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%.

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%.

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.

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 ...

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.

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

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

Zuckerberg has always been fixated with his control,’ say Meta shareholders suing to block the non-voting shares he could sell to pay a wealth tax.

With Helios now running at Meta,’ says Lisa Su, AMD will invest $1bn in Meta’s equity offering after Nvidia’s $3bn.

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.

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

Our professional drivers remain indispensable,’ says MTZ’s CEO, as the Munich taxi firm plans up to 500 Tensor robotaxis in Germany.