Techmeme
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Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.1B, net income up 75% to $462M, and adjusted EPS of $0.49; SHOP falls 15%+ (Adriano Marchese/Wall Street Journal)
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US data center operators and power developers are repurposing jet engines to secure power in as little as two years, bypassing multi-year grid-connection delays (New York Times)
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John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 4%+ pre-market (Dave Lee/Bloomberg)
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Chainalysis and Elliptic expect North Korean hackers to take months to launder the Binance proceeds, utilizing scripted automation and DeFi lending protocols (Financial Times)
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OpenAI hires former US Army Secretary Dan Driscoll to oversee national security modernization, as it pushes to secure government contracts and shape policy (Gareth Vipers/Wall Street Journal)
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China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents (Bloomberg)
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The UK NCSC says AI is "transforming cyber operations" and expects China and Russia to "routinely use AI cyber to achieve their geopolitical goals" by 2028 (Tom Wilson/Financial Times)
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Google severs ties with and bans Android TV box maker Videostrong after discovering it intentionally preloaded a malware backdoor to control the XCPE botnet (Ben Schoon/9to5Google)
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Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing "is unprecedented" (Michael Acton/Financial Times)
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UK energy company Drax partners with Brookfield and neocloud Radiant to develop an AI data center in North Yorkshire, targeting 100MW of capacity by Q1 2028 (Kai Nicol-Schwarz/CNBC)
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How Alex Bores' Who Decides seeks to make AI safety a standard Democratic position, like being pro-choice, in 2028, as tech-funded rivals vie for influence (David Freedlander/New York Magazine)
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OpenAI partners with Cathedral to test its security defenses and revamps its Security Bug Bounty program, including quadrupling rewards for critical findings (OpenAI)
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Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips (Financial Times)
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Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages (Jagmeet Singh/TechCrunch)
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Sources: Huawei told some clients that a large share of its upcoming flagship AI chip, Ascend 960DT, will run largely on HBM made by Samsung and SK Hynix (The Information)