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Alphabet's third-quarter revenue rose 25% year-over-year to $127.58 billion, while net profit fell 25% year-over-year to $26.17 billion, free cash flow was negative more than $9 billion, and the stock fell nearly 10% in after-hours trading. Capital expenditures of $51.4 billion were mostly directed toward AI infrastructure, and CFO Anat Ashkenazi maintained the full-year 2026 capital expenditure range of $195 billion to $205 billion unchanged. Hours before the earnings release, Google launched G

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Intel reported third-quarter 2026 revenue of $16.5 billion and earnings per share of 52 cents, beating expectations, but its fourth-quarter revenue guidance of $15 billion to $16 billion fell short of the market's expectation of about $17.1 billion, and its gross margin guidance dropped from 43% to 38%; its stock price plunged about 21% in after-hours trading on October 29. Anthropic filed for a Nasdaq IPO on October 26 (ticker ANT), with revenue of $16.286 billion in the first half of 2026, up

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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

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Amazon's third-quarter revenue of $201.94 billion and earnings per share of $1.89 both fell short of Wall Street expectations, sending the stock down more than 7% in after-hours trading, with free cash flow at negative $42.4 billion. AWS revenue grew 39% year-over-year to $45.98 billion, slightly beating expectations, and CEO Jassy expects growth to exceed 40% next year. The company reiterated full-year capital expenditures of $220 billion, with third-quarter capital expenditures reaching $77.3

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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 signi

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Amazon's total Q3 revenue grew 12% year-over-year to $201.9 billion, below analyst expectations, and its stock fell about 7% after hours following the earnings release. AWS revenue grew 39% year-over-year to $46 billion, accelerating for the sixth consecutive quarter, but online retail growth slowed to 2% and advertising growth slowed to 11%; meanwhile, equipment and property expenditures exceeded $77 billion, and free cash flow over the past 12 months was negative $42.4 billion. This trend echo

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In Q2 2026, Baidu's total revenue was 31.3 billion yuan, down 4% year-over-year, and net profit attributable to shareholders was 2.319 billion yuan, down 68.33% year-over-year; on the night of the earnings report, its US shares fell 12.73%. In the previous quarter, AI-related revenue accounted for more than 50% of total revenue for the first time, surpassing advertising. The article argues that Baidu is trading high-margin advertising revenue for low-margin AI cloud revenue, and that the real ch

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According to The New York Times, citing anonymous sources, an executive at Singapore-based AI cloud company Megaspeed, Alice Huang (Huang Le), who is accused of illegally selling Nvidia chips to China, may also be a Chinese spy. US intelligence agencies have surveilled her for about a year, focusing on whether her close relationship with Nvidia CEO Jensen Huang was used to obtain information about Nvidia's shipment plans to China. An Nvidia spokesperson denied this claim to TechCrunch, saying th

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Samsung Electronics announced its financial results for the third quarter of 2026, with revenue of approximately 195.3 trillion won, up about 127% year-on-year, and operating profit of approximately 107.4 trillion won, up about 783% year-on-year, marking the fourth consecutive quarter of record highs. The semiconductor division's operating profit for the quarter reached 106.5 trillion won, accounting for about 99% of the company's total, with HBM4 sales rising sharply and demand for server SSDs

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In his long-form article, Ed Zitron analyzes Anthropic's S-1, arguing that the document only discloses Q2 2026 data, and that the quarter's $974 million in profit came from two months of SpaceX compute discounts, while Q3 revenue, cash balance, and payment schedule were not disclosed. He tallies Anthropic's non-cancelable compute commitments with Google, Amazon, Microsoft, SpaceX, Broadcom, and others at approximately $269.4 billion, with an additional $125 billion to $150 billion in TPU purchas

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Iluvatar CoreX held its first live demonstration of the Tianyao 300 at a media open day on October 28, claiming that in comparative tests on large language models such as GLM-5.3 as well as text-to-image and text-to-video scenarios, it outperformed the H200 overall. On the training side, in an 8-GPU full-system FP8-precision demonstration based on Qwen3-32B, the Tianyao 300 achieved per-GPU effective throughput 1.33 times that of the H100. The Tianyao 300 was unveiled at this year's World Artifi

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The US Department of Justice has opened an inquiry into Nvidia's $12.93 billion acquisition of Hugging Face, assessing the deal's impact on AI competition, with the core focus being whether the transaction would give Nvidia control of a fundamental distribution point for AI models and software. Nvidia announced the acquisition on September 3, 2026, with consideration including approximately $11.9 billion in cash and up to $1 billion in employee retention equity incentives, and the deal is expect

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Wan Bowen, a 31-year-old Chinese woman in Seattle, died after allegedly stopping her anti-epileptic drug lamotrigine on her own according to a day-by-day medication-reduction plan given by ChatGPT. Her parents filed a wrongful death lawsuit in San Francisco Superior Court, accusing OpenAI and Altman of practicing medicine without a license and providing dangerous medical advice. The report states that in January 2026 she asked ChatGPT to reduce her dosage from 400 milligrams to 300 milligrams pe

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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

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Anthropic has officially filed its IPO prospectus and could list as early as next month; the IPO may raise $100 billion. The prospectus discloses that it plans to invest up to $807 billion over the next decade in data centers, chips, and cloud computing, but its third-quarter revenue was $16.8 billion, up 45% quarter-over-quarter, a slower growth rate than the 141% in the second quarter. The New York Times said this listing will, for the first time, give the outside world an in-depth look at the

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Musk said on X that Counterpoint Research's forecast for humanoid robot DRAM demand is "absurd analysis," and said robot RAM demand will surpass that of every other application on Earth. Counterpoint expects DRAM per unit to rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of about 20 times; analysts estimate that at an annual Optimus output of 10 million units and 72GB per unit, about 720PB of LPDDR would be

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In the heise bestenlisten Robot Vacuum Top 10 ranking, the Roborock Saros 20 Sonic was rated the test winner, featuring 36,000 Pa suction power, 4,000 vibrations/minute mopping, an ultra-slim 7.98 cm body and obstacle-climbing capability of up to 8.8 cm, currently priced at around 920 euros. The Dreame Matrix 10 Ultra ranks second; it is the first model to support automatic mop pad replacement and comes with three-compartment detergent dispensing, currently priced at 689 euros. The Ecovacs Deebo

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The 2026 Hurun Rich List was released. ByteDance founder Zhang Yiming's wealth grew by 200 billion yuan to 670 billion yuan, making him China's richest person for the second time and setting a new record; DeepSeek founder Liang Wenfeng, appearing on the list for the first time, ranked seventh overall and first among newcomers with 280 billion yuan, with the company valued at 500 billion yuan. The list shows that AI has become the largest single engine of wealth growth, with entrepreneurs whose p

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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

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