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Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years (Nikkei Asia)
Anthropic's S-1 implies a $40T+ annual TAM based on the economic value of knowledge work in 2025, topping SpaceX's $28.5T estimate, without explicitly naming it (Wall Street Journal)
Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move (Nikkei Asia)
The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum (David Shepardson/Reuters)
Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024 (Valida Pau/The Information)
Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages (Dell Cameron/Wired)
SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August (Kwanwoo Jun/Wall Street Journal)
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)
Toronto-based fintech Wealthsimple raised up to CA$425M led by GIC at a post-money valuation of CA$13.8B, up from CA$10B in 2025 (Reuters)
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)
An Anthropic hiring manager says he stopped giving coding interviews because Claude is better at them and tells junior engineers that "hunger beats tenure" (Felix Rieseberg)
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)
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)
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)
NXP reports Q3 revenue up 19% YoY to $3.79B, vs. $3.76B est., and forecasts Q4 revenue below estimates; NXPI drops 7%+ after hours (Christina Kyriasoglou/Bloomberg)