Internet/e-commerce

Google, Temasek, and Bain: online spending in SE Asia to rise ~17% YoY to $368B in 2026 despite economic headwinds, as businesses harness AI to spur spending (www.bloomberg.com)
14 days ago Google Asia AI

Netflix executives and industry insiders say co-CEO Ted Sarandos devised its mass-market and international growth strategy, which Bela Bajaria executed (www.ft.com)
14 days ago Netflix

Mozilla, Google, Apple block compromised eMudhra CA certificates (www.bleepingcomputer.com)
15 days ago Google Apple Mozilla

Google says it is rolling out Personal Intelligence for Gemini on Android Auto now and to cars with Google built-in in the coming months as an opt-in feature (9to5google.com)
15 days ago Android Google Intelligence

Netflix says it expects FY 2026 ad revenue of ~$2.7B, under its ~$3B forecast, and its Q4 operating margin will be impacted due to costs associated with layoffs (variety.com)
15 days ago Netflix Layoffs 4Q

Netflix says despite investor concern about its view-hours growth, its engagement is “healthy” and it will try to bring more third-party content to its service (www.nytimes.com)
15 days ago Netflix

Netflix reports Q3 revenue up 12% YoY to $12.87B, vs. $12.87B est., net income up 44% to $3.66B, due to the timing of expenses; NFLX drops 4%+ after hours (www.cnbc.com)
15 days ago Netflix

Google Support Pages Start Defaulting to AI Chatbots (tech.slashdot.org)
15 days ago Google AI chatbot

Amazon plans to hire 300K+ US workers for seasonal, part-time, and full-time roles for the upcoming holiday season, up 20% from 2025, paying $20/hour on average (www.bloomberg.com)
15 days ago Amazon

Google launches TorchTPU, an open-source version of PyTorch to let AI apps run on TPUs and Google Cloud via simple configuration changes without rewriting code (techcrunch.com)
15 days ago Google AI

Oro Mobility, a Hertz-owned fleet management business that has a deal to manage Uber's planned Lucid robotaxi fleet starting in San Francisco, raised $80M (www.axios.com)
15 days ago Uber San Francisco

Spotify launches paid podcast memberships in 34 markets, including the US; creators can offer perks like bonus content or fewer ads and keep 90% of revenue (techcrunch.com)
15 days ago Spotify

Microsoft Abandons UK AI Supercomputer As Grid Struggles to Keep Up (hardware.slashdot.org)
15 days ago Microsoft AI

Google says Cloud in its London region is “experiencing issues” starting on Monday at 23:08 PDT; a source says a major Revolut outage is due to Google Cloud (www.bloomberg.com)
15 days ago Google London

Amazon pledges to spend €16B+ in Germany in 2027 on AWS and AI data centers, its Leo satellite program, Prime Video media production, and a Berlin robotics lab (www.bloomberg.com)
15 days ago Germany Amazon AI Robot

The US sanctions MiraclePlus, a Chinese VC firm founded by ex-Microsoft executive Lu Qi, over alleged ties to Zhisuan, accused of stealing Google's AI secrets (www.bloomberg.com)
15 days ago China Google Microsoft AI

Amazon To Fund 12 Small Nuclear Reactors At Former Indiana Coal Plant (hardware.slashdot.org)
15 days ago Amazon

An Australian minister says the eSafety Commissioner plans to sue Meta, TikTok, Snapchat, and YouTube over alleged breaches of the under-16 social media ban (www.bloomberg.com)
15 days ago Australia YouTube Snapchat Ban

Sources: Ted Sarandos complained for months of a lack of new hit shows at Netflix and US watch time being down; it just fired its film chief and content chief (www.wsj.com)
16 days ago Netflix

Amazon introduces TorchNeuron, an open-source tool that will allow developers to run code written in PyTorch on Amazon's Trainium chips with no rewrite (www.geekwire.com)
16 days ago Amazon

AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside existing Intel and AMD chips (www.reuters.com)
16 days ago Intel Startup AI Nvidia AMD

Microsoft fixes game, app crashes caused by recent Windows update (www.bleepingcomputer.com)
16 days ago Microsoft

Microsoft fixes classic Outlook bug that hid Copilot buttons (www.bleepingcomputer.com)
16 days ago Microsoft

Microsoft unveils new security tools in its 365 E7 bundle and Project Perception system to treat AI agents as potential insider threats via risk assessments (www.geekwire.com)
16 days ago Microsoft AI

Microsoft: October Windows Server updates break Exchange sign-in, mail flow (www.bleepingcomputer.com)
16 days ago Microsoft

Google DeepMind says four Gemini 4 Argon agents beat Minecraft without any human help in 27 hours and 14 minutes, costing $1,620 at Argon's planned 2027 price (the-decoder.com)
16 days ago Google

Mozilla is Calling Out Microsoft for Forcing Edge on Users (tech.slashdot.org)
16 days ago Microsoft Mozilla

Intel unveils its GPU D-series for data centers, featuring up to 480GB of LPDDR5X memory, an unusually large capacity to support demanding inference workloads (www.techradar.com)
16 days ago Intel

Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal (www.bloomberg.com)
17 days ago Microsoft IPO

Planned UK Data Center Delayed Until 2030s Over Power Grid Delays. Microsoft Pulls Out (news.slashdot.org)
17 days ago Microsoft

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