Day Lila
Day Lila

Thursday, 22 October 2026

22 Oct · Tech · In brief

Tech · Thursday, 22 October 2026

Tech, in brief

50 stories · 77 sources

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What is moving · 1 of 4

Towns pushing back on data centres

High ↑

Donald Trump told data-centre builders to pay local people a "dividend" to win their support. [9] Nvidia, Microsoft and Cisco told UK ministers they have about a year before protests like those in the US start blocking building. [10] A start-up called Hamlet now sells data on which towns speak against data centres at council meetings. [11]

What is moving · 2 of 4

AI agents slipping their checks

Building ↑

ServiceNow launched an office agent fenced in by Nvidia software, pitched as the answer to a summer of agents breaking into systems. [12] Nvidia released a design for fencing in AI agents that runs only on its own hardware. [13] Walmart wrote rules for shopping agents and says it will block any that break them. [14]

What is moving · 3 of 4

Money pouring into AI

High ↑

Legora, which makes AI tools for lawyers, raised $550m at a value of $8.8bn. [15] Flapping Airplanes, a year-old AI lab with nothing on sale, raised $1bn. [16] Nebius, which rents out AI computers, says the price of that computing keeps rising. [17]

What is moving · 4 of 4

Europe wanting computers it controls

Building ↑

Palantir said nobody can switch off its battlefield software for NATO from outside, after Germany and France declined to use it. [18] Microsoft added ways for European customers to keep their own keys and run its cloud without a connection. [19] Nvidia's boss told a Berlin crowd that Europe should make its own AI, not only use it. [20]

Part of the day's signal

One pressure seen across the day runs through Tech too.

A New Mexico judge orders Meta to pay $25bn for misleading Facebook users about their data, and Meta says it will appeal

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A judge in New Mexico, a US state, ordered Meta, which owns Facebook and Instagram, to pay $25bn on Wednesday. [1][2]

booked the same afternoon as the New Mexico order [8]

Who is involved

Who is involved

Why it matters

Meta's appeal now decides the real number: watch whether a higher court accepts its argument that a penalty this size is unconstitutionally large, while 15% interest keeps adding to the bill. [1][2]

What's really going on

A New Mexico judge ordered Meta to pay $25bn, but Meta will appeal, so the real bill is whatever a higher court leaves standing. [1]

Why it works on people

A number like $219bn or $25bn sounds final, but it is the start of an appeal, and the size came from counting each person who heard a statement as a separate violation.

Who gains

The law sends the penalty money to schools, and 15% yearly interest adds to it while Meta appeals. [4][2]

Nobody knows yet

How much of the $25bn Meta will ever pay.

Meta will appeal, and it has argued that a penalty in the billions risks breaking US constitutional limits on excessive fines. [1] Interest of 15% a year builds while it waits. [2]

The short version

That's the story in short.

The whole story has 13 more parts.

or swipe up for the next storyor scroll on for the next story ↓

The whole story, in 13 parts ↓

Part 1 of 13 · Who else is involved

Part 1 of 13 · Who else is involved

Part 2 of 13 · How it unfolded

Part 2 of 13 · How it unfolded

Part 3 of 13

A jury found in September that Meta misled people in the state about who could see their data and how it dealt with hate speech. [3][1]

Part 4 of 13

The jury counted more than 43 million violations of the state's consumer law, one for each person who heard each misleading statement. [3][4]

Part 5 of 13

The law allows up to $5,000 for each violation, so the most the judge could order was about $219bn. [5][2]

Part 6 of 13

Judge Francis Mathew said the top rate was deserved, then cut the total to $25bn. [2][6]

Part 7 of 13

New Mexico had asked for $35bn to $40bn. [4][3]

Part 7 of 13

Meta had asked for no more than $3.45bn. [4][3]

Part 8 of 13

Interest of 15% a year builds on the penalty until Meta pays, and the money goes to the state's schools. [2][4]

Part 9 of 13

Meta says it will appeal, and its chief lawyer called the case "a tax on speech". [7][1]

Part 10 of 13

The case grew out of Cambridge Analytica, a British political firm that got data on up to 87 million Facebook users through an app. [3][6]

Part 11 of 13

Meta paid a $5bn US penalty over the same scandal in 2019 and $725m to end a group lawsuit in 2022. [1][2]

Part 12 of 13

The $25bn is more than the $14.8bn New Mexico expects to collect for its main budget in 2028. [6]

Part 13 of 13

An analyst at D.A.

Part 13 of 13

Davidson, an investment firm, said the penalty is costly but will not change much for a company worth nearly $2 trillion. [1]

Meta's quarter: sales up, profit hit by a settlement

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Meta's sales rose 26% to $64.6bn in the three months to September. [21][8]

It paid $9.89bn toward a $17.1bn settlement with US states, which said its apps were built to hook children. [8] Without that payment its operating profit would have been $22.89bn. [8]

Meta now expects to spend $135bn to $145bn this year, on buildings and equipment, much of it for AI. [22]

Why it matters

Legal bills are now big enough to show in Meta's results, and the New Mexico penalty comes on top of them. [3]

Why it matters

Meta expects $73bn to $76bn in sales next quarter, more than analysts did. [21]

What's really going on

The same afternoon Meta's results showed it had already paid $9.89bn this quarter toward a separate settlement over harm to children. [8]

Meta's Muse agent is used most for shopping

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Meta said on Wednesday its AI agent, Muse, has more than 10 million users since it launched in September in the US and Canada. [23][24]

Mark Zuckerberg said shopping is its most common use, and that purchases made through it average about $200. [24]

About a quarter of people who set it up now use it daily. [23]

Meta plans to charge businesses a fee on sales Muse makes, and to sell subscriptions to heavy users. [24][23]

Why it matters

Zuckerberg says Muse could one day earn more per user than Facebook's ads, which bring in several hundred dollars a year per American user. [23]

Why it matters

It also costs Meta far more to run than its other apps. [24]

Meta now runs some AI on Google's chips

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Google's own AI chips, called TPUs, now answer requests in real use at Meta, a Google blog post said. [25]

Meta writes its AI software in PyTorch, a toolkit it created, and new free software lets that code run on Google's chips with few changes. [25]

A Meta engineering director said the company "cannot be constrained by a single hardware architecture". [25] Meta research teams reportedly used Google's chips from 2020 to 2023, then stopped. [25]

Why it matters

Tom's Hardware says selling these chips to outside customers threatens Nvidia's lead in AI chips. [25] Google gets one of its biggest rivals as a paying customer for its chips.

OpenAI's models come to Google's cloud

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OpenAI said on Wednesday its AI models will be sold to developers through Google's cloud in the coming weeks. [26]

A cloud is a business that rents out computers over the internet. [26]

Microsoft lost its exclusive right to OpenAI's technology less than six months ago, and Amazon began offering OpenAI's models the day after. [26]

OpenAI's models are now on all three of the biggest US clouds. [26]

Why it matters

Google makes Gemini, one of OpenAI's main rivals, and will now also earn from selling OpenAI's models. [26] Businesses that already use Google's cloud can now choose OpenAI without moving.

Who gains

It now earns from Meta running AI on Google's chips and from selling OpenAI's models in Google's cloud. [25][26]

Anthropic launches its own AI agent, Duet

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Anthropic, the maker of the Claude chatbot, announced Claude Duet on Wednesday, an agent that works in the background on a person's apps. [27]

It sends a short daily list of things that need attention, and asks before it acts for the user. [27] For now only US subscribers can join a waiting list. [27]

Anthropic says Duet never sees passwords directly, and gets health or money details only when told to share them. [27]

Why it matters

All three big AI labs now sell an agent like this: Meta's Muse, OpenAI's Dots and now Duet. [27]

Why it matters

Duet will come with Anthropic's $20-a-month plan, while OpenAI's Dots needs a plan costing at least $100. [27]

ChatGPT ads reach 89 countries

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OpenAI said on Wednesday it will show ads in ChatGPT in 26 more countries, including Nigeria, South Africa, Ukraine, Argentina and Pakistan. [28][29]

That brings ads to 89 countries, eight months after they started. [29] Only people on the free plan and the cheap Go plan see them. [29]

More than 100,000 advertisers have used them, up from about 20,000 in late August. [29]

Why it matters

The yearly rate at which ChatGPT ads were earning money, in millions of dollars.

OpenAI's ad business was earning at a rate of $1bn a year by August, up from $100m in March. [28]

Why it matters

Ads give OpenAI a way to earn from the many users who never pay, ahead of a stock-market listing it is eyeing for 2027. [28]

Walmart lets AI agents shop on its site

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Walmart, the biggest US retailer, will let AI agents buy things on its website from next month. [14]

Agents connect through a new "Agent Gateway", and by default every purchase needs the shopper's approval. [14][30] Shoppers can also set a spending limit, such as $100. [14]

Walmart's rules say agents must not do more than the shopper intends, and it will block any that break them. [14]

Why it matters

Amazon, Walmart's biggest rival, has blocked shopping agents, including Meta's Muse. [30] Walmart says the gateway lets an agent find a shopper's usual items without seeing their whole shopping history. [14][30]

Nvidia ships data centres in containers

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Nvidia, which makes the chips AI runs on, showed a data centre built inside a shipping container at its conference in Berlin on Wednesday. [31][20]

Each "DSX Pod" weighs about 28 tonnes, holds seven racks of its newest Vera Rubin computers, and travels by truck. [31][32]

Nvidia says one can start working 14 days after it arrives, instead of about six months. [31] Deliveries start in early 2027. [31]

Why it matters

Data centres are taking too long to build to keep up with AI demand, and Nvidia says the pods also cut the time chips sit idle. [32][20]

Why it matters

Analysts say a single Vera Rubin rack can cost more than $7m. [31]

Nvidia books more of its suppliers' factories

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Nvidia said in Berlin it will pay suppliers to build more of the parts its chips need, saying "capacity is the constraint". [33]

It added Samsung Electro-Mechanics, a South Korean maker of chip bases called substrates, which will send about a quarter of its output to Nvidia by 2028. [33]

It also backed bigger factories at Ibiden in Japan and Amkor, a chip-packaging firm, which plans 300% more capacity. [33]

Why it matters

Nvidia plans 2.5 times more substrate supply over three years, a bet that AI demand lasts. [33] About a quarter of Samsung Electro-Mechanics' output will go to one customer. [33]

Who gains

Samsung Electro-Mechanics, Ibiden and Amkor get Nvidia's backing to build bigger factories. [33]

Nvidia hands Europe free AI models

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Nvidia released new free AI models at its Berlin conference, including ones that help search company documents and ones for self-driving cars. [34]

The search models handle text and images in 34 languages and are small enough for one desk-sized computer. [34]

Anyone can download and change them, which European firms want so they do not depend on US labs. [34]

Nvidia's chief, Jensen Huang, told 4,000 people Europe should produce AI, not only use it. [20]

Why it matters

Nvidia says its new search models rank first among rivals, a claim about its own product. [34]

Why it matters

Every free model still needs chips to run on, and Nvidia sells most of them.

Nvidia and ServiceNow sell fences for agents

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Nvidia published a design on Wednesday for running AI agents inside set limits, built on its software called OpenShell. [13]

It works only on Nvidia hardware, and one Nvidia chip watches what each agent does. [13]

ServiceNow, a business-software firm, launched Arc the same day, an agent for office work that runs inside OpenShell. [12]

Both pitch this as the answer to a summer of agents breaking into systems. [12][13]

Why it matters

Businesses want agents but fear what they might do, so both firms sell the limits along with the agent. [12]

Why it matters

OpenShell still has open security issues listed on its own code page. [13]

Protest at Nvidia's keynote over Russian weapons

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Greenpeace protesters interrupted Jensen Huang's speech in Berlin on Wednesday with a banner reading "Nvidia, clean up your dirty business". [35][20]

One shouted that Nvidia chips had been found in Russian drones. [35]

Reports say Jetson Orin chips, small Nvidia computers sold to students and developers, were found in Russian missiles used against Ukraine. [35] Huang told his guards to "go easy". [20]

Why it matters

Nvidia says the chips are not sold in Russia, but admits it cannot track second-hand ones once they are resold. [35]

Why it matters

Reports say Russia's S-71 missile uses one to pick its own targets. [35]

Nobody knows yet

How Nvidia's small Jetson chips reached Russian weapons.

Nvidia says the chips are not sold in Russia, and admits it cannot track second-hand ones once they are resold. [35]

Trump tells data centres to pay towns

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Donald Trump said on Wednesday that data-centre companies should pay the communities around them a "dividend" to win their support. [9]

He wrote that unpopular projects become popular "when a financial deal is struck". [9]

He has already said data centres should make their own power, and now says they should share spare power with neighbours. [36]

Nebius, which rents out AI computers, said it was "100% in principle" open to the idea. [9]

Why it matters

Local fights over power bills, water and noise have become an issue before the US elections in November. [9] Several US states are weighing pauses on new data centres. [9]

AI firms say the UK has a year

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A group including Nvidia, Microsoft and Cisco told the UK government it has about 12 months to win public support for data centres. [10]

Otherwise, they say, protests like those in the US could block building. [10]

They want councils that host a site to keep more of its tax money, and a set payment to each community. [10]

The UK government says councils in its AI growth zones already keep all the extra business tax. [10]

Why it matters

Campaigners say the offer is a way of buying people off, and Scotland already has 15 local campaigns against data centres. [10]

Why it matters

Microsoft has promised to invest $30bn in UK AI buildings. [10]

A start-up tracks which towns oppose data centres

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Hamlet, a US start-up, has read tens of thousands of city council meetings from their video recordings. [11] It marks each comment as friendly or hostile to a planned project. [11]

Its boss said a big fund that pays for data centres and a data-centre builder are among its customers. [11]

On Tuesday it ranked towns on hot topics, with Corpus Christi, Texas, first for speakers against data centres. [11]

Why it matters

Builders want to go where they will be fought least, so what people say at a council meeting now affects where money goes. [11]

Chestnut trees in a data-centre fight

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A grove of rare American chestnut trees in Mason County, West Virginia, sits beside Nscale's planned 2,250-acre data centre. [37]

Nscale, a UK start-up, counts Anthropic, Nvidia and Microsoft among the campus's clients. [37]

West Virginia's governor says the trees will be moved in late 2027, but a tree expert says moved trees would die within two to five years. [37]

State officials took public comments on the site's air permit on 20 October. [37]

Why it matters

Nscale says it never planned to cut the trees down. [37] In September, runoff from the building site flooded nearby homes, and the state ordered repairs. [37]

Who pays

Runoff from the building site flooded nearby homes in September, and Nscale is trying to buy out residents who want to stay. [37]

Nobody knows yet

Whether the West Virginia chestnut trees survive being moved.

The governor's office says moving them may improve their health; a forest pathologist says moved trees would die within two to five years. [37]

Palantir says nobody can switch off NATO's system

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Palantir, a US data-software firm, said neither it nor the US government can shut down Maven from outside. [18]

Maven is its battlefield system for NATO's top military command, combining satellite, radar and other data. [18]

Palantir's head for Europe said "there are no kill switches" in a Reuters interview on Wednesday. [18]

He spoke after reports that the US limited Ukraine's use of SpaceX's military satellite service. [18]

Why it matters

Germany and France have declined to use Maven for their own forces, partly over relying on a US supplier. [18] France's spy agency is moving to ChapsVision, a French firm. [18]

Microsoft adds controls for Europe's cloud worries

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Microsoft added new tools on Tuesday for customers who want more control over its cloud, especially in Europe. [19] Customers can now keep their main encryption keys on their own hardware. [19]

More services can run in a customer's own building and keep working without a link to Microsoft. [19]

An analyst said European governments worry about keeping key data on an American company's computers. [19]

Why it matters

Europe has proposed a law that would limit US clouds for sensitive government data. [19] Analysts say running Microsoft's cloud locally does not by itself end dependence on Microsoft. [19]

Micron workers in Taiwan strike for a day

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A union of Micron workers in Taoyuan, Taiwan, planned a one-day strike for Thursday 22 October. [38][39]

Micron is a US maker of memory chips, including the kind used in AI servers. [38]

The unions want 15% of operating profit paid as bonuses each quarter, as Samsung and SK hynix already link bonuses to profit. [40]

Of the Taoyuan union's 2,258 members, 1,994 voted to strike. [40]

Why it matters

A chip factory runs day and night, so even one day out costs Micron, though Tom's Hardware expects only a small hit to output. [39]

Why it matters

Taiwan's president urged both sides to talk in good faith. [40]

Three workers die at a TSMC building site

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Three contract workers died and one was badly hurt at the building site of a new chip factory in Kaohsiung, Taiwan. [41]

It belongs to TSMC, the world's biggest maker of chips for other companies, and will make its most advanced 2-nanometre chips. [41]

Officials suspect a broken bolt on a steel plate sent the men and the steel falling. [41] Steel lifting has stopped while labour inspectors investigate. [41]

Why it matters

Local reports count at least six earlier deaths at TSMC building sites in Taiwan since September 2024, one worker each time. [41]

Who pays

Three died in Kaohsiung this week, after at least six earlier deaths at TSMC sites since September 2024. [41]

Intel restarts its stalled factories

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Intel, the US chipmaker, said on Wednesday it has started putting machines into Fab 62, a new factory in Arizona due to run by the end of 2028. [42][43]

In Ohio, crews lifted the first big roof beam at a site meant to start in 2025, now due in 2030 or 2031. [42]

Orders for its data-centre chips are growing faster than it can make them. [44]

Why it matters

Intel still needs outside customers to fill these factories, and has named few. [42][44] The US government owns a stake in Intel. [44]

Nobody knows yet

When Intel's new Arizona factory starts.

CNBC reports Intel expects it running by the end of 2028, while The Next Web says early 2028. [42][44]

Samsung and SK hynix upgrade China plants

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Samsung and SK hynix, South Korea's two big memory makers, are upgrading their factories in China to make more advanced chips, Reuters reported. [45]

Samsung aims to switch its plant in Xi'an to 286-layer storage chips by the end of the year. [45]

SK hynix aims for 240 layers or more at its plant in Dalian. [45] US export rules limit which machines they can send to China. [45]

Why it matters

Chinese memory makers such as CXMT are growing fast, and AI data centres want all the memory they can get. [45]

Suppliers rush machines to Musk's chip plant

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Elon Musk said ASML, the Dutch firm that makes the machines used to print chips, and other suppliers are speeding up deliveries to Terafab. [46]

Terafab is a chip-factory project shared by his companies Tesla and SpaceX. [46]

He said on SpaceX's results call that volume production in Texas is aimed at late 2028, with "big error bars". [46] A first test chip is due in Austin around mid-2027. [46]

Why it matters

Musk also said his AI companies expect 2.5 to 3 gigawatts of computing running by the end of 2026. [46]

AMD and Intel join forces on AI software

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AMD and Intel, the two makers of most PC and server processors, will merge their tuning code for running AI on those processors. [47]

AMD's library, ZenDNN, is moving into oneDNN, a free library led by Intel. [47] AMD is also joining the group behind oneDNN, paying $20,000 a year. [47]

Developers using PyTorch will then have one path that works well on both makers' chips. [47]

Why it matters

AMD says the move was urged by an advisory group the two rivals set up in 2024 to keep their shared chip design in step. [47]

Tesla starts making its Optimus robot

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Tesla said on Wednesday it has started making its Optimus humanoid robot at its Fremont factory in California. [48]

Elon Musk called it early production and claimed Tesla could make 20,000 a week by the end of 2027. [48]

Tesla also said it will start selling its Cybercab, a two-seat car with no steering wheel, by the end of the year. [49]

Owners' own cars could join its robotaxi service around mid-2027. [50]

Why it matters

The US car-safety regulator is investigating whether the Cybercab meets safety rules for cars with no pedals. [49] Tesla's profit fell 43% as it spent more on robots and AI. [48]

Nobody knows yet

Whether Tesla's Cybercab can legally carry passengers.

The US car-safety regulator is still investigating whether a car with no pedals meets safety rules. [49]

Waymo serves the Las Vegas airport

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Waymo, the driverless-taxi company owned by Google's parent, began airport rides at Harry Reid International in Las Vegas on Wednesday. [51]

Cars pick up and drop off in set zones at Terminals 1 and 3. [51] It is Waymo's sixth big airport, after Phoenix, Nashville, San Antonio, San Francisco and San Jose. [51]

Only a few riders can use it at first. [51]

Why it matters

Zoox, Amazon's robotaxi firm, already serves the same airport, and Nevada has approved permits for Tesla and Uber to run thousands of robotaxis there. [51]

GM rebuilds its cars around one computer

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General Motors, the biggest US carmaker, said on Wednesday its next electric cars will run on one central computer 40 times more powerful than its current systems. [52]

It replaces many small chips and cuts wiring by 30%. [52]

It arrives in 2028 in the Cadillac Escalade IQ, with highway driving where people can take hands and eyes off the road. [52]

GM is also adding an AI assistant to OnStar, its car help service. [53]

Why it matters

Chinese carmakers now bring out new models in two to three years instead of four to five, and GM wants to match that. [52]

A year-old lab raises $1bn with no product

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Flapping Airplanes' value at its two funding rounds, in billions of dollars.

Flapping Airplanes, an AI research lab started in late 2025, raised $1bn at a value of $6bn, led by Index Ventures and Lux Capital. [54][16]

It was valued at $1.5bn in January, so its value has quadrupled in nine months. [54] It has nothing on sale yet. [16]

It is trying to train AI with less data and less computing. [16]

Why it matters

Its co-founder says demand for AI will outrun the supply of chips and data, so doing more with each chip would be worth a lot. [16]

Why it matters

Investors are paying for a chance at that, not for sales.

How it works

Why one big winner lets investors back an AI lab with no product

How it works

Most young tech firms fail, so investors pay for the rare chance of a giant, and a lab with nothing on sale has not yet shown it cannot become one.

How it works · step 1 of 5

Most young tech firms fail, and their backers lose what they put in

How it works · step 2 of 5

A rare few grow so big that one returns more than all the losses

How it works · step 3 of 5

So a fund asks whether a firm could be that one, not whether it will probably work

How it works · step 4 of 5

A lab with nothing on sale has shown no limit yet, so it is priced on its best case

How it works · step 5 of 5

Funds bid against each other for that chance, and the price jumps at each round

The twist

Investors price an AI lab on how big it could become, not on how likely it is to work, because one huge winner pays for all their failed bets.

The picture

Blacksmith's value at three funding rounds, in millions of dollars. It rose about 17 times in a year.

Seen the same day

Flapping Airplanes' $1bn

It has nothing on sale, and its value went from $1.5bn to $6bn in nine months on the chance that cheaper ways to train AI pay off hugely.

Seen the same day

Recursive's first model

Investors valued it at $4.65bn in May, before it had released a single model.

Seen the same day

Legora and Harvey

Investors now value two AI firms for lawyers at $8.8bn and $15.5bn, each a bet that one of them wins the whole profession.

Seen the same day

Blacksmith's $1bn value

Each round priced it on how big code testing could get as AI writes more code, so its value went from $60m to $1bn in a year.

The catch

This only works for a fund that holds many bets. A worker paid in one start-up's shares holds a single ticket, and most single tickets end at zero.

The whole

Staff paid partly in shares, the pension funds that put money into venture funds, and the savers behind those pensions all sit inside these bets.

The whole

Each of them can see one company's price, and none of them can see which of the many will be the winner.

Recursive's first model was built mostly by AI

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Recursive, an AI start-up, released Flint on Wednesday, a free coding model small enough to run on a laptop. [55]

The company says its own AI system, the Eureka Machine, did most of the work of building it. [55][56]

That let a small team build it from scratch in under four months. [55] Recursive is led by Richard Socher, once Salesforce's chief scientist, and was valued at $4.65bn in May. [55]

Why it matters

AI that builds better AI is one of the most argued-over ideas in the field, because some researchers fear it could slip out of human control. [55]

Why it matters

Recursive's version is still overseen by people. [55]

How it works

Recursive's first model

Investors valued it at $4.65bn in May, before it had released a single model.

The idea, in story 29: Why one big winner lets investors back an AI lab with no product →

Legal AI firm Legora valued at $8.8bn

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Legora, a company that makes AI tools for lawyers, raised $550m at a value of $8.8bn on Wednesday. [15] In April it was valued at $5.6bn. [15]

It says its yearly sales have passed $200m, up from $100m then. [15] It plans to spend the money growing in North America. [15]

Why it matters

Its biggest rival, Harvey, raised the same amount a month ago at $15.5bn, so investors now price two AI firms for one profession in the tens of billions. [15]

How it works

Legora and Harvey

Investors now value two AI firms for lawyers at $8.8bn and $15.5bn, each a bet that one of them wins the whole profession.

The idea, in story 29: Why one big winner lets investors back an AI lab with no product →

Blacksmith worth $1bn after a year

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Blacksmith, which runs the automatic tests companies use on new code, raised $66m at a value of $1bn on Wednesday. [57]

It was worth $60m a year ago and $550m two months ago. [57] It says its yearly sales have grown 17 times and it has run 90 million code checks. [57]

Its boss says checking matters more as AI writes more of the world's code. [57]

Why it matters

More code written by AI means more code to test before it ships. [57]

How it works

Blacksmith's $1bn value

Each round priced it on how big code testing could get as AI writes more code, so its value went from $60m to $1bn in a year.

The idea, in story 29: Why one big winner lets investors back an AI lab with no product →

Getty Images goes bankrupt to go private

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Getty Images, the big photo agency, filed for bankruptcy in the US state of Delaware on Wednesday. [58]

It is a planned step to cut its debt and take the company private. [58]

The Getty family and Koch Equity Development will put in up to $533m and own all of it. [58] People who own its public shares are set to get nothing. [58]

Why it matters

The filing follows a failed merger with Shutterstock and growing competition from AI-made images. [58] Lenders agreed to write off $270m of debt. [58]

Who pays

The bankruptcy plan gives the whole company to the Getty family and Koch, and public shareholders are set to get nothing. [58]

Bose buys Skullcandy

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Bose, the US audio company, has bought Skullcandy, a rival headphone maker, for an undisclosed sum. [59][60] Skullcandy will stay a separate brand based in Park City, Utah. [59]

The two already worked together, and some Skullcandy headphones use Bose's noise-cancelling technology. [60] Bose says Skullcandy reaches people it does not, in sport, gaming and fitness. [60]

Why it matters

Bose gets a younger set of buyers, and Skullcandy gets more of Bose's technology. [60]

Qualcomm to cut jobs after reviews

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Qualcomm, a big maker of phone chips, told staff it will cut jobs worldwide after its yearly performance reviews, Reuters reported. [61] People will hear from November. [61]

It did not say how many of its roughly 52,000 workers will go. [61] Its shares are up 1.5% this year against almost 60% for the main chip-share index. [61]

Why it matters

Phone sales are weak because memory prices have risen, so Qualcomm is moving toward chips for AI data centres. [61]

Nobody knows yet

How many Qualcomm workers will lose their jobs.

Qualcomm's memo gave no number and named no departments. [61]

Part of a signal

Big companies cutting jobs

Also seen in Gaming, Finance and Biotech.

Some of these firms are cutting because they lost money, like CSL.

The whole signal →

Automattic starts layoffs

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Automattic, the company behind WordPress.com, WooCommerce and Tumblr, has begun laying people off, TechCrunch reported. [62] Cuts have hit its communications team, WordPress.com and its business for big clients. [62]

Staff expect more. [62] In September its board failed to remove the boss, Matt Mullenweg, and was then replaced. [62]

Why it matters

The cuts follow the exits of its finance chief, its stand-in finance chief and its chief lawyer. [62]

IBM says cheap free models are good enough

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IBM's boss, Arvind Krishna, told investors that free AI models anyone can download are now 90% as good as the best. [63]

He said they cost 10% to 25% as much to run. [63] He said most office jobs, such as summing up an email or a contract, do not need the best. [63]

IBM's boss says a free model does about 90% as well as the best one, at a tenth to a quarter of the cost to run.

IBM's sales rose 5% to $17.1bn in the quarter. [64]

Why it matters

Krishna says this is driving strong interest in running AI on companies' own machines, which IBM sells. [63]

DeepSeek gives away the software that runs its AI

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DeepSeek, a Chinese AI lab, released DeepInfer for free on Tuesday, the software it uses to run its own AI models. [65]

Running a finished model to answer requests is called inference, and good software makes it much cheaper. [65] DeepInfer runs on Nvidia's data-centre chips and on Huawei's Ascend 950 chips. [65]

For now it works only with one DeepSeek model. [65]

Why it matters

DeepSeek says sharing it will cut computing costs and energy use for others. [65] Its speed figures are its own, and nobody has checked them yet. [65]

Good news

DeepSeek, a Chinese AI lab, gave away the software it uses to run its own models, under a licence that lets anyone use and change it.

Hugging Face's free model answers questions about DNA

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Hugging Face, a website where people share AI models, released Carbon-X on Thursday, a free model that answers questions about DNA in plain language. [66]

It was built with researchers in China and Italy, and runs on a laptop. [66]

People can ask how a change in DNA might affect a gene and get a written answer. [66] Its makers say it could help design drugs and gene treatments. [66]

Why it matters

Questions that needed special software can now be asked in ordinary words by people who are not experts. [66]

Good news

Hugging Face released Carbon-X for free on Thursday, a model that runs on a laptop and answers questions about DNA in plain words. Its makers say it could help researchers design new drugs and help patients read their own genomes.

AI to take a fifth of tech budgets

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Forrester, a research firm, says AI will take 20% of all business technology spending next year. [67]

Its survey found 45% of AI decision-makers need a return within a year to call their AI spending a success. [67]

Only 22% saw AI lift profits in the past 12 months. [67] Forrester expects more than half of IT bosses to miss their AI targets next year. [67]

Why it matters

Forrester expects success to stay limited to single uses rather than whole programmes. [67]

AI floods open-source projects with poor code

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Open-source maintainers think about a quarter of the code changes sent to them are low-quality work made by AI, a Linux Foundation survey found. [68]

Open-source software is free code that anyone can use and improve. [68] Respondents said AI cut the time to write code by 52% on average. [68]

But 53% disagree that it has raised trust in their communities. [68]

Why it matters

The Linux Foundation says projects need clearer rules and better tools to handle the flood. [68]

Who pays

About a quarter of the code changes sent to them are now low-quality AI work they must sort through. [68]

Good news

Open-source maintainers told the Linux Foundation that AI tools cut the time it takes them to write code by about half.

Publishers ask Europe to stop Meta's terms

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The European Publishers Council asked EU officials on Monday to suspend Meta's new business terms, which take effect on 30 October. [69]

Publishers fear the terms let Meta copy their websites for its AI. [69]

Meta took the word "train" out of them last Friday, but publishers say that is not a binding promise. [69]

The UK competition regulator was due to meet Meta on Wednesday about the changes. [69]

Why it matters

Many newsrooms use Facebook and Instagram to reach readers, so refusing Meta's terms is hard for them. [69]

UK cannot count its digital spending

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The UK government told MPs its finance systems cannot give a yearly total of what departments spend on digital projects. [70]

MPs on the Science and Technology Committee had asked for that figure. [70]

The public sector spends more than 26 billion pounds a year on digital technology, but there is no breakdown by department. [70]

The UK government says it may build the data over time. [70]

Why it matters

The committee warned in June that the spending was scattered and the UK government had no clear plan for a digital state. [70]

MPs want the UK to own stakes in start-ups

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The Public Accounts Committee, a group of MPs, says UK Research and Innovation should take ownership stakes in more firms it funds. [71]

The body hands out public research money, mostly as grants. [71] MPs say taxpayers get little back when a funded company succeeds. [71]

Half of its money still goes to London, the South East and the East of England. [71]

Why it matters

A stake would let the public share in a success it paid to start. [71]

Philippine tech official suspended

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The Philippines' anti-corruption office suspended David Almirol, a senior official at the tech department, for six months without pay. [72]

It says the department gave at least eight contracts worth over 1.5 billion pesos, about $24m, to firms linked to Multisys. [72]

Almirol founded Multisys and ran it for over a decade. [72] The office says the suspension protects its investigation and does not decide the case. [72]

Why it matters

The contracts covered cloud, data-centre and government app work, and Almirol joined the department in 2022 at President Ferdinand Marcos Jr's request. [72]

243 million in Southeast Asia use AI

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About 243 million people in Southeast Asia use AI chatbots and similar tools, a report by Google, Temasek and Bain & Company found on Wednesday. [73]

That is 58% of working-age people, reached in under three years. [73] Only 1% to 2% pay for an AI subscription. [73]

Shopee, a big online shop in the region, now answers about 80% of customer questions with AI. [73]

Why it matters

Companies there earn from AI through shopping and ads, not subscriptions. [73] People in the region still use AI about a tenth as much as people in the US. [73]

Nebius says AI computing keeps getting dearer

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Nebius, a company that rents out AI computers, said prices for that computing are rising faster than it expected. [17]

Its revenue chief said its auction on Tuesday showed prices still going up. [17] Crusoe, another builder, said older Nvidia chips now rent for more than when they were new. [17]

Investors have doubted these firms since the cost of insuring CoreWeave's debt rose to levels that signal distress. [17]

Why it matters

If old chips keep earning, the firms that borrowed to buy them can repay. [17] If prices fall, the debt becomes the problem.

Who gains

Nebius says rental prices keep rising, and Crusoe says even old Nvidia chips rent for more than when new. [17]

Publisher drops novelist over AI

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Boreal, a Canadian publisher, ended its work with novelist Thelyson Orelien on Wednesday. [74] It said an outside check found traces of AI in the files of his novel. [74]

The book had been dropped last month from the list for France's top literary prize, the Prix Goncourt. [74]

Orelien says he used AI only for research, and no sentence was written by a machine. [74]

Why it matters

Boreal says it will likely never know how much AI was used. [74] The novel had been due to be translated in more than 20 countries. [74]

Nobody knows yet

How much AI went into Thelyson Orelien's novel.

His publisher says it will likely never have a definitive answer, and he says no sentence was written by a machine. [74]

Meta tops tech lobbying

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Meta spent $5.9m lobbying US lawmakers from July to September, the most of any big tech firm, filings show. [75] Nvidia spent $2.2m, its most ever in a quarter. [75]

OpenAI and Anthropic both lobbied on letting AI labs share security information without breaking competition law. [75] Anthropic named a bill that would let labs work together on security risks. [75]

Why it matters

Competition law normally stops rivals from coordinating, and the labs want room to do so on safety. [75]

Reviews of Apple's folding iPhone are out

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The first reviews of the iPhone Duo, Apple's first folding phone, came out this week. [76]

Most praised it but criticised the missing zoom camera, the use of a fingerprint reader and slow app support. [76] It costs about $2,000. [76]

Apple opened orders in more than 70 countries at once, and new orders will not ship until next year. [77]

Why it matters

Apple limits buyers to two each, and resellers are expected to charge far more. [77]

That's the whole Tech day.

50 stories, 77 sources.