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) https://megadose.ai/i/73fc2f1d-be87-4964-bcab-553c5c516a9b Megadose en 2026-10-27T21:45:39+00:00 Anthropic details early drug development work with six partners and says it has acquired Mithril, a one-person company working on muscular dystrophy (Anthropic) https://megadose.ai/i/8556d74f-91ce-49d4-8ddc-17235d19d04a Megadose en 2026-10-27T20:20:04+00:00 Sources: AI robotics startup Physical Intelligence is in talks to raise $1B+ led by Avenir and Lux Capital at a ~$20B valuation, up from $11.5B earlier in 2026 (Bloomberg) https://megadose.ai/i/e174b83f-e8e1-4c6b-86c7-815d6898aeac Megadose en 2026-10-27T20:02:31+00:00 Sources: Meta's $25B share sale was oversubscribed 5x as it seeks $98B for AI spending; the 15 largest investors in the sale accounted for ~70% of shares (Anthony Hughes/Bloomberg) https://megadose.ai/i/21f821e6-687b-43cb-b3f5-2e2fbe686e7a Megadose en 2026-10-27T19:55:06+00:00 Survival LLM: AI assistant and emergency library that runs on your own computer https://megadose.ai/i/4c2c7a2c-fa00-4187-9fec-58610bd0f6e1 Megadose en 2026-10-27T18:55:35+00:00 Disruptive raises $10B fund to make big bets on at least 10 companies https://megadose.ai/i/ad882a75-ef83-4cf4-9a79-71dd7f330bb4 Megadose en 2026-10-27T17:59:59+00:00 Honeycomb-Surfels: Compact Hexagonal Primitives for Efficient Scene Rendering and Reconstruction https://megadose.ai/i/362ffba3-2040-4cbd-90de-bdb601fc53d9 Megadose en 2026-10-27T17:58:53+00:00 When Should We Intervene at Test Time? https://megadose.ai/i/8c1794f1-52f3-4bc1-a808-d73b86a18291 Megadose en 2026-10-27T17:58:52+00:00 Heads of Security: Learned Attention Gates Improve Prompt Injection Robustness https://megadose.ai/i/93751d31-a715-4328-8d9e-77c5ff34dfcb Megadose en 2026-10-27T17:58:48+00:00 Attention as Lattice Gauge Theory: Relations Interact Only Through Wilson Loops https://megadose.ai/i/b5c12883-08df-40bb-89a6-1b83f2f495a3 Megadose en 2026-10-27T17:58:20+00:00 Pushing Dexterity and Safety for In-Hand Object Pose Reaching That Works Remarkably Well https://megadose.ai/i/66b1ab3c-636b-4773-87ae-7c32f3ae33fa Megadose en 2026-10-27T17:58:11+00:00 GEPA-Curator: Curated Learning for Self Improving Agents https://megadose.ai/i/d8366b8e-6d34-4393-b4ab-2f02ead71368 Megadose en 2026-10-27T17:56:46+00:00 Scaling Laws for Tool-Use Agents via Controllable Environment Synthesis https://megadose.ai/i/6e800cbb-c93a-4b00-8516-fef2a78b52a3 Megadose en 2026-10-27T17:56:40+00:00 MuonGS: Pretraining LLMs with Relaxed Weight-Norm Control https://megadose.ai/i/0189c2b7-6d76-4b06-b65f-d1a0666463dd Megadose en 2026-10-27T17:55:49+00:00 Multi-State Linear Attention with Generalized Second-Order Routing https://megadose.ai/i/c28d38af-2cdc-4afe-8cdb-7405b1fe0e72 Megadose en 2026-10-27T17:55:24+00:00 Metacognitive Decoding: Efficient Inference for Diffusion Language Agents https://megadose.ai/i/4d7b0e38-ff89-4927-8a67-785aa50cd486 Megadose en 2026-10-27T17:49:39+00:00 Rare, Relevant, and Still Wrong: How Memory Fails LLM Group Decisions https://megadose.ai/i/ad738cef-8617-4be1-9651-b93cef1f34ba Megadose en 2026-10-27T17:41:56+00:00 VideoLVR: Latent Visual Reasoning over Grounded Video Evidence https://megadose.ai/i/2db5119d-a377-4fe4-b2d0-8a13339f7e70 Megadose en 2026-10-27T17:38:52+00:00 EnvSched: Environment-Aware Scheduling for Rollout-Efficient Agent Reinforcement Learning https://megadose.ai/i/07f67a18-f2f0-4f21-ab81-8fd79adcdeb6 Megadose en 2026-10-27T17:35:00+00:00 The sleep framework: A new way for LLMs to retain knowledge in continual learning https://megadose.ai/i/25ced21d-354f-4915-8255-157e0249d1e6 Megadose en 2026-10-27T17:31:40+00:00 MoI-Bench: A Benchmark for Image Generation and Editing on Mobile Devices https://megadose.ai/i/f49c467a-c598-434f-8e6a-73bcd6aebd31 Megadose en 2026-10-27T17:25:50+00:00 Understanding the limits of latent world models https://megadose.ai/i/25aafb87-79d4-4d0c-bf0a-b050887843b9 Megadose en 2026-10-27T17:25:43+00:00 Timestral https://megadose.ai/i/1ff9dce9-65c3-4807-8fef-05ec79dedac4 Megadose en 2026-10-27T17:15:54+00:00 TeamGym: A Gym for Team Decision-Making by AI Agents with Distributed Information https://megadose.ai/i/1d5be604-0d4e-426d-b3a9-b152b69e6497 Megadose en 2026-10-27T17:13:05+00:00 Gym-Anything-RT: Scaling Real-Time Environments for Vision-Language Agents https://megadose.ai/i/ada5a163-34ee-4be7-bf72-fe5ea80b46e0 Megadose en 2026-10-27T17:09:19+00:00 Pneuma: A Large-Scale Real-World Time Series Benchmark for Commercial Aircraft Predictive Maintenance https://megadose.ai/i/108f5925-796d-4d47-a603-88bbcf860338 Megadose en 2026-10-27T17:02:17+00:00 Avante, which builds an AI platform to help companies manage employee healthcare and other benefits, raised a $30M Series A, following a $10M seed in 2024 (Kurt Schlosser/GeekWire) https://megadose.ai/i/d6770ce6-02fe-43b1-98c5-6a4ac168713b Megadose en 2026-10-27T17:01:55+00:00 Collective Dynamics of Self-Reinforcement: How Cross-Task Coupling Drives Policy Collapse in Unsupervised RLVR https://megadose.ai/i/0c7e9844-4f23-46e0-8d71-1d9a38a77c7f Megadose en 2026-10-27T16:58:54+00:00 When, Where, and What to Correct: Human-Guided Adaptive Residual Correction for Robot Policies https://megadose.ai/i/ca2bae6d-eef9-4ed8-81e5-5729e69f2de3 Megadose en 2026-10-27T16:56:45+00:00 GroundControl: Satellite-Conditioned Multi-View Diffusion for Reconstruction-Free Novel View Synthesis https://megadose.ai/i/832695c8-a51a-4ff7-b7a7-1cdab86652ad Megadose en 2026-10-27T16:45:29+00:00 GTFormer: A Syntax-Free Graph Network Alternative to Transformers for 8192$\times$ Length Extrapolation in Linear Time https://megadose.ai/i/9a79f238-c42e-4484-a63c-247a5e679545 Megadose en 2026-10-27T16:39:53+00:00 Orthogonal and Parametrized Multi-Attribute Steering of LLMs https://megadose.ai/i/a062f8e4-64cf-4a82-b608-f50dfa30db48 Megadose en 2026-10-27T16:30:57+00:00 Google’s Genie 4 world model adds audio, more realistic worlds, and real-time steering https://megadose.ai/i/c6c72de1-6e35-4bcb-976c-53c255a7021c Megadose en 2026-10-27T16:30:29+00:00 Oracle adds ChatGPT and Codex to its app stack and expands Oracle Cloud Infrastructure lineup with Google TPUs, OpenAI's Jalapeño chip, and Cerebras hardware (Seema Mody/CNBC) https://megadose.ai/i/e24a2401-64df-44ca-af65-980347906b0c Megadose en 2026-10-27T16:25:30+00:00 Amazon Is Gutting Its AI Division After Sustained Failure https://megadose.ai/i/af7a84bd-4f45-4e51-9795-0502e263818e Megadose en 2026-10-27T16:25:28+00:00 Strategyproof Deep Reinforcement Learning for Online Resource Allocation https://megadose.ai/i/f8f782e2-f391-4d39-b341-ee5d56870bbc Megadose en 2026-10-27T16:10:01+00:00 Google launches Genie 4, a world model powered by Gemini 3.8 Flash designed to generate interactive AI simulations, initially as a preview to trusted testers (Jay Peters/The Verge) https://megadose.ai/i/d9cbc155-7994-400d-be21-38fc5b537a47 Megadose en 2026-10-27T16:09:25+00:00 From Interaction to Capability: Task Advancement as State and Supervision for GUI Agents https://megadose.ai/i/b0dadbe4-0055-480d-8eaa-a423a98006c1 Megadose en 2026-10-27T16:08:08+00:00 Follow the Gradient: Tracing Safety Degradation Back to Training Data https://megadose.ai/i/02337385-2326-4b33-a151-407ddb037b84 Megadose en 2026-10-27T16:04:10+00:00 PerceptRL: Making Visual Perception Rewardable in MLLMs from Answers to Interactions https://megadose.ai/i/e3250ca6-6dcc-4f57-9060-0d5623ae157a Megadose en 2026-10-27T16:01:38+00:00 Genie 4: A new generation of world simulation https://megadose.ai/i/d7a86056-b2e4-485a-acf5-00386ca7f077 Megadose en 2026-10-27T15:20:00+00:00 Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable (Stephanie Palazzolo/The Information) https://megadose.ai/i/ea68843f-87e7-43ca-99d7-6759750c02ac Megadose en 2026-10-27T14:59:09+00:00 Meta AI director Rohit Patel leaves to take on Microsoft Office and Google Workspace https://megadose.ai/i/4188b82c-55db-4997-9dde-b9aea5976f09 Megadose en 2026-10-27T14:35:01+00:00 London-based Machenta, which is building an AI model that can teach robots new physical tasks after seeing them performed just once, raised a $40M seed (Rya Jetha/Business Insider) https://megadose.ai/i/3759b17b-6bbd-4e27-8c5e-677be3d03864 Megadose en 2026-10-27T14:10:01+00:00 Apple adds a beta AI assistant built on Apple and OpenAI models to Keynote, Pages, Numbers, and Logic Pro, plus MCP support to Keynote, Pages, and Numbers (Emma Roth/The Verge) https://megadose.ai/i/e4ad0c79-23ac-4506-890f-56f6703c2c86 Megadose en 2026-10-27T13:40:00+00:00 Dallas-based Disruptive raised $10B to invest in AI, defense, and software, doubling its AUM, and pivots from single-deal SPVs to a discretionary fund structure (Natasha Mascarenhas/Bloomberg) https://megadose.ai/i/e6c35c2a-cabe-4e50-9d3a-3934148db97e Megadose en 2026-10-27T13:30:24+00:00 Neocloud General Compute, which specializes in bare-metal infrastructure, raised a $100M Series A led by Blackbird and Abstract at an $800M post-money valuation (Tim Fernholz/TechCrunch) https://megadose.ai/i/517d0909-6775-4599-8187-e9356f24d6da Megadose en 2026-10-27T13:00:00+00:00 General Compute raises $100 million Series A, countering the neocloud disaster narrative https://megadose.ai/i/c7f50934-bb70-40f1-ba3f-669274ae1b33 Megadose en 2026-10-27T13:00:00+00:00 Opera introduces a new web standard to let users deploy AI locally in their browser