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Anthropic's updated S-1 shows revenue up about 12x year over year but slowing quarter to quarter, a swing to a $567 million operating loss on short-term compute, and nearly $900 billion in infrastructure commitments. Here's what the numbers say ahead of its Nasdaq listing.
Google's Suncatcher prototype satellite returned its first AI response from a data-center-class TPU in orbit. It's a real hardware milestone, but it says very little yet about whether space data centers can compete on cost.
Search growth slowed, capex hit $51 billion a quarter, and investors finally asked the question Big Tech has dodged all year — when does the AI build-out pay for itself?
Semiconductors were almost half of Korea's $115.3 billion in October exports, and Samsung and SK hynix's latest quarters show how much of that is AI-driven memory pricing.
Marvell agreed to buy optical-component maker Lumentum in an all-stock deal valued at about $115 billion, one of the largest tech acquisitions ever. The filing shows a $3.2 billion regulatory break fee and a close that could slip into late 2028.
agent-desktop, an Apache-2.0 Rust CLI from Vercel Labs, gives coding agents structured, ref-based control of native desktop apps without a vision model. It added about 2,300 stars in a day and was GitHub's top trending repo on November 3.
A new arXiv preprint claims a theorem showing that JEPA models trained on different modalities converge to the same representation. It reports that a 109M-parameter text model out-aligns 72B LLMs. The results are striking, but they are benchmark-specific and not yet peer-reviewed.
