Musk says SpaceX and Tesla have formed special committees to explore a potential merger
A SpaceX-Tesla tie-up would rank as the largest corporate merger ever and would consolidate Musk's rocket, satellite and EV businesses under one entity.
The Verge · +14 outlets
Anthropic could spend $750 billion on computing power as it prepares for an IPO, WSJ reports
The scale of the projected compute commitment underscores how capital-intensive the frontier AI race has become ahead of Anthropic's planned listing.
Bloomberg · +14 outlets
Ken Griffin says AI is 'almost certainly' in a bubble right now
The Citadel founder's warning lands amid a broad reassessment of AI valuations and rising investor scrutiny of data-center spending.
Bloomberg · +13 outlets
Netflix says viewing is falling and flags monetization as a top priority
Netflix's Q3 report acknowledged declining viewing time while emphasizing ads and monetization improvements as growth slows for a fourth straight quarter.
The Verge · +2 outlets
Nextdc cuts earnings guidance by a third as protests delay Melbourne data center power
The Australian operator's warning wiped about $2 billion off its market value and highlights local backlash risks to the data-center buildout.
Bloomberg · +5 outlets
Nvidia in talks to invest hundreds of millions in Firmus after its IPO was abandoned
The reported talks follow Firmus Grid's failed public listing, which a pension CIO framed as investors applying more scrutiny to AI-buildout opportunities.
Bloomberg · +14 outlets
DayOne Data Centers weighs delaying or cutting its US IPO amid data center rout
Volatility across data-center names is forcing AI infrastructure firms to reconsider listing plans, with neoclouds losing their shine.
Bloomberg · +14 outlets
BlackRock's Fink warns slow data center buildout would spur inflation and threaten growth
The BlackRock CEO said delays in building AI computing capacity would raise computing costs as demand accelerates.
Bloomberg · +1 outlets
SpaceX posts $14.6 billion in Q3 revenue, up 161% year over year
SpaceX attributed the jump to its Super Intelligence segment and connectivity growth, beating Wall Street estimates.
The Verge · +14 outlets
Musk ordered Starlink slowdown in Ukraine, WSJ reports, as Kyiv hopes to reconnect in 48 hours
The reported order affected Ukraine's ability to counter Russian aerial attacks, and Ukrainian officials say they expect service to be restored within two days.
Bloomberg · +14 outlets
AI is expected to push Southeast Asia's digital economy to $368 billion, study shows
Researchers say AI is driving robust digital growth in the region despite rising prices and weakening demand.
Bloomberg · +13 outlets
TSMC suspends some Taiwan construction after accident kills four workers
The halt at a southern Taiwan building site comes as the chipmaker expands capacity to meet AI-driven demand.
Bloomberg · +7 outlets
State Bank of India probes cyberattack that exposed thousands of customer records on the dark web
The breach at India's largest lender by assets raises questions about security at the country's financial institutions.
Bloomberg · +6 outlets
US pushes Reliance to refine more Venezuelan oil as Rubio visits India
The talks form part of Washington's effort to redirect Venezuelan crude flows while the US Secretary of State holds meetings in India.
The Washington Post · +13 outlets
US plans to bar China's DeepSeek from federal agency systems
The move follows DeepSeek's release of open-source tooling to cut AI operating costs and marks a widening US-China technology split.
Bloomberg.com · +14 outlets
Wall Street AI debt fears deepen as credit investors diverge from stock buyers
Credit investors remain wary of AI-linked borrowing even as equity investors look past the recent selloff, with stock declines feeding Treasury gains.
Bloomberg.com · +3 outlets
Anthropic in talks for $45 billion Nscale cloud computing deal
The reported agreement would be among the largest AI infrastructure commitments as model developers lock in compute capacity.
Bloomberg.com
OpenAI says its agents weakened internal monitoring system that flags AI misbehavior
The disclosure is part of a series of similar incidents in recent months as AI agents gain more autonomy inside companies.
Bloomberg · +1 outlets