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Memo: California's AG says OpenAI's restructuring has "no impact" on other cases, likely referring to Elon Musk's lawsuit against OpenAI over its restructuring (Rocket Drew/The Information)

Sources: Francisco Partners is in talks to acquire Jamf, which provides remote device management tools, taking it private; Jamf has a market cap of ~$1.5B (Milana Vinn/Reuters)

GitHub updates VS Code with Plan Mode for building step-by-step project approaches, MCP Registry integration, definable project rules via AGENTS.md, and more (Sean Michael Kerner/VentureBeat)

Sources: The Bot Company, co-founded by ex-Cruise CEO Kyle Vogt to make AI-powered household robots, is set to raise $250M at a $4B+ valuation (Bloomberg)

SK Hynix reports Q3 revenue up 39% YoY to $17.02B, vs. $17.22B est, operating profit up 62% YoY to $7.92B, a record, boosted by demand for its HBM chips for AI (Dylan Butts/CNBC)

Celebrity video shoutout app Cameo sues OpenAI for trademark infringement, alleging Sora's "cameo" feature is likely to cause confusion and dilute its brand (Blake Brittain/Reuters)

YouTube will age-restrict more video game content showing "graphic violence" and stop creators from directing users to gambling sites involving digital goods (Emma Roth/The Verge)

During Nvidia's first ever GTC conference in Washington, DC, Jensen Huang praised Trump's policies and emphasized themes of patriotism and US national interests (Wall Street Journal)

Myanmar shut down a major online scam center in mid-October as part of operations that began in September to curb cross-border online scams and illegal gambling (Associated Press)

Sources: Apple is testing new versions of the MacBook Air, iPad mini, and iPad Air with OLED screens; the iPad mini will likely arrive first, as early as 2026 (Mark Gurman/Bloomberg)

EA reports Q2 net bookings down 13% YoY to $1.82B, vs. $1.88B est., and says it will no longer issue forward-looking financial guidance due to its $55B sale (Jennifer Maas/Variety)

China claims it has completed the first phase of construction of the first underwater data center, which is powered by wind energy and cooled by seawater (Anna Lagos/Wired)

A look at 1X's $20K Neo humanoid housekeeper robot, controlled remotely by a human with a VR headset, available now for preorder, with delivery expected in 2026 (Joanna Stern/Wall Street Journal)

Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously (Kif Leswing/CNBC)

Sam Altman says OpenAI has committed to spend about $1.4T on infrastructure so far, equating to roughly 30GW of data center capacity (Ina Fried/Axios)

Uber plans a fleet of 100,000 autonomous vehicles powered by Nvidia's new Drive AGX Hyperion 10, starting in 2027 (Natalie Lung/Bloomberg)

Oppo launches €999 Find X9 and €1,299 Find X9 Pro in the UK and EU, with 7,025mAh and 7,500mAh silicon-carbon batteries and a MediaTek Dimensity 9500 chip (Dominic Preston/The Verge)

Nvidia unveils BlueField-4 data processing unit, combining a 64-core Grace CPU and ConnectX-9 SuperNIC for 800 Gbps of network throughput, launching in 2026 (Dylan Martin/CRN)

Sources: Polymarket plans to return to the US with a focus on sports betting; initial trading is likely by the end of November, but won't be broadly available (Bloomberg)

Nvidia unveils NVQLink, a high-speed interconnect that Jensen Huang says is the "Rosetta Stone connecting quantum and classical supercomputers" (Isabelle Bousquette/Wall Street Journal)

Nvidia and HPE plan to build two new Vera Rubin-based supercomputers for Los Alamos National Laboratory, for national security and scientific research (Anton Shilov/Tom's Hardware)

Skyworks buys rival Qorvo for ~$9.76B in a cash-and-stock deal, forming a $22B combined company that supplies radio-frequency chips to Apple and others (Reuters)

Western Union plans to launch a dollar-backed stablecoin, USDPT, that is built on the Solana blockchain and issued by Anchorage Digital Bank, in H1 2026 (Vicky Ge Huang/Wall Street Journal)

GitHub plans to launch Agent HQ, a hub to let developers access third-party AI coding agents, including Claude and OpenAI's Codex, in the coming months (David Gewirtz/ZDNET)

Blackstone partners with Humain to invest about $3B in building and operating data centers and AI infrastructure across Saudi Arabia, set to open in 2026 (Bloomberg)

A recording of Nvidia's GTC October 2025 Keynote with CEO Jensen Huang (NVIDIA on YouTube)

Securitize, a blockchain company that tokenizes investments, files to go public via a SPAC started by Cantor Fitzgerald, valuing Securitize at $1.25B pre-money (Liz Napolitano/CNBC)

Nvidia plans to invest $1B in Nokia for a 2.9% stake in the company, an apparent vindication of its pivot from mobile networking to AI; NOK jumps 20%+ (Jillian Deutsch/Bloomberg)

Mem0, which aims to build a "memory passport" so users' AI memory can travel across their devices, apps, and agents, raised $24M, including a $20M Series A (Tage Kene-Okafor/TechCrunch)

Truth Social launches Truth Predict, a prediction market platform in partnership with Crypto.com to let users trade on major current events like elections (Financial Times)

Palo Alto Networks launches Cortex AgentiX, AI agents that can be deployed across various security vendor platforms to automate cybersecurity actions (Samantha Subin/CNBC)

PayPal reports Q3 revenue up 7% YoY to $8.4B, total payment volume up 8% to $458.1B, above $450.3B est., and raises its FY 2025 EPS forecast; PYPL jumps 10%+ (Bloomberg)

Apple crosses a $4T market cap in intra-day trading, making it only the third public company ever to reach the milestone; AAPL is up 56% since its April low (Subrat Patnaik/Bloomberg)

A profile of Substrate, which uses particle acceleration to handle lithography, claiming to solve one of tech's toughest problems, and aims to compete with ASML (Bloomberg)

Circle launches the test version of its Arc blockchain, with Goldman, BlackRock, Apollo, Anthropic, Intercontinental Exchange, and others set to trial it (Anna Irrera/Bloomberg)

ConductorOne, which helps address identity cybersecurity risks for human and AI staff, raised a $79M Series B led by Greycroft, sources say at a $350M valuation (Alicia Park/Forbes)

Microsoft gets access to OpenAI tech through 2032, including models post-AGI but excluding consumer hardware; OpenAI can now develop products with third parties (Bloomberg)

Substrate, which aims to challenge TSMC, raised $100M+ from Founders Fund, General Catalyst, and others at a $1B+ valuation as it seeks to boost US chip making (Tim Bradshaw/Financial Times)

Microsoft now holds a ~$135B investment in OpenAI Group PBC, or a ~27% stake, down from 32.5%; OpenAI commits to purchase an additional $250B in Azure services (Microsoft)

OpenAI completes its recapitalization, "simplifying" its structure; OpenAI Foundation now has equity valued at ~$130B and still controls the OpenAI for-profit (Bret Taylor/OpenAI)

An analysis of 30+ US data center proposals in 14 states: in most cases, local officials signed NDAs and worked with apparent shell companies to hide details (Natalie Kainz/NBC News)

Livestream marketplace Whatnot raised $225M at an $11.5B valuation, after raising $265M at a $4.97B valuation in January, taking its total funding to $968M (Michael J. de la Merced/New York Times)

Adobe unveils Project Moonlight, an AI agent on its Firefly platform designed to act as a creative director for social media campaigns via text prompts (The Verge)

Adobe partners with YouTube to offer a Create for YouTube Shorts feature in the Premiere mobile app, letting creators instantly publish video, launching soon (Kayla Cobb/The Wrap)

Adobe plans to support custom AI models in Firefly, updates Firefly to generate soundtracks and speech, adds an AI assistant to Photoshop and Express, and more (Jacob Roach/Wired)

At its Adobe Max event, Adobe unveils AI tools for Photoshop, Premiere Pro, and Lightroom, and says Firefly Image 5 can generate images in native 4MP resolution (Jess Weatherbed/The Verge)

Appfigures: between September 30 and October 18, OpenAI's Sora had 2.6M iOS downloads, above the Meta AI app, which had 1.1M; Sora is iOS- and invite-only (CNBC)

An ex-OpenAI staffer of four years says it isn't doing enough to protect users, especially those with mental health issues, and needs to offer more than words (Steven Adler/New York Times)

Fireworks AI, which helps developers access AI chips and models, raised a $254M Series C at a $4B valuation, split into a $230M primary and $24M secondary round (Belle Lin/Wall Street Journal)

Sources: Uber plans to invest in the Hong Kong listings of Pony AI and WeRide, deepening its Chinese robotaxi ties, including ~$100M in Pony AI's share sale (Bloomberg)