Sunday, October 18, 2026

Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise (Anthropic)

Anthropic:
Anthropic says it's committing 5% of its shares to a Public Benefit Fund, for a total of ~20% with co-founder and staff pledges, plus 2% per 50% valuation rise  —  Today, we're committing a portion of Anthropic's shares to the Anthropic Public Benefit Fund, a new entity with a structure that increases the stake as the company grows.



Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters)

Kyu-Seok Shim / Reuters:
Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC  —  Samsung Electronics (005930.KS) will use TSMC's (2330.TW) 3-nanometre process to produce base dies for Nvidia's (NVDA.O) …



Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: HomeView units sat in warehouses for months; Apple plans a Nov. 6 store reset, likely for new Macs; iPhone Duo preorder mess could boost 18 Pro sales  —  Also: The company is planning Nov. 6 retail store reset, indicating potential Mac release date.



An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more (Giovanni Colantonio/Polygon)

Giovanni Colantonio / Polygon:
An interview with Apple's new VP of the App Store, Carson Oliver, on Apple's gaming vision, Apple Arcade, providing tools for indie game developers, and more  —  Back when Apple Arcade launched in 2019, there was a resounding belief among gamers that the mobile gaming service wasn't long for this world.



Saturday, October 17, 2026

DeepSeek releases V4.1-Flash-1017, an update it says offers "stronger benchmark performance, faster task completion, and shorter outputs" than its predecessor (Saritha Rai/Bloomberg)

Saritha Rai / Bloomberg:
DeepSeek releases V4.1-Flash-1017, an update it says offers “stronger benchmark performance, faster task completion, and shorter outputs” than its predecessor  —  DeepSeek released an update of its AI model this weekend that it says is faster and leaner, ramping …



As AI giants rack up potential legal liabilities of tens of billions amid safety incidents, insurers worry claims may outpace limits on existing coverage (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal:
As AI giants rack up potential legal liabilities of tens of billions amid safety incidents, insurers worry claims may outpace limits on existing coverage  —  The artificial-intelligence industry's phenomenal rate of growth means claims have the potential to outpace the limits on existing coverage



A profile of Blackstone President Jon Gray, who is making AI his biggest bet, has built a $200B data center empire, and is building a cloud venture with Google (Preeti Singh/Bloomberg)

Preeti Singh / Bloomberg:
A profile of Blackstone President Jon Gray, who is making AI his biggest bet, has built a $200B data center empire, and is building a cloud venture with Google  —  From data centers and chip financing to AI advice on potential deals, the technology is everywhere at the alternative-investment giant



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



Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without giving details, resolving tensions at its largest Taiwan site (Reuters)

Reuters : Micron and the union of workers at its Taichung facility sign a multi-issue agreement, without giving details, resolving tensio...