Techmeme
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Filings: Moonshot signed a deal in August to rent 32 China-based Super Micro servers with Nvidia B300, the most powerful AI chip, possibly in breach of US rules (Andy Lin/Bloomberg)
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The White House picks Palantir CISO Michael LoSapio to lead the DHS' Cybersecurity and Infrastructure Security Agency, replacing Acting Director Nick Andersen (Reuters)
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Australia is drafting legislation for an AI safety regulator empowered to impose "significant penalties" after an OpenAI model hacked a government site in Sept. (James Mayger/Bloomberg)
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Analysis: Nvidia's 2025 figures to the US government undercounted chips sold to Megaspeed via partners by 50K; Nvidia did not give Bloomberg an exact figure (Mackenzie Hawkins/Bloomberg)
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The US DOJ sues Lyft for allegedly discriminating against riders with disabilities, seeking $53M in compensation; Lyft disputes the allegations (Kanishka Singh/Reuters)
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California voters reject Proposition 40, which would have imposed a one-time 5% tax on residents with a net worth above $1B to mostly help fund health care (Associated Press)
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Trump Media Q3: $409.7M profit fueled by gains on digital assets, vs. a Q3 2025 $54.8M loss, and sales of $3M, $1.8M from subscriptions like Truth API, Truth+ (Elias Schisgall/Wall Street Journal)
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Emails: Anthropic sent bankers a copy of its IPO filing showing plans to raise up to ~$69B, then followed up saying the pricing details were inaccurate (Echo Wang/Reuters)
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Take-Two reiterates FY 2027 outlook, says Q2 total net bookings fell 18% YoY to $1.6B, vs. $1.65B est., and NBA 2K27 missed sales forecast partly due to GTA VI (Jason Schreier/Bloomberg)
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A report by short seller Culper Research from May is resurfacing because it had flagged Jensen Huang's relationship with Alice Huang as "uncomfortably close" (Sarah Perez/TechCrunch)
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Apple is now offering additional AI access via one-time $50 "intelligence usage packs" when monthly usage caps are met, starting in its Creator Studio apps (Ryan Christoffel/9to5Mac)
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Trump says the FBI is "looking into" Jensen Huang's affair, and the Nvidia CEO told him he "had absolutely no idea that the person in question was a spy" (Associated Press)
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Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning at what has become the world's most important company (Semafor)
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AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month (Anna Tong/Forbes)
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SpaceX plans a gas-fired power plant and super-compute facility in Starbase, TX, with ~$24B of investment for initial phases, per a public hearing notice (Bloomberg)