Techmeme
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Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (Phoebe Liu/The Information)
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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)
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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)
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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)
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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)
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RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible (Financial Times)
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AI debt worries mount as CoreWeave's bond yield tops 15%, insuring SoftBank debt gets pricier, and some Oracle debt trades near 80 to 90 cents on the dollar (New York Times)
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Microsoft cancels its deal to be the anchor tenant and rent 23K Nvidia AI chips at Nscale's Essex, UK, data center, which may not get grid power until the 2030s (James Titcomb/Telegraph)
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Holyvolt, which develops AI tools for making and testing new battery materials, raised $45M from Zone II, CC.VC, and others, a source says at a $245M valuation (Nick Lichtenberg/Fortune)
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Sources: Anthropic is consulting law firms on deal negotiation tactics as it develops AI agents to negotiate on humans' behalf and interact with AI counterparts (Cristina Criddle/Financial Times)
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GTCR and Elliott agree to acquire and take private CCC, a Nasdaq-listed car insurance software provider, for $4.6B; the deal values CCC at $6.1B including debt (Bloomberg)
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Filing: Disney agreed to hire 60+ staff from Character.AI and pay them ~$180M over three years, plus $30M for retention awards; a bankruptcy judge must approve (Bloomberg)
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An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more (Joanna Stern/The New Things)
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Google says "magic state cultivation" works in practice on its Willow quantum processor, calling it a breakthrough that reduces errors by about 40x (Google)
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Anomaly Innovations, behind coding agent OpenCode, says a breach hit ~1.4% of OpenCode Console users and their API keys, in a "large scale distillation attack" (Walter Schulze/Startup Fortune)