Wednesday, October 28, 2026

Circuit Mind lands $25M and puts AI agents to work checking circuit board schematics (opens siliconangle.com)

The British startup uses AI agents to check circuit board schematics and will extend the platform across more of the hardware design process.

Inference cloud startup General Compute reels in $100M, despite broader AI funding fears (opens siliconangle.com)

Neoclouds are supposed to be under pressure, with the likes of Gartner Inc. and Elon Musk both predicting a bloodbath in the nascent cloud infrastructure segment in the not-too-distant future, but apparently nobody told General Compute Inc.

US agency approves Amazon Leo’s $11.5B acquisition of Globalstar (opens reuters.com)

Globalstar runs the satellite service behind Apple's iPhone emergency features.

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition (opens reuters.com)

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct — The US Department of Justice has made inquiries about how Nvidia's (NVDA.O) $12.93 billion deal to buy open-source platform Hugging Face …

Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B (opens bloomberg.com)

Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week — Marvell Technology Inc.

MacBook Pro with PROLED XDR Display and Touch (opens apple.com)

https://www.apple.com/newsroom/2026/10/apple-unveils-groundb...

Faraday: company-specific AI and infrastructure that run manufacturing workflows end to end (opens ycombinator.com)

Company Specific AI for Manufacturers

GrayPass: The most dangerous actions happen after login. (opens ycombinator.com)

We help your company stop unauthorized people, bots, and AI agents before they move money, export data, or change permissions.

The Agent SDK (opens cursor.com)

Anthropic just launched tools to show companies what their AI spending is buying (opens techcrunch.com)

Anthropic launched tools that show companies how their AI spending is used, ahead of a planned IPO.

Ploid | People data infrastructure for AI agents and software (opens ycombinator.com)

Search, enrich, and resolve identities across 2B+ people through one API.

Dayjob: Tax – evaluating AI agents on 50 professional tax assignments (opens surgehq.ai)

Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September (opens businessinsider.com)

Sources: AI coding startup Cognition weighs a new funding round before year's end after receiving offers valuing it at $70B-$80B, up from $48B in September — Just weeks after announcing a new round of funding at a $48 billion valuation, AI coding startup Cognition is fielding new investor interest…

Apple's git still trusts the compromised eMudhra certificates (opens emudhra.we-have-a-problem.com)

Microsoft recorded $10 billion in revenue from OpenAI (opens techcrunch.com)

Microsoft made $10 billion in the quarter to September 30 from commercial arrangements with OpenAI, including revenue-sharing payments.

Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion (opens techcrunch.com)

Microsoft disclosed Azure's quarterly revenue in dollars for the first time, showing how close it is to AWS.

As AI agents reshape the web, Google opens Gemini and Search to more apps (opens techcrunch.com)

A new developer platform will let businesses bring their services to Google's AI experiences, potentially changing how consumers discover and use apps.

The ‘Vulnpocalypse’ is coming for the internet’s aging code, says Wiz’s CTO (opens techcrunch.com)

The PHP scare may have faded from your feed, but the cleanup is far from over. Last week, two critical bugs in the open source language behind roughly 70% of websites left organizations scrambling to fix their systems, with some taking sites offline until the vulnerabilities could be patched.

The October inflection point for vibe game development (opens simonwillison.net)

I've written before about how November 2025 was an inflection point for coding agents - the point where Opus 4.5 and GPT-5.1 crossed a tipping point that meant their respective coding agents became reliable daily drivers for software engineers.

The New Security Agenda (opens a16z.news)

What CISOs told us about AI, budgets, and the priorities shaping 2027.