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IAB: ad spend in the creator ecosystem in 2025 is expected to rise 26% YoY to $37B, or four times faster than ad spend in media overall, set to grow 5.7% YoY (Kayla Cobb/The Wrap)

Sources: SoftBank plans to invest up to $3B to remodel an EV plant in Lordstown, Ohio, that will produce equipment for OpenAI's forthcoming US data centers (Sri Muppidi/The Information)

The CSA says that Matter 1.5 will add support for video cameras; Samsung has pledged its support, but Amazon and Google have not committed to interoperability (Chris Welch/Bloomberg)

Internal memo: Verizon CEO Dan Schulman says the company will begin notifying the 13,000+ employees impacted by its largest-ever round of layoffs (Patience Haggin/Wall Street Journal)

Pornhub parent company Aylo sent letters to Apple, Google, and Microsoft urging that they adopt device-based age verification across their app stores and OSes (Jason Parham/Wired)

Cornell University researchers: Grokipedia cites sources deemed "generally unreliable" or "blacklisted" by Wikipedia, like neo-Nazi sites Stormfront and VDare (David Ingram/NBC News)

Investigation: as US Commerce Secretary Howard Lutnick pushes AI data centers, including by pressuring US allies, his companies and sons are profiting from them (New York Times)

Uber plans to launch sidewalk robot deliveries in Europe via a partnership with Starship, starting in UK cities Leeds and Sheffield in December (Natalie Lung/Bloomberg)

Microsoft and Qualcomm release Windows updates to improve gaming on ARM, including a refreshed Xbox app; Qualcomm's new Snapdragon Control Panel optimizes games (Tom Warren/The Verge)

A study of mental health conversations with ChatGPT, Claude, Gemini, and Meta AI: they often failed to recognize signs of conditions and offered general advice (Georgia Wells/Wall Street Journal)

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

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)

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)

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)

As OpenAI committed to spending ~$1.4T on data centers, it hasn't disclosed its auditor nor used an independent accountant to compile its financial statements (Louis Ashworth/Financial Times)

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)

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)