https://megadose.ai/i/6460f59e-1fa2-47d6-8384-fdd18d602d4f Megadose en 2026-10-29T20:40:01+00:00 Symbotic says Walmart has committed an additional $6B over several years to deploy Symbotic's supply-chain automation technology across its distribution network (Sanskriti Shekhar/Reuters) https://megadose.ai/i/bbb4749c-5292-4395-827b-40b9381c071f Megadose en 2026-10-29T20:30:02+00:00 Amazon spent $77B+ on property and equipment in Q3, leading to a free cash outflow of $42.4B; Amazon said in July that it would likely spend $220B in 2026 capex (Matt Day/Bloomberg) https://megadose.ai/i/255ada20-bef5-45d4-aa54-67c81ba63d97 Megadose en 2026-10-29T20:05:47+00:00 Rivian expands joint venture with VW to include AI assistant https://megadose.ai/i/41f279be-5643-4b08-9088-afebb54f32d1 Megadose en 2026-10-29T19:56:19+00:00 OpenAI-backed Thrive Holdings acquires ADT https://megadose.ai/i/38023e59-132d-401b-a235-1a2796d59249 Megadose en 2026-10-29T19:50:01+00:00 Source: Anthropic is "Customer B" cited by SpaceX in a filing as its single largest customer accounting for 34.5% of Q3 revenue, surpassing the US government (Bloomberg) https://megadose.ai/i/3f07f002-17a1-4307-8ac3-9dd1f6d1786d Megadose en 2026-10-29T19:14:36+00:00 Meta quietly launches an AI fashion app called Style Sketch https://megadose.ai/i/58c283cd-1e3d-4503-b84a-fdcad5a20139 Megadose en 2026-10-29T17:54:38+00:00 Granola crunches up a dictation feature to compete with Wispr https://megadose.ai/i/f6323bac-f1d8-4c82-8f81-59fb3892a261 Megadose en 2026-10-29T17:00:26+00:00 Building a multiplayer game world with autonomous Fable-class models https://megadose.ai/i/1b2af81e-d266-46ac-9745-456e1239c402 Megadose en 2026-10-29T16:55:02+00:00 SuperMe, which generates AI-powered chats with simulated profiles of prominent industry experts to let users ask questions, raised $20M (Ivan Mehta/TechCrunch) https://megadose.ai/i/82bb614b-adb3-4bb5-8305-0c61e8e585e9 Megadose en 2026-10-29T16:45:01+00:00 Source: Dulo, a startup co-founded by Google veteran Sebastian Thrun to build "foundation models for hardware design", raised a $130M seed (Rocket Drew/The Information) https://megadose.ai/i/4f98ae21-ea7c-448e-84ac-8ebbff7433af Megadose en 2026-10-29T16:30:01+00:00 Alphabet discloses $1T+ in purchase commitments, future leases, and other obligations; its Q3 filing shows $98.5B in contingent commitments, up ~$23B from Q2 (Davey Alba/Bloomberg) https://megadose.ai/i/0bd9cb0d-9df7-4a63-908c-3bea356fdec6 Megadose en 2026-10-29T16:25:01+00:00 Alphabet's stock falls 12%+, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4%+ (Stephen Morris/Financial Times) https://megadose.ai/i/4effab40-d186-4aa6-a933-44c0bcc277a5 Megadose en 2026-10-29T16:21:00+00:00 Ex-Palantir execs launch Dream with $17M from a16z to build AI world models for construction https://megadose.ai/i/218154e0-5456-4410-91a3-c0a82105ab6b Megadose en 2026-10-29T16:10:01+00:00 Canada-based Cohere completes the first close of a round that it expects to total up to $5B, with Canada agreeing to invest up to $1.14B, at a $20.5B valuation (Bloomberg) https://megadose.ai/i/0ea1d603-b4e1-479c-a85f-6f532d34964c Megadose en 2026-10-29T16:05:03+00:00 Sources: Situational Awareness is pitching clients to invest in Fluidstack alongside it in a round that values the neocloud at $40B, up from $18B in September (Bloomberg) https://megadose.ai/i/e341312d-f5c5-4fc7-82cf-4b9b37b53461 Megadose en 2026-10-29T15:47:04+00:00 Mistral opens Large 4 weights for coding and security https://megadose.ai/i/c9c2144e-bf54-4cee-bc11-46c7fbf149d1 Megadose en 2026-10-29T15:15:02+00:00 Collective, which uses AI to automate bookkeeping for solo business owners, raised a $40M Series B and $60M in nondilutive capital from GC's Customer Value Fund (Natalie Breymeyer/Axios) https://megadose.ai/i/5ed5db68-fc3f-4814-9354-80df0740afa5 Megadose en 2026-10-29T15:05:00+00:00 Ottawa-based Solink, which uses AI to pull data from already-installed security cameras, raised $100M+ led by Vertu Capital, bringing its total raised to $198M+ (Duncan Riley/SiliconANGLE) https://megadose.ai/i/927d48fd-e129-4aae-a80e-9e2b2adf19a0 Megadose en 2026-10-29T14:35:26+00:00 Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest round https://megadose.ai/i/d5a9a937-c4ea-4ad6-8d71-840731a90e38 Megadose en 2026-10-29T14:30:01+00:00 Mistral releases the weights for Mistral Large 4, or Le Chonk, and says it rivals top open models such as GLM-5.3 on the Artificial Analysis Coding Agent Index (Radhika Rajkumar/ZDNET) https://megadose.ai/i/53ae405d-fa3b-4dcc-bb1f-c9b501c30406 Megadose en 2026-10-29T14:00:00+00:00 Mistral releases weights for its trillion-parameter AI model, targeting cybersecurity https://megadose.ai/i/6d2c8167-396d-4496-b12e-7c0470a4f19e Megadose en 2026-10-29T13:55:01+00:00 Serval, which offers AI agents for enterprise IT operations like access management, raised $150M led by Sequoia at a $3B valuation, up from $1B in December 2025 (Harshita Mary Varghese/Reuters) https://megadose.ai/i/568824a8-7f05-4b9a-807e-ab6628998449 Megadose en 2026-10-29T13:45:02+00:00 Wabi, which is building an AI assistant that integrates into group chats and can take actions like booking appointments, raised $55M at a $1.25B valuation (Micah Barkley/Bloomberg) https://megadose.ai/i/0277bd04-0923-4c97-acf3-a8592e5c0fa5 Megadose en 2026-10-29T13:35:02+00:00 Sources: Microsoft is seeking to raise $25B+ in its first US investment-grade bond sale since 2017, when it raised $17B, to fund AI-related capital expenditures (Bloomberg) https://megadose.ai/i/be6ea37f-c9d7-4976-b2e5-f3261b6b7ec2 Megadose en 2026-10-29T13:00:00+00:00 Deepgram acquires Pipecat-maker Daily to bolster its voice AI infrastructure https://megadose.ai/i/9ca7c5c5-847c-44da-9714-b7598fa85b6a Megadose en 2026-10-29T12:41:56+00:00 Gemini 4 Carbon is the new #1 on the Artificial Analysis Intelligence Index v5 https://megadose.ai/i/77aa0e89-1a0b-4b91-8c19-fc28f2daaa72 Megadose en 2026-10-29T12:16:14+00:00 Circuit Mind, which uses AI to automate electronics and circuit design, raised $25M, including an $18.5M Series A led by Norwest, and plans a US relocation (Natalie Breymeyer/Axios) https://megadose.ai/i/d33db4e4-fa54-4a86-b8bd-5467de9a1910 Megadose en 2026-10-29T12:00:07+00:00 Le Chonk: Built for Coders, Trusted by Defenders. https://megadose.ai/i/542b5286-2ed2-4c3f-9796-829f980e1569 Megadose en 2026-10-29T09:02:10+00:00 A profile of Nscale CEO Josh Payne, who is proceeding with plans for a US IPO that sources say, is targeting a $30B valuation despite some investor pushback (Mark Bergen/Bloomberg) https://megadose.ai/i/c937dd9f-7a3f-4283-8c9d-d20f44313a31 Megadose en 2026-10-29T05:55:19+00:00 [AINews] Gemini 4 Carbon tops leaderboards, launches for cyber defenders https://megadose.ai/i/f2d40bc3-870e-47cb-8430-1c6be5982983 Megadose en 2026-10-29T05:30:11+00:00 Google announces the expansion of ads in AI Mode into international markets, as growth in its core search advertising business slows (Lauren Forristal/TechCrunch) https://megadose.ai/i/517e029f-a5e2-4da6-b680-2b7ec6859667 Megadose en 2026-10-29T05:20:01+00:00 Samsung expects capex to rise ~60% to ~$63B this year, with HBM capacity sold out through 2027 and 10 long-term supply deals secured with key customers (Bloomberg) https://megadose.ai/i/c00b7bb6-09d9-4e1c-a9c7-79b3246086df Megadose en 2026-10-29T05:10:01+00:00 Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to "lower monetization" in AI Mode (Simon Sharwood/The Register) https://megadose.ai/i/97973d79-4904-4292-aa0e-65e98eb2acb0 Megadose en 2026-10-29T04:05:01+00:00 Fragment, which uses AI to resolve purchasing and payment issues across manufacturing datasets, emerges from stealth with $56M from 8VC and others (Chris Metinko/Axios) https://megadose.ai/i/a4fe6910-a0ef-4dd4-a0ba-c0a53b4dc7b7 Megadose en 2026-10-29T03:55:00+00:00 How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (Rolfe Winkler/Wall Street Journal) https://megadose.ai/i/6fc602ff-e78a-4cb5-80e8-679bf0bdd11b Megadose en 2026-10-29T02:00:02+00:00 Google is rolling out Gemini 4 Carbon to selected cybersecurity defenders through Fairwind at $2/1M input and $10/1M output tokens, rising to $4 and $20 later (Carl Franzen/VentureBeat) https://megadose.ai/i/b457467a-37de-4c84-9e9e-43c51b998b59 Megadose en 2026-10-29T00:20:23+00:00 Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September (Katie Roof/Business Insider) https://megadose.ai/i/243fddc3-19e3-48b5-a521-bf28eca4e831 Megadose en 2026-10-28T23:45:01+00:00 Seoul-based AI chip startup FuriosaAI raised a $620M Series D at a $2.9B valuation, up from $735M in 2025; South Korea's National Growth Fund contributed $280M (Yoolim Lee/Bloomberg) https://megadose.ai/i/c3794dcf-cd70-469d-8e52-ac19e9a8ccf5 Megadose en 2026-10-28T22:50:02+00:00 Alphabet reports Q3 negative free cash flow of $9.07B, worse than expected, capex of $51.36B, vs. $55.09B est., and keeps its FY capex forecast at $195B-$205B (Samantha Subin/CNBC) https://megadose.ai/i/7a804238-67e8-4569-96b7-899935d1d6ee Megadose en 2026-10-28T22:45:17+00:00 Google and XREAL launch AURA Android XR glasses https://megadose.ai/i/6d75df91-bc9d-4098-870b-bf32d1e26bb3 Megadose en 2026-10-28T22:30:01+00:00 Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week (Bloomberg) https://megadose.ai/i/379a1b19-87a2-4c5a-a0a0-4a81cf9c1352 Megadose en 2026-10-28T22:10:05+00:00 Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (Rebecca Bellan/TechCrunch) https://megadose.ai/i/35dc6fc9-348c-43bf-adb6-dac6c5cde139 Megadose en 2026-10-28T21:48:37+00:00 Google expands AI Search ads globally as core ad growth slows https://megadose.ai/i/cbd1de25-81a0-4f45-94fb-82a74aa76a16 Megadose en 2026-10-28T21:34:30+00:00 Microsoft recorded $10 billion in revenue from OpenAI https://megadose.ai/i/aa395e81-d332-4628-a492-69ac3402ee14 Megadose en 2026-10-28T20:48:38+00:00 Google unveils Gemini 4 Carbon for cyber defenders https://megadose.ai/i/32ff14f0-e6d1-4e56-b81b-8e74c80b3ee6 Megadose en 2026-10-28T20:40:01+00:00 Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts (Deborah Sophia/Reuters) https://megadose.ai/i/8965bb2d-b23e-4219-a5ce-d4489268dbf6 Megadose en 2026-10-28T19:19:58+00:00 Anthropic just launched tools to show companies what their AI spending is buying https://megadose.ai/i/590658b6-cf65-438a-aa06-f83b624c6c53 Megadose en 2026-10-28T18:20:02+00:00 Artificial Analysis unveils the Intelligence Index v5 with new coding and science benchmarks; 60% of the Index is based on private test sets or held-out answers (Artificial Analysis) https://megadose.ai/i/fd19e53b-91e4-4cbc-aa01-00ef911a99fb Megadose en 2026-10-28T18:13:04+00:00 ICYMI: Google DeepMind previews Genie 4 with native audio https://megadose.ai/i/72debde8-647e-49f9-99c4-be1453a8686b Megadose en 2026-10-28T17:09:07+00:00 Google unveils Gemini 4 Carbon, its "strongest model with state-of-the-art cybersecurity" capabilities, ranked #1 on Artificial Analysis' new Intelligence Index (Koray Kavukcuoglu/Google) https://megadose.ai/i/29ed6171-1ad8-487e-8cf9-cbbfba59bad3 Megadose en 2026-10-28T17:00:58+00:00 Gemini 4 Carbon: Our next frontier model https://megadose.ai/i/032d5195-ac85-4448-8fa8-2183be37c2ac Megadose en 2026-10-28T17:00:00+00:00 Chrome’s AI-powered Autofill can now dig through your Gmail to fill out forms https://megadose.ai/i/fd309f33-f0a9-439b-a4b7-f0e237b4de4e Megadose en 2026-10-28T17:00:00+00:00 As AI agents reshape the web, Google opens Gemini and Search to more apps https://megadose.ai/i/26c7fa68-e0d8-4272-aba1-6c5dc7208c05 Megadose en 2026-10-28T16:30:04+00:00 GitHub says Copilot Fusion, which handles model selection and orchestration, is now generally available, releases the GitHub Copilot app, and more (Meredith Shubel/The New Stack) https://megadose.ai/i/1e89a4ad-a917-430e-97d9-8762ba13f2a7 Megadose en 2026-10-28T15:46:30+00:00 Dayjob: Tax – evaluating AI agents on 50 professional tax assignments https://megadose.ai/i/ea06d753-0392-4ecc-b0f9-7e7e8efb1893 Megadose en 2026-10-28T15:20:02+00:00 Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset (Kyt Dotson/SiliconANGLE) https://megadose.ai/i/091aaaf5-749f-48f7-a2a5-f99102750350 Megadose en 2026-10-28T15:17:53+00:00 Nvidia Nemotron 3.5 Transcribe: open ASR for 40 languages https://megadose.ai/i/0247cc2c-f412-4df5-940d-a2fc87796e63 Megadose en 2026-10-28T14:40:01+00:00 Foundry, a manufacturing-as-a-service startup that builds factories with robots powered by physical AI models, raised a $100M Series A led by Marlinspike (Rocket Drew/The Information) https://megadose.ai/i/89b49b8b-4b4d-4960-ba27-e7520abfe64d Megadose en 2026-10-28T13:15:00+00:00 OpenAI and ServiceNow expand partnership across enterprise workflows https://megadose.ai/i/3df5961e-c5d6-4ea9-9552-dcab37941316 Megadose en 2026-10-28T12:55:02+00:00 Artificial Analysis launches the Intelligence Index v5, with new coding and science benchmarks, built on private datasets; Claude Opus 5.5 (max) leads at 58 (@artificialanlys) https://megadose.ai/i/5012c049-9c29-424a-8b97-30f88c5041f9 Megadose en 2026-10-28T12:05:01+00:00 Meta quietly launched Waddle World, a Tamagotchi-like, AI pet-rearing game, in the Philippines in September, calling it a "daily journal disguised as a pet" (Mariella Moon/Engadget) https://megadose.ai/i/5a94ff8a-630a-492e-a718-366629284437 Megadose en 2026-10-28T11:55:01+00:00 Chinese AI chipmaker Moore Threads reports Q3 revenue up 1,774% YoY to ~$240M and a ~$7.4M net profit; Moore is building a domestic 100K-GPU cluster with JD.com (Rachel Yeo/Bloomberg) https://megadose.ai/i/9f60a5ec-dfb2-49d3-b9fb-efdf89589e26 Megadose en 2026-10-28T11:25:01+00:00 AI and cloud cybersecurity startup Upwind Security raised $400M led by Bessemer at a $3.8B valuation, up from $1.5B in January, for $830M in total funding (Marissa Newman/Bloomberg) https://megadose.ai/i/2443c7e8-ebdc-44e2-b62b-832ac63a80f3 Megadose en 2026-10-28T09:55:01+00:00 S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet (Leslie Picker/CNBC) https://megadose.ai/i/5f9eb21e-a45d-4cf6-9197-cdbe43ce276b Megadose en 2026-10-28T06:02:30+00:00 SK Hynix expects memory shortages to persist through at least 2030; it has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028 (Simon Sharwood/The Register) https://megadose.ai/i/8d6921a3-a37e-497d-8847-6c93a0a2c184 Megadose en 2026-10-28T05:30:48+00:00 Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips (Reuters) https://megadose.ai/i/b88935c5-fb8f-4917-abbb-1d405b27247b Megadose en 2026-10-28T01:45:42+00:00 AMD says it will invest $1B in Meta's equity offering, its first Helios rackscale systems are installed at Meta, and its EPYC CPUs power Meta's Muse AI agent (Kai Nicol-Schwarz/CNBC) https://megadose.ai/i/cf9b9d47-da52-4da7-9784-02733ccea630 Megadose en 2026-10-28T01:15:28+00:00 VCs will make billions on Anthropic’s IPO, but Amazon is set to make much (much) more https://megadose.ai/i/c551dad8-6097-4933-8629-1130f8355e10 Megadose en 2026-10-28T00:15:41+00:00 Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to "lead the optimization" of its models on TPUs (Ryan Barwick/The Information) https://megadose.ai/i/d1f4e51a-abad-480e-8f0a-da002a6eec56 Megadose en 2026-10-27T23:50:02+00:00 SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, vs. ~$74.07B est., and operating profit up 632% to ~$62.76B, vs. ~$57.78B est. (Jenny Lee/CNBC) https://megadose.ai/i/8a7224fb-2810-4f2b-851c-3333725240b7 Megadose en 2026-10-27T23:35:01+00:00 Anthropic expands its US GSA partnership to give federal, state, local, tribal, and territorial governments a 40% discount on Claude, estimated to save $1B (Anthropic) https://megadose.ai/i/3ca850a0-9ea1-4c3e-a2bf-83369d6ea5ce Megadose en 2026-10-27T23:20:01+00:00 Infisical, which helps companies use AI agents without handing over their private credentials, raised a $40M Series B led by Elad Gil at a $600M valuation (Rashi Shrivastava/Forbes)