below analysts' expectation of about $65 billion; Google manager Philipp Schindler said ad monetization efficiency in AI Mode remains lower than in traditional search. Cloud service revenue more than doubled year over year at a scale of $3.07 billion and beat market expectations, quarterly capital expenditure rose to about $51 billion, and the company maintained its full-year infrastructure spending forecast of $195 billion to $205 billion.

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.

Microsoft discloses Azure quarterly revenue of $33.2 billion for the first time, up 48% year over year

In its July–September quarterly earnings report, Microsoft disclosed Azure revenue in dollars for the first time at $33.2 billion, up 48% year over year, about $850 million higher than analysts' expectation of $32.3 billion. Alphabet, which reported earnings the same day, said Google Cloud revenue for the same quarter was $30.7 billion, slightly smaller than Azure in scale, but its year-over-year growth rate was about twice that of Azure. Azure accounted for about 36% of Microsoft's total revenue of $92.3 billion for the quarter, and was grouped into the newly created Agents and Infra business segment, which had revenue of $76.8 billion, up 25% year over year.

Anthropic Prepares for IPO: Prospectus Discloses Compute Commitments and Security Risks

Anthropic is preparing for an IPO, with a valuation estimated at up to $2 trillion, and the prospectus published this Monday disclosed details on security, customer dependence, and corporate governance. In the first nine months of 2026, about 5% to 7% of revenue came from customers found to have violated usage policies; the top five customers contributed about 25% of revenue, and in the first half of 2026, 48% of revenue was obtained through platforms such as AWS, Google Cloud, and Microsoft Azure. Existing and planned AI infrastructure agreements total about $657 billion, of which about $417 billion is non-cancelable, and spending could rise to $806 billion after including hardware capacity still under negotiation. After listing, the seven founders will collectively control 50.1% of ordinary shareholder voting rights. The specific listing date has not yet been determined; according to The Wall Street Journal, the target is the week of November 16.

Alphabet Q3 2026 Earnings: Revenue Up 25% Year-over-Year, Gemini App Reaches 1 Billion Users

Alphabet's Q3 2026 revenue grew 25% year-over-year, with annualized revenue reaching $500 billion, and Google Cloud revenue up 103%. CEO Sundar Pichai said first-party model APIs process nearly 32 billion tokens per minute, 40% more than last quarter; the Gemini app has reached 1 billion users, making it the fastest-growing product in Google's history. A new model in the Gemini 4 series, Carbon, was also released that day; it ranks first on the Artificial Analysis Intelligence Index with a score of 59, will first be made available to select trusted cybersecurity defenders, and is being tested by the U.S. government.

PyTorch Conference 2026 held in San Jose, announces progress on TorchTPU and TorchNeuron

PyTorch Conference North America 2026 was held on October 20–21 in San Jose, attracting more than 3,500 attendees and focusing on accelerating open intelligence and projects including PyTorch, vLLM, DeepSpeed, Ray, Helion, and Safetensors. The event announced TorchTPU, a native PyTorch TPU backend developed in collaboration between Google and Meta, as well as TorchNeuron, a native backend for AWS Trainium, which entered public testing under Apache 2.0 on October 20. Shopify shared a case study of building a continuous learning loop with PyTorch and vLLM, saying it compresses production failures into model weights every day and has reduced serving costs by 96%.

MiniMax responds to H3 integration with TPU: looking forward to open-source work on efficient video inference

MiniMax officially responded to SGLang adding MiniMax H3 to the TPU support list of SGLang-TorchTPU, and said it looks forward to more open-source work on efficient video inference. SGLang said that SGLang-TorchTPU was built jointly by SGLang, the Google TPU team, and the Meta PyTorch team, has been used for production inference at Meta, and supports models including Muse Spark Open, GLM-5.3 Flash, Kimi K3, Ling 3.1 Flash, and MiniMax H3.

Trump says large data centers must generate their own power and pay cash dividends to communities

In a Truth Social post, Trump said large new data centers must generate their own power and pay cash "dividends" to their host communities. The closest existing commitment is the Ratepayer Protection Pledge signed in March this year by Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI, under which signatories pledged to build or purchase generating capacity and bear infrastructure upgrade costs, but experts believe the pledge may not be enforceable at the federal level. Trump said some projects that were initially highly unpopular became popular after financial agreements were reached, and the dividend proposal goes further than those pledges.

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WSJ sees Anthropic IPO draft: half-year revenue $16.3 billion, compute commitments about $450 billion

The Anthropic IPO draft seen by WSJ shows half-year revenue of $16.3 billion, a book loss of $80.7 billion, and compute commitments of about $450 billion. The draft discloses fixed payments of $252 billion to three major cloud providers over the next 7 to 10 years, including $111 billion to Google, $110 billion to AWS, and $31 billion to Microsoft, payable whether or not used. There is also over $160 billion in Google chip leasing (via Broadcom) and up to $86 billion in Nvidia GPU rental, plus $150 billion in deals under negotiation.

Bloomberg says Schmidt holds about 1% stake in Anthropic

According to Bloomberg, former Google CEO Schmidt participated in Anthropic's Series A funding round in 2021, investing tens of millions of dollars, and currently holds about 1% of the company. The report says this proportion is about half of the 2% held by co-founder and CEO Dario Amodei; Anthropic is widely expected to go public before the end of the year, with a maximum valuation expectation of $2 trillion, at which point the value of Schmidt's stake could increase by as much as $20 billion. Neither Schmidt nor Anthropic immediately responded to requests for comment.

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