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Techmeme

A Spanish court orders Meta to pay €479M to 87 Spanish digital media outlets for unfair competition practices and infringement of EU data protection regulations (Reuters)

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Analysis: YouTube's top conservative podcasters drive a boom in host-read ads targeting right-wing audiences; nearly 91% of 876 episodes had political ads (Bloomberg)

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The US DOE accelerates its approach to equipping national labs with AI supercomputers by working with Nvidia, AMD, and Oracle, which will pay some of the costs (Don Clark/New York Times)

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Josh Hawley, Ron DeSantis, Sarah Huckabee Sanders, and other Republicans publicly oppose President Trump's proposal to restrict US states from regulating AI (Joe Miller/Financial Times)

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As OpenAI commits to spending $1.4T, creating a mesh of complicated deals, the startup does not disclose its auditor, and there is little information online (Louis Ashworth/Financial Times)

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An overview of macro tech trends for 2026, as "AI eats the world": bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (Benedict Evans)

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Letterboxd plans to launch the Letterboxd Video Store, a curated rental platform with undistributed festival standouts, restorations, and more, in December 2025 (Letterboxd)

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Sources: Chinese investment firm Capital Today bought ByteDance shares at a $480B valuation after a bidding war; ByteDance had a $330B valuation in September (Dong Cao/Bloomberg)

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Sources: Salesforce's Slack tells customers in China, Hong Kong, Macau, and Taiwan that they must migrate their accounts to partner Alibaba before February 2026 (The Information)

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How AI is pressuring Poland's economy, Europe's top location for global business services, as companies lay off staff in Krakow, the country's hub for BPO jobs (Bloomberg)

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How scientists are exploring the use of quantum sensors, developed by startups like Q-CTRL, as a secure GPS alternative with military and civilian applications (Mike Cherney/Wall Street Journal)

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Q&A with former Xbox boss Peter Moore on the Xbox 360 launch, his new book Game Changer, competition with Sony, the origins of the modern console war, and more (Robert Purchese/Eurogamer.net)

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China's transport, logistics, and ride-hailing sectors are accelerating the mass adoption of autonomous vehicles, threatening the jobs of millions of drivers (Edward White/Financial Times)

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How the AI Act became a case study for critics who say the EU puts regulation ahead of innovation, as the European Commission postpones a key part of the law (Financial Times)

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Google DeepMind hires former Boston Dynamics CTO Aaron Saunders as VP of hardware engineering, as Demis Hassabis envisions Gemini to become a sort of robot OS (Will Knight/Wired)

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Microsoft warns that Copilot Actions in Windows, now in beta and off by default, can infect devices and pilfer data, prompting concern from security researchers (Dan Goodin/Ars Technica)

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Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (Anissa Gardizy/The Information)

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AI server shipments from Taiwan to the US are set to double in 2025 compared to 2024, as Foxconn, Quanta, and Wistron ramp up production to meet demand (Hideaki Ryugen/Nikkei Asia)

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AI academic research hub alphaXiv, which lets users comment on, annotate, and discuss arXiv papers, raised a $7M seed co-led by Menlo Ventures and Haystack (Mike Wheatley/SiliconANGLE)

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Google opens an AI infrastructure hardware engineering hub in Taipei, its biggest outside of the US, to develop and test tech to be deployed in its data centers (Reuters)

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A US judge sentences William Lonergan Hill, a co-founder of crypto mixer Samourai Wallet, to four years in prison for laundering $200M+ in illegal transactions (Miles J. Herszenhorn/Bloomberg)

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Function Health, a health tracking tech company, raised a $298M Series B led by Redpoint Ventures at a $2.5B valuation, bringing its total funding to $350M (Kate Park/TechCrunch)

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Gloo, which develops AI tools for Christian churches and counts Pat Gelsinger as executive chair, closed up 1% in its Nasdaq debut after raising $73M in its IPO (George Steer/Financial Times)

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Sources: UMG, WMG, and Sony Music have licensed their works to Klay, which is building a streaming service that will let users remake songs using AI tools (Lucas Shaw/Bloomberg)

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Lenovo reports Q2 revenue up 15% YoY to $20.45B, above $20B est., net profit down 5% to $340M, below $382M est., but adjusted net profit up 25% to $512M (P.R. Venkat/Wall Street Journal)

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Palo Alto Networks reports Q1 revenue up 16% YoY to $2.47B, vs. $2.46B est., forecasts Q2 revenue in line with est., and agrees to buy Chronosphere for $3.35B (Samantha Subin/CNBC)

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Block expects gross profit to increase in the mid-teens YoY through 2028, reaching ~$15.8B, with adjusted operating income growing ~30% YoY; XYZ closed up 7.56% (MacKenzie Sigalos/CNBC)

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A draft EO shows President Trump plans to grant the federal government sole power to regulate AI and create an "AI Litigation Task Force" overseen by the AG (Tina Nguyen/The Verge)

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Humain partners with Adobe and Qualcomm to develop AI tools for Arabic content, using Adobe's Firefly Foundry to build AI models and Qualcomm chips to run them (Stephen Nellis/Reuters)

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The US Commerce Department approved the sale of up to 35K Nvidia GB300 servers or their equivalents each to Abu Dhabi's G42 and Saudi government-backed Humain (Wall Street Journal)

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Sources: ID verification startup Incode is in preliminary talks to raise between $150M and $300M at a valuation of up to $3B, up from a $1.25B valuation in 2021 (Bloomberg)

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Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66%, and forecasts Q4 revenue above est.; NVDA jumps 5%+ after hours (Kif Leswing/CNBC)

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The US, the UK, and Australia sanction Russian bulletproof hosting provider Media Land, which provided services to cybercrime marketplaces and ransomware groups (Sergiu Gatlan/BleepingComputer)

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Sources: key White House officials are pressing lawmakers on Capitol Hill to keep AI chip export restrictions to China out of the annual defense policy bill (Maria Curi/Axios)

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Amazon launches a Video Recaps feature on Prime Video that uses AI to summarize a show's key plot points with snippets and music, available in beta for US users (Todd Spangler/Variety)

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Yann LeCun says he is leaving Meta at the end of 2025 to build a new startup and continue his "Advanced Machine Intelligence research", with Meta as a partner (Bloomberg)

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Nokia plans to split its AI operations into a separate unit from its telecom business, weeks after Nvidia invested $1B in Nokia; Nokia's stock closes down 6.98% (Kieran Smith/Financial Times)

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Investors pulled $523M from BlackRock's IBIT bitcoin ETF on Tuesday, its largest single-day outflow since launch; BTC fell ~30% from its October all-time high (Sidhartha Shukla/Bloomberg)

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Sources: Coinbase is preparing to launch a prediction market powered by Kalshi to allow its clients to bet on events such as elections and sports (Yueqi Yang/The Information)

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Sources: US officials are privately saying they might not levy semiconductor tariffs soon, as the Trump administration takes a more cautious approach with China (Reuters)

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OpenAI unveils GPT-5.1-Codex-Max, saying it is "significantly better" at "long-horizon reasoning" and is the first model it has trained for Windows environments (David Gewirtz/ZDNET)

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OpenAI announces ChatGPT for Teachers, designed for K-12 educators and school districts, and says it will be free to K-12 educators in the US through June 2027 (Ashley Capoot/CNBC)

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AI video startup Luma AI raised a $900M Series C led by Humain, sources say at a ~$4B valuation, and partners with Humain on a 2GW AI cluster in Saudi Arabia (Vaibhavi Khanwalkar/The Economic Times)

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Doppel, which makes an AI social engineering detection service, raised a $70M Series C led by Bessemer at a $600M+ valuation, up from $205M in May (Allie Garfinkle/Fortune)

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Warner Music settles its lawsuit with AI music startup Udio, which is planning a service that lets users create songs from licensed tracks of artists who opt-in (Anna Nicolaou/Financial Times)

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Perplexity plans to roll out a free agentic shopping product in the US next week in partnership with PayPal, eventually letting users buy from 5,000+ merchants (Ashley Capoot/CNBC)

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Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips (Mark Bergen/Bloomberg)

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Meta release SAM 3, a model for detection, segmentation, and tracking of objects in images and video, and SAM 3D, which can reconstruct objects and humans in 3D (Mike Wheatley/SiliconANGLE)

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Alphabet's stock rose as much as 6.9% on Wednesday, its biggest gain since early September, amid a wave of glowing reviews for Gemini 3 (Ryan Vlastelica/Bloomberg)

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A new bipartisan Senate bill amends Section 230 to make commercial social media platforms responsible if their recommendation systems cause foreseeable harms (Lauren Feiner/The Verge)

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