Palantir's Mike Gallagher warns that a US lead in AI could push Xi Jinping to move on Taiwan, home of TSMC, before China falls too far behind to catch up.

SK Hynix plans to return about 100 trillion won to shareholders for 2026. That includes at least 30 trillion won in cash dividends. Buybacks and cancellations add at least 60 trillion won, counting ...

Oracle says free cash flow will hit $30B in fiscal 2029 and caps new fundraising at $20B, easing fears over its AI data centre spending. Shares rose 14%.

Anthropic will give US government buyers a 40% discount on Claude under an expanded deal with the General Services Administration (GSA). The company announced it in a blog post on Tuesday, 27 October.

Intelligence is not so much about what you can already do,’ says Machenta’s Edward Johns. The startup raised $40M to teach robots tasks instantly.

The US Justice Department is asking whether Nvidia's $12.9B Hugging Face purchase would let it control a key distribution point for AI, Reuters reports.

Understanding and simulating the world is a crucial aspect of building AGI,’ says Google DeepMind as it previews its Genie 4 world model.

Anthropic’s Felix Rieseberg says new engineers fly past veterans, and drops the coding interview for his team.

We’ve also begun drug discovery efforts of our own,’ Anthropic says, as it buys Mithril and reports Claude results from six partners.

Microsoft’s Satya Nadella says AI alignment won’t come from scaling alone, and calls for zero trust security around AI models.

We’re redefining the SDLC for the agentic era,’ says Satya Nadella, as GitHub Universe brings Copilot Fusion and Copilot inside GitHub Enterprise.

CXMT plans to start HBM3E production within two months, though only 20% to 30% of its chips work, Reuters reports. SK Hynix gets around 70%.