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Amazon's Q3 2026 earnings show AWS revenue of $46 billion, up 39.3% year over year, with $578 billion in backlog orders, and AI inference revenue accounting for more than half of AWS's AI revenue. Management expects AWS to grow at an annual rate above 40% in 2027-2028 and to approach $1 trillion in revenue within 5 to 10 years, but capital expenditures will be about $220 billion in 2026 and will rise significantly further in 2027, sending the company's shares down 7.3% after hours. The earnings

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According to Bloomberg, the advertising, consumer and retail businesses that underpin US tech giants' combined $750 billion in AI investment this year have shown signs of slowing growth. Alphabet's search advertising revenue posted its lowest growth rate in five quarters, Amazon's advertising business grew 11% year over year, the slowest since it began disclosing the figure separately in 2022, and its online stores grew only 2%. Google Chief Business Officer Philipp Schindler acknowledged that s

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Amazon CEO Andy Jassy reiterated on the quarterly earnings call that AWS is expected to become a business with $1 trillion in annual revenue in the next 5 to 10 years, and he expects growth rates to exceed 40% in both 2027 and 2028. He said cash capital expenditure in 2026 will be about $220 billion, most of it going to AWS, and will increase significantly further in 2027; AWS revenue grew 39% year over year this quarter, with an annualized revenue scale of $184 billion. After the earnings relea

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SK Hynix released its Q3 2026 earnings report, with revenue of 104.6155 trillion won (about $78 billion), operating profit of 83.3338 trillion won (about $63 billion), and net profit of 39.7756 trillion won (about $30 billion). Revenue and operating profit grew 32% and 38% quarter-over-quarter, respectively, and quarterly revenue exceeded 100 trillion won for the first time. Growth came mainly from server DDR5 memory sales, while HBM4 shipments have only just begun. The company said AI data cent

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According to Bloomberg, U.S. robotics AI company Physical Intelligence is in talks for a new funding round of at least $1 billion, with existing investors Avenir and Lux Capital considering leading the round, and a post-money valuation expected at about $20 billion. The company was founded in 2024 and was valued at $5.6 billion in its November funding round last year; it currently has no commercial revenue and has not mass-produced robot products. Its technical approach is to build on VLM by int

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ElevenLabs announced a partnership with the Spanish ALS association adELA to give ALS patients diagnosed in Spain free access to its voice restoration and preservation technology. This is the first project of the ElevenLabs Impact Program in Spain, and Spain is the first country to offer this technology through a nationwide patient association. Patients whose speech has not yet noticeably changed can record new samples, while those whose speech has changed can upload old recordings to generate t

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On October 26, US House Oversight Committee Chairman James Comer sent a letter to Delaware Governor Matt Meyer requesting documents related to the proposed "AI company" (AIC), including safety assessments and details of industry participation, and warned that the investigation could push federal legislation to restrict state-level AI initiatives. According to the draft, Delaware would establish a 30-month regulatory sandbox in which AICs could have AI agents handle business decisions without rou

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The American Civil Liberties Union (ACLU) has reviewed multiple cases in which police pulled over vehicles based solely on data from automatic license plate recognition (ALPR) cameras such as Flock, with the earliest dating back to 2025. In one case, a woman traveling across state lines was stopped by someone claiming to be an FBI agent who checked her plate, on the grounds that she was from out of state and her itinerary did not match database records; another man was stopped for traveling back

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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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NeuroXess has completed a 700 million RMB Series B financing, jointly led by SDIC Jili, Shenzhen Capital Group, and Qinzhi Capital. The funds will be used for multicenter clinical trials and registration approval, mass-production construction, and next-generation product R&D for its "fully implanted, fully wireless, fully functional" brain-computer interface system. The system has completed 65 clinical trials, and in July this year entered the Class III medical device registrational clinical tri

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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 Azu

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Infisical has raised a $40 million Series B at a $600 million valuation, led by Elad Gil with participation from Gradient and Y Combinator. The funds will be used to accelerate product development, expand the engineering and marketing teams, and build security infrastructure for AI agents. Its Agent Vault is currently labeled as a preview version; it uses a forward proxy to attach real credentials when a request is sent, so that secrets do not enter the agent's environment, file system, or model

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The U.S. General Services Administration (GSA) and Anthropic announced on October 27, 2026 the expansion of the OneGov agreement, under which government buyers receive a 40% usage-based discount on Claude Enterprise, Claude for Government, and the Claude API, with the scope extended from the federal government to state, local, tribal, and territorial governments. The agreement sets no minimum purchase volume; agencies pay based on actual usage and can place orders through direct sales, resellers

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Meta announced that Nvidia and AMD plan to subscribe to a combined $4 billion of shares in its stock offering of up to $95 billion, with Broadcom also participating, for a combined investment of $5 billion from the three chipmakers. Nvidia is contributing $3 billion, and Meta will expand its use of Nvidia's Rubin GPUs, Vera CPUs, Spectrum-X Ethernet products, and BlueField-4, and will leverage Nvidia to optimize the performance and cost of the Muse large model and consumer-grade AI agents. AMD i

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AGMAI, composed of nine mathematicians, called on OpenAI to immediately publish the natural-language and Lean versions of its claimed proofs of Yang-Mills theory, quantum chromodynamics, and the completeness of the Standard Model. OpenAI announced three mathematics, computer science, and physics results on October 26, stating that the Yang-Mills proof was completed on September 9 and its Lean formalization was completed on October 16, but the proof has only been seen by five physicists selected

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Deepgram announced the acquisition of Daily, the developer of the open-source voice AI framework Pipecat, for an undisclosed sum, with both parties committing that Pipecat will remain open source. Daily had previously raised more than $62 million in cumulative funding, and Deepgram became a unicorn earlier this year with a $130 million Series C round. Deepgram also released the Real-Time Context Standard (RCS), an open protocol developed jointly with the Pipecat team to define metadata such as a

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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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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 long

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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; Micro

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