Internet/e-commerce

Sources: Google DeepMind spinout Isomorphic Labs is in talks to raise ~$5B at a ~$50B valuation; the AI drug discovery startup last raised $2.1B in May (www.bloomberg.com)
1 hour ago Google Startup AI

OpenAI Says ChatGPT Is Catching Up to Google In Search (tech.slashdot.org)
2 hours ago Google

Netflix Launches First AI-Branded Content Recommendations Feature on TVs (entertainment.slashdot.org)
3 hours ago AI Netflix

Waymo Cuts Ties With Uber, Will Serve Riders Directly (tech.slashdot.org)
4 hours ago Uber

AMD Expects To Outsell Intel For the First Time (news.slashdot.org)
7 hours ago Intel AMD

TeraWulf secures a credit backstop agreement with Google to support financing for its data center project with Anthropic in Kentucky, set to come online H2 2027 (www.reuters.com)
9 hours ago Google

Google Calendar phishing campaign hijacks sessions, bypasses MFA (www.bleepingcomputer.com)
10 hours ago Google

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 (www.wired.com)
11 hours ago Google AI

Waymo plans to end its exclusive robotaxi partnership with Uber in Austin and Atlanta in January 2028 and switch to its own app to improve consistency for users (www.bloomberg.com)
12 hours ago Uber

Uber reports Q3 revenue up 10% YoY to $14.8B, Gross Bookings up 20% to $59.8B, trips up 16% to 4B, and plans to scale its autonomous fleet to 2,000+ in 2027 (www.ft.com)
12 hours ago Uber

Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years (newsletter.semianalysis.com)
14 hours ago Google SpaceX

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 (www.reuters.com)
14 hours ago Germany France Japan Google AI Switzerland Canada

Google plans to spend $15B across 2027 and 2028 to expand its data center and cloud infrastructure in Malaysia, including building new computing hubs (www.bloomberg.com)
14 hours ago Google Malaysia

AMD projects ~$17B in Q4 2026 revenue, compared to Intel's $15B to $16B, potentially overtaking Intel as the largest x86 processor vendor for the first time (www.theregister.com)
18 hours ago Intel 4Q AMD

Following backlash against its education updates, Google says schools can choose to enable Gemini, Gemini Notebook, and Search individually (www.cnbc.com)
1 day ago Google Education

Google says its education updates give schools “more choice, not less”; Gemini, Gemini Notebook, and Search are off by default and can be enabled individually (x.com)
1 day ago Google Education

EU Court Advisor Warns Google AI Chatbot May Breach Copyright Rules (yro.slashdot.org)
1 day ago Google AI chatbot

OpenAI hires Jill Hazelbaker, Uber's president and chief corporate affairs officer, as its new chief corporate affairs officer, reporting to Greg Brockman (www.axios.com)
1 day ago Uber

Sources: Ubisoft and at least two other gaming companies made offers to Microsoft to acquire the French game developer Arkane Studios (www.bloomberg.com)
1 day ago France Microsoft

Google: LLMjacking attacks rack up $1 million in cloud AI charges (www.bleepingcomputer.com)
1 day ago Google AI

Sources: UK-based Google DeepMind staff urge leaders to drop non-disparagement clauses barring public warnings about AI risks even after they leave the company (www.washingtonpost.com)
1 day ago Google AI

Google Will Turn Off Search For Schools That Reject AI (news.slashdot.org)
1 day ago Google AI

Microsoft updates Windows 11 to make PCs with 8GB of RAM up to 20% more responsive and multitasking up to 40% faster in lab tests, utilizing memory compression (www.zdnet.com)
1 day ago Microsoft

ChatGPT consumer product lead Adam Fry says ChatGPT has hit 1.2B WAUs, adding 200M over the past two months, and its search volume is ~20% of Google's (www.bigtechnology.com)
1 day ago Google

Google plans to make it easier to restrict its AI tools for students early next year but says schools that block AI entirely will lose student access to Search (www.nytimes.com)
1 day ago Google AI

Shopify reports Q3 revenue up 32% YoY to $3.74B, vs. $3.75B est., GMV up 29% to $119.1B, net income up 75% to $462M, and adjusted EPS of $0.49, above $0.47 est. (www.wsj.com)
1 day ago Shopify

Google adds new $250,000 Cloud VRP reward for Root-in-Cloud bugs (www.bleepingcomputer.com)
1 day ago Google

Google severs ties with and bans Android TV box maker Videostrong after discovering it intentionally preloaded a malware backdoor to control the XCPE botnet (9to5google.com)
1 day ago Android Google

Google expands Dreambeans to India, its first market outside the US, offering AI-generated visual stories from users' digital activity in 13 local languages (techcrunch.com)
1 day ago India Google AI

Google disrupts million-device XCPE Android malware botnet, bans TV box maker (www.bleepingcomputer.com)
2 days ago Android Google

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