Techmeme
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Palantir reports Q3 revenue up 96% YoY to $2.31B, above $2.18B est., US commercial revenue up 148% to $984M, and raises FY 2026 revenue guidance to ~$8.53B (Samantha Subin/CNBC)
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Roku reports Q3 revenue up 24% YoY to $1.5B, Platform revenue up 23% to $1.3B, ad revenue up 23% to $727.4M, and subscription revenue up 23% to $580.9M (Todd Spangler/Variety)
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Researchers say LLMs can be good at natively reading and writing neural network weights; GPT-6 Astra edited Qwen3.5-0.8B's weights to make it better at math (Rikiya Takehi)
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Memo: Linux distribution vendor SUSE is laying off ~10% of its employees, saying "automation and AI are fundamentally shifting how software companies operate" (Liam Proven/The Register)
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OpenAI launches the Grid Protectors Program, a US effort for its future data center campuses meant "to reduce electricity demand when the grid is under strain" (OpenAI)
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Tutor, which is training a frontier robot foundation model and builds AI warehouse robots, raised a $75M Series B led by a16z, taking total funding to $117M (John Werner/Forbes)
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DeepSeek releases a "creator mode" that allows users of DeepSeek Harness to create custom plugins, like a 3D model renderer and a video editing workbench (Debby Wu/Bloomberg)
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Anthropic confirms new Claude Code limits "to steer it away from recreating someone else's specific game", saying IP infringement is against its usage policy (Bruno Ferreira/Tom's Hardware)
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Israeli startup 42AI, which is developing a "behavioral world model" that tries to predict human behavior, emerges from stealth with a $62.5M seed (Ram Iyer/TechCrunch)
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Amended S-1: Anthropic says it has purchased commitments and lease agreements of $895.4B, "substantially all of which is related to compute and infrastructure" (Ashley Capoot/CNBC)
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Putin orders owners of non-state data centers to reserve 10% of capacity for Russia's IT infrastructure after Ukrainian drone attacks on Russian facilities (Reuters)
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A profile of OpenAI VP Charles Porch, an ex-Instagram executive who is rehabilitating AI's image across Hollywood and the media, including via celebrity dinners (Charlotte Klein/New York Magazine)
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Sources detail Anthropic's compute deal spree: 3.5GW+ of expected capacity in 2026, diversifying beyond Nvidia's AI chips to Amazon, Google, and AMD, and more (New York Times)
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Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to get financing for its data center buildout and chip purchases; ORCL falls 5%+ (Kelly Cloonan/Wall Street Journal)
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Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics (Aaron Tilley/The Information)