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US Department of Homeland Security bans federal civilian agencies from using DeepSeek and related products

The US Department of Homeland Security publicly issued a ban on October 19, requiring US federal civilian executive agencies to stop procuring DeepSeek-related products and services and to remove DeepSeek-related products from existing information technology systems, including third-party products and services developed using DeepSeek solutions. According to the US Cybersecurity and Infrastructure Security Agency list, federal civilian executive agencies include 102 agencies such as the Department of the Treasury, the Department of Justice, the Department of State, and the Department of Agriculture. DeepSeek had previously been banned by the US Department of Commerce, congressional offices, the Pentagon, NASA, the US Navy and other departments; this time the ban has been expanded to all US federal civilian agencies.

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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.

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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.