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Anthropic Compute Spending Could Reach Hundreds of Billions

                                                                                  

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Eight Compromised TLS Certificates Trigger Blocks Across Browsers and Major Apps

Eight intermediate TLS certificates issued by eMudhra were compromised with private key sizes of just 3 to 8 bits, prompting browser makers and major applications to block them.

Super Micro Shares Jump After Preliminary Revenue Tops Expectations

Super Micro reported preliminary first-quarter revenue of $18.5 billion to $19.5 billion, above the $15 billion estimate, while projecting gross margins of 12% to 12.5%.

SpaceX Capital Spending Surges as Connectivity Revenue Climbs

SpaceX reported third-quarter capital expenditures of $19.6 billion, up from $6.9 billion a year earlier, while connectivity revenue including Starlink rose 69% year over year to $5.2 billion.

Anthropic Compute Spending Could Reach Hundreds of Billions

Anthropic's draft S-1 reportedly shows about $9 billion in compute and infrastructure spending during the first half of 2026, up from $2.3 billion a year earlier, with spending potentially reaching $750 billion in coming years.

Netflix Ad Revenue Expected to Fall Short of Earlier Forecast

Netflix expects about $2.7 billion in advertising revenue for 2026, below its roughly $3 billion forecast, while layoff-related costs are expected to affect its fourth-quarter operating margin.

Musk Reportedly Ordered Starshield Slowdown in Ukraine

Sources say Elon Musk ordered a Starshield slowdown in Ukraine and discussed the matter with President Trump after it became public, while some U.S. officials said Musk acted unilaterally.

SpaceX Reports Sharp Revenue Growth Led by AI Business

SpaceX reported third-quarter revenue of $14.58 billion, up 161% from a year earlier, while AI revenue climbed 830% to $7.56 billion and AI operating income reached $431 million.

Netflix Defends Engagement as It Looks to Expand Third-Party Content

Netflix says engagement remains "healthy" despite investor concerns about view-hours growth and plans to bring more third-party content to its streaming service.

Netflix Profit Jumps as Shares Fall After Earnings Report

Netflix reported third-quarter revenue of $12.87 billion, up 12% year over year, and net income of $3.66 billion, up 44%, while its shares dropped more than 5% in after-hours trading.

Anthropic Prospectus Reveals Rapid Revenue Growth and Large Accounting Loss

Anthropic's IPO prospectus reportedly shows first-half 2026 revenue of $16.3 billion, with roughly 20% coming from two customers, alongside an $80.7 billion net loss driven by accounting charges.

Xbox Reportedly Maps Out New Handheld, Console and Game Pass Overhaul

Xbox is reportedly planning a major Game Pass overhaul, a next-generation handheld device by late 2027 and a next-generation console by late 2028 as CEO Asha Sharma leads the business.

Amazon Plans More Than 300,000 U.S. Holiday Hires

Amazon plans to hire more than 300,000 U.S. workers for seasonal, part-time and full-time positions for the upcoming holiday season, a 20% increase from 2025, with average pay of $20 an hour.

Google Opens PyTorch Path to Its TPU Hardware

Google launched TorchTPU as an open-source version of PyTorch designed to let AI applications run on TPUs and Google Cloud through configuration changes without requiring developers to rewrite their code.

Hertz-Owned Oro Mobility Raises $80 Million for Robotaxi Fleet Business

Oro Mobility raised $80 million as the Hertz-owned fleet management company prepares to manage Uber's planned Lucid robotaxi fleet beginning in San Francisco.

Judge Dismisses Civil Lawsuit Against Sam Altman

A U.S. judge dismissed a civil lawsuit brought against Sam Altman by his sister after she declined to appear for an independent medical examination.


Sources: Ars Technica; Bloomberg; Wall Street Journal; Variety; CNBC; New York Times; Fortune; TechCrunch; Axios; Reuters.



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