Sunday, October 11, 2026

A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (Ann Davis Vaughan/The Information)

Ann Davis Vaughan / The Information:
A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN  —  Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed?



Yandex says a drone strike shut down a third data center, disrupting 80+ services like Yandex Cloud and YandexGPT; users report banking and taxi app outages (Tymur Dubovyk/Kyiv Post)

Tymur Dubovyk / Kyiv Post:
Yandex says a drone strike shut down a third data center, disrupting 80+ services like Yandex Cloud and YandexGPT; users report banking and taxi app outages  —  A Ukrainian drone strike targeted a major Yandex data center in the Russian city of Vladimir early Sunday morning, Oct. 11 …



A look at Apple's smart home strategy, centered on a HomeView display hub, with a new HomePod mini, Apple TV, and second-party accessories from LG and Schneider (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
A look at Apple's smart home strategy, centered on a HomeView display hub, with a new HomePod mini, Apple TV, and second-party accessories from LG and Schneider  —  Fresh details on Apple's HomeView, HomePod mini and new Apple TV, including release dates, colors, chips and features.



PitchBook: robotics and physical AI companies have raised ~$48B YTD, as they gather training data from people completing tasks in factories, offices, and homes (Rafe Rosner-Uddin/Financial Times)

Rafe Rosner-Uddin / Financial Times:
PitchBook: robotics and physical AI companies have raised ~$48B YTD, as they gather training data from people completing tasks in factories, offices, and homes  —  ‘Physical AI’ developers are putting cameras in homes, offices and factories to fill a gap in the training material of robotics



Saturday, October 10, 2026

A profile of Zach Frankel, a secretive and unusually hands-on solo investor who wrote the first checks to startups like Ramp, Cognition, and Applied Compute (Jemima McEvoy/The Information)

Jemima McEvoy / The Information:
A profile of Zach Frankel, a secretive and unusually hands-on solo investor who wrote the first checks to startups like Ramp, Cognition, and Applied Compute  —  Last month, Zach Dell, son of billionaire Michael Dell and cofounder of Base Power, a billion-dollar battery startup …



How Anthropic co-founder Tom Brown used GOP ties to end a June standoff over model safety and win over Musk, brokering a $1.25B/month SpaceX compute deal (Wall Street Journal)

Wall Street Journal:
How Anthropic co-founder Tom Brown used GOP ties to end a June standoff over model safety and win over Musk, brokering a $1.25B/month SpaceX compute deal  —  Tom Brown is leveraging his Republican ties and business savvy to win over Washington and secure the computing power Anthropic needs



Dozens of staff at HarperCollins, Simon & Schuster, Hachette: without author consent, publishers are quietly using AI to make back-cover copy, cover art, more (Adam Morgan/Wired)

Adam Morgan / Wired:
Dozens of staff at HarperCollins, Simon & Schuster, Hachette: without author consent, publishers are quietly using AI to make back-cover copy, cover art, more  —  Workers at three major publishing houses tell WIRED that LLMs are being used for publicity, cover art, back cover copy …



A look at Walmart's troubled push to automate its ~200 US warehouses, as it and partners like Symbotic face technical setbacks; Walmart owns 12.6% of Symbotic (Sarah Nassauer/Wall Street Journal)

Sarah Nassauer / Wall Street Journal:
A look at Walmart's troubled push to automate its ~200 US warehouses, as it and partners like Symbotic face technical setbacks; Walmart owns 12.6% of Symbotic  —  Machines programmed to sort merchandise in warehouses hit kinks with cardboard boxes and turkeys; automation push reaches ‘peak complexity’



Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage (Financial Times)

Financial Times : Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic ...