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



An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast : An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons fr...