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November 4, 2026, 2:45 PM
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| Bloomberg: |
Democratic gubernatorial wins from Texas and Georgia to Ohio and Pennsylvania are set to expose 50% of AI data center proposals to more scrutiny and pushback — Stocks in Volatile Trading as Democrats Take Congress — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 55.10% Playback Rate
More: MIT Technology Review, 404 Media, CNBC, Reuters, Wccftech, Semafor, Disconnect, Financial Times, Business Insider, Reuters, PCMag, International Business Times, Bloomberg Law, Wall Street Journal, Financial Times, NextDraft, Bitcoin News, NewsMax.com, The GridSight, Fast Company, Tom's Guide, Futurism, Motley Fool, TheGamer, American Prospect, Dallas Morning News, The American Bazaar, CoinDesk, TheEnergyMag, Bisnow, Techstrong IT, Yahoo Finance, ZeroHedge News, and Bloomberg
X: @elonmusk, @reprobertgarcia, @edmarkey, @sama, @dylan522p, @mikeisaac, @intheassembly, @deredleritt3r, @beffjezos, @jdcapelouto, @jherrerx, @lukeleisher, @annaeconomist, @captive_dreamer, @cremieuxrecueil, @rabois, @nikitabier, @tszzl, @jdcapelouto, @austinahlman, @firstadopter, @wallstengine, @kimmonismus, @adamkovac, @anothercohen, @pitdesi, @stanfordnyc, @beffjezos, @garymarcus, @jdcapelouto, @econoar, @jdcapelouto, @jdcapelouto, @miles_brundage, @gaberivera, @jdcapelouto, @jon_stokes, @infra_marginal, @firesidealpha, @biancoresearch, @amesosaycnuc, @jdcapelouto, @biancoresearch, @beffjezos, @nprinskeep, @finfluentialx, @energy_tidbits, @jamieclimate, @cremieuxrecueil, @kimmonismus, @thejefflutz, @kenkirtland17, @stocksavvyshay, @nextbigfuture, @rob_flaherty, @zerohedge, @pythiar, @jdcapelouto, @buccocapital, @graduatedben, @claydumas, @lilmoonlambo, @kimmaicutler, @firstadopter, @atlanticesque, @firstadopter, @mttjon, @annmarie, @steve_yegge, @bradrcarson, @jonahlupton, @beffjezos, @poordart, @asharma, @bindureddy, @shashj, @leoptrudel, @miles_brundage, @jdcapelouto, @dudewhoinvests, @elliotturn, @_zeets, @lundukejournal, @cwamidon, @tedhzhang, @drewpavlou, @ramez, and @tolstoybb. Bluesky: @kostyack. Mastodon: @josephcox@infosec.exchange
Truth Social: @realDonaldTrump … and @realDonaldTrump …
Forums: Hacker News, r/technology, r/Futurology, r/Anticonsumption, r/politics, and r/USNEWS
| Washington Post: |
Voters in 38+ US jurisdictions pass data center bans or restrictions; TV network poll: 56% said AI and data centers were a major or crucial factor in their vote — In at least 38 jurisdictions voters rejected or restricted data centers, delivering a major setback to the AI industry. — SummaryLoading...
More: NBC News, 404 Media, Data Centers on the Ballot, Wired, Engadget, Decrypt, Reuters, Financial Times, The Atlantic, PYMNTS.com, Finimize, MIT Technology Review, The Verge, DatacenterDynamics, Bloomberg, The Daily Caller, Mashable, International Business Times, NewsMax.com, Telegraph, New Republic, and Latitude Media
X: @daniel_271828, @theobertram, @rob_flaherty, @zeynep, @jayshooster, @richardhanania, @sachalouise, @junkscience, @bryancsk, @amandalfischer, @joebotxyz, @ashleyrgold, @kyle_a_morse, @xenoimpulse, @stevekopack, @mollytaft, @doomslide, @bcmerchant, @yifever, @sarthakgh, @mattparlmer, @_nathancalvin, @thestalwart, @enpancotti, @theonebutlerian, @carlquintanilla, @rmconservative, @martinskold2, @adamkovac, @tomorrowtgthr, @cwarzel, @martin_casado, @mikeisaac, @andymasley, @shakeelhashim, @philaroneanu, @dataprogress, and @adamkovac
Forums: r/antiai, r/technology, r/KnowledgeFight, r/wallstreetbets, and r/BetterOffline
| Calder Mchugh / Politico: |
Elon Musk's preferred US midterm candidates, including Ken Paxton and Vivek Ramaswamy, lost almost everywhere; Musk spent ~$446M, a record for a non-candidate — Plans for buildout of data centers across Texas in doubt after Democrats won a surprise sweep.
More: Wired, Wired, The Information, The Atlantic, CNBC, Politico, Wired, Business Insider, Financial Times, New York Times, Wall Street Journal, Fast Company, The Verge, Austin American-Statesman, Wall Street Journal, Bloomberg, Truthout, Washington Post, Electrek, BBC, MarketWatch, Axios, and Wall Street Journal
X: @elonmusk, @elonmusk, @gator_gum, @wrbolen, @jamessurowiecki, @finestyew, @zacksjerryrig, @moreperfectus, @davidafrench, @lmcgaughy, @atrioc, @phl43, @lewis_goodall, @bcmerchant, @yahatetwoseeit, @sbg1, @oablanchard, @30gotnext, @cd_hooks, @benjysarlin, @noahpinion, @kirkpwatson, @brockm, @ewkewpid, @rmac18, @rmac18, @rloewe65, @alfonslopeztena, @gordonmckeemp, @lizwebstersbf, @reidhoffman, @mileslunn, @rshivshankar, @adamscochran, @harryjsisson, @jamestalarico, @reidhoffman, @reidhoffman, @aespolitics1, @mattbinder, @rmac18, @_sjpeace_, @reidhoffman, @genefortexas, @hewitson10, @jessesingal, and @pkafka. Bluesky: @mattburgess1
Forums: r/fivethirtyeight, r/politics, r/inthenews, and r/FreeSpeech
| Politico: |
Democrats running on AI regulation and anti-data center platforms won key races, including Sherrod Brown in Ohio, as leadership signals aggressive AI oversight — Democrats' decisive midterms victory marked a warning shot to politicians who choose to align with the artificial intelligence industry …
More: The Information, Axios, The Hill, The Verge, Unchained, and International Business Times
X: @sherrodbrown, @bradrcarson, @christopherhale, @alexrkonrad, @politico, @skeptrune, and @signulll. Bluesky: @marklittle
| Ben Thompson / Stratechery: |
Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive — Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
More: Derek Thompson, pv magazine Global, and The Boston Globe
X: @standwithcrypto, @jovvvian, @anecdotal, @adam_tooze, @danprimack, @loquitur_ponte, @stratechery, @rihardjarc, @bradrcarson, @benbajarin, @dkthomp, @xenoimpulse, @buccocapital, @deryatr_, @jimcramer, @thestalwart, @stevehou, @brandonjcarl, @matthewstoller, @ottojacobsson, and @bradrcarson
Bluesky: @ernie.tedium.co and @tcarmody
| Shakeel Hashim / Transformer: |
Democrats' sweep of Congress raises the likelihood of strong frontier AI legislation passing in early 2027, including mandatory testing and developer liability — America is waking up to an astonishing Democratic sweep. As I write, Dems may end up with 56 Senate seats and as many as 261 House seats … | Molly White / Citation Needed: |
More: Unchained, New York Times, Gizmodo, Fortune, and CryptoPotato
X: @molly0xfff, @bcmerchant, @cmesi, @molly0xfff, @brendanpedersen, @daveweigel, @jayshooster, @shakeelhashim, @tedlieu, @jayshooster, @molly0xfff, @molly0xfff, @molly0xfff, @blockgraze, @jayshooster, @shakeelhashim, @molly0xfff, @daveweigel, @sammsilverman, @molly0xfff, @molly0xfff, @rob_flaherty, @samforstag, @molly0xfff, and @laurashin
Bluesky: @neilturkewitz, @molly.wiki, and @patrickhowelloneill.com
| Sasha Rogelberg / Fortune: |
More: Forbes, Reason, Politico, and Route Fifty
X: @annaeconomist, @matthew_sigel, @zerohedge, @factpostnews, @matthew_sigel, @bradrcarson, and @trendforce. Forums: r/technology
| Madison Mills / Axios: |
OpenAI acquires developer tools startup Pierre Computer for an undisclosed amount and plans to integrate Pierre's Code Storage feature directly into Codex — OpenAI will acquire Pierre Computer, a developer tools startup whose technology is already embedded in Codex, the company told Axios exclusively.| Financial Times: |
Sources: Oracle has scrapped a ~$7B, five-year deal to lease as many as 100K advanced AI chips to Tencent after bowing to pressure from the Trump administration — Intervention comes amid growing tension for US AI infrastructure groups doing business with Chinese tech giants.
More: Bloomberg, New York Post, Reuters, Techstrong IT, Implicator.ai, Politico, and Investing.com
| Bloomberg: |
Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide 5G network in 2027 — Qualcomm Inc. will supply hardware components for SpaceX's planned nationwide terrestrial wireless network …
More: Qualcomm, CNBC, Reuters, Light Reading, PCMag, Barron's Online, MarketWatch, Dow Jones Newswires, Android Central, TechRadar, iPhone in Canada, Yahoo Finance, The Verge, Finimize, Neowin, Quartz, Fierce Network, Digital Trends, Axios, Seeking Alpha, and TESLARATI
X: @elonmusk, @starlink, @elonmusk, @qualcomm, @michaelnicollsx, @katiemiller, @aaronburnett, @cristianoamon, @sawyermerritt, and @ryanshrout
LinkedIn: Caleb Banke, Akash Palkhiwala, and Don McGuire
| Ryan Christoffel / 9to5Mac: |
Apple says it will check iCloud items shared to “Anyone with the link” for “harmful content” in 27.3 OS versions, and may delete the content or disable accounts — iOS 27.3 adds lots of new iPhone features, and it also makes a change to how public iCloud links work …
More: The Verge, Apple Support, MacRumors, AppleInsider, and iThinkDifferent
X: @batrazbotsiti and @adityabatra072
| Katherine Schwartz / Bloomberg: |
CoreWeave's stock and unsecured bonds fall after sweeping Democratic midterm victories, as Texas Governor-elect Gina Hinojosa calls for a data center moratorium — CoreWeave Inc.'s bonds tumbled on Wednesday, in some cases to new lows, after Democratic candidates in favor of slowing …
More: Reuters, Quartz, Seeking Alpha, The Crypto Basic, 24/7 Wall St., and Barron's Online
| Connie Loizos / TechCrunch: |
Sequoia raised ~$10B in new funds, and announces it is shutting down its Arc accelerator and Scouts program, merging its early-stage and growth teams, and more — Sequoia Capital posted a memo to X on Wednesday morning titled “The Sequoia of Tomorrow” that's full of surprises.
More: Business Insider. X: @sequoia, @willmanidis, @pitdesi, @biad_anas, @lucianalix, and @julienbek
| Mike Butcher / Pathfounders: |
More: VC Cafe and Financial Times
| Bloomberg: |
Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version — Tencent Holdings Ltd. released a foundation model Wednesday that it said joins the top tier of Chinese open-weight AI systems for the first time.
More: hy.tencent.ai, South China Morning Post, and SiliconANGLE
X: @yonglongt, @shunyuyao12, @tencenthunyuan, @thepandaily, @jumperz, @ivanfioravanti, @tencentai_news, @arena, @kimmonismus, @shengjiewa34067, and @tencenthunyuan
Forums: r/artificial and r/accelerate
| Rafe Rosner-Uddin / Financial Times: |
Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4.1B, and plans to scale its autonomous fleet to 2,000+ in 2027 — Ride-hailing group aims to have 2,000 robotaxis on road by end of next year but will still trail rival Waymo
More: CNBC, Uber, CNBC, Wall Street Journal, and Bloomberg
X: @eric_seufert, @squawkcnbc, @jason, @buccocapital, and @modestproposal1
| Bloomberg: |
More: TechCrunch, Yahoo Finance, electrive.com, Investor's Business Daily, and Barron's Online
Forums: r/ValueInvesting, r/SelfDrivingCars, and r/waymo
| Yueqi Yang / The Information: |
Circle reports Q3 revenue up 17% YoY to $875M, driven in part by its ARC token presales, net income up 5% to $226M, and says it is cutting 5% of its employees — Stablecoin issuer Circle reported third-quarter revenue jumped 17% to $875 million, reflecting mostly a one-time bump from a token sale.
| Sawdah Bhaimiya / CNBC: |
The French Blood Establishment says external providers' blood cold storage units were hacked to raise temperatures, in a wave of refrigeration cyberattacks — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
More: The Register, International Business Times, Security Affairs, BleepingComputer, Telegraph, Associated Press, BBC, NewsCord, PCMag, France 24, The Record, The Sun, Business Insider, ITPro, and The Guardian. Bluesky: @pogue.omg.lol
| Isaac Kasahara / Pangram: |
Pangram releases Pangram Image 1.0, which it says is state-of-the-art in AI image and AI video detection, and the smaller Image Flash 1.0 for AI video detection — State-of-the-art AI image and video detection with our latest Pangram Image models. … A few months ago, we released Pangram Image as a research preview.
More: Digital Trends, Pirate Wires, and WeRSM
X: @pangram, @harrissockel, @evanmilenko, @pangram, @pangram, and @max_spero_
| Reuters: |
Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending — Alphabet's Google (GOOGL.O) has expanded employee buyout offers to several countries this year as it looks to rein …
More: iPhone in Canada, CTech, The American Bazaar, PPC Land, and Livemint
| Madison Mills / Axios: |
Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs — Meta has acquired Conductor, an AI coding startup that lets software engineers manage multiple coding agents simultaneously …
More: Conductor. X: @thdxr, @ilyasu, @bentossell, @nottuxedosam, @conductor_build, and @charlieholtz
| Jagmeet Singh / TechCrunch: |
Revolut hits a $115B valuation, up from $75B in November 2025, after a secondary share sale led by Glade Brook, Coatue, and others, as it plans a US bank launch — Revolut's investors have completed a secondary share sale that values the British fintech at $115 billion …
More: Tech.eu, PYMNTS.com, FinSMEs, and Reuters
| Danial Azhar / Bloomberg: |
Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud operations in Malaysia, including on new computing hubs and water security — Alphabet Inc.'s Google said it plans to spend $15 billion to expand data center and cloud operations in Malaysia … | Ben Gartside / Wired: |
UK AI Minister Kanishka Narayan says AI is set to add £55B to £140B to the economy by 2030, below a £400B estimate from a Google-led report touted by officials — The AI minister now concedes the estimated figure is less than a third of that. Researchers blame the country's slow rate of adoption| Reuters: |
AI sales automation startup Nooks secures a $500M commitment from General Catalyst's CVF, which will take a share of the returns its capital helps generate — Nooks has secured a $500 million commitment from General Catalyst's Customer Value Fund to finance the company's sales and marketing push …
More: FinSMEs
| Neil Kakkar / The Pragmatic Engineer: |
A software engineer details how he went from merging eight to 20 pull requests per month to 200+ after joining AI-native creator startup Tano eight months ago — Before we start: I'm in San Francisco this week and there are a few remaining spots for these live events (registration required):
X: @neilkakkar
| Murad Hemmadi / Globe and Mail: |
Filing: AMD will pay ~$2.9B in cash and stock for AI chip startup Taalas, with $1.4B dependent on unspecified conditions; the deal was announced in August — Advanced Micro Devices Inc. AMD-Q said Wednesday that it will pay about US$2.9-billion for Toronto-based semiconductor startup Taalas Inc. …
X: @muradhem
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