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Morgan Stanley says Nvidia will depend on AI infrastructure spending for 91.7% of its 2027 revenue

A report released by Morgan Stanley on October 15 estimates that 91.7% of Nvidia's 2027 revenue will come from AI infrastructure demand, the highest share among the companies it covers, above Vertiv's 90% and Broadcom's 81%. The report projects that hyperscale cloud providers and AI cloud service providers will spend $1.58 trillion in 2027, with nearly $700 billion flowing to Nvidia, while SpaceX and AWS together account for about 54% of Nvidia's hyperscale customer revenue. The report also lists risks: 2027 will see the largest cash flow gap in the forecast period, U.S. data centers will face a 32-gigawatt power shortfall by 2028, and data center restrictions have also become a midterm election issue.

Data centers should not be demonized for the wrong reasons—but they should be held to a higher standard

Adhum Carter Wolde-Lule, Chief Strategy Officer at Prism Power Group, argues that the backlash against data centers is aimed at the wrong target: UN Food and Agriculture Organization data shows agriculture accounts for about 72% of global freshwater withdrawals, while UK data centers account for only about 0.2% of non-household water use. He calls on the industry to disclose water and energy consumption data, design cooling solutions based on site location, set clear timelines for grid connection and backup generators, and rebuild community trust through site-by-site public reporting.

Wabi personal AI assistant is now available for download on iOS, Android, and Mac

Wabi, founded by Replika founder Eugenia Kuyda, opened public downloads of its personal AI assistant on October 19, covering iOS, Android, and Mac; it had been invite-only since September 28. The assistant is designed to be used together with family and friends, and can generate small apps such as shared calendars, itineraries, and trackers within conversations. It says it will confirm with users before important actions, and users can disconnect email, calendar, health, and other connections at any time. Andreessen Horowitz announced on November 5, 2025, that it had led its $20 million pre-seed round.

AI work assistant startup Town raises $108 million, reaching a $1 billion valuation to join the unicorn ranks

AI work assistant startup Town has raised a $108 million Series B at a $1 billion valuation, bringing its total funding to $160 million. Town was co-founded by former Plaid CTO Jean-Denis Greze and launched its AI assistant called townies in June, with annualized revenue reaching several million dollars within weeks. Each employee is equipped with a Townie that can connect to systems such as email and calendars and share information with other Townies, and enterprises can retain these context assets.

Neura Robotics unveils Neuron AI robot foundation model, fusing vision, touch and audio

Germany's Neura Robotics has released Neuron AI, a robot foundation model that adds tactile and force data, audio, robot state and language on top of 3D vision, and features memory that can retain information after an object leaves the field of view. Neura plans to demonstrate it later this week at Nvidia GTC Berlin, with the humanoid robot 4NE1 completing an eleven-minute garment-handling process. The company has not disclosed the extent to which the additional sensory inputs affect performance, nor the amount of data required for training; an Interact Analysis analyst questioned whether its robot training facility can collect enough multimodal data.

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Anthropic engineer shares Claude Code multi-agent orchestration playbook

In a 30-minute workshop, an Anthropic engineer demonstrated an advanced use of Claude Code: running more than 100 agents simultaneously within one integrated loop, with 1 main agent in charge, while sub-agents act as project managers to break down tasks, distribute them, and cross-validate results. Based on this, the author suggests developers first use the main window to write task decomposition and acceptance rules, then spawn sub-agents to execute submodules concurrently. The author also warns that when a hundred agents run simultaneously, if termination conditions and permission boundaries are not hard-coded, it is easy to burn a large amount of tokens in an infinite loop, and beginners should start small with one main agent and three sub-agents.

Jim Cramer: Don't rush to chase the AI rebound—watch these four things first

CNBC's Jim Cramer said that although the Nasdaq Composite rose about 1.1% on Monday, it is still too early to conclude that AI data center stocks are safe. He listed four preconditions: improvement in the chart patterns of semiconductor and memory ETFs, hyperscaler earnings confirming AI spending and driving public cloud growth, the end of the midterm elections on November 3, and a successful Anthropic IPO. He also cautioned that an Anthropic listing could siphon funds away from other AI stocks.

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World launches iris-scan verification solution to prevent deepfakes in Zoom meetings

World, co-founded by OpenAI CEO Sam Altman, has launched the World ID identity verification solution, which can display a blue badge in Zoom meetings to prove that the other party is a real person rather than a deepfake. Users must first scan their iris with a football-sized Orb device, after which verification is completed by comparing it with encrypted Orb data via a smartphone camera and app. World ID offers three verification tiers: the lowest tier, Proof of Attributes, verifies identity using official documents; Proof of Presence requires a selfie; and the highest tier, Proof of Human, requires using the World App to compare biometric features against a selfie captured with the Orb. World says the protocol is based on open-source code, uses blockchain to achieve data decentralization and encryption, and that several banks and financial services institutions have already introduced the tool in their work environments.

MacBook Pro with OLED display to launch on November 6, chip details revealed

According to Mark Gurman, Apple's first OLED touchscreen MacBook Pro is expected to go on sale on November 6, with Apple Stores planning a "Big Floor Reset" on November 5. The new models come in 14-inch and 16-inch versions and are significantly lighter, but they are equipped with the existing M5 Pro and M5 Max chips; the entry-level 14-inch model features the standard M6 chip and retains the old chassis design. The M7 Pro and M7 Max are expected to launch as early as fall 2027.

Pax8 launches 8os and 8bot to let IT partners govern AI agents

Pax8 has released the 8os operating system, enabling IT service provider partners to govern the AI agents running in their businesses on a per-customer basis, while also launching 8bot, a managed AI colleague. 8os builds on an existing marketplace platform of more than 47,000 IT service providers and roughly 800,000 small businesses, metering usage and spending by user and by customer, with hard caps to prevent runaway bills. Both products open limited early access this week, with general availability planned for early next year.

Tenstorrent Completes $150 Million Series E Funding at a $6.2 Billion Valuation

AI chip company Tenstorrent has completed a $150 million Series E funding round co-led by Trace Capital and Innovation X, at a valuation of $6.2 billion. The company centers on its RISC-V-based Tensix Neo accelerators and Ascalon CPU, paired with the TT-Forge, TT-Metalium, and TT-LLK open-source software stack, with products spanning Galaxy servers, TT-QuietBox workstations, and Blackhole cards. This round of funding will be used to expand Galaxy server production capacity, support RISC-V ecosystem research, and grow its global team.

Indian Supreme Court proposes hash database and penalty framework to platforms for CSAM regulation

In a 137-page order, the Indian Supreme Court declined to ban children from using social media or impose age-based restrictions, holding that internet access is a fundamental right guaranteed under Articles 21 and 19(1)(a) of the Constitution, while also proposing a regulatory framework for child sexual abuse and exploitation material (CSEAM/CSAM). The framework calls for a national database recording hashes and URLs of confirmed content, which could be built on the Sahyog portal, along with supporting processes including manual verification, an independent appeals channel, confirmation of reports within 24 hours, takedown within two hours, and reporting to bodies such as the SJPU. The court also recommended that the government consider fines beyond intermediary liability and the confiscation of revenue earned from disseminating such content through paywalls; the framework has not yet been implemented, and the government must submit an affidavit before the next hearing on December 10 explaining its progress.

The New PayPal Mafia: How 10 HRT Interns Built Over $100 Billion in Valuation

In 2015, ten people joined Hudson River Trading's inaugural internship program. A decade later, the companies they founded or lead are collectively valued at over $100 billion, and Alexandr Wang has dubbed them the new generation of the "PayPal Mafia." Among them, Meta acquired a 49% stake in Scale AI for $14.3 billion; Hyperliquid, with a team of just 11 people, achieved annual profits exceeding $900 million and a market value of $76 billion; and Cognition's Devin is approaching $1 billion in annualized revenue with a valuation of $48 billion. The same cohort of interns also founded Decagon ($4.5 billion), Perplexity (approximately $30 billion), and Pika ($470 million).