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JUST IN: Meta now expects to spend at least $130,000,000,000.00 on capital projects in 2026 — stock plunges 9% after-hours.
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M R X
Ts was probably a marketing campaign
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JUST IN: Microsoft Azure annual revenue surpasses $100,000,000,000.00 for the first time as demand for AI computing accelerates.
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NEW: California startup Satyress unveils a 2 meter tall centaur robot designed to enter disaster zones too dangerous for humans.
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BREAKING: Samsung's semiconductor division soars +24,900% in Q2 operating profit.
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BREAKING: TSMC develops new AI chip packaging technology to counter Intel.
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BREAKING: Oracle brings Gemini models directly into Fusion, NetSuite and AI Agent Studio to power enterprise agents and workflows.
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NEWS: EU officially launches a bidding process to develop AI Gigafactories

>expecting to unlock ~€30B of investment
>closing on November 12
>awards in July 2027

LOL that’s less than 500MW worth of AI compute 💀
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BREAKING: Google DeepMind launches Gemini Robotics 2 as “one brain for any robot” powering humanoids, industrial arms and mobile robots.
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JUST IN: Oracle stock surges +9% after expanding its partnership with Google to integrate Gemini across its business software.
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🚨BREAKING: DeepSeek building a GIGAWATT data center in inner MONGOLIA

>1 GW of compute
>Ulanqab, ~350km from Beijing
>average temp 4°C
>the weather cools the servers for you
>some capacity live by late 2027

DeepSeek raised $7B at a ~$50B valuation and is prepping an IPO, possibly filing this year

ITS HAPPENING
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❗️ Anthropic found three incidents in which Claude broke into the production systems of real companies, believing they were part of a capture-the-flag exercise.

In one, Claude uploaded working malware to PyPI during a cyber evaluation the model believed was simulated.

The package was live for roughly an hour and ran on 15 real machines, including a security firm's malware scanner. Claude exfiltrated that company's credentials and used them to reach further infrastructure.

Three models were involved: Opus 4.7, Mythos 5, and an unreleased research model. Opus 4.7 kept attacking after recognising the target was real, reaching a database of live production data.

https://www.anthropic.com/news/investigating-incidents-cybersecurity-evals
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>WE’RE CLOSE TO AGI
>GIVE ME 500 BILLIONS
>WE ARE NOW IN THE SINGULARITY
>I PROMISE!
>HERE’S 80% DISCOUNT
>PLEASE USE OUR MODELS
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JUST IN: Meta CEO Mark Zuckerberg declares AI agents will be organizing the lives of billions of people in 5 years.
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JUST IN: Amazon reports $62.6 billion in quarterly profit, boosted by a $53.4 billion gain from its Anthropic investment.

JUST IN: Amazon’s AWS revenue soars +37% to $42.2 billion, its fastest cloud growth in 18 quarters.

BREAKING: Amazon CEO declares AWS annual revenue could reach $1,000,000,000,000.00.
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JUST IN: OpenAI is testing “Astra” a multi-agent model that lets AI agents collaborate over long periods on complex projects and advanced math problems.
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YouTube has now taken down channels with AI videos totaling over 4.7 billion views. 🤯
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