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TTechCrunch AI05:58

AI score58

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.

Same story · 8 reports

#Industry news#Microsoft#Google

TTechCrunch AI05:48

AI score66

Google Expands AI Search Ads to Global Markets

At Alphabet's Q3 earnings call, Google announced it would expand ads in AI Mode to international markets and launch multi-turn conversational ads. Alphabet's quarterly revenue was $127.6 billion, up 25% year over year, but search ad revenue growth slowed from 19% in Q1 and 17% in Q2 to 12%, and the stock fell 8% after the earnings report. Google says the click-through rate on sponsored product listings in AI Mode is now comparable to organic results, and the average AI Mode query is 3 times longer than traditional search.

Same story · 6 reports

#Industry news#Google

TTechCrunch AI05:34

AI score65

Microsoft Discloses $10 Billion in Quarterly Revenue from OpenAI-Related Arrangements

Microsoft disclosed in a regulatory filing that it earned $10 billion in revenue from its commercial arrangements with OpenAI in the quarter ended September 30, accounting for nearly 11% of its total quarterly revenue of $92.3 billion. Revenue from OpenAI for the full fiscal year 2026 was $24.1 billion, or roughly $40 billion annualized at the latest quarterly pace. As of the end of September, Microsoft's receivables from OpenAI stood at $7.2 billion, up from $6 billion at the end of June; Microsoft's stake fell from about 25% in June to 24% in September.

#Industry news#Microsoft#OpenAI

TTechCrunch AI05:25

AI score60

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.

Same story · 8 reports

#Industry news#Microsoft#OpenAI

HHacker News trending21:58

AI score66

Gabriel Ocana-Santero says an AI agent performed brain injections on epileptic mice

Gabriel Ocana-Santero says an AI agent performed brain surgery on an epileptic mouse model: it selected a drug from 19 gene therapy vectors, chose the brain region, and derived coordinates from three papers, then drove a stereotactic arm to inject 250 nanoliters into the brain while monitoring via the device's camera whether there was bleeding at the needle entry site. Every irreversible step was overseen by a licensed veterinarian, who also held a physical emergency stop switch capable of halting the agent. The author says a long post will follow explaining what decisions the agent made, what it saw, and the moment it refused his intervention.

#English text is being prepared.#Agents#Embodied AI

IEnglish text is being prepared.15:38

AI score63

Anthropic's IPO Filing Discloses Multi-Platform Compute Layout; Analysts Say Nvidia's Pricing Power May Come Under Pressure

In its IPO application filing (Form S-1), Anthropic disclosed that the company has integrated four types of chips—Amazon Trainium, Google TPU, Nvidia GPUs, and AMD GPUs—into a unified resource pool, and then uses software to allocate computing tasks to the chips that can deliver the greatest benefit. Patrick Moorhead, founder of Moor Insights & Strategy, believes that what could really be affected is Nvidia's pricing power, and that customers able to flexibly allocate compute across four platforms are in a different position in negotiations. Anthropic is still investing billions of dollars in Nvidia compute, and Brad Gastwirth, an analyst at Circular Technology, believes there will be no major threat to Nvidia in the short term.

Same story · 128 reports

#Industry news#English text is being prepared.#OpenAI

PPhoenix Technology15:36

AI score83

Axiom Math uses dozens of Agents to formalize the classification theorem of finite simple groups in 24 days, generating 43.1 million lines of Lean code

Axiom Math announced that dozens of AI Agents organized by human mathematicians and engineers completed the Lean formalization of the classification theorem of finite simple groups within 24 days, generating approximately 43.1 million lines of code and 2.05 million formalized statements, covering 715 references. During the process, the Agents found 34 deviations in the literature, including a counterexample to a closure assertion in John Walter's 1986 study of unbalanced group theorems, and participated in constructing and formalizing a new result, "Preservation of simple tops," which was written into a 35-page paper as Theorem 2.3. The project has been uploaded to GitHub, with a declaration that the final proof contains no sorry and relies only on standard axioms; the repository's review status is team self-assessment.

Same story · 6 reports

#Papers/Research#Agents#English text is being prepared.

CcnBeta15:35

AI score55

Anthropic's IPO Is Imminent: How the Board, the Long-Term Benefit Trust, and the Founders Will Divide Control

Anthropic's governance structure consists of three layers: the board, the Long-Term Benefit Trust (LTBT), and the founders' special shares. The board is chaired by President Daniela Amodei; the LTBT holds a class of stock with the right to elect and remove a majority of the Class T directors; and the special shares jointly held by the seven founders give a majority of them 50.1% of shareholder voting power and the right to elect three directors. The report says founder control will not last forever: ten years after the IPO, the founders may choose to end control, or control ends automatically when there are fewer than three founders.

#Industry news#Anthropic

SShanghai Observer15:35

AI score58

Zhejiang University Women's Hospital Completes the World's First Intercontinental Remote Robotic Gynecologic Oncology Surgery

On October 21, 2026, Beijing time, Professor Wang Hui of Zhejiang University Women's Hospital remotely operated a robot from a master console in Milan, Italy, to complete robot-assisted minimally invasive surgery for a patient with endometrial cancer complicated by severe pelvic adhesions at the Hangzhou Yuhang campus. The report states that this is the world's first intercontinental remote gynecologic oncology surgery. The surgery spanned nearly 10,000 kilometers and a 6-hour time difference, with the entire procedure taking less than 3 hours, intraoperative blood loss of approximately 50 milliliters, and the patient discharged 5 days after surgery. The report states that this model is expected to enable experts in remote locations to perform surgery on patients with complex and severe conditions at primary-level hospitals within the treatment window.

#Industry news#Embodied AI

336Kr · AI15:27

AI score58

Goldman Sachs Says Hyperscaler AI Investment Will Peak, US Investment-Grade Bond Issuance Hits Record

Goldman Sachs Chief Economist Jan Hatzius said the year-over-year change in hyperscaler AI investment as a share of US GDP is expected to peak in the fourth quarter of 2026 at about 1.5%. AI infrastructure capital expenditure by Amazon, Microsoft, Alphabet, Meta, Oracle and SpaceX is expected to reach about $725 billion to $800 billion this year, up 64% from 2025. The surge in AI investment is driving companies to accelerate borrowing, with US investment-grade bond issuance set to reach $1.76 trillion this year, surpassing the 2020 record of $1.75 trillion.

Same story · 2 reports

#Industry news#English text is being prepared.#OpenAI

336Kr · AI15:27

AI score67

Microsoft launches voluntary departure program for 60,000 people, with the Copilot team also covered

Microsoft has launched a new round of a voluntary departure program, with about 60,000 employees in the United States, Canada, the United Kingdom and India eligible to participate, more than a quarter of its global workforce, and Copilot-related teams are also covered. Compensation is tied to job level and years of service, with the salary compensation cap for most employees at about 9 months; they must decide by the first week of December and leave by the end of the year. Microsoft expects capital expenditure of about $175 billion in 2026, and outsiders link this round of the program to controlling costs and freeing up funds for AI investment.

Same story · 15 reports

#Industry news#Microsoft#OpenAI

TTMTPost · AGI15:27

AI score83

Anthropic Files Prospectus, IPO Aims to Raise $100 Billion

Anthropic has made public a nearly 400-page prospectus and launched its IPO, with a fundraising target of $100 billion. In the first half of this year, revenue was $16.286 billion, up nearly 13-fold year on year; second-quarter revenue alone was $11.555 billion, and the company achieved quarterly operating profit of $974 million for the first time. The prospectus also discloses commitments of more than $500 billion in compute spending over the next decade, about 80% of which is irrevocable; AWS, Google Cloud and Microsoft Azure contributed 48% of first-half revenue.

Same story · 128 reports

#Industry news#Anthropic#OpenAI

Hheise online15:26

AI score58

Proton requires some employees to re-interview to explain their AI usage

Swiss IT company Proton is requiring some employees to re-interview and explain how they use AI technology. According to an internal notice cited by 404 Media, this review could lead to changes in tasks, responsibilities, and continued employment relationships; the interviews are being conducted by senior employees who have demonstrated strong AI capabilities and are scheduled for November 4 to 11. Proton has about 500 employees, and the company says it will not lay off staff and does not use AI as an excuse for layoffs.

#Industry news#Agents#English text is being prepared.

AAnalytics India Magazine15:26

AI score71

OpenAI Reportedly Plans to Purchase TPUs from Google

According to The Information, OpenAI plans to purchase AI chips from Google, with the transaction amount and other details not yet disclosed. OpenAI was previously one of NVIDIA's largest customers and has rented TPUs through Google Cloud since 2025, and is also recruiting engineers responsible for optimizing its frontier models on TPUs. Google has long rented out TPUs through Google Cloud and has begun selling chips directly to some customers.

#Industry news#OpenAI#Google

SSemiconductor Industry Observer15:26

AI score67

Meta Deploys Millions of AMD EPYC Processors, AMD Invests $1 Billion in Meta

AMD announced a deepened strategic partnership with Meta. Meta has deployed millions of AMD EPYC server processors and has become an important customer of the sixth-generation EPYC (codenamed Venice, Zen 6 architecture). The cooperation between the two parties covers the Instinct GPU, the Helios rack-level system, and software ecosystems such as ROCm. The first batch of Helios systems has already been installed and tested at Meta, and in the future the cooperation will extend to the Instinct MI500 series. AMD also announced a $1 billion investment in Meta's equity offering.

Same story · 2 reports

#Industry news#English text is being prepared.#Open-source ecosystem

TThe Guardian Technology15:26

AI score66

Australia's Digital Duty of Care bill passes the House of Representatives, plans to ban AI chatbots from simulating emotional intimacy

Australia's Digital Duty of Care bill passed the House of Representatives on Wednesday and will be submitted to the Senate for debate in the coming weeks, with the government hoping to complete legislation by the end of 2026. The government accepted an amendment from crossbench MP Kate Chaney that adds AI chatbot-related conduct to the list of harms, requiring platforms to prohibit materials or behaviors that simulate emotional intimacy and encourage or cause children to depend on it as a substitute for interpersonal relationships. The bill also sets new online safety standards for social media, games, apps and chatbots, and requires social platforms to provide an opt-out feature for algorithms and recommended content.

#English text is being prepared.#Safety / alignment

CCaixin15:26

AI score75

Nvidia Invests $3 Billion in Meta to Subscribe to New Shares, AI Circular Deals Extend to the Magnificent Seven

On October 27 US time, Nvidia announced a $3 billion investment (about RMB 20 billion) to subscribe to newly issued Meta shares, while Meta announced it would expand deployment of Nvidia's Vera Rubin computing platform, Vera CPU, and Spectrum-X networking equipment, and cooperate with Nvidia on workflow optimization and agent security frameworks. This is the first time Nvidia has extended its circular deal model—providing funding to customers who then purchase its chips—to another member of the Magnificent Seven besides itself. Caixin reported that Meta's financial pressure has already become apparent, but it still plans to expand capital expenditure and raise tens of billions of dollars.

Same story · 18 reports

#Industry news#OpenAI#Meta

WWallstreetcn14:35

AI score74

Anthropic's prospectus shows Amazon's convertible notes carrying value reaches $97.9 billion

The S-1 prospectus filed by Anthropic shows that the $6.2 billion principal amount of convertible notes held by Amazon is valued at $97.9 billion in its own financial documents, convertible into up to 1.84 billion shares, with the conversion cap limiting its stake to within 12% of the partially diluted share capital. Amazon's total investment in Anthropic is approximately $18 billion, and Anthropic has also committed to cumulative spending of at least $110 billion on AWS over the next decade. Venture capital firms such as Menlo Ventures and Sequoia did not reach the 5% major shareholder disclosure threshold, while Google holds approximately 5.6% after multiple rounds of dilution.

#Industry news#OpenAI#Anthropic

PPhoenix Tech14:35

AI score60

OpenAI Plans to Purchase TPU Chips from Google

According to people familiar with the matter, OpenAI plans to buy AI chips from Google, which is owned by Alphabet. The final terms of the deal are not yet clear, and both OpenAI and Google declined to comment. Google began selling TPUs directly to some customers this year. OpenAI previously announced plans to deploy its in-house chips later this year and is working with Broadcom to develop an internal chip, Jalapeno. Oracle also announced on Tuesday that it will, for the first time, offer customers computing power based on Google TPUs on its cloud platform.

Same story · 6 reports

#Industry news#OpenAI#Google

CcnBeta14:34

AI score70

OpenAI plans to procure Google TPUs

OpenAI plans to procure Google TPUs as a source of compute beyond Nvidia's AI chips. Google began selling TPUs directly to some customers this year, and Oracle also announced on Tuesday that it would for the first time offer Google TPU-based compute to customers on its cloud platform. OpenAI had previously announced plans to deploy in-house chips later this year; its internal chip Jalapeno, developed in partnership with Broadcom, is led by Richard Ho, who previously participated in Google TPU development.

Same story · 6 reports

#Industry news#OpenAI#Google