THE DAILY EDITION

Tech industry

8 items · 25 articles in this topic

Earnings and funding point to AI infrastructure demand, while financing questions grow. Google's school policy and the NYT suit against Brave show AI features becoming leverage in commercial disputes.

  1. 1

    AMD reported record Q3 2026 revenue of $13.4 billion, including $8.5 billion from data center. Its CEO says it is on track to overtake Intel as the largest x86 chipmaker.

    HighThe Verge ↗3 min read
  2. 2

    CrowdStrike agreed to buy AI agent observability firm Fiddler AI and AI security testing startup Dreadnode for nearly $500M.

    HighTechCrunch ↗3 min read
  3. 3

    Per an NYT report, Google will turn off Search for K-12 student accounts at schools that decline its Gemini AI features.

    HighThe Verge ↗2 min read
  4. 4

    Nikkei reports that US tech giants' off-balance-sheet AI debt rose 90% to $3.2 trillion in six months.

    NotableHacker News (front page) ↗1 min read
  5. 5

    Canva is cutting about 22 percent of its staff, 1,271 people, in a restructuring.

    NotableThe Verge ↗2 min read
  6. 6

    AI inference startup Fal doubled its valuation to $16B after raising a $1.3B round led by Bessemer.

    NotableTechCrunch ↗2 min read
  7. 7

    Apple reported record Mac sales under new CEO John Ternus, while rising DRAM costs threaten supply and margins. Microsoft is likewise pushing AI PCs into a wall of RAM prices.

    NotableThe Register ↗3 min read
  8. 8

    The New York Times sued Brave, demanding it disable its paywall blocker and end AI content licensing deals.

    NotableArs Technica ↗3 min read
More in Tech industry · 17 articles›
  • AMD's CEO says the company is on track to overtake Intel as the largest x86 chipmaker, citing datacenter and AI demand.

    The Registeramdintelsemiconductors
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    CEO says supply chain can cope with surging datacenter and AI demand

  • Nexus Mods will require creators to disclose whether AI was used when uploading new mods.

    The Vergegamingai-disclosureplatform-policy
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    The PC gaming mods repository Nexus Mods is making disclosures about AI mandatory for uploads of new mods, meaning that mod authors will have to declare "whether AI has been used in their work," the site announced today as part of a big post about AI-generated content on the platform. "One of the most consistent concerns we've heard is that it's not clearly disclosed when AI has been used to create a mod," according to the post from site owner Victor "Foledinho" Folmann. "We already have tags for AI-generated and AI-assisted mods, but we recognise that there's a lot more we can do to make that information more accessible and clear for you a … Read the full story at The Verge.

  • Canva announced layoffs affecting 22% of its staff as part of a reorganization.

    The Registerlayoffscanva
    Feed excerpt

    No mention of AI, but a nod to the pace of technological change

  • California is contesting a Trump administration demand that it repeal state broadband laws as a condition for federal funds.

    Ars Technicabroadbandpolicycalifornia
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    State tries to obtain broadband funds despite rejecting Trump admin condition.

  • Palantir beat third-quarter earnings expectations, but retail investors reacted cautiously as enterprise sales growth showed signs of slowing.

    TechCrunchpalantirearningsmarkets
    Feed excerpt

    Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numbers were “crushing consensus expectations.” Yet, retail investors were lukewarm on the company on Tuesday, with the stock trading slightly down. That’s because Palantir’s enterprise sales, its big growth area, showed signs of slowing. First, the good […]

  • Russia is reportedly moving to build underground data centers after Ukrainian drone strikes exposed its digital infrastructure.

    Ars Technicadata-centerwarinfrastructure
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    Russia tries to fix exposed digital infrastructure as data center war backfires.

  • A leaker claims the base iPhone 18 will get a higher price, a larger battery, and a 2nm A20 chip, but no Dynamic Island shrink.

    The Vergeappleiphonerumor
    Feed excerpt

    The iPhone 17’s successor might cost more. | Photo by Amelia Holowaty Krales / The Verge After Apple raised iPhone prices earlier this year, a new rumor claims it plans to launch the base iPhone 18 with a higher price, too. A Weibo post from leaker Digital Chat Station, spotted by 9to5Mac, says the base iPhone 18 is getting a couple upgrades with the price hike, including a larger battery and a new 2-nanometer A20 chip. However, it reportedly won't have the smaller Dynamic Island featured on the iPhone 18 Pro and Pro Max. The base iPhone 18 wasn't included in Apple's fall iPhone launch event, but Digital Chat Station claims it will arrive early next year, in line with previous reports. It's rumored to launch alongside a second- … Read the full story at The Verge.

  • Reddit is testing ads in search results as its traffic declines amid shifts in how users discover content through Google's AI search.

    TechCrunchredditadvertisinggoogle
    Feed excerpt

    The new ad placements could help Reddit squeeze more revenue from existing users as Google's AI search changes how people discover its content.

  • Apple's new App Store rules require 18+ ratings for dating apps and AI companions offering sexual or romantic content.

    TechCrunchappleapp-storeage-rating
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    Apple's new App Store rules will require 18+ ratings for dating apps and AI companions that offer sexual or romantic content.

  • Kalshi and its co-founders face felony charges in Utah for allegedly violating state gambling laws.

    Hacker News (front page)kalshiprediction-marketslegal
    Feed excerpt

    Article URL: https://arstechnica.com/tech-policy/2026/10/trump-admin-sues-utah-to-save-kalshi-from-the-states-total-ban-on-gambling/ Comments URL: https://news.ycombinator.com/item?id=50353229 Points: 181 # Comments: 102

  • Google says schools that block its AI features will lose student access to Google Search under its education policy.

    Hacker News (front page)googleeducationpolicy
    Feed excerpt

    https://archive.ph/RuwsB https://blog.google/products-and-platforms/products/educatio... Comments URL: https://news.ycombinator.com/item?id=50353192 Points: 243 # Comments: 187

  • Apple reported record fiscal-year revenue and earnings, with iPhone and Mac sales growing, while its AI spending stays comparatively modest.

    The Vergeappleearningsai-spending
    Feed excerpt

    Apple CEO John Ternus. | Photo: Bloomberg via Getty Images Apple's latest earnings show how it's continuing to capitalize on the AI boom without busting its budget on the infrastructure spending consuming its competitors. Overall, Apple posted its best-ever fiscal year for revenue and earnings per share. iPhone and Mac sales continued to grow strongly in the fourth quarter. iPhone revenue rose 17.5% from a year earlier to a September quarter record of $57.6 billion while Mac revenue climbed 24% to $10.8 billion, its highest level in four years. Shares nevertheless fell in premarket trading Tuesday after Apple warned that rising memory costs would squeeze its profit margins in the holiday quarter. Read the full story at The Verge.

  • Medact flags 29 disputed entries where NHS trusts claim Palantir benefits despite not using the system, as a £330M deal is weighed.

    The Registerpalantirnhsgovernment
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    Medact flags 29 disputed entries as ministers weigh £330M deal's future

  • Apple will require developers to declare dating and location-sharing features, with dating and relationship apps rated 18+ on the App Store.

    The Vergeappleapp-storeage-rating
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    Apple will soon start asking developers to provide more details about their apps to enforce new App Store age rating requirements for dating and location-sharing features. The upcoming content descriptors announced on Monday will require developers to declare if their apps allow users to share their real-world location with others, or include features that enable dating, relationship, or sexual behaviour between real people or virtual companions. Apps that include dating and relationships features will receive a minimum age rating of 18, while those with location sharing will see an impact to their minimum age rating in some regions, depend … Read the full story at The Verge.

  • Google added a $250,000 top-tier Cloud VRP reward for root-in-cloud architectural security flaws.

    BleepingComputergoogle-cloudbug-bountyvulnerability-reward
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    Google has expanded its Cloud Vulnerability Reward Program (VRP) with a new top-tier reward for high-impact architectural security flaws. [...]

  • An Anthropic IPO filing reportedly shows about $1.7B in quarterly personnel costs, roughly $107K per employee monthly.

    Hacker News (front page)anthropicipofiling
    Feed excerpt

    Article URL: https://www.techspot.com/news/114428-anthropic-ipo-filing-reveals-17-billion-quarterly-personnel.html Comments URL: https://news.ycombinator.com/item?id=50350560 Points: 11 # Comments: 0

  • Microsoft is pushing AI PC sales despite rising RAM prices squeezing customer budgets.

    The Registermicrosoftpcmemory
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    Customers are sweating assets amid tight budgets, yet that doesn't stop an exec from Redmond getting creative with the sales pitch

Written by claude-sonnet-5-5 from feed titles and summaries. The model can misstate details; every claim links to its source.