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Oracle Raises $20 Billion for AI Expansion, Shares Fall Nearly 9%

Oracle announced that it would raise approximately $20 billion through bond issuance and stock sales to support AI and cloud computing infrastructure construction. After the news was announced, the stock price fell 8.8% to $119.22, and the cumulative decline for the year widened to about 39%. The offering consisted of 86.2 million shares priced at $116 per share, a discount of about 11.2% to last Friday's closing price; the bond portion consists of five tranches of fixed-rate notes with maturities ranging from 2029 to 2046 and interest rates between 7% and 8.65%. As of August 31, Oracle's notes payable and other borrowings reached $125.34 billion, and the company expects revenue to exceed $225 billion by fiscal year 2030.

Toyota and Waymo Deepen Autonomous Driving Cooperation, Testing bZ4X Autonomous Fleet in Japan in 2027

Toyota and Waymo announced that their autonomous driving cooperation has entered its next phase, with initial testing and validation of a Toyota bZ4X autonomous fleet to begin in Japan in 2027, followed by expansion to the UK and other Waymo operating markets over the following years. The vehicles will be produced at Toyota's Takaoka Plant in Toyota City, Aichi Prefecture, with everything from complete vehicle assembly to the integration of Waymo's autonomous driving hardware completed at the same plant. Waymo co-CEO Dmitri Dolgov said that in Waymo's operating areas, its rate of serious injury crashes is up to 20 times lower than that of human drivers.

US investigates Chinese espionage targeting Nvidia CEO

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 that Jensen Huang's interactions with the executive were no different from those with other regional customers, and that regional cloud customers only receive ordinary commercial information, not sensitive trade secrets or national security information. In 2025, The New York Times reported that the US Department of Commerce had opened an investigation into Megaspeed for helping Chinese companies circumvent AI chip export controls.

Alphabet's earnings miss expectations, search revenue growth slows to 12%

Alphabet's third-quarter earnings fell short of expectations across the board, with search and other revenue up 12% year over year to about $63 billion, missing expectations for a second consecutive quarter, while search query volume growth was the highest in five years. Search revenue growth slowed from 19% in the first quarter to 17% in the second quarter and then to 12% this quarter, with the company citing exchange rates as the biggest factor. The stock fell about 13% on Thursday after the earnings release, its largest one-day drop on record, and free cash flow for the quarter was negative $9 billion. Cloud revenue doubled to nearly $31 billion, with cloud backlog of about $560 billion.

Alphabet's Q3 revenue rises to $127.6 billion, Google Cloud revenue doubles

Alphabet reported third-quarter revenue up 25% year-over-year to $127.6 billion, with operating profit of $40.6 billion and an operating margin of 31.8%. Google Cloud revenue rose from $15.2 billion in the same period last year to $30.7 billion, with backlog reaching $561 billion; search and other advertising revenue grew 12% to $63.4 billion, slowing from 17% and 19% in the previous two quarters. The Gemini app surpassed 1 billion users, the first-party model API processes nearly 32 billion tokens per minute, and this quarter it launched Gemini 4 Argon and announced Gemini 4 Carbon.

Amazon asks engineers to stop gaming tokens and measure AI tools by delivered outcomes

Amazon has updated its engineering guidelines, requiring teams to measure the value of AI coding tools by the software they help deliver rather than by token consumption, and warning against treating AI adoption rates, token usage, code changes, and code reviews as performance metrics. The company says it will still look at usage data, but it must be combined with other metrics: too little usage may indicate missed opportunities for improvement, while too much usage should prompt the question of whether delivery has improved accordingly. The guidelines target tokenmaxxing behavior—deliberately inflating AI consumption to appear efficient on internal dashboards; earlier this year employees used the internal AI agent MeshClaw to inflate token counts, and in May Amazon shut down an internal leaderboard because its rankings were being gamed, saying it had not set token limits for employees. The guidelines also allow engineers to conclude that a task is not suited to existing tools, calling that a discovery rather than a failure.

Oracle Cloud to deploy Google TPUs and integrate ChatGPT and OpenAI models

Oracle announced plans to offer Google TPU accelerators in its own public cloud; this is the first time Google has supplied chips to another hyperscale cloud provider, with deployment set to begin next year and gradually scale up. Oracle will also deploy Cerebras' wafer-scale accelerators and OpenAI's Jalapeño inference chips, and use OpenAI models to power new cloud services. The two sides are also launching AI Workspace, which lets ChatGPT perform tasks on users' behalf within Oracle applications, along with App Composer, AI Security Mesh, and the Oracle AI SMB Bundle for small businesses.

SGLang discloses cross-request KV cache leak and releases v0.5.21 fix

SGLang officially disclosed that Cloudflare reported on September 9, 2026 that its GLM-5.3 deployment on Workers AI had a cross-request KV cache leak. The cause was that in the PD-disaggregated deployment, the prefill pool capacity of 681,280 tokens was smaller than the configured 1,048,576-token context length, so rejected requests still entered the handoff process and read the caches of other sessions. Upstream fixes #36988 and #38935 make rejected requests return an error before entering the disaggregated handoff, and introduce a delayed-release mechanism that releases slots only after receiving ABORT_ACK from each prefill rank or after a timeout. v0.5.21 now protects Mooncake and NIXL deployments by default, and MORI support and related metrics will be released with v0.5.22.

Pichai responds to Hassabis stepping down as DeepMind head and Jeff Dean leaving Google

Alex Heath relays Sundar Pichai's explanation for Demis Hassabis stepping down as head of DeepMind and Jeff Dean leaving Google. Pichai called it a natural evolution after the individuals' long-term commitment, and mentioned that Jeff Dean will go work on Discovery Loop; he said frontier model development has become high-intensity, large-scale work spanning data, compute, algorithms, and team management, while Hassabis wants to devote more time to safely advancing the frontier and using AGI to solve other problems, with AlphaFold and Isomorphic as examples of such applications.

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The U.S. Department of Homeland Security requires civilian agencies to remove DeepSeek and its derivative products

The U.S. Department of Homeland Security, pursuant to the 2018 Federal Acquisition Supply Chain Security Act, requires U.S. civilian agencies to remove DeepSeek and DeepSeek-related products, as well as third-party products and services developed using DeepSeek, from information technology systems. DHS states that DeepSeek's hosted models store data on servers in China, with every prompt and response passing through that service, and that the data may be combined with public information to form actionable intelligence targeting U.S. personnel and government programs; for model weights running on U.S. servers, the ban relies on warnings that the models may contain malware or other vulnerabilities. Exceptions require an application submitted 60 days in advance with sufficient justification, and systems in national security systems and secure isolated information systems are outside the scope of the order; the only Chinese model named in the order is DeepSeek, while Kimi and Qwen face similar distillation allegations.

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