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Techmeme

Denmark says it will withdraw the EU "Chat Control" proposal, which would force tech companies to scan messages for CSAM, and instead support voluntary scanning (Claudie Moreau/Euractiv)

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Google releases its first AI-generated ad, promoting Search's AI mode, but chooses not to include a label disclosing it was made with Veo 3 and other tools (Patrick Coffee/Wall Street Journal)

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Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China "someday", but points out the decision is up to President Trump (Reuters)

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The US CBP signs a two-year deal with AI logistics company Altana, and will use its platform for real-time trade enforcement, forced labor detection, and more (Mackenzie Weinger/Axios)

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Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to "comply with the agreed contractual payment terms" (Reuters)

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YouTube is revamping its TV app to mimic paid streamers like Netflix, organizing videos by seasons and episodes, blurring the lines between pro and user content (Janko Roettgers/The Verge)

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Samsung says it's partnering with Nvidia to build an "AI Megafactory" and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process (Mike Wheatley/SiliconANGLE)

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Ofcom chief Melanie Dawes warns social media companies to prove their algorithms protect under-18s from seeing harmful content, or face enforcement action (Dan Thomas/Financial Times)

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Corporate travel and expense management software maker Navan's shares fell 20% to $20, valuing it at $5B, after raising $923.1M in its IPO at a $6.2B market cap (Subrat Patnaik/Bloomberg)

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Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO (Pritam Biswas/Reuters)

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Amazon CEO Andy Jassy says the 14,000-person layoffs were due to "culture" and "removing layers" from its internal structure, not really AI or financial factors (Taylor Soper/GeekWire)

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SEC filing: Snowflake says an executive shared unauthorized financial guidance with an Instagram influencer; an Oct. 26 video interview features CRO Mike Gannon (Alice Tecotzky/Business Insider)

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Cloudflare reports Q3 revenue up 31% YoY to $562M, vs. $544.6M est., and forecasts Q4 revenue of $589M, vs. $580M est.; NET jumps 8%+ (Reinhardt Krause/Investor's Business ...)

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Twilio reports Q3 revenue up 15% YoY to $1.3B vs. $1.25B est., forecasts Q4 sales above est., agrees to buy identity platform Stytch; TWLO jumps 8%+ after hours (Chris Ciaccia/Seeking Alpha)

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OpenAI starts to sell extra credits for Sora, which currently has a limit of 30 free gens per day; 10 video gens will retail for $4 through Apple's App Store (Anna Washenko/Engadget)

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Amazon reports a $9.5B pre-tax gain from its investment in Anthropic, which was included in the company's non-operating income for Q3 (Todd Bishop/GeekWire)

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Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B (Annie Palmer/CNBC)

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Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be "notably larger" than in 2025 (Arsheeya Bajwa/Reuters)

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Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est. (Stephen Nellis/Reuters)

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Filings: business services giant Conduent, which was spun off from Xerox in 2017, confirms that a 2024 data breach has impacted over 10.5M people (Bill Toulas/BleepingComputer)

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Coinbase reports Q3 revenue up 55% YoY to $1.9B, vs. $1.8B est., net income up 473% to $433M, and trading volume up 59% to $295B (Olga Kharif/Bloomberg)

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SEC filing: Meta says it is no longer facing a CFPB investigation over advertising for financial services on its platforms (Evan Weinberger/Bloomberg Law)

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Apple reports Q4 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 15% YoY to $28.75B, vs. $28.17B est. (Loree Seitz/The Wrap)

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Roku beats expectations with Q3 net income of $24.8M, vs. a net loss of $35.8M a year ago, and revenue of $1.21B, up 14% YoY; total streaming hours rose 12% YoY (Todd Spangler/Variety)

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Sources: Intel is in early-stage talks to acquire AI chip startup SambaNova, with a deal likely valuing SambaNova below its $5B valuation in 2021 (Bloomberg)

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Amazon reports Q3 ad revenue up 24% YoY to $17.7B, vs. $17.3B est., and subscription services revenue up 11% YoY to $12.6B (Lucas Manfredi/The Wrap)

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Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B (Kif Leswing/CNBC)

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Apple Q4: iPhone up 6% YoY to $49.03B, vs. $50.19B est., Mac up 13% to $8.73B, iPad flat at $6.95B, and Wearables, Home, and Accessories flat at $9.01B (Apple)

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Netflix announces a 10-for-1 stock split, after its shares boomed over the last three years to above $1,000 a share (John Melloy/CNBC)

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Reddit reports Q3 revenue up 68% YoY to $585M, vs. $546M est., and daily active uniques up 19% to 116M, vs. 114M est.; RDDT jumps 5%+ after hours (Jonathan Vanian/CNBC)

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Amazon raises its forecast for capital expenditures to $125B in 2025, up from its earlier estimate of $118B, and says that number will likely increase in 2026 (Annie Palmer/CNBC)

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Amazon reports Q3 revenue up 13% YoY to $180.2B, a $21.2B net income vs. $15.3B in Q3 2024, and operating income flat at $17.4B; AMZN jumps 13%+ after hours (Amazon)

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Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation (Bloomberg)

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Cognition releases SWE-1.5, a new coding model in Windsurf, saying it partnered with Cerebras to serve SWE-1.5 at speeds up to 13x faster than Claude Sonnet 4.5 (Cognition)

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The ICC plans to switch from Microsoft Office to Open Desk, a European open source alternative, amid concerns about public bodies' reliance on US tech companies (Maximilian Henning/Euractiv)

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Canva launches a foundational design model that generates editable layered designs, expands Canva AI, makes Affinity free for all users, and more (Ivan Mehta/TechCrunch)

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OpenAI launches Aardvark, a GPT-5-powered autonomous cybersecurity research agent that can identify and help patch vulnerabilities, in private beta (Sabrina Ortiz/ZDNET)

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Sources: Meta has received record orders of about $125B for a corporate bond sale expected to be at least $25B in size (Bloomberg)

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Applied Compute, which wants to create custom AI agents trained on latent company knowledge, raised $80M from Benchmark, Sequoia, Elad Gil, and others (@appliedcompute)

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Nothing's new Lock Glimpse feature on the Phone (3a) Lite shows a rotating selection of wallpapers that link to clickbait articles from a company called Vilykke (Ben Schoon/9to5Google)

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Extropic, which says its chips using probabilistic bits can be 10,000x more energy efficient than current AI chips, shares its first chip with some AI labs (Will Knight/Wired)

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Palantir sues two ex-employees now working at Percepta, an "AI transformation company" launched by General Catalyst, and alleges deception and stolen documents (Dan Primack/Axios)

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Core Scientific shareholders vote to reject a $9B takeover bid by CoreWeave that proxy advisers said undervalued the data center company (Dina Bass/Bloomberg)

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Milan-based Bending Spoons, which buys and seeks to revitalize tech brands like AOL, raised $710M led by T. Rowe Price at an $11B pre-money valuation (Sara Fischer/Axios)

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Google partners with Reliance to offer free AI Pro access to Jio 5G users in India for 18 months; Perplexity has a similar deal with Bharti Airtel (Jagmeet Singh/TechCrunch)

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Q&A with Palantir CTO Shyam Sankar on surveillance, AI, the future of war, data, privacy, the US military, ImmigrationOS, the DHS, ICE, the UK's IDs, and more (New York Times)

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UMG and Stability AI announce a partnership to develop music creation tools powered by "responsibly" trained AI (Marc Schneider/Billboard)

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WhatsApp launches passkey-encrypted backups for iOS and Android, letting users encrypt their stored message history using their face, fingerprint, or a code (Jess Weatherbed/The Verge)

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OpenAI's Sora app adds new features, including "character cameos" to create AI deepfakes of pets, illustrations, and more, clip stitching, and leaderboards (Jess Weatherbed/The Verge)

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Alphabet passed $100B in quarterly revenue for the first time, in Q3; Sundar Pichai says "AI Overviews drive meaningful query growth" and AI Mode has 75M DAUs (Kendra Barnett/Adweek)

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